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 51–100 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UHAL.B | U HAUL HOLDING COMPANY | 22K | $1M+ | SH |
| ABBV | ABBVIE INC | 4K | $1M+ | SH |
| ECL | ECOLAB INC | 4K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| GM | GENERAL MTRS CO | 12K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| BGRN | ISHARES TR | 16K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 21K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| SCZ | ISHARES TR | 8K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| ESML | ISHARES TR | 11K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| ACWI | ISHARES TR | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| TTEC | TTEC HLDGS INC | 122K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 9K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 11K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| SGOV | ISHARES TR | 4K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 409 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| PBD | INVESCO EXCH TRADED FD TR II | 22K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 4K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| GOVT | ISHARES TR | 14K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |