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 & White Wealth Management, LLC (CIK 1954136) reported $236.3M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PXF ($27.1M, 11.47%), PRFZ ($12.1M, 5.13%), HMOP ($12.0M, 5.07%), IDV ($11.6M, 4.92%), PYLD ($10.9M, 4.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PXF | INVESCO EXCH TRADED FD TR II | $27.1M | 11.47% | 387,859 | Added |
| 2 | PRFZ | INVESCO EXCHANGE TRADED FD T | $12.1M | 5.13% | 264,295 | Added |
| 3 | HMOP | HARTFORD FDS EXCHANGE TRADED | $12.0M | 5.07% | 309,212 | Added |
| 4 | IDV | ISHARES TR | $11.6M | 4.92% | 273,438 | Added |
| 5 | PYLD | PIMCO ETF TR | $10.9M | 4.61% | 415,571 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $10.0M | 4.22% | 325,170 | Added |
| 7 | DGRO | ISHARES TR | $8.3M | 3.50% | 117,821 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $8.3M | 3.50% | 172,058 | Added |
| 9 | PXH | INVESCO EXCH TRADED FD TR II | $8.2M | 3.46% | 303,907 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $6.9M | 2.90% | 39,325 | Trimmed |
| 11 | PRF | INVESCO EXCHANGE TRADED FD T | $6.5M | 2.73% | 135,727 | Added |
| 12 | IDLV | INVESCO EXCH TRADED FD TR II | $5.8M | 2.44% | 167,603 | Trimmed |
| 13 | SPGP | INVESCO EXCHANGE TRADED FD T | $5.3M | 2.23% | 48,937 | Added |
| 14 | AAPL | APPLE INC | $4.9M | 2.09% | 19,438 | Trimmed |
| 15 | AVGO | BROADCOM INC | $4.4M | 1.87% | 14,313 | Trimmed |
| 16 | SDY | SPDR SERIES TRUST | $4.4M | 1.87% | 30,340 | Trimmed |
| 17 | QEFA | SPDR INDEX SHS FDS | $3.9M | 1.66% | 42,001 | Trimmed |
| 18 | OVF | LISTED FDS TR | $3.7M | 1.59% | 127,712 | Added |
| 19 | SPLV | INVESCO EXCH TRADED FD TR II | $3.6M | 1.51% | 48,734 | Added |
| 20 | EFA | ISHARES TR | $2.8M | 1.19% | 28,964 | Trimmed |
| 21 | VIGI | VANGUARD WHITEHALL FDS | $2.7M | 1.16% | 31,026 | Added |
| 22 | XOM | EXXON MOBIL CORP | $2.6M | 1.12% | 15,588 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.99% | 7,942 | Trimmed |
| 24 | XMLV | INVESCO EXCH TRADED FD TR II | $2.1M | 0.91% | 34,057 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.0M | 0.86% | 5,499 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31