Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Johnson Financial Group, LLC (CIK 1706327) reported $1.50B across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($763.8M, 50.86%), VEA ($234.2M, 15.59%), VWO ($115.3M, 7.68%), VTI ($49.5M, 3.29%), VB ($43.1M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $763.8M | 50.86% | 2.6M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $234.2M | 15.59% | 3.7M | Trimmed |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $115.3M | 7.68% | 2.1M | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $49.5M | 3.29% | 154,167 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $43.1M | 2.87% | 164,577 | Trimmed |
| 6 | SCHC | SCHWAB STRATEGIC TR | $28.2M | 1.88% | 604,360 | Trimmed |
| 7 | VNQ | VANGUARD INDEX FDS | $18.6M | 1.24% | 209,248 | Trimmed |
| 8 | PDBC | INVESCO ACTVELY MNGD ETC FD | $16.4M | 1.09% | 948,117 | Trimmed |
| 9 | SCHF | SCHWAB STRATEGIC TR | $16.0M | 1.07% | 646,762 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $12.1M | 0.81% | 18,671 | Trimmed |
| 11 | AAPL | APPLE INC | $10.2M | 0.68% | 40,296 | Added |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $9.9M | 0.66% | 67,703 | Trimmed |
| 13 | MINT | PIMCO ETF TR | $9.2M | 0.61% | 91,096 | Trimmed |
| 14 | SCHX | SCHWAB STRATEGIC TR | $7.8M | 0.52% | 303,852 | Added |
| 15 | SCHE | SCHWAB STRATEGIC TR | $6.1M | 0.41% | 186,632 | Trimmed |
| 16 | HLF | HERBALIFE LTD | $6.1M | 0.41% | 414,560 | Added |
| 17 | IVV | ISHARES TR | $6.2M | 0.41% | 9,462 | Added |
| 18 | EEMS | ISHARES INC | $5.9M | 0.39% | 84,781 | Trimmed |
| 19 | SCHG | SCHWAB STRATEGIC TR | $5.6M | 0.37% | 191,790 | Added |
| 20 | MSFT | MICROSOFT CORP | $5.2M | 0.35% | 14,066 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $5.3M | 0.35% | 30,437 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $4.0M | 0.27% | 13,936 | Added |
| 23 | GOOG | ALPHABET INC | $3.7M | 0.24% | 12,737 | Added |
| 24 | SCHO | SCHWAB STRATEGIC TR | $3.6M | 0.24% | 148,256 | Trimmed |
| 25 | EWX | SPDR INDEX SHS FDS | $3.5M | 0.23% | 52,943 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31