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Johnson Financial Group, LLC - Portfolio Stock Holdings

Johnson Financial Group, LLC disclosed 288 stock positions in a recent SEC 13F filing. $1,853,779,485 of stock holdings were filed, with the largest holdings including VV, VEA, and VWO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,529,119,285 and has 62 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

288

Est. Stock Holding Value:

$1,853,779,485

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Johnson Financial Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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