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Johnson Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    185

  • Value ($000)

    $1,501,943

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001706327
  • 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
V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$763.85M
51 %

2,555,957

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$234.19M
16 %

3,654,573

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$115.29M
8 %

2,133,041

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$49.46M
3 %

154,167

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$43.11M
3 %

164,577

S
SCHC

SCHWAB STRATEGIC TR

INTL SCEQT ETF
808524888
$28.25M
2 %

604,360

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$18.56M
1 %

209,248

P
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$16.42M
1 %

948,117

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$16.01M
1 %

646,762

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$12.14M
1 %

18,671

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