Johnson & White Wealth Management, LLC

CIK 0001954136 • 6 13F filings • Apr 10, 2025 – Jul 16, 2026

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Filer information

Filed by: Johnson & White Wealth Management, LLC, Counsel
Address: 224 ST. CHARLES WAY, SUITE 200, YORK, PA, 17402
Phone: 6463953900
AUM: $229.8M

AUM over time

$267.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $229.8M110 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.5%Prev: 0.5%	4,692 SH	Decreased-28 SH
ADVANCED MICRO DEVICES INC	COM	$645K	0.3%Prev: 0.2%	3,012 SH	Increased-7 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.6%Prev: 0.5%	4,641 SH	Increased
ALTRIA GROUP INC	COM	$733K	0.3%Prev: 0.4%	12,704 SH	Decreased+154 SH
AMAZON COM INC	COM	$2.3M	1.0%Prev: 1.0%	10,058 SH	Increased+17 SH
AMERICAN TOWER CORP NEW	COM	$340K	0.1%Prev: 0.2%	1,936 SH	Decreased-17 SH
AMGEN INC	COM	$1.1M	0.5%Prev: 0.4%	3,222 SH	Increased-8 SH
ANALOG DEVICES INC	COM	$888K	0.4%Prev: 0.3%	3,274 SH	Increased+1,022 SH
APPLE INC	COM	$5.6M	2.4%Prev: 2.4%	20,483 SH	Increased-435 SH
ARTESIAN RES CORP	CL A	$210K	0.1%Prev: 0.1%	6,649 SH	Decreased
BANK AMERICA CORP	COM	$1.9M	0.8%Prev: 0.8%	34,007 SH	Increased-148 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$863K	0.4%Prev: 0.4%	1,716 SH	Decreased
BIO-TECHNE CORP	COM	$201K	0.1%	3,412 SH	New
BROADCOM INC	COM	$5.0M	2.2%Prev: 2.3%	14,490 SH	Decreased-781 SH
CHEVRON CORP NEW	COM	$575K	0.3%Prev: 0.3%	3,776 SH	Increased+71 SH
CISCO SYS INC	COM	$1.0M	0.4%Prev: 0.4%	13,115 SH	Increased-124 SH
COCA COLA CO	COM	$1.0M	0.4%Prev: 0.4%	14,760 SH	Increased+595 SH
COSTCO WHSL CORP NEW	COM	$237K	0.1%Prev: 0.1%	275 SH	Decreased-50 SH
DENTSPLY SIRONA INC	COM	$292K	0.1%Prev: 0.1%	25,572 SH	Decreased
EATON VANCE TAX ADVT DIV INC	COM	$351K	0.2%Prev: 0.2%	13,953 SH	Increased-391 SH
EXXON MOBIL CORP	COM	$1.9M	0.8%Prev: 0.8%	15,798 SH	Increased-67 SH
GE AEROSPACE	COM NEW	$1.3M	0.6%Prev: 0.6%	4,277 SH	Increased-5 SH
GE VERNOVA INC	COM	$509K	0.2%Prev: 0.2%	778 SH	Decreased-87 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$867K	0.4%Prev: 0.5%	22,391 SH	Decreased+1,767 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$473K	0.2%Prev: 0.3%	16,855 SH	Decreased+2,691 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$10.0M	4.3%Prev: 4.4%	254,880 SH	Increased+9,191 SH
HOME DEPOT INC	COM	$1.7M	0.7%Prev: 0.9%	4,864 SH	Decreased+224 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.5%Prev: 0.5%	3,863 SH	Increased-3 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$25.0M	10.9%Prev: 10.3%	381,199 SH	Increased+14,830 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$7.5M	3.3%Prev: 3.2%	292,093 SH	Increased+17,076 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$5.8M	2.5%Prev: 2.6%	170,465 SH	Increased+464 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$2.1M	0.9%Prev: 1.0%	34,010 SH	Decreased+582 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$3.5M	1.5%Prev: 1.6%	48,522 SH	Decreased+770 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.1M	2.6%Prev: 2.5%	129,454 SH	Increased+8,125 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$11.7M	5.1%Prev: 4.9%	254,833 SH	Increased+17,523 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$5.2M	2.3%Prev: 2.2%	45,741 SH	Increased+3,933 SH
