Johnson & White Wealth Management, LLC
All 13F Filings
- Location
- York, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 236,345
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 106 | 236,345 | 13F-HR | Johnson & White Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 111 | 229,774 | 13F-HR | Johnson & White Wealth Management, LLC |
| Q3 2025 | 10/15/2025 | 112 | 218,325 | 13F-HR | Johnson & White Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 102 | 198,529 | 13F-HR | Johnson & White Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.81 K | 30.8% | 0 | 114.3 K | -114.3 K |
| ETFs | 163.5 K | 69.2% | 120.9 K | 0 | 120.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
236,345
Holdings
106
QoQ value change ($000)
6,571
(2.9%)
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.