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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	NUVEEN PA INVT QUALITY MUN F	—	22,777	$272K	0.12%	SOLD

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%