StockDriftsStockDriftsTop 50 Johnson & White Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | 11.11% | 392.5K | $29.7M | +1.20%(+4.63K) | $43.75(+80.21%) | 2026-06-30 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 5.56% | 266.4K | $14.9M | +0.80%(+2.13K) | $36.07(+55.24%) | 2026-06-30 | |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 4.61% | 314.6K | $12.3M | +1.73%(+5.34K) | $38.64(+0.45%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 4.6% | 463.9K | $12.3M | +11.63%(+48.32K) | $26.44(-1.03%) | 2026-06-30 | |
| IDV | ISHARES TR | 4.39% | 283.5K | $11.7M | +3.68%(+10.06K) | $29.41(+51.14%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.95% | 333.1K | $10.6M | +2.44%(+7.92K) | $25.35(+35.27%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.41% | 120.4K | $9.1M | +2.21%(+2.61K) | $53.43(+49.48%) | 2026-06-30 | |
| PXH | INVESCO EXCH TRADED FD TR II | 3.21% | 307.6K | $8.6M | +1.23%(+3.73K) | $19.36(+51.01%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.19% | 176.4K | $8.5M | +2.50%(+4.30K) | $48.79(-1.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.85% | 38.1K | $7.6M | -3.09%(-1.22K) | $14.15(+1458.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.39% | +53.64% | — | — | +78.34% |
| Top 20 Holdings Unweighted | +16.90% | +59.74% | — | — | +88.80% |
Johnson & White Wealth Management, LLC reports $267.34M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are PXF (11.1%), PRFZ (5.6%) and HMOP (4.6%). The top 20 holdings account for 65.94% of reported assets. Its disclosed equity book has returned +53.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Johnson & White Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954136). View Johnson & White Wealth Management, LLC’s 13F filings on SEC