INVESCO QQQ TR	UNIT SER 1	$756K	0.3%Prev: 0.3%	1,231 SH	Increased+5 SH
ISHARES INC	MSCI EMERG MRKT	$2.0M	0.9%Prev: 0.9%	31,314 SH	Increased+561 SH
ISHARES TR	CORE DIV GRWTH	$7.8M	3.4%Prev: 3.5%	112,875 SH	Increased+2,225 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.5%Prev: 0.6%	19,112 SH	Increased-137 SH
ISHARES TR	CORE S&P500 ETF	$2.1M	0.9%Prev: 0.9%	3,027 SH	Increased-52 SH
ISHARES TR	INTL SEL DIV ETF	$10.5M	4.6%Prev: 4.3%	266,840 SH	Increased+8,703 SH
ISHARES TR	MSCI EAFE ETF	$2.9M	1.3%Prev: 1.3%	30,134 SH	Increased-708 SH
ISHARES TR	MSCI EMG MKT ETF	$1.4M	0.6%Prev: 0.6%	24,863 SH	Decreased-1,511 SH
ISHARES TR	RUS 1000 GRW ETF	$244K	0.1%Prev: 0.1%	515 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$812K	0.4%Prev: 0.4%	3,299 SH	Decreased-238 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$560K	0.2%Prev: 0.3%	9,786 SH	Increased+119 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$948K	0.4%Prev: 0.4%	16,318 SH	Increased-126 SH
JOHNSON & JOHNSON	COM	$1.7M	0.7%Prev: 0.7%	8,241 SH	Increased-217 SH
JPMORGAN CHASE & CO.	COM	$2.6M	1.1%Prev: 1.2%	7,947 SH	Decreased-181 SH
LEMONADE INC	COM	$568K	0.2%Prev: 0.2%	7,981 SH	Increased-100 SH
LISTED FDS TR	SHARES FOREIGN	$3.6M	1.5%Prev: 1.6%	121,465 SH	Decreased-2,062 SH
LISTED FDS TR	SHARES LAG CAP	$1.8M	0.8%Prev: 0.8%	33,105 SH	Decreased-1,152 SH
LISTED FDS TR	SHARES SML CAP	$1.6M	0.7%Prev: 0.7%	45,211 SH	Decreased-341 SH
LOWES COS INC	COM	$209K	0.1%Prev: 0.1%	865 SH	Decreased+14 SH
MARSH & MCLENNAN COS INC	COM	$278K	0.1%Prev: 0.1%	1,500 SH	Decreased-20 SH
MARVELL TECHNOLOGY INC	COM	$299K	0.1%Prev: 0.1%	3,516 SH	Increased+1,000 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.5%Prev: 0.5%	1,897 SH	Increased
MCDONALDS CORP	COM	$761K	0.3%Prev: 0.3%	2,491 SH	Increased+47 SH
MERCK & CO INC	COM	$1.2M	0.5%Prev: 0.4%	11,227 SH	Increased+811 SH
META PLATFORMS INC	CL A	$530K	0.2%Prev: 0.3%	803 SH	Decreased+5 SH
MICROSOFT CORP	COM	$2.8M	1.2%Prev: 1.4%	5,764 SH	Decreased-31 SH
MONDELEZ INTL INC	CL A	$354K	0.2%Prev: 0.2%	6,577 SH	Decreased-592 SH
MORGAN STANLEY	COM NEW	$956K	0.4%Prev: 0.4%	5,384 SH	Increased-74 SH
NEXTERA ENERGY INC	COM	$830K	0.4%Prev: 0.4%	10,336 SH	Increased+144 SH
NUVEEN PENNSYLVANIA QLT MUN	COM	$269K	0.1%Prev: 0.1%	22,645 SH	Increased+258 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$95K	0.0%Prev: 0.0%	11,767 SH	Decreased-1,360 SH
NVIDIA CORPORATION	COM	$7.7M	3.4%Prev: 3.6%	41,400 SH	Decreased-341 SH
ORRSTOWN FINL SVCS INC	COM	$350K	0.2%Prev: 0.2%	9,890 SH	Decreased-2,567 SH
PALANTIR TECHNOLOGIES INC	CL A	$788K	0.3%Prev: 0.4%	4,434 SH	Decreased-41 SH
PAYPAL HLDGS INC	COM	$211K	0.1%Prev: 0.1%	3,606 SH	Decreased+2 SH
PELOTON INTERACTIVE INC	CL A COM	$71K	0.0%Prev: 0.0%	11,605 SH	Decreased
PEPSICO INC	COM	$883K	0.4%Prev: 0.3%	6,156 SH	Increased+768 SH
PFIZER INC	COM	$566K	0.2%Prev: 0.2%	22,737 SH	Increased+8,316 SH
PHILIP MORRIS INTL INC	COM	$264K	0.1%Prev: 0.1%	1,649 SH	Decreased
