Johnson & White Wealth Management, LLC

CIK

1954136

Location

YORK, PA

Portfolio Value

Micro $81,173,269

Diversification

Diversified

Filing Date

Global Rank

#6,519 / 8,700 ▼ 1024

Top Industry

Semiconductors 25.6%

Period ended 2 months ago

Filed Jul 16, 2026 · 59d

16 quarters · since Sep 2022

Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−9.6 pts

Top 5

31.5%

−14.0 pts

Top 10

44.9%

−19.8 pts

HHI

322

Diversified−351

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.5%	$36,084,637	18
Financial Services	12.7%	$10,286,284	14
Healthcare	10.1%	$8,224,410	8
Consumer Cyclical	7.4%	$5,972,362	6
Consumer Defensive	6.7%	$5,434,877	8
Energy	4.8%	$3,907,550	4
Industrials	3.9%	$3,193,969	4
Communication Services	3.7%	$2,988,435	5
Unclassified	3.4%	$2,799,504	4
Utilities	2.2%	$1,770,763	3
Real Estate	0.4%	$301,132	1
Basic Materials	0.3%	$209,346	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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

24 positions

Ticker	Company	Shares	Value
BAB	Invesco Taxable Municipal Bond ETF	908,103	$44,627,808
AAXJ	iShares MSCI All Country Asia ex Japan ETF	445,747	$26,790,565
CVY	Invesco Zacks Multi-Asset Income ETF	264,295	$12,123,211
ACGO	Hartford Alpha Capture Growth ETF	309,212	$11,978,872
ABI	VictoryShares Pioneer Asset-Based Income ETF	184,664	$11,717,703
FNDA	Schwab Fundamental U.S. Small Company ETF	367,516	$11,596,372
BILZ	PIMCO Ultra Short Government Active ETF	415,571	$10,887,960
BNDX	Vanguard Total International Bond ETF	172,058	$8,267,386
—		210,644	$7,252,962
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	30,340	$4,427,819
CWI	State Street SPDR MSCI ACWI ex-US ETF	42,001	$3,917,433
BKF	iShares MSCI BIC ETF	55,195	$3,380,560
VIGI	Vanguard International Dividend Appreciation ETF	31,026	$2,744,559
IVZ	Invesco Ltd.	34,057	$2,144,569
—		13,555	$1,858,119
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	69,244	$1,722,098
VEU	Vanguard FTSE All-World Ex-US ETF	8,392	$1,160,781
EDV	Vanguard World Funds Extended Duration ETF	14,829	$973,095
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	10,871	$603,557
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	12,025	$595,237
VB	Vanguard Morningstar Small-Cap ETF	1,678	$538,319
VXUS	Vanguard Total International Stock ETF	4,596	$354,397
ASGM	Virtus AlphaSimplex Global Macro ETF	13,417	$339,825
NQP	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND	22,777	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	38,110	-1,215	$7,625,429	+11.2%	9.39%
AAPL	Apple Inc. Technology	Added	20,189	+751	$5,841,889	+18.4%	7.20%
AVGO	Broadcom Inc. Technology	Reduced	13,374	-939	$5,052,028	+14.0%	6.22%
AMD	Advanced Micro Devices Inc Technology	Added	7,762	+4,734	$4,509,023	+632.0%	5.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,866	-76	$2,574,777	+10.2%	3.17%
MSFT	Microsoft Corp Technology	Added	6,425	+926	$2,396,653	+17.7%	2.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,052	+398	$2,395,793	+19.2%	2.95%
XOM	ExxonMobil Holdings Corp Energy	Added	15,780	+192	$2,157,441	−18.4%	2.66%
STX	Seagate Technology Holdings plc Technology	Added	2,013	+7	$1,942,545	+147.2%	2.39%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	33,894	-297	$1,931,280	+15.9%	2.38%
