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Portfolio (Quarterly) Guide ↗

Johnson & White Wealth Management, LLC

· CIK 0001954136
13F Portfolio $267M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 56 Added 36 Reduced 1 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PXF INVESCO EXCH TRADED FD TR II 392,494.0 $29.7M 11.11% +5K +1.2% $75.64 +6.3%
2 PRFZ INVESCO EXCHANGE TRADED FD T 266,421.0 $14.9M 5.56% +2K +0.8% $55.77 -1.7%
3 HMOP HARTFORD FDS EXCHANGE TRADED 314,557.0 $12.3M 4.61% +5K +1.7% $39.15 -2.3%
4 PYLD PIMCO ETF TR 463,895.0 $12.3M 4.60% +48K +11.6% $26.52 -1.8%
5 IDV ISHARES TR 283,503.0 $11.7M 4.39% +10K +3.7% $41.43 +9.2%
6 SCHD SCHWAB STRATEGIC TR 333,090.0 $10.6M 3.95% +8K +2.4% $31.71 +9.7%
7 DGRO ISHARES TR 120,428.0 $9.1M 3.41% +3K +2.2% $75.79 +4.4%
8 PXH INVESCO EXCH TRADED FD TR II 307,636.0 $8.6M 3.21% +4K +1.2% $27.88 +8.7%
9 BNDX VANGUARD CHARLOTTE FDS 176,355.0 $8.5M 3.19% +4K +2.5% $48.43 -2.0%
10 PRF INVESCO EXCHANGE TRADED FD T 136,615.0 $7.4M 2.76% +888.0 +0.7% $54.03 +4.3%
11 SPGP INVESCO EXCHANGE TRADED FD T 50,271.0 $6.1M 2.30% +1K +2.7% $122.29 +2.1%
12 AAPL APPLE INC Technology 20,189.0 $5.8M 2.19% +751.0 +3.9% $289.36 +10.6%
13 AMD ADVANCED MICRO DEVICES INC Technology 7,762.0 $4.5M 1.69% +5K +156.3% $580.91 -17.8%
14 OVF LISTED FDS TR 137,191.0 $4.3M 1.63% +9K +7.4% $31.69 +2.2%
15 EFA ISHARES TR 31,030.0 $3.2M 1.21% +2K +7.1% $103.88 +4.3%
16 VIGI VANGUARD WHITEHALL FDS 31,411.0 $2.9M 1.10% +385.0 +1.2% $93.38 +6.5%
17 MSFT MICROSOFT CORP Technology 6,425.0 $2.4M 0.90% +926.0 +16.8% $373.03 +34.0%
18 AMZN AMAZON COM INC Consumer Cyclical 10,052.0 $2.4M 0.90% +398.0 +4.1% $238.34 +8.5%
19 IVV ISHARES TR 3,162.0 $2.4M 0.89% +178.0 +6.0% $749.05 +3.3%
20 OVS LISTED FDS TR 51,496.0 $2.2M 0.82% +4K +7.6% $42.65 -3.7%
Page 1 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.6%
Financial Services 15.3%
Healthcare 10.3%
Consumer Cyclical 7.5%
Consumer Defensive 6.8%
Energy 4.9%
Communication Services 3.9%
Utilities 3.4%
Industrials 2.8%
Real Estate 0.4%