1y return+19.8%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $183 against $209 in the S&P 500.2
Johnson & White Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PXFInvesco Exch Traded Fd Tr II | $29.7M | 11.1% | +1.2% |
| PRFZInvesco Exchange Traded Fd T | $14.9M | 5.6% | |
| HMOPHartford Fds Exchange Traded | $12.3M | 4.6% | +1.7% |
| PYLDPimco Etf Tr | $12.3M | 4.6% | +11.6% |
| IDVIshares Tr | $11.7M | 4.4% | +3.7% |
| SCHDSchwab Strategic Tr | $10.6M | 4.0% | +2.4% |
| DGROIshares Tr | $9.1M | 3.4% | +2.2% |
| PXHInvesco Exch Traded Fd Tr II | $8.6M | 3.2% | +1.2% |
| BNDXVanguard Charlotte Fds | $8.5M | 3.2% | +2.5% |
| NVDANvidia Corporation | $7.6M | 2.9% | −3.1% |
| PRFInvesco Exchange Traded Fd T | $7.4M | 2.8% | |
| SPGPInvesco Exchange Traded Fd T | $6.1M | 2.3% | +2.7% |
| AAPLApple Inc | $5.8M | 2.2% | +3.9% |
| IDLVInvesco Exch Traded Fd Tr II | $5.6M | 2.1% | −3.0% |
| AVGOBroadcom Inc | $5.1M | 1.9% | −6.6% |
| AMDAdvanced Micro Devices Inc | $4.5M | 1.7% | +156.3% |
| SDYSpdr Series Trust | $4.5M | 1.7% | −2.6% |
| OVFListed Fds Tr | $4.3M | 1.6% | +7.4% |
| QEFASpdr Index Shs Fds | $4.0M | 1.5% | −1.1% |
| SPLVInvesco Exch Traded Fd Tr II | $3.6M | 1.3% | −2.7% |
| EFAIshares Tr | $3.2M | 1.2% | +7.1% |
| VIGIVanguard Whitehall Fds | $2.9M | 1.1% | +1.2% |
| JPMJpmorgan Chase & Co | $2.6M | 1.0% | |
| MSFTMicrosoft Corp | $2.4M | 0.9% | +16.8% |
| AMZNAmazon Com Inc | $2.4M | 0.9% | +4.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $7.6M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $5.1M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2025 | +308.8% | $1.9M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $4.5M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $2.6M |
| BACBank Of Amer Corp | September 30, 2023 | +108.1% | $1.9M |
| PRFInvesco Exchange Traded Fd T | September 30, 2022 | +94.7% | $7.4M |
| PRFZInvesco Exchange Traded Fd T | September 30, 2022 | +91.4% | $14.9M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $2.4M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $1.8M |
Sold off last quarter
- XNQPXNuveen Pa Invt Quality Mun F was $272K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | +1.1% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +10.4% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Johnson & White Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1954136&type=13F-HR&dateb=&owner=include&count=40CIK 1954136
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1954136/000195413626000003/Filed July 16, 2026 · accession 0001954136-26-000003