account_balance
Investment manager · 13F filer · SEC CIK 1954136
Johnson & White Wealth Management, LLC
Reported value$275Mas of Sep 30, 2026
Positions115 3 new, 5 sold out
Top 10 weight47.0%PXF alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PXFInvesco Exch Traded Fd Tr II
10.9%
PYLDPimco ETF Tr
5.1%Added +19%
PRFZInvesco Exchange Traded Fd T
5.0%
HMOPHartford FDS Exchange Traded
4.5%Added +7%
IDViShares Tr
4.5%Added +3%
SCHDSchwab Strategic Tr
4.0%Added +2%
DGROiShares Tr
3.4%Added +3%
PXHInvesco Exch Traded Fd Tr II
3.3%
NVDANVIDIA Corp
3.2%
BNDXVanguard Charlotte FDS
3.1%Added +3%
PRFInvesco Exchange Traded Fd T
2.7%
AAPLApple Inc.
2.4%
PXFInvesco Exch Traded Fd Tr II
10.9%
PYLDPimco ETF Tr
5.1%
PRFZInvesco Exchange Traded Fd T
5.0%
HMOPHartford FDS Exchange Traded
4.5%+7%
IDViShares Tr
4.5%+3%
SCHDSchwab Strategic Tr
4.0%
DGROiShares Tr
3.4%
PXHInvesco Exch Traded Fd Tr II
3.3%
NVDANVIDIA Corp
3.2%
BNDX3.1%
PRF2.7%
AAPLBoxes 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
PXF Invesco Exch Traded Fd Tr II 10.9% Held
PYLD Pimco ETF Tr 5.1% Added +19%
PRFZ Invesco Exchange Traded Fd T 5.0% Held
HMOP Hartford FDS Exchange Traded 4.5% Added +7%
IDV iShares Tr 4.5% Added +3%
SCHD Schwab Strategic Tr 4.0% Added +2%
DGRO iShares Tr 3.4% Added +3%
PXH Invesco Exch Traded Fd Tr II 3.3% Held
NVDA NVIDIA Corp 3.2% HeldBNDX Vanguard Charlotte FDS 3.1% Added +3%
PRF Invesco Exchange Traded Fd T 2.7% Held
AAPL Apple Inc. 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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