Johnson & White Wealth Management, LLC
Q2 2026 13F Holdings
- Locationyork, PA
- Num holdings
117
- Value ($000)
$267,336
- Date Filed 07/16/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | $29.69M | 11 % | 392,494 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | $14.86M | 6 % | 266,421 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $12.31M | 5 % | 314,557 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $12.3M | 5 % | 463,895 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | $11.75M | 4 % | 283,503 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.56M | 4 % | 333,090 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $9.13M | 3 % | 120,428 | ||
INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | $8.58M | 3 % | 307,636 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.54M | 3 % | 176,355 | ||
NVIDIA CORPORATION | COM | 67066G104 | $7.63M | 3 % | 38,110 |
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