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Ashleigh Swayze

Johnson & White Wealth Management, Llc

Assets Managed
$267.336M
Holdings
117
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.12%(2Q avg: 7.99%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Johnson & White Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 117 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 267.336M in assets, with a quarterly growth rate of 13.12% and a 2-quarter average growth rate of 7.99%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PXF
Invesco Ftse Rafi Developed
Recent Activity
Increased 1.2%
11.11%
$29.688M
392,494 shares@ $75.65 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 0.81%
5.56%
$14.858M
266,421 shares@ $55.77 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
Increased 1.73%
4.61%
$12.313M
314,557 shares@ $39.15 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 11.63%
4.61%
$12.302M
463,895 shares@ $26.52 avg price
IDV
Ishares International Select
Recent Activity
Increased 3.69%
4.4%
$11.746M
283,503 shares@ $41.44 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.44%
3.96%
$10.562M
333,090 shares@ $31.71 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.22%
3.42%
$9.127M
120,428 shares@ $75.8 avg price
PXH
Invesco Ftse Rafi Emerging M
Recent Activity
Increased 1.23%
3.21%
$8.577M
307,636 shares@ $27.89 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 2.5%
3.2%
$8.541M
176,355 shares@ $48.44 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.08%
2.86%
$7.625M
38,110 shares@ $200.1 avg price

1-10 of 117