Johnson & White Wealth Management, LLC
Q4 2025 13F Holdings
- Locationyork, PA
- Num holdings
111
- Value ($000)
$229,774
- Date Filed02/05/2026
- Form type13F-HR
- CIK0001954136
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $24.99M | 11 % | 381,199 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $11.69M | 5 % | 254,833 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | $10.53M | 5 % | 266,840 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $9.97M | 4 % | 254,880 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $9.18M | 4 % | 344,195 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.63M | 4 % | 314,558 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $7.93M | 3 % | 164,039 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.84M | 3 % | 112,875 | ||
NVIDIA CORPORATION | COM | 67066G104 | $7.72M | 3 % | 41,400 | ||
INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $7.54M | 3 % | 292,093 |
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