Johnson Financial Group, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,615,759
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 120 | 1,615,759 | 13F-HR | Johnson Financial Group, LLC |
| Q3 2025 | 10/30/2025 | 90 | 1,093,737 | 13F-HR | Johnson Financial Group, LLC |
| Q2 2025 | 8/11/2025 | 77 | 1,055,105 | 13F-HR | Johnson Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 531.4 K | 32.9% | 136.4 K | 0 | 136.4 K |
| ETFs | 1.084 M | 67.1% | 385.5 K | 0 | 385.5 K |
| Debt | 783 | 0.0% | 108 | 0 | 108 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
1,615,759
Holdings
120
QoQ value change ($000)
522,022
(47.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.