Johnson & White Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Million distributed in 112 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 $22.4M, Invesco Ftse Rafi Us 1500 Smal with a value of $10.8M, Hartford Fds Exchange Traded T with a value of $9.57M, Ishares Tr with a value of $9.43M, and Schwab Strategic Tr Us Dividen with a value of $8.43M.
Examining the 13F form we can see an increase of $5.91M in the current position value, from $199M to 204M.
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
$204 Million
ETFs: $141 Million
Technology: $26.4 Million
Financial Services: $9.52 Million
Healthcare: $6.34 Million
Consumer Cyclical: $6.04 Million
Consumer Defensive: $4.99 Million
Energy: $3.2 Million
Communication Services: $2.59 Million
Other: $3.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
