Johnson Wealth Management, LLC
Filing Date
Global Rank
#7,462
/ 8,232
▲ 213
Top Industry
Drug Manufacturers - General
21.2%
3Y Alpha vs SPY
-16.4%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.4%
SPY
+9.1%
Annualised alpha
-16.4%
Max drawdown
−9.5%
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
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.7%
+1.4 pts
Top 5
54.1%
−0.7 pts
Top 10
75.5%
−1.3 pts
HHI
796
Diversified+10
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $5,800,365 |
| Healthcare | 20.2% | $3,523,522 |
| Consumer Defensive | 12.5% | $2,175,558 |
| Financial Services | 10.6% | $1,851,756 |
| Communication Services | 7.8% | $1,350,742 |
| Consumer Cyclical | 5.9% | $1,024,543 |
| Unclassified | 4.5% | $787,273 |
| Industrials | 3.4% | $590,428 |
| Energy | 1.8% | $309,120 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +1,250 | 10,000 | $1,743,999 | |
| AAPL | Apple Inc. | +574 | 9,498 | $2,410,496 | |
| AMZN | Amazon Com Inc | +282 | 3,486 | $726,028 | |
| XOM | Exxon Mobil Corp | +145 | 1,822 | $309,120 | |
| PG | PROCTER & GAMBLE Co | +143 | 10,961 | $1,583,206 | |
| PEP | Pepsico Inc | +71 | 2,526 | $392,262 | |
| LLY | ELI LILLY & Co | +68 | 303 | $278,689 | |
| ABBV | AbbVie Inc. | +38 | 1,352 | $294,046 | |
| QQQ | Invesco Qqq Trust, Series 1 | +3 | 1,364 | $787,273 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GILD | Gilead Sciences, Inc. | −790 | 19,664 | $2,740,570 | |
| MSFT | Microsoft Corp | −529 | 2,569 | $950,966 | |
| ORCL | Oracle Corp | −120 | 1,774 | $260,972 | |
| AVGO | Broadcom Inc. | −61 | 1,402 | $433,932 | |
| META | Meta Platforms, Inc. | −41 | 744 | $425,663 | |
| WFC | Wells Fargo & Company/Mn | −38 | 3,266 | $260,005 | |
| JPM | Jpmorgan Chase & Co | −20 | 1,046 | $307,690 | |
| BRK-B | Berkshire Hathaway Inc | −11 | 1,285 | $615,771 | |
| TSLA | Tesla, Inc. | −7 | 803 | $298,515 | |
| GOOGL | Alphabet Inc. | −2 | 3,217 | $925,079 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,350,742 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 744 | $425,663 | 31.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,217 | $925,079 | 68.49% |