Johnson Financial Group, LLC - Portfolio overview

Johnson Financial Group, LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-14.

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. VV - VANGUARD INDEX FDS, 50.79%
2. VEA - VANGUARD TAX-MANAGED FDS, 15.57%
3. VWO - VANGUARD INTL EQUITY INDEX F, 7.67%

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

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