Johnson & White Wealth Management, LLC
Filing Date
Global Rank
#1,890
/ 2,968
▲ 4581
Top Industry
Semiconductors
25.6%
3Y Alpha vs SPY
-0.8%
Period ended 29 days ago
Filed Jul 16, 2026 · 13d
16 quarters · since Sep 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+89.8%
SPY
+67.9%
Annualised alpha
+5.0%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
76 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.4%
−1.1 pts
Top 5
31.5%
−0.8 pts
Top 10
44.9%
−1.3 pts
HHI
322
Diversified−22
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.5% | $36,084,637 |
| Financial Services | 12.7% | $10,286,284 |
| Healthcare | 10.1% | $8,224,410 |
| Consumer Cyclical | 7.4% | $5,972,362 |
| Consumer Defensive | 6.7% | $5,434,877 |
| Energy | 4.8% | $3,907,550 |
| Industrials | 3.9% | $3,193,969 |
| Communication Services | 3.7% | $2,988,435 |
| Unclassified | 3.4% | $2,799,504 |
| Utilities | 2.2% | $1,770,763 |
| Real Estate | 0.4% | $301,132 |
| Basic Materials | 0.3% | $209,346 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RIVN | Rivian Automotive, Inc. / DE | +5,000 | 30,000 | $520,500 | |
| AMD | Advanced Micro Devices Inc | +4,734 | 7,762 | $4,509,023 | |
| PG | PROCTER & GAMBLE Co | +1,357 | 7,264 | $1,065,192 | |
| MSFT | Microsoft Corp | +926 | 6,425 | $2,396,653 | |
| AAPL | Apple Inc. | +751 | 20,189 | $5,841,889 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +604 | 22,444 | $582,421 | |
| ORRF | Orrstown Financial Services Inc | +440 | 10,342 | $422,263 | |
| AMZN | Amazon Com Inc | +398 | 10,052 | $2,395,793 | |
| PEP | Pepsico Inc | +351 | 6,631 | $897,837 | |
| YORW | York Water Co | +264 | 21,268 | $651,864 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | +248 | 12,159 | $95,812 | |
| MCD | Mcdonalds Corp | +197 | 2,879 | $778,222 | |
| XOM | ExxonMobil Holdings Corp | +192 | 15,780 | $2,157,441 | |
| HD | Home Depot, Inc. | +155 | 4,990 | $1,759,873 | |
| GOOGL | Alphabet Inc. | +94 | 4,312 | $1,540,979 | |
| CVX | Chevron Corp | +85 | 3,722 | $616,958 | |
| WFC | Wells Fargo & Company/Mn | +68 | 4,524 | $373,863 | |
| UNH | Unitedhealth Group Inc | +60 | 3,794 | $1,576,900 | |
| COST | Costco Wholesale Corp /New | +39 | 329 | $307,769 | |
| ABBV | AbbVie Inc. | +28 | 4,760 | $1,197,806 | |
| MRVL | Marvell Technology, Inc. | +28 | 3,544 | $1,055,722 | |
| PFE | Pfizer Inc | +27 | 21,890 | $527,111 | |
| GE | General Electric Co | +27 | 4,136 | $1,545,747 | |
| PNC | Pnc Financial Services Group, Inc. | +22 | 1,004 | $247,204 | |
| WMT | Walmart Inc. | +20 | 3,656 | $414,078 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETH | Grayscale Ethereum Staking Mini ETF | −2,130 | 14,338 | $215,500 | |
| PTON | Peloton Interactive, Inc. | −1,605 | 10,000 | $59,100 | |
| NVDA | Nvidia Corp | −1,215 | 38,110 | $7,625,429 | |
| AVGO | Broadcom Inc. | −939 | 13,374 | $5,052,028 | |
| CSCO | Cisco Systems, Inc. | −830 | 12,316 | $1,446,637 | |
| MDLZ | Mondelez International, Inc. | −436 | 6,208 | $359,070 | |
| MO | Altria Group, Inc. | −368 | 12,434 | $894,626 | |
| MS | Morgan Stanley | −345 | 5,375 | $1,123,590 | |
| BAC | Bank Of America Corp /De/ | −297 | 33,894 | $1,931,280 | |
| LMND | Lemonade, Inc. | −236 | 7,745 | $503,812 | |
| ARTNA | Artesian Resources Corp | −219 | 6,430 | $218,555 | |
| UPS | United Parcel Service Inc | −191 | 4,582 | $492,565 | |
| NEE | Nextera Energy Inc | −154 | 10,258 | $900,344 | |
| VZ | Verizon Communications Inc | −124 | 14,770 | $625,361 | |
| KO | Coca Cola Co | −120 | 14,723 | $1,196,538 | |
| TWLO | Twilio Inc | −98 | 1,972 | $406,882 | |
| JNJ | Johnson & Johnson | −83 | 7,082 | $1,798,615 | |
| AMT | American Tower Corp /Ma/ | −77 | 1,841 | $301,132 | |
| JPM | Jpmorgan Chase & Co | −76 | 7,866 | $2,574,777 | |
| QQQ | Invesco Qqq Trust, Series 1 | −63 | 1,129 | $831,395 | |
| MA | Mastercard Inc | −43 | 1,819 | $934,238 | |
| MRK | Merck & Co., Inc. | −29 | 11,213 | $1,440,870 | |
| AMGN | Amgen Inc | −27 | 3,233 | $1,170,733 | |
| IBM | International Business Machines Corp | −25 | 3,785 | $1,064,379 | |
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | −5 | 13,515 | $374,095 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 1,091 | $458,874 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | 26,941 | $284,766 | |
| NBIS | Nebius Group N.V. | 1,000 | $276,170 | |
| DELL | Dell Technologies Inc. | 626 | $270,093 | |
| INTC | Intel Corp | 1,911 | $266,832 | |
