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 Wealth Management, LLC (CIK 2110653) reported $236.1M across 58 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($51.5M, 21.82%), DFAX ($49.7M, 21.04%), DFCF ($15.1M, 6.40%), DFSD ($14.2M, 6.03%), DUSB ($13.1M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $51.5M | 21.82% | 1.2M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $49.7M | 21.04% | 1.3M | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $15.1M | 6.40% | 358,179 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $14.2M | 6.03% | 298,214 | Added |
| 5 | DUSB | DIMENSIONAL ETF TRUST | $13.1M | 5.56% | 258,411 | Added |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $13.0M | 5.53% | 243,427 | Added |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $12.8M | 5.43% | 247,940 | Trimmed |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $7.2M | 3.03% | 180,888 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $6.5M | 2.76% | 157,683 | Trimmed |
| 10 | DFNM | DIMENSIONAL ETF TRUST | $5.6M | 2.39% | 116,659 | Added |
| 11 | VV | VANGUARD INDEX FDS | $5.1M | 2.18% | 14,942 | Trimmed |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $3.6M | 1.52% | 51,250 | Trimmed |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $3.4M | 1.44% | 129,673 | Added |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $3.2M | 1.34% | 78,470 | Trimmed |
| 15 | AAPL | APPLE INC | $2.7M | 1.16% | 9,478 | Trimmed |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $2.4M | 1.03% | 29,476 | Trimmed |
| 17 | GILD | GILEAD SCIENCES INC | $2.4M | 1.02% | 19,097 | Trimmed |
| 18 | VNQ | VANGUARD INDEX FDS | $2.2M | 0.93% | 22,815 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 0.85% | 10,058 | Added |
| 20 | PG | PROCTER & GAMBLE CO | $1.6M | 0.68% | 10,904 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $1.2M | 0.49% | 3,232 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.49% | 3,076 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $1.1M | 0.46% | 4,945 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $1.0M | 0.43% | 1,364 | Hold |
| 25 | SCHG | SCHWAB STRATEGIC TR | $906,506 | 0.38% | 26,788 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30