CIK 1706327
Johnson Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
120
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 2.5M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3.7M | $1M+ | SH |
| MINT | PIMCO ETF TR | 1.2M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.2M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 169K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 173K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 742K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 211K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 646K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 22K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 967K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 84K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 48K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 251K | $1M+ | SH |
| AAPL | APPLE INC | 23K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 192K | $1M+ | SH |
| EEMS | ISHARES INC | 91K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| HLF | HERBALIFE LTD | 415K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6 | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 168K | $1M+ | SH |
| EWX | SPDR INDEX SHS FDS | 61K | $1M+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 25K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| IWB | ISHARES TR | 7K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 17K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 129K | $1M+ | SH |
| MCO | MOODYS CORP | 5K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 8K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 46K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 47K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 84K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 77K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| IEFA | ISHARES TR | 18K | $1M+ | SH |
| ESGD | ISHARES TR | 17K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| INTC | INTEL CORP | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 18K | $1M+ | SH |