Johnson & White Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1954136 · latest 13F-HR filed 2026-07-16

Johnson & White Wealth Management, LLC manages $267.3M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PXF (11.11%), PRFZ (5.56%), HMOP (4.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 1, added to 64, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
224 ST. CHARLES WAY
SUITE 200
YORK, PA 17402
Phone
(717) 430-0001
Filing Manager
Johnson & White Wealth Management, LLC
YORK, PA
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$267.3M

Long-equity book

Holdings

117

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+12 / −1 / ↑64 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$3.9M +632.0%
  • INVESCO EXCHANGE TRADED FD T$2.7M +22.6%
  • INVESCO EXCH TRADED FD TR II$2.6M +9.5%
  • PIMCO ETF TR$1.4M +13.0%
  • SEAGATE TECHNOLOGY HLDNGS PL$1.2M +147.2%
Show all 64

Top Trims

  • EXXON MOBIL CORP-$487.1K -18.4%
  • VANGUARD WORLD FD-$191.4K -20.5%
  • CHEVRON CORPORATION-$135.6K -18.0%
  • VERIZON COMMUNICATIONS INC-$122.3K -16.4%
  • PALANTIR TECHNOLOGIES INC-$118.8K -20.0%
Show all 17

New Positions

  • TESLA INC$458.9K
  • NUVEEN MUN HIGH INCOME OPPOR$284.8K
  • NEBIUS GROUP N.V.$276.2K
  • DELL TECHNOLOGIES INC$270.1K
  • INTEL CORP$266.8K
Show all 12

Exited Positions

  • NUVEEN PA INVT QUALITY MUN F$271.7K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCH TRADED FD TR II PXF 46138E743 $29.7M 11.11% 392,494 SH
2 INVESCO EXCHANGE TRADED FD T PRFZ 46137V597 $14.9M 5.56% 266,421 SH
3 HARTFORD FDS EXCHANGE TRADED HMOP 41653L503 $12.3M 4.61% 314,557 SH
4 PIMCO ETF TR PYLD 72201R585 $12.3M 4.60% 463,895 SH
5 ISHARES TR IDV 464288448 $11.7M 4.39% 283,503 SH
6 SCHWAB STRATEGIC TR SCHD 808524797 $10.6M 3.95% 333,090 SH
7 ISHARES TR DGRO 46434V621 $9.1M 3.41% 120,428 SH
8 INVESCO EXCH TRADED FD TR II PXH 46138E727 $8.6M 3.21% 307,636 SH
9 VANGUARD CHARLOTTE FDS BNDX 92203J407 $8.5M 3.19% 176,355 SH
10 NVIDIA CORPORATION NVDA 67066G104 $7.6M 2.85% 38,110 SH
11 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $7.4M 2.76% 136,615 SH
12 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $6.1M 2.30% 50,271 SH
13 APPLE INC AAPL 037833100 $5.8M 2.19% 20,189 SH
14 INVESCO EXCH TRADED FD TR II IDLV 46138E230 $5.6M 2.10% 162,526 SH
15 BROADCOM INC AVGO 11135F101 $5.1M 1.89% 13,374 SH
16 ADVANCED MICRO DEVICES INC AMD 007903107 $4.5M 1.69% 7,762 SH
17 SPDR SERIES TRUST SDY 78464A763 $4.5M 1.68% 29,564 SH
18 LISTED FDS TR OVF 53656F870 $4.3M 1.63% 137,191 SH
19 SPDR INDEX SHS FDS QEFA 78463X434 $4.0M 1.49% 41,527 SH
20 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $3.6M 1.33% 47,405 SH
21 ISHARES TR EFA 464287465 $3.2M 1.21% 31,030 SH
22 VANGUARD WHITEHALL FDS VIGI 921946810 $2.9M 1.10% 31,411 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $2.6M 0.96% 7,866 SH
24 MICROSOFT CORP MSFT 594918104 $2.4M 0.90% 6,425 SH
25 AMAZON COM INC AMZN 023135106 $2.4M 0.90% 10,052 SH
26 ISHARES TR IVV 464287200 $2.4M 0.89% 3,162 SH
27 ISHARES INC EEMV 464286533 $2.2M 0.84% 29,761 SH
28 LISTED FDS TR OVS 53656F888 $2.2M 0.82% 51,496 SH
29 INVESCO EXCH TRADED FD TR II XMLV 46138E198 $2.2M 0.82% 33,066 SH
30 EXXON MOBIL CORP XOM 30231G102 $2.2M 0.81% 15,780 SH
31 LISTED FDS TR OVL 53656F805 $2.1M 0.80% 37,892 SH
32 SPDR SERIES TRUST SMLV 78468R887 $2.0M 0.74% 12,562 SH
33 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $1.9M 0.73% 2,013 SH
34 BANK OF AMER CORP BAC 060505104 $1.9M 0.72% 33,894 SH
35 TIDAL TRUST III RMOP 45259A878 $1.9M 0.70% 73,136 SH
36 JOHNSON & JOHNSON JNJ 478160104 $1.8M 0.67% 7,082 SH
37 HOME DEPOT INC HD 437076102 $1.8M 0.66% 4,990 SH
38 ISHARES TR EEM 464287234 $1.7M 0.64% 25,054 SH
39 SCHWAB STRATEGIC TR FNDE 808524730 $1.6M 0.61% 41,144 SH
40 UNITEDHEALTH GROUP INC UNH 91324P102 $1.6M 0.59% 3,794 SH
41 GE AEROSPACE GE 369604301 $1.5M 0.58% 4,136 SH
42 ALPHABET INC GOOGL 02079K305 $1.5M 0.58% 4,312 SH
43 ISHARES TR IJH 464287507 $1.5M 0.57% 19,916 SH
44 CISCO SYS INC CSCO 17275R102 $1.4M 0.54% 12,316 SH
45 MERCK & CO INC MRK 58933Y105 $1.4M 0.54% 11,213 SH
46 ANALOG DEVICES INC ADI 032654105 $1.3M 0.48% 3,252 SH
47 WESTERN DIGITAL CORP WDC 958102105 $1.3M 0.48% 2,019 SH
48 ABBVIE INC ABBV 00287Y109 $1.2M 0.45% 4,760 SH
49 COCA COLA CO KO 191216100 $1.2M 0.45% 14,723 SH
50 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.2M 0.44% 7,561 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $267.3M 117 0001954136-26-000003
2026-03-31 2026-04-15 $236.3M 106 0001954136-26-000002
2025-12-31 2026-02-05 $229.8M 111 0001954136-26-000001