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Portfolio (Quarterly) Guide ↗

Johnson & White Wealth Management, LLC

· CIK 0001954136
13F Portfolio $230M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 30,568.0 $2.8M 1.22% NEW $91.45 +2.8%
22 MSFT MICROSOFT CORP Technology 5,764.0 $2.8M 1.21% NEW $483.58 -11.7%
23 JPM JPMORGAN CHASE & CO. Financial Services 7,947.0 $2.6M 1.11% NEW $322.23 -7.9%
24 AMZN AMAZON COM INC Consumer Cyclical 10,058.0 $2.3M 1.01% NEW $230.82 +18.7%
25 XMLV INVESCO EXCH TRADED FD TR II 34,010.0 $2.1M 0.92% NEW $62.37 +3.9%
26 IVV ISHARES TR 3,027.0 $2.1M 0.90% NEW $684.85 +10.7%
27 EEMV ISHARES INC 31,314.0 $2.0M 0.87% NEW $64.04 +17.6%
28 XOM EXXON MOBIL CORP Energy 15,798.0 $1.9M 0.83% NEW $120.34 +22.9%
29 BAC BANK AMERICA CORP Financial Services 34,007.0 $1.9M 0.81% NEW $55.00 -7.7%
30 SMLV SPDR SERIES TRUST 13,605.0 $1.8M 0.78% NEW $131.13 +13.8%
31 OVL LISTED FDS TR 33,105.0 $1.8M 0.77% NEW $53.21 +8.6%
32 JNJ JOHNSON & JOHNSON Healthcare 8,241.0 $1.7M 0.74% NEW $206.93 +11.5%
33 HD HOME DEPOT INC Consumer Cyclical 4,864.0 $1.7M 0.73% NEW $344.11 -6.7%
34 OVS LISTED FDS TR 45,211.0 $1.6M 0.70% NEW $35.66 +13.7%
35 FNDE SCHWAB STRATEGIC TR 44,611.0 $1.6M 0.70% NEW $36.06 +13.9%
36 GOOGL ALPHABET INC Communication Services 4,641.0 $1.5M 0.63% NEW $312.99 +24.6%
37 EEM ISHARES TR 24,863.0 $1.4M 0.59% NEW $54.71 +25.4%
38 GE GE AEROSPACE Industrials 4,277.0 $1.3M 0.57% NEW $308.06 +4.1%
39 IJH ISHARES TR 19,112.0 $1.3M 0.55% NEW $66.00 +12.8%
40 UNH UNITEDHEALTH GROUP INC Healthcare 3,669.0 $1.2M 0.53% NEW $330.14 +16.3%
Page 2 of 6  ·  111 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 39.3%
Financial Services 18.5%
Healthcare 10.6%
Consumer Cyclical 8.5%
Consumer Defensive 7.3%
Energy 4.8%
Communication Services 4.2%
Utilities 3.3%
Industrials 2.6%
Real Estate 0.5%