Johnson & White Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Iftse Rafi Dev Mkts Ex with a value of $21M, Invesco Ftse Rafi Us 1500 Smal with a value of $9.43M, Ishares Tr with a value of $8.34M, Hartford Fds Exchange Traded T with a value of $8.24M, and Vanguard Total International B with a value of $8.06M.
Examining the 13F form we can see an increase of $20.4M in the current position value, from $178M to 199M.
Johnson & White Wealth Management, LLC is based out at York, PA
Below you can find more details about Johnson & White Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
ETFs: $134 Million
Technology: $22 Million
Financial Services: $9.12 Million
Consumer Defensive: $5.01 Million
Consumer Cyclical: $4.92 Million
Healthcare: $4.8 Million
Energy: $3.03 Million
Utilities: $1.68 Million
Other: $3.76 Million
Stock Holdings Table Market Cap. of $200 Billions or more
