Johnson & White Wealth Management, LLC Portfolio Holdings

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62B
$432,000 0.21% of portfolio
8,081
Q3 2025 Added 21.41%
$2.69B
$324,000 0.16% of portfolio
25,572
Q2 2024 Reduced 0.12%
$2.41B
$104,000 0.05% of portfolio
11,605
Q1 2025 Added 16.05%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $204 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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