Johnson & White Wealth Management, LLC

CIK

1954136

Location

YORK, PA

Portfolio Value

Micro $65,543,576

Diversification

Diversified

Filing Date

Global Rank

#6,102 / 8,232 ▲ 182

Top Industry

Semiconductors 21.1%

3Y Alpha vs SPY

-1.2%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

15 quarters · since Sep 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.2%

SPY

+76.3%

Annualised alpha

-1.2%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.5%

−0.6 pts

Top 5

32.3%

−1.6 pts

Top 10

46.2%

−1.3 pts

HHI

345

Diversified−20

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.8%	$24,797,070	15
Financial Services	14.2%	$9,335,053	14
Healthcare	11.0%	$7,200,836	7
Consumer Defensive	7.9%	$5,198,492	8
Consumer Cyclical	7.4%	$4,860,394	5
Energy	7.0%	$4,557,067	4
Unclassified	4.1%	$2,688,465	4
Communication Services	3.7%	$2,422,887	3
Industrials	3.6%	$2,333,897	3
Utilities	2.8%	$1,818,407	3
Real Estate	0.5%	$331,008	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	+5,000	25,000	$376,250
MS	Morgan Stanley	+336	5,720	$941,340
MCD	Mcdonalds Corp	+191	2,682	$833,538
BAC	Bank Of America Corp /De/	+184	34,191	$1,666,811
JPC	Nuveen Preferred & Income Opportunities Fund	+144	11,911	$89,808
NQP	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND	+132	22,777	$271,729
PEP	Pepsico Inc	+124	6,280	$975,221
MO	Altria Group, Inc.	+98	12,802	$844,803
KO	Coca Cola Co	+83	14,843	$1,128,810
NEE	Nextera Energy Inc	+76	10,412	$967,066
MDLZ	Mondelez International, Inc.	+67	6,644	$382,960
UNH	Unitedhealth Group Inc	+65	3,734	$1,010,383
ABBV	AbbVie Inc.	+40	4,732	$1,029,162
AMGN	Amgen Inc	+38	3,260	$1,147,031
CSCO	Cisco Systems, Inc.	+31	13,146	$1,019,998
GEV	GE Vernova Inc.	+22	800	$698,320
AMD	Advanced Micro Devices Inc	+16	3,028	$615,986
MRK	Merck & Co., Inc.	+15	11,242	$1,352,300
COST	Costco Wholesale Corp /New	+15	290	$288,964
ORRF	Orrstown Financial Services Inc	+12	9,902	$357,264
TRGP	Targa Resources Corp.	+6	1,549	$388,380
META	Meta Platforms, Inc.	+5	808	$462,281
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,075	39,325	$6,858,280
WMT	Walmart Inc.	−1,947	3,636	$451,882
JNJ	Johnson & Johnson	−1,076	7,165	$1,751,412
AAPL	Apple Inc.	−1,045	19,438	$4,933,170
PFE	Pfizer Inc	−874	21,863	$613,913
BTC	Grayscale Bitcoin Mini Trust ETF	−551	21,840	$654,981
VZ	Verizon Communications Inc	−494	14,894	$747,678
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	−433	13,520	$331,916
GOOGL	Alphabet Inc.	−423	4,218	$1,212,928
AMZN	Amazon Com Inc	−404	9,654	$2,010,638
YORW	York Water Co	−393	21,004	$639,571
ETH	Grayscale Ethereum Staking Mini ETF	−387	16,468	$327,054
PLTR	Palantir Technologies Inc.	−382	4,052	$592,726
MSFT	Microsoft Corp	−265	5,499	$2,035,564
UPS	United Parcel Service Inc	−248	4,773	$469,567
XOM	Exxon Mobil Corp	−210	15,588	$2,644,660
AVGO	Broadcom Inc.	−177	14,313	$4,430,016
GE	General Electric Co	−168	4,109	$1,166,010
CVX	Chevron Corp	−139	3,637	$752,495
PG	PROCTER & GAMBLE Co	−117	5,907	$853,207
SPY	Spdr S&P 500 ETF Trust	−102	1,566	$1,018,432
IBM	International Business Machines Corp	−53	3,810	$923,505
QQQ	Invesco Qqq Trust, Series 1	−39	1,192	$687,998
MA	Mastercard Inc	−35	1,862	$930,366
HD	Home Depot, Inc.	−29	4,835	$1,590,183
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,324	$212,263
AMAT	Applied Materials Inc /De	601	$205,415
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	929	$417,789
TSM	Taiwan Semiconductor Manufacturing Co Ltd	755	$229,436
PYPL	PayPal Holdings, Inc.	3,606	$210,518
LOW	Lowes Companies Inc	865	$208,603
SHW	Sherwin Williams Co	628	$203,490
TECH	BIO-TECHNE Corp	3,412	$200,659
TFC	Truist Financial Corp	4,073	$200,432
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $65,543,576 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	39,325	-2,075	$6,858,280	−11.2%	10.46%
