Johnson & White Wealth Management, LLC - Portfolio Stock Holdings
Johnson & White Wealth Management, LLC disclosed 120 stock positions in a recent SEC 13F filing. $274,774,093 of stock holdings were filed, with the largest holdings including PXF, PYLD, and PRFZ. This filing represented positions held on Sept. 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.
Report Period:
Sept. 30, 2026No. of Stocks:
120Est. Stock Holding Value:
$274,774,093Top Stock Holdings By Sector
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Portfolio Stock Holdings - Johnson & White Wealth Management, LLC
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% of Portfolio
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