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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$833.69M
31 %

1,245,615

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$200.67M
8 %

428,413

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$140.69M
5 %

1,611,347

X
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
46137V233
$117.68M
4 %

2,045,865

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$70.92M
3 %

593,389

J
JW2

JOHNSON OUTDOORS INC

CL A
479167108
$68.67M
3 %

1,700,195

A
AAPL

APPLE INC

COM
037833100
$56.99M
2 %

223,820

M
MSFT

MICROSOFT CORP

COM
594918104
$53.93M
2 %

104,131

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$47.43M
2 %

729,551

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$41.15M
2 %

498,358

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