account_balance

Investment manager · 13F filer · SEC CIK 1477024

Johnson Financial Group, Inc.

Reported value$3.17Bas of Sep 30, 2026

Positions747 35 new, 106 sold out

Top 10 weight65.4%IVV alone is 31%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

30.9%

IEFAiShares Tr

8.8%Added +15%

IUSBiShares Tr

7.4%Added +4%

XLGInvesco Exchange Traded Fd T

4.6%

IWFiShares Tr

3.4%Trimmed −7%

IEMGiShares Inc

2.8%+36%

VPLSVanguard Malvern FDS

2.3%+91%

AAPLApple Inc.

2.2%

ACWXiShares Tr

1.6%

MSFTMicrosoft Corp

1.5%−3%

SPY1.4%

IXUS

IVViShares Tr

30.9%

IEFAiShares Tr

8.8%Added +15%

IUSBiShares Tr

7.4%Added +4%

XLGInvesco Exchange Traded Fd T

4.6%

IWF3.4%

IEMG2.8%

VPLS2.3%

AAPL

SPY

IXUS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 30.9% Held

IEFA iShares Tr 8.8% Added +15%

IUSB iShares Tr 7.4% Added +4%

XLG Invesco Exchange Traded Fd T 4.6% Held

IWF iShares Tr 3.4% Trimmed −7%

IEMG iShares Inc 2.8% Added +36%

VPLS Vanguard Malvern FDS 2.3% Added +91%

AAPL Apple Inc. 2.2% Held

ACWX iShares Tr 1.6% Held

MSFT Microsoft Corp 1.5% Trimmed −3%SPY SPDR S&P 500 ETF Trust 1.4% Held

IXUS iShares Tr 1.3% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 10, 2026 filing

add_circleNew

CRUS $1.74M
HON $1.43M
GAP $1.3M
PRI $1.06M

arrow_upwardAdded

MUB +160%
VPLS +91%
VTV +51%
IUSG +51%

arrow_downwardTrimmed

SNA −32%
PG −20%
IEI −15%
JPM −12%

remove_circleSold out

EQT $399K
BBVA $236K
ENB $161K
UTL $158K

Johnson Financial Group, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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