Johnson Financial Group, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,856,458
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 279 | 1,856,458 | 13F-HR | Johnson Financial Group, LLC |
| Q1 2026 | 5/14/2026 | 185 | 1,501,943 | 13F-HR | Johnson Financial Group, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.7 K | 11.2% | 105.2 K | 0 | 105.2 K |
| ETFs | 1.647 M | 88.7% | 249.2 K | 0 | 249.2 K |
| Debt | 1.564 K | 0.1% | 173 | 0 | 173 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,856,458
Holdings
279
QoQ value change ($000)
354,515
(23.6%)
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.