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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 31,030.0 $3.2M 1.21% +2K +7.1% $103.88 +4.3%
22 VIGI VANGUARD WHITEHALL FDS 31,411.0 $2.9M 1.10% +385.0 +1.2% $93.38 +6.5%
23 JPM JPMORGAN CHASE & CO Financial Services 7,866.0 $2.6M 0.96% -76.0 -1.0% $327.35 +9.6%
24 MSFT MICROSOFT CORP Technology 6,425.0 $2.4M 0.90% +926.0 +16.8% $373.03 +34.0%
25 AMZN AMAZON COM INC Consumer Cyclical 10,052.0 $2.4M 0.90% +398.0 +4.1% $238.34 +8.5%
26 IVV ISHARES TR 3,162.0 $2.4M 0.89% +178.0 +6.0% $749.05 +3.3%
27 EEMV ISHARES INC 29,761.0 $2.2M 0.84% -1K -4.0% $75.28 +2.1%
28 OVS LISTED FDS TR 51,496.0 $2.2M 0.82% +4K +7.6% $42.65 -3.7%
29 XMLV INVESCO EXCH TRADED FD TR II 33,066.0 $2.2M 0.82% -991.0 -2.9% $66.33 +1.9%
30 XOM EXXON MOBIL CORP Energy 15,780.0 $2.2M 0.81% +192.0 +1.2% $136.72 +16.6%
31 OVL LISTED FDS TR 37,892.0 $2.1M 0.80% +3K +8.1% $56.61 +1.3%
32 SMLV SPDR SERIES TRUST 12,562.0 $2.0M 0.74% -993.0 -7.3% $157.36 +0.9%
33 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,013.0 $1.9M 0.73% $965.00 -12.0%
34 BAC BANK OF AMER CORP Financial Services 33,894.0 $1.9M 0.72% -297.0 -0.9% $56.98 +10.0%
35 RMOP TIDAL TRUST III 73,136.0 $1.9M 0.70% +4K +5.6% $25.54 -3.6%
36 JNJ JOHNSON & JOHNSON Healthcare 7,082.0 $1.8M 0.67% -83.0 -1.2% $254.00 +8.4%
37 HD HOME DEPOT INC Consumer Cyclical 4,990.0 $1.8M 0.66% +155.0 +3.2% $352.66 -9.0%
38 EEM ISHARES TR 25,054.0 $1.7M 0.64% +846.0 +3.5% $68.41 +0.4%
39 FNDE SCHWAB STRATEGIC TR 41,144.0 $1.6M 0.61% -1K -2.8% $39.68 +8.6%
40 UNH UNITEDHEALTH GROUP INC Healthcare 3,794.0 $1.6M 0.59% +60.0 +1.6% $415.60 -4.4%
Page 2 of 6  ·  117 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%