Johnson & White Wealth Management, LLC - Portfolio overview

Johnson & White Wealth Management, LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PXF - INVESCO EXCH TRADED FD TR II, 11.36%
2. PRFZ - INVESCO EXCHANGE TRADED FD T, 5.08%
3. HMOP - HARTFORD FDS EXCHANGE TRADED, 5.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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