Ashleigh Swayze

Johnson & White Wealth Management, Llc

Assets Managed

$236.345M

Holdings

106

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

2.86%(2Q avg: 4.06%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Johnson & White Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Johnson & White Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.345M in assets, with a quarterly growth rate of 2.86% and a 2-quarter average growth rate of 4.06%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PXF Invesco Ftse Rafi Developed Recent Activity Increased 1.75%	11.48%	$27.111M 387,859 shares@ $69.91 avg price	Increased 1.75%
PRFZ Invesco Ftse Rafi Us 1500 Sm Recent Activity Increased 3.72%	5.13%	$12.123M 264,295 shares@ $45.88 avg price	Increased 3.72%
HMOP Hartford Municipal Opp Etf Recent Activity Increased 21.32%	5.07%	$11.979M 309,212 shares@ $38.74 avg price	Increased 21.32%
IDV Ishares International Select Recent Activity Increased 2.48%	4.93%	$11.638M 273,438 shares@ $42.56 avg price	Increased 2.48%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 20.74%	4.61%	$10.888M 415,571 shares@ $26.2 avg price	Increased 20.74%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 3.38%	4.23%	$9.976M 325,170 shares@ $30.68 avg price	Increased 3.38%
DGRO Ishares Core Dividend Growth Recent Activity Increased 4.39%	3.5%	$8.269M 117,821 shares@ $70.19 avg price	Increased 4.39%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 4.89%	3.5%	$8.267M 172,058 shares@ $48.06 avg price	Increased 4.89%
PXH Invesco Ftse Rafi Emerging M Recent Activity Increased 4.05%	3.47%	$8.178M 303,907 shares@ $26.92 avg price	Increased 4.05%
NVDA Nvidia Corp Recent Activity Decreased -5.01%	2.91%	$6.858M 39,325 shares@ $174.41 avg price	Decreased -5.01%

1-10 of 106