AAPL	Apple Inc. Technology	Reduced	19,438	-1,045	$4,933,170	−11.4%	7.53%
AVGO	Broadcom Inc. Technology	Reduced	14,313	-177	$4,430,016	−11.7%	6.76%
XOM	Exxon Mobil Corp Energy	Reduced	15,588	-210	$2,644,660	+39.1%	4.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,942	-5	$2,336,218	−8.8%	3.56%
MSFT	Microsoft Corp Technology	Reduced	5,499	-265	$2,035,564	−27.0%	3.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,654	-404	$2,010,638	−13.4%	3.07%
JNJ	Johnson & Johnson Healthcare	Reduced	7,165	-1,076	$1,751,412	+2.7%	2.67%
BAC	Bank Of America Corp /De/ Financial Services	Added	34,191	+184	$1,666,811	−10.9%	2.54%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,835	-29	$1,590,183	−5.0%	2.43%
MRK	Merck & Co., Inc. Healthcare	Added	11,242	+15	$1,352,300	+14.4%	2.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,218	-423	$1,212,928	−16.5%	1.85%
GE	General Electric Co Industrials	Reduced	4,109	-168	$1,166,010	−11.5%	1.78%
AMGN	Amgen Inc Healthcare	Added	3,260	+38	$1,147,031	+8.8%	1.75%
KO	Coca Cola Co Consumer Defensive	Added	14,843	+83	$1,128,810	+9.4%	1.72%
ADI	Analog Devices Inc Technology	Reduced	3,252	-22	$1,034,591	+16.5%	1.58%
ABBV	AbbVie Inc. Healthcare	Added	4,732	+40	$1,029,162	−4.0%	1.57%
CSCO	Cisco Systems, Inc. Technology	Added	13,146	+31	$1,019,998	+1.0%	1.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,566	-102	$1,018,432	−10.5%	1.55%
UNH	Unitedhealth Group Inc Healthcare	Added	3,734	+65	$1,010,383	−16.6%	1.54%
PEP	Pepsico Inc Consumer Defensive	Added	6,280	+124	$975,221	+10.4%	1.49%
NEE	Nextera Energy Inc Utilities	Added	10,412	+76	$967,066	+16.5%	1.48%
MS	Morgan Stanley Financial Services	Added	5,720	+336	$941,340	−1.5%	1.44%
MA	Mastercard Inc Financial Services	Reduced	1,862	-35	$930,366	−14.1%	1.42%
IBM	International Business Machines Corp Technology	Reduced	3,810	-53	$923,505	−19.3%	1.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,907	-117	$853,207	−1.2%	1.30%
MO	Altria Group, Inc. Consumer Defensive	Added	12,802	+98	$844,803	+15.3%	1.29%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,682	+191	$833,538	+9.5%	1.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,716	0	$822,307	−4.7%	1.25%
STX	Seagate Technology Holdings plc Technology	Reduced	2,006	-4	$785,870	+42.0%	1.20%
PSX	Phillips 66 Energy	Held	4,235	0	$771,532	+41.2%	1.18%
CVX	Chevron Corp Energy	Reduced	3,637	-139	$752,495	+30.8%	1.15%
VZ	Verizon Communications Inc Communication Services	Reduced	14,894	-494	$747,678	+19.3%	1.14%
GEV	GE Vernova Inc. Industrials	Added	800	+22	$698,320	+37.3%	1.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,192	-39	$687,998	−9.0%	1.05%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	21,840	-551	$654,981	−24.5%	1.00%
YORW	York Water Co Utilities	Reduced	21,004	-393	$639,571	−6.1%	0.98%
AMD	Advanced Micro Devices Inc Technology	Added	3,028	+16	$615,986	−4.5%	0.94%
PFE	Pfizer Inc Healthcare	Reduced	21,863	-874	$613,913	+8.4%	0.94%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,052	-382	$592,726	−24.8%	0.90%
WDC	Western Digital Corp Technology	Held	2,000	0	$540,980	+57.0%	0.83%
LMND	Lemonade, Inc. Financial Services	Held	7,981	0	$500,249	−11.9%	0.76%
UPS	United Parcel Service Inc Industrials	Reduced	4,773	-248	$469,567	−5.7%	0.72%
META	Meta Platforms, Inc. Communication Services	Added	808	+5	$462,281	−12.8%	0.71%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,636	-1,947	$451,882	−27.4%	0.69%
TRGP	Targa Resources Corp. Energy	Added	1,549	+6	$388,380	+36.4%	0.59%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	6,644	+67	$382,960	+8.2%	0.58%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	25,000	+5,000	$376,250	−4.6%	0.57%
ORRF	Orrstown Financial Services Inc Financial Services	Added	9,902	+12	$357,264	+2.0%	0.55%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,456	-6	$354,742	−14.7%	0.54%