Johnson Financial Group, Inc.

Q3 2025 13F Holdings

  • Location
    racine, WI
  • Num holdings

    1,064

  • Value ($000)

    $2,665,012

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001477024
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$833.69 M
31 %

1,245,615

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$200.67 M
8 %

428,413

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$140.69 M
5 %

1,611,347

XLG
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$117.68 M
4 %

2,045,865

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$70.92 M
3 %

593,389

JW2
JW2

JOHNSON OUTDOORS INC

CL A
$68.67 M
3 %

1,700,195

AAPL
AAPL

APPLE INC

COM
$56.99 M
2 %

223,820

MSFT
MSFT

MICROSOFT CORP

COM
$53.93 M
2 %

104,131

ACWX
ACWX

ISHARES TR

MSCI ACWI EX US
$47.43 M
2 %

729,551

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
$41.15 M
2 %

498,358

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