JNJ	Johnson & Johnson Healthcare	Reduced	7,082	-83	$1,798,615	+2.7%	2.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,990	+155	$1,759,873	+10.7%	2.17%
UNH	Unitedhealth Group Inc Healthcare	Added	3,794	+60	$1,576,900	+56.1%	1.94%
GE	General Electric Co Industrials	Added	4,136	+27	$1,545,747	+32.6%	1.90%
GOOGL	Alphabet Inc. Communication Services	Added	4,312	+94	$1,540,979	+27.0%	1.90%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,316	-830	$1,446,637	+41.8%	1.78%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,213	-29	$1,440,870	+6.5%	1.78%
ADI	Analog Devices Inc Technology	Held	3,252	0	$1,291,596	+24.8%	1.59%
WDC	Western Digital Corp Technology	Added	2,019	+19	$1,289,575	+138.4%	1.59%
ABBV	AbbVie Inc. Healthcare	Added	4,760	+28	$1,197,806	+16.4%	1.48%
KO	Coca Cola Co Consumer Defensive	Reduced	14,723	-120	$1,196,538	+6.0%	1.47%
AMGN	Amgen Inc Healthcare	Reduced	3,233	-27	$1,170,733	+2.1%	1.44%
SPY	Spdr S&P 500 ETF Trust	Added	1,567	+1	$1,170,188	+14.9%	1.44%
MS	Morgan Stanley Financial Services	Reduced	5,375	-345	$1,123,590	+19.4%	1.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,264	+1,357	$1,065,192	+24.8%	1.31%
IBM	International Business Machines Corp Technology	Reduced	3,785	-25	$1,064,379	+15.3%	1.31%
MRVL	Marvell Technology, Inc. Technology	Added	3,544	+28	$1,055,722	+203.1%	1.30%
GEV	GE Vernova Inc. Industrials	Added	806	+6	$946,937	+35.6%	1.17%
MA	Mastercard Inc Financial Services	Reduced	1,819	-43	$934,238	+0.4%	1.15%
NEE	Nextera Energy Inc Utilities	Reduced	10,258	-154	$900,344	−6.9%	1.11%
PEP	Pepsico Inc Consumer Defensive	Added	6,631	+351	$897,837	−7.9%	1.11%
MO	Altria Group, Inc. Consumer Defensive	Reduced	12,434	-368	$894,626	+5.9%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,721	+5	$861,171	+4.7%	1.06%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,129	-63	$831,395	+20.8%	1.02%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,879	+197	$778,222	−6.6%	0.96%
PSX	Phillips 66 Energy	Held	4,235	0	$715,926	−7.2%	0.88%
YORW	York Water Co Utilities	Added	21,268	+264	$651,864	+1.9%	0.80%
VZ	Verizon Communications Inc Communication Services	Reduced	14,770	-124	$625,361	−16.4%	0.77%
CVX	Chevron Corp Energy	Added	3,722	+85	$616,958	−18.0%	0.76%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	22,444	+604	$582,421	−11.1%	0.72%
PFE	Pfizer Inc Healthcare	Added	21,890	+27	$527,111	−14.1%	0.65%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	30,000	+5,000	$520,500	+38.3%	0.64%
LMND	Lemonade, Inc. Financial Services	Reduced	7,745	-236	$503,812	+0.7%	0.62%
UPS	United Parcel Service Inc Industrials	Reduced	4,582	-191	$492,565	+4.9%	0.61%
PLTR	Palantir Technologies Inc. Technology	Added	4,062	+10	$473,913	−20.0%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	826	+18	$465,277	+0.6%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	1,091	NEW	$458,874	NEW	0.57%
PANW	Palo Alto Networks Inc Technology	Added	1,325	+1	$451,851	+112.9%	0.56%
AMAT	Applied Materials Inc /De Technology	Added	610	+9	$441,030	+114.7%	0.54%
ORRF	Orrstown Financial Services Inc Financial Services	Added	10,342	+440	$422,263	+18.2%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.