Johnson & White Wealth Management, LLC - Portfolio Stock Holdings

Johnson & White Wealth Management, LLC disclosed 117 stock positions in a recent SEC 13F filing. $267,334,744 of stock holdings were filed, with the largest holdings including PXF, PRFZ, and HMOP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $484,628,943 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.