| MU | Micron Technology Inc | 224 | $258,560 | |
| TECH | BIO-TECHNE Corp | 3,412 | $241,057 | |
| SHW | Sherwin Williams Co | 608 | $209,346 | |
| CAT | Caterpillar Inc | 196 | $208,720 | |
| ELWT | Elauwit Connection, Inc. | 11,248 | $80,648 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NQP | NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | 22,777 | $271,729 | |
| No positions match the current search. | ||||
76 positions ·
$81,173,269 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 76 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 38,110 | $7,625,429 | 9.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 20,189 | $5,841,889 | 7.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 13,374 | $5,052,028 | 6.22% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,762 | $4,509,023 | 5.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,866 | $2,574,777 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,425 | $2,396,653 | 2.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,052 | $2,395,793 | 2.95% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,780 | $2,157,441 | 2.66% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 2,013 | $1,942,545 | 2.39% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 33,894 | $1,931,280 | 2.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,082 | $1,798,615 | 2.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,990 | $1,759,873 | 2.17% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,794 | $1,576,900 | 1.94% | |
| GE |
General Electric Co
Industrials
|
Added | 4,136 | $1,545,747 | 1.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,312 | $1,540,979 | 1.90% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 12,316 | $1,446,637 | 1.78% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 11,213 | $1,440,870 | 1.78% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 3,252 | $1,291,596 | 1.59% | |
| WDC |
Western Digital Corp
Technology
|
Added | 2,019 | $1,289,575 | 1.59% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,760 | $1,197,806 | 1.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 14,723 | $1,196,538 | 1.47% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,233 | $1,170,733 | 1.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,567 | $1,170,188 | 1.44% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 5,375 | $1,123,590 | 1.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,264 | $1,065,192 | 1.31% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,785 | $1,064,379 | 1.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 3,544 | $1,055,722 | 1.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 806 | $946,937 | 1.17% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,819 | $934,238 | 1.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 10,258 | $900,344 | 1.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 6,631 | $897,837 | 1.11% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 12,434 | $894,626 | 1.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,721 | $861,171 | 1.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,129 | $831,395 | 1.02% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,879 | $778,222 | 0.96% | |
| PSX |
Phillips 66
Energy
|
Held | 4,235 | $715,926 | 0.88% | |
| YORW |
York Water Co
Utilities
|
Added | 21,268 | $651,864 | 0.80% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 14,770 | $625,361 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,722 | $616,958 | 0.76% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 22,444 | $582,421 | 0.72% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 21,890 | $527,111 | 0.65% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Added | 30,000 | $520,500 | 0.64% | |
| LMND |
Lemonade, Inc.
Financial Services
|
Reduced | 7,745 | $503,812 | 0.62% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 4,582 | $492,565 | 0.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 4,062 | $473,913 | 0.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 826 | $465,277 | 0.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 1,091 | $458,874 | 0.57% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,325 | $451,851 | 0.56% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 610 | $441,030 | 0.54% | |
| ORRF |
Orrstown Financial Services Inc
Financial Services
|
Added | 10,342 | $422,263 | 0.52% |