Johnson Wealth Management, LLC
Q4 2025 13F Holdings
- Locationgrand forks, ND
- Num holdings
49
- Value ($000)
$200,960
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002110653
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $43.11M | 22 % | 1,317,050 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $40.43M | 20 % | 1,021,161 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.84M | 6 % | 301,735 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $12.49M | 6 % | 260,538 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.05M | 6 % | 257,420 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $10.79M | 5 % | 212,961 | ||
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $10.31M | 5 % | 195,896 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.5M | 3 % | 170,622 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $5.46M | 3 % | 159,485 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $4.83M | 2 % | 15,355 |
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