Johnson & White Wealth Management, LLC holds a focused book of 117 stocks worth $267.3M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Tesla Inc and trimmed Nvidia Corp. Their largest long position is Invesco Rafi Developed Marke at 11% of the equity book.
Johnson & White Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Johnson & White Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $149.2M |
| Hoey Investments, Inc | 48 / 80 | $649.1M |
| Independent Investors Inc | 31 / 80 | $428.1M |
| Ketron Financial | 16 / 80 | $256.7M |
| Integrated Financial Solutions, Inc. | 13 / 80 | $144.3M |
| Skandinaviska Enskilda Banken AB (publ) | 18 / 80 | $2.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Johnson & White Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $29.7M | 392.5K | 11.1% | ▲+1.2% Added · +5K sh | |
| 2 | Invesco Exchange Traded FD T RAFI US 1500 | $14.9M | 266.4K | 5.6% | ▲+0.8% Added · +2K sh | |
| 3 | Hartford FDS Exchange Traded MUN OPORTUNITE | $12.3M | 314.6K | 4.6% | ▲+1.7% Added · +5K sh | |
| 4 | Pimco ETF TR MULTISECTOR BD | $12.3M | 463.9K | 4.6% | ▲+12% Added · +48K sh | |
| 5 | Ishares TR INTL SEL DIV ETF | $11.7M | 283.5K | 4.4% | ▲+3.7% Added · +10K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $10.6M | 333.1K | 4.0% | ▲+2.4% Added · +8K sh | |
| 7 | Ishares TR CORE DIV GRWTH | $9.1M | 120.4K | 3.4% | ▲+2.2% Added · +3K sh | |
| 8 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $8.6M | 307.6K | 3.2% | ▲+1.2% Added · +4K sh | |
| 9 | Vanguard Charlotte FDS TOTAL INT BD ETF | $8.5M | 176.4K | 3.2% | ▲+2.5% Added · +4K sh | |
| 10 | Nvidia Corporation COM | $7.6M | 38.1K | 2.9% | ▼−3.1% Reduced · −1K sh | |
| 11 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $7.4M | 136.6K | 2.8% | ▲+0.7% Added · +888 sh | |
| 12 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $6.1M | 50.3K | 2.3% | ▲+2.7% Added · +1K sh | |
| 13 | Apple Inc COM | $5.8M | 20.2K | 2.2% | ▲+3.9% Added · +751 sh | |
| 14 | Invesco Exch Traded FD TR II S&P INTL LOW | $5.6M | 162.5K | 2.1% | ▼−3.0% Reduced · −5K sh | |
| 15 | Broadcom Inc COM | $5.1M | 13.4K | 1.9% | ▼−6.6% Reduced · −939 sh | |
| 16 | Advanced Micro Devices Inc COM | $4.5M | 7.8K | 1.7% | ▲+156% Added · +5K sh | |
| 17 | SPDR Series Trust ST STR SP DIV | $4.5M | 29.6K | 1.7% | ▼−2.5% Reduced · −776 sh | |
| 18 | Listed FDS TR SHARES FOREIGN | $4.3M | 137.2K | 1.6% | ▲+7.4% Added · +9K sh | |
| 19 | SPDR Index SHS FDS ST STR MSCI EAFE | $4.0M | 41.5K | 1.5% | ▼−1.1% Reduced · −474 sh | |
| 20 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $3.6M | 47.4K | 1.3% | ▼−2.7% Reduced · −1K sh | |
| 21 | Ishares TR MSCI EAFE ETF | $3.2M | 31.0K | 1.2% | ▲+7.1% Added · +2K sh | |
| 22 | Vanguard Whitehall FDS INTL DVD ETF | $2.9M | 31.4K | 1.1% | ▲+1.2% Added · +385 sh | |
| 23 | JPMorgan Chase & Co COM | $2.6M | 7.9K | 1.0% | ▼−0.9% Reduced · −76 sh | |
