Johnson & White Wealth Management, LLC ETF holdings
York, PA
Reported $189.0M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$189.0M
ETFs held
45
Change from prior quarter
+8.9%
With price moves
ETFs as a share of its 13F
70.7%
of $267.3M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PXF | Invesco RAFI Developed Markets ex-U.S. ETF | $29.7M | 392,494 | +4,635 shares |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | $14.9M | 266,421 | +2,126 shares |
| HMOP | Hartford Municipal Opportunities ETF | $12.3M | 314,557 | +5,345 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $12.3M | 463,895 | +48,324 shares |
| IDV | iShares International Select Dividend ETF | $11.7M | 283,503 | +10,065 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $10.6M | 333,090 | +7,920 shares |
| DGRO | iShares Core Dividend Growth ETF | $9.1M | 120,428 | +2,607 shares |
| PXH | Invesco RAFI Emerging Markets ETF | $8.6M | 307,636 | +3,729 shares |
| BNDX | Vanguard Total International Bond ETF | $8.5M | 176,355 | +4,297 shares |
| PRF | Invesco RAFI US 1000 ETF | $7.4M | 136,615 | +888 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001954136. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Johnson & White Wealth Management, LLC own?
Johnson & White Wealth Management, LLC reported 45 ETF positions worth $189.0M in its Form 13F for June 30, 2026. The largest was PXF, at $29.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.