SEC Form 13F

Johnson & White Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$267,336,373
Positions117

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCH TRADED FD TR IIPXFRAFI DVLPD MRKTS$29,688,272392,494
INVESCO EXCHANGE TRADED FD TPRFZRAFI US 1500$14,858,278266,421
HARTFORD FDS EXCHANGE TRADEDHMOPMUN OPORTUNITE$12,313,327314,557
PIMCO ETF TRPYLDMULTISECTOR BD$12,302,484463,895
ISHARES TRIDVINTL SEL DIV ETF$11,745,550283,503
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$10,562,279333,090
ISHARES TRDGROCORE DIV GRWTH$9,127,239120,428
INVESCO EXCH TRADED FD TR IIPXHRAFI EMRGNG MRKT$8,576,896307,636
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$8,540,874176,355
NVIDIA CORPORATIONNVDACOM$7,625,44638,110

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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