Johnson & White Wealth Management, LLC
Q3 2025 13F Holdings
- Locationyork, PA
- Num holdings
112
- Value ($000)
$218,325
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0001954136
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
P INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $22.41M | 10 % | 366,369 | ||
P INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $10.78M | 5 % | 237,310 | ||
H HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $9.57M | 4 % | 245,689 | ||
I ISHARES TR | INTL SEL DIV ETF | 464288448 | $9.43M | 4 % | 258,137 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.43M | 4 % | 308,820 | ||
B VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $7.79M | 4 % | 157,548 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $7.79M | 4 % | 41,741 | ||
D ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.53M | 4 % | 110,650 | ||
P INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $6.99M | 3 % | 275,017 | ||
P PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $6.82M | 3 % | 254,024 |
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