Johnson & White Wealth Management, LLC
Filing Date
Global Rank
#6,102
/ 8,232
▲ 182
Top Industry
Semiconductors
21.1%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
15 quarters · since Sep 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.2%
SPY
+74.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 37.8% | $24,797,070 |
| Financial Services | 14.2% | $9,335,053 |
| Healthcare | 11.0% | $7,200,836 |
| Consumer Defensive | 7.9% | $5,198,492 |
| Consumer Cyclical | 7.4% | $4,860,394 |
| Energy | 7.0% | $4,557,067 |
| Unclassified | 4.1% | $2,688,465 |
| Communication Services | 3.7% | $2,422,887 |
| Industrials | 3.6% | $2,333,897 |
| Utilities | 2.8% | $1,818,407 |
| Real Estate | 0.5% | $331,008 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
3 positions ·
$1,818,407 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities