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Johnson Financial Group, LLC

Q2 2026 13F filing

Updated 38 days ago

279 disclosed positions worth $1.9B

Portfolio value
$1.9B
Total holdings
279
New positions
105
Closed positions
11
Increased
116
Decreased
46
Turnover
41.6%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+6.1%
Value
$932.8M
Shares
2.71M
% Port
50.24%
V

VANGUARD TAX-MANAGED FDS

-7.5%
Value
$240.8M
Shares
3.38M
% Port
12.97%
V

VANGUARD INTL EQUITY INDEX F

+9.6%
Value
$139.5M
Shares
2.34M
% Port
7.52%
V

VANGUARD INDEX FDS

-0.5%
Value
$56.8M
Shares
153.4K
% Port
3.06%
S

SCHWAB STRATEGIC TR

+87.2%
Value
$54.4M
Shares
1.13M
% Port
2.93%
V

VANGUARD INDEX FDS

+1.9%
Value
$50.9M
Shares
167.8K
% Port
2.74%
S
7.SPY

STATE STR SPDR S&P 500 ETF T

+16.5%
Value
$16.2M
Shares
21.8K
% Port
0.88%
A

APPLE INC

+16.6%
Value
$13.6M
Shares
47.0K
% Port
0.73%
I
9.IVZ

INVESCO ACTVELY MNGD ETC FD

-14.5%
Value
$12.9M
Shares
810.8K
% Port
0.69%
S

SCHWAB STRATEGIC TR

-30.4%
Value
$12.5M
Shares
450.4K
% Port
0.67%
V
11.VGES

VANGUARD INTL EQUITY INDEX F

-5.7%
Value
$9.8M
Shares
63.8K
% Port
0.53%
N
12.NVDA

NVIDIA CORPORATION

+61.4%
Value
$9.8M
Shares
49.1K
% Port
0.53%
S

SCHWAB STRATEGIC TR

+0.0%
Value
$8.9M
Shares
303.9K
% Port
0.48%
E
14.ETHA

ISHARES TR

+13.7%
Value
$8.1M
Shares
10.8K
% Port
0.43%
N
15.NOC

JANUS DETROIT STR TR

Value
$7.8M
Shares
155.2K
% Port
0.42%
A
16.AMZN

AMAZON COM INC

+110.1%
Value
$7.8M
Shares
32.6K
% Port
0.42%
G

ALPHABET INC

+50.0%
Value
$7.5M
Shares
20.9K
% Port
0.40%
M
18.MAR

MARRIOTT INTL INC NEW

Value
$7.2M
Shares
19.4K
% Port
0.39%
M
19.MSFT

MICROSOFT CORP

+29.4%
Value
$6.8M
Shares
18.2K
% Port
0.37%
S

SCHWAB STRATEGIC TR

-2.1%
Value
$6.6M
Shares
182.7K
% Port
0.36%
S

SCHWAB STRATEGIC TR

+1.3%
Value
$6.6M
Shares
194.3K
% Port
0.35%
G

ALPHABET INC

+42.2%
Value
$6.4M
Shares
18.1K
% Port
0.34%
E
23.ETHA

ISHARES INC

-4.3%
Value
$6.2M
Shares
81.1K
% Port
0.33%
P
24.PDI

PIMCO ETF TR

-40.0%
Value
$5.5M
Shares
54.7K
% Port
0.30%
H
25.HLF

HERBALIFE LTD

+0.0%
Value
$5.5M
Shares
414.6K
% Port
0.29%
V
26.VGES

VANGUARD INDEX FDS

-74.5%
Value
$5.2M
Shares
53.4K
% Port
0.28%
Q
27.QQQ

INVESCO QQQ TR

+11.9%
Value
$5M
Shares
6.8K
% Port
0.27%
T
28.TSLA

TESLA INC

+39.7%
Value
$4.1M
Shares
9.7K
% Port
0.22%
S

SCHWAB STRATEGIC TR

+1.8%
Value
$3.6M
Shares
150.9K
% Port
0.20%
A
30.AVGO

BROADCOM INC

+104.4%
Value
$3.6M
Shares
9.6K
% Port
0.20%
M
31.MDY

SPDR INDEX SHS FDS

-11.9%
Value
$3.5M
Shares
46.7K
% Port
0.19%
E
32.ETHA

ISHARES TR

+1326.2%
Value
$3.4M
Shares
44.3K
% Port
0.18%
R
33.RJF

RAYMOND JAMES FINL INC

Value
$3.3M
Shares
22.0K
% Port
0.18%
M
34.MU

MICRON TECHNOLOGY INC

+74.2%
Value
$3.3M
Shares
2.9K
% Port
0.18%
M
35.MRVL

MARVELL TECHNOLOGY INC

Value
$3.2M
Shares
10.9K
% Port
0.17%
P
36.PAYC

PAYCOM SOFTWARE INC

+1.0%
Value
$3.2M
Shares
25.4K
% Port
0.17%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$3.1M
Shares
90.2K
% Port
0.17%
E
38.ETHA

ISHARES TR

+1.4%
Value
$3M
Shares
12.5K
% Port
0.16%
E
39.ETHA

ISHARES TR

+0.1%
Value
$3M
Shares
7.3K
% Port
0.16%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$3M
Shares
4
% Port
0.16%
M
41.META

META PLATFORMS INC

+112.4%
Value
$2.9M
Shares
5.2K
% Port
0.16%
J

JPMORGAN CHASE & CO

+46.8%
Value
$2.8M
Shares
8.5K
% Port
0.15%
S

SCHWAB STRATEGIC TR

+16.1%
Value
$2.7M
Shares
108.4K
% Port
0.14%
X
44.XOM

EXXON MOBIL CORP

+41.8%
Value
$2.5M
Shares
18.1K
% Port
0.13%
S

SPDR SERIES TRUST

+5.5%
Value
$2.4M
Shares
53.3K
% Port
0.13%
D
46.DELL

DELL TECHNOLOGIES INC

Value
$2.4M
Shares
5.5K
% Port
0.13%
B
47.BSTZ

BLACKROCK INC

Value
$2.1M
Shares
2.2K
% Port
0.12%
V
48.VGES

VANGUARD CHARLOTTE FDS

-8.5%
Value
$2.1M
Shares
43.1K
% Port
0.11%
V
49.VGES

VANGUARD INDEX FDS

+17.7%
Value
$2.1M
Shares
3.0K
% Port
0.11%
A
50.AMD

ADVANCED MICRO DEVICES INC

+31.5%
Value
$2M
Shares
3.4K
% Port
0.11%