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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 3,722.0 $617K 0.23% +85.0 +2.3% $165.77 +25.8%
42 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 22,444.0 $582K 0.22% +604.0 +2.8% $25.95 +36.1%
43 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 30,000.0 $520K 0.20% +5K +20.0% $17.35 -9.3%
44 META META PLATFORMS INC Communication Services 826.0 $465K 0.17% +18.0 +2.2% $563.34 +9.5%
45 AMAT APPLIED MATLS INC Technology 610.0 $441K 0.17% +9.0 +1.5% $723.00 -37.1%
46 ORRF ORRSTOWN FINL SVCS INC Financial Services 10,342.0 $422K 0.16% +440.0 +4.4% $40.83 +5.6%
47 WMT WALMART INC Consumer Defensive 3,656.0 $414K 0.15% +20.0 +0.6% $113.25 -5.4%
48 WFC WELLS FARGO & CO Financial Services 4,524.0 $374K 0.14% +68.0 +1.5% $82.64 +8.9%
49 JEPI J P MORGAN EXCHANGE TRADED F 6,422.0 $363K 0.14% +68.0 +1.1% $56.48 +1.3%
50 VGT VANGUARD WORLD FD 2,720.0 $325K 0.12% +2K +508.5% $119.52 +1.5%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 329.0 $308K 0.12% +39.0 +13.4% $935.47 -2.1%
52 V VISA INC Financial Services 896.0 $307K 0.12% +10.0 +1.1% $343.09 +9.3%
53 IWF ISHARES TR 2,060.0 $256K 0.10% +2K +300.0% $124.17 -0.6%
54 MRSH MARSH & MCLENNAN COS INC Financial Services 1,512.0 $252K 0.09% +12.0 +0.8% $166.67 +11.4%
55 PNC PNC FINL SVCS GROUP INC Financial Services 1,004.0 $247K 0.09% +22.0 +2.2% $246.22 -0.3%
56 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 12,159.0 $96K 0.04% +248.0 +2.1% $7.88 -7.0%
Page 3 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%