PHILLIPS 66	COM	$546K	0.2%Prev: 0.3%	4,235 SH	Decreased
PIMCO ETF TR	MULTISECTOR BD	$9.2M	4.0%Prev: 3.1%	344,195 SH	Increased+90,171 SH
PNC FINL SVCS GROUP INC	COM	$205K	0.1%	982 SH	New
PROCTER AND GAMBLE CO	COM	$863K	0.4%Prev: 0.4%	6,024 SH	Decreased+308 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$394K	0.2%Prev: 0.1%	20,000 SH	Increased+4,000 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.6M	0.7%Prev: 0.8%	44,611 SH	Decreased-1,298 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.6M	3.8%Prev: 3.9%	314,558 SH	Increased+5,738 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$554K	0.2%Prev: 0.1%	2,010 SH	Increased+992 SH
SHERWIN WILLIAMS CO	COM	$203K	0.1%Prev: 0.1%	628 SH	Decreased+7 SH
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$4.2M	1.8%Prev: 1.8%	45,981 SH	Increased+2,189 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.5%Prev: 0.5%	1,668 SH	Decreased-112 SH
SPDR SERIES TRUST	STATE STREET SPD	$6.2M	2.7%	45,658 SH	New
SSGA ACTIVE ETF TR	STATE STREET GLO	$669K	0.3%	13,528 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$229K	0.1%Prev: 0.1%	755 SH	Increased
TARGA RES CORP	COM	$285K	0.1%Prev: 0.1%	1,543 SH	Increased+9 SH
TESLA INC	COM	$418K	0.2%Prev: 0.2%	929 SH	Decreased-41 SH
TIDAL TRUST III	ROCKEFELLER OPP	$643K	0.3%	25,701 SH	New
TRUIST FINL CORP	COM	$200K	0.1%	4,073 SH	New
TWILIO INC	CL A	$294K	0.1%Prev: 0.1%	2,070 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$498K	0.2%Prev: 0.2%	5,021 SH	Increased+781 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.5%Prev: 0.6%	3,669 SH	Increased+175 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.9M	3.4%Prev: 3.6%	164,039 SH	Increased+6,491 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$570K	0.2%Prev: 0.3%	1,700 SH	Increased-28 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.2M	0.5%Prev: 0.5%	8,296 SH	Increased-32 SH
VANGUARD STAR FDS	VG TL INTL STK F	$347K	0.2%Prev: 0.2%	4,594 SH	Increased-19 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.8M	1.2%Prev: 1.2%	30,568 SH	Increased+2,100 SH
VANGUARD WORLD FD	EXTENDED DUR	$1.1M	0.5%Prev: 0.9%	17,189 SH	Decreased-11,668 SH
VANGUARD WORLD FD	INF TECH ETF	$337K	0.1%Prev: 0.2%	447 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$627K	0.3%Prev: 0.3%	15,388 SH	Decreased+150 SH
VIRTUS ETF TR II	ALPHASIMPLEX MNG	$347K	0.2%Prev: 0.2%	14,461 SH	Decreased-4,963 SH
VISA INC	COM CL A	$311K	0.1%Prev: 0.1%	886 SH	Increased
WALMART INC	COM	$622K	0.3%Prev: 0.3%	5,583 SH	Increased-10 SH
WELLS FARGO CO NEW	COM	$416K	0.2%Prev: 0.2%	4,462 SH	Increased-34 SH
WESTERN DIGITAL CORP	COM	$345K	0.1%Prev: 0.1%	2,000 SH	Increased
YORK WTR CO	COM	$681K	0.3%Prev: 0.3%	21,397 SH	Decreased-1,096 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $235K
GRAYSCALE BITCOIN TRUST ETF — $206K
LUCID GROUP INC — $238K
PALO ALTO NETWORKS INC — $220K
SPDR SERIES TRUST — $4.6M
SPDR SERIES TRUST — $1.7M
SSGA ACTIVE ETF TR — $718K
ZSCALER INC — $256K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001954136-26-000001	$229.8M	View
Oct 15, 2025	Q3 2025	13F-HR	0001954136-25-000006	$218.3M	View
Jul 16, 2026	Q2 2026