account_balance

Investment manager · 13F filer · SEC CIK 2110653

Johnson Wealth Management, LLC

Reported value$242Mas of Sep 30, 2026
Positions54 3 new, 7 sold out
Top 10 weight80.8%DFAC alone is 22%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 22.0% Added +3%
DFAX Dimensional ETF Trust 21.3% Added +3%
DFCF Dimensional ETF Trust 6.5% Added +10%
DFSD Dimensional ETF Trust 6.1% Added +6%
DFGX Dimensional ETF Trust 5.8% Added +13%
DUSB Dimensional ETF Trust 5.7% Added +6%
DFAU Dimensional ETF Trust 5.4% Held
DFLV Dimensional ETF Trust 3.1% Added +3%
DFAI Dimensional ETF Trust 2.7% Held
DFNM Dimensional ETF Trust 2.3% Added +4%
VV Vanguard Index FDS 2.2% Held
DFAR Dfa Invt Dimensions Group In 1.4% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • MEAR $357K
  • V $215K
  • XLK $202K
arrow_upwardAdded
  • MSFT +16%
  • DFGX +13%
  • DFCF +10%
  • MU +7%
arrow_downwardTrimmed
  • QQQ −16%
  • GILD −14%
  • VNQ −5%
  • DFAT −3%
remove_circleSold out
  • DFSV $525K
  • SPYD $473K
  • AMAT $231K
  • BSVO $229K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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