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Johnson Financial Group, Inc.

Q4 2025 13F Holdings

  • Location
    racine, WI
  • Num holdings

    923

  • Value ($000)

    $2,671,617

  • Date Filed
    02/12/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$853.15M
32 %

1,245,586

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$194.02M
7 %

409,922

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$162.04M
6 %

1,811,291

X
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
46137V233
$119.61M
5 %

2,017,792

J
JW2

JOHNSON OUTDOORS INC

CL A
479167108
$72.17M
3 %

1,700,195

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$70.93M
3 %

594,344

A
AAPL

APPLE INC

COM
037833100
$57.69M
2 %

212,205

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$48.27M
2 %

718,986

M
MSFT

MICROSOFT CORP

COM
594918104
$47.16M
2 %

97,514

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$41.1M
2 %

485,529

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