Johnson & White Wealth Management, LLC
Johnson & White Wealth Management, LLC reported 117 positions worth $267.3M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: PXF (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PXF | SH | $29.7M | 11.11% | 392,494 | — | — | |
| ▸ 2 | PRFZ | SH | $14.9M | 5.56% | 266,421 | — | — | |
| ▸ 3 | HMOP | SH | $12.3M | 4.61% | 314,557 | — | — | |
| ▸ 4 | PYLD | SH | $12.3M | 4.60% | 463,895 | — | — | |
| ▸ 5 | IDV | SH | $11.7M | 4.39% | 283,503 | — | — | |
| ▸ 6 | SCHD | SH | $10.6M | 3.95% | 333,090 | — | — | |
| ▸ 7 | DGRO | SH | $9.1M | 3.41% | 120,428 | — | — | |
| ▸ 8 | PXH | SH | $8.6M | 3.21% | 307,636 | — | — | |
| ▸ 9 | BNDX | SH | $8.5M | 3.19% | 176,355 | — | — | |
| ▸ 10 | NVDA | SH | $7.6M | 2.85% | 38,110 | — | — |
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Frequently Asked Questions
What stocks does Johnson & White Wealth Management, LLC hold as of Q2 2026?
Johnson & White Wealth Management, LLC reported 117 positions worth $267.3M in its Q2 2026 13F filing. Largest positions: PXF (11.1%), PRFZ (5.6%), HMOP (4.6%), PYLD (4.6%) and IDV (4.4%).
What did Johnson & White Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Johnson & White Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.