Johnson Wealth Management, LLC
All 13F Filings
- Location
- Grand Forks, ND
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 236,057
- 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 | 8/6/2026 | 58 | 236,057 | 13F-HR | Johnson Wealth Management, LLC |
| Q1 2026 | 4/23/2026 | 49 | 207,143 | 13F-HR | Johnson Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 49 | 200,960 | 13F-HR | Johnson Wealth Management, LLC |
| Q3 2025 | 8/6/2026 | 48 | 181,515 | 13F-HR | Johnson Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.78 K | 8.8% | 3.635 K | 0 | 3.635 K |
| ETFs | 215.3 K | 91.2% | 25.29 K | 0 | 25.29 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
236,057
Holdings
58
QoQ value change ($000)
28,914
(14.0%)
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.