Johnson & White Wealth Management, LLC
All 13F Filings
- Location
- York, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,336
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 117 | 267,336 | 13F-HR | Johnson & White Wealth Management, LLC |
| 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 | 89.73 K | 33.6% | 16.92 K | 0 | 16.92 K |
| ETFs | 177.6 K | 66.4% | 14.08 K | 0 | 14.08 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
267,336
Holdings
117
QoQ value change ($000)
30,991
(13.1%)
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.