Johnson & White Wealth Management, LLC
Q1 2026 13F Holdings
- Locationyork, PA
- Num holdings
106
- Value ($000)
$236,345
- Date Filed 04/15/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $27.11M | 12 % | 387,859 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $12.12M | 5 % | 264,295 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $11.98M | 5 % | 309,212 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | $11.64M | 5 % | 273,438 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $10.89M | 5 % | 415,571 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.98M | 4 % | 325,170 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $8.27M | 4 % | 117,821 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.27M | 4 % | 172,058 | ||
INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $8.18M | 4 % | 303,907 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.86M | 3 % | 39,325 |
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