| 24 | Microsoft Corp COM | $2.4M | 6.4K | 0.9% | ▲+17% Added · +926 sh | |
| 25 | Amazon Com Inc COM | $2.4M | 10.1K | 0.9% | ▲+4.1% Added · +398 sh | |
| 26 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 0.9% | ▲+6.0% Added · +178 sh | |
| 27 | Ishares Inc MSCI EMERG MRKT | $2.2M | 29.8K | 0.8% | ▼−4.0% Reduced · −1K sh | |
| 28 | Listed FDS TR SHARES SML CAP | $2.2M | 51.5K | 0.8% | ▲+7.6% Added · +4K sh | |
| 29 | Invesco Exch Traded FD TR II S&P MIDCP LOW | $2.2M | 33.1K | 0.8% | ▼−2.9% Reduced · −991 sh | |
| 30 | Exxon Mobil Corp COM | $2.2M | 15.8K | 0.8% | ▲+1.2% Added · +192 sh | |
| 31 | Listed FDS TR SHARES LAG CAP | $2.1M | 37.9K | 0.8% | ▲+8.1% Added · +3K sh | |
| 32 | SPDR Series Trust ST STR R2K LOWV | $2.0M | 12.6K | 0.7% | ▼−7.3% Reduced · −993 sh | |
| 33 | Seagate Technology HLDNGS PL ORD SHS | $1.9M | 2.0K | 0.7% | ▲+0.3% Added · +7 sh | |
| 34 | Bank Of Amer Corp COM | $1.9M | 33.9K | 0.7% | ▼−0.9% Reduced · −297 sh | |
| 35 | Tidal Trust III ROCKEFELLER OPP | $1.9M | 73.1K | 0.7% | ▲+5.6% Added · +4K sh | |
| 36 | Johnson & Johnson COM | $1.8M | 7.1K | 0.7% | ▼−1.1% Reduced · −83 sh | |
| 37 | Home Depot Inc COM | $1.8M | 5.0K | 0.7% | ▲+3.2% Added · +155 sh | |
| 38 | Ishares TR MSCI EMG MKT ETF | $1.7M | 25.1K | 0.6% | ▲+3.5% Added · +846 sh | |
| 39 | Schwab Strategic TR FUND EM EQUI ETF | $1.6M | 41.1K | 0.6% | ▼−2.8% Reduced · −1K sh | |
| 40 | Unitedhealth Group Inc COM | $1.6M | 3.8K | 0.6% | ▲+1.6% Added · +60 sh | |
| 41 | Ge Aerospace COM NEW | $1.5M | 4.1K | 0.6% | ▲+0.7% Added · +27 sh | |
| 42 | Alphabet Inc CAP STK CL A | $1.5M | 4.3K | 0.6% | ▲+2.2% Added · +94 sh | |
| 43 | Ishares TR CORE S&P MCP ETF | $1.5M | 19.9K | 0.6% | ▲+5.9% Added · +1K sh | |
| 44 | Cisco Sys Inc COM | $1.4M | 12.3K | 0.5% | ▼−6.3% Reduced · −830 sh | |
| 45 | Merck & Co Inc COM | $1.4M | 11.2K | 0.5% | ▼−0.3% Reduced · −29 sh | |
| 46 | Analog Devices Inc COM | $1.3M | 3.3K | 0.5% | —Held | |
| 47 | Western Digital Corp COM | $1.3M | 2.0K | 0.5% | ▲+0.9% Added · +19 sh | |
| 48 | Abbvie Inc COM | $1.2M | 4.8K | 0.4% | ▲+0.6% Added · +28 sh | |
| 49 | Coca Cola Co COM | $1.2M | 14.7K | 0.4% | ▼−0.8% Reduced · −120 sh | |
| 50 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 7.6K | 0.4% | ▼−9.9% Reduced · −831 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 117 | $267.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 106 | $236.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 111 | $229.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 112 | $218.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 102 | $198.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 98 | $178.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 98 | $165.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 3d | 54 | $116.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.