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Johnson Financial Group, Inc.

Q1 2026 13F Holdings

  • Location
    racine, WI
  • Num holdings

    891

  • Value ($000)

    $2,762,045

  • Date Filed
    05/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$834.64M
30 %

1,277,747

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$233.42M
9 %

5,053,447

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$176.04M
6 %

412,850

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$175.12M
6 %

1,934,375

X
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
46137V233
$113.01M
4 %

2,071,676

A
AAPL

APPLE INC

COM
037833100
$53.95M
2 %

212,575

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$47.57M
2 %

694,804

J
JW2

JOHNSON OUTDOORS INC

CL A
479167108
$44.21M
2 %

950,615

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$40.72M
2 %

469,956

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$37.2M
1 %

57,041

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