Johnson & White Wealth Management, LLC

YORK, PA · CIK 1954136 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyYork, PA

$267.3m reported value +13.1% vs Q1 2026

117positions

46.9%in top 10

12 new 62 added 39 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	392,494	$29.7m11.11%	11.11%	Added +4.6k	+4,635 1.2%
2	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	266,421	$14.9m5.56%	5.56%	Added +2.1k	+2,126 0.8%
3	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	314,557	$12.3m4.61%	4.61%	Added +5.3k	+5,345 1.7%
4	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	463,895	$12.3m4.60%	4.60%	Added +48.3k	+48,324 11.6%
5	ISHARES TR INTL SEL DIV ETF IDV	IDV	283,503	$11.7m4.39%	4.39%	Added +10.1k	+10,065 3.7%
6	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	333,090	$10.6m3.95%	3.95%	Added +7.9k	+7,920 2.4%
7	ISHARES TR CORE DIV GRWTH DGRO	DGRO	120,428	$9.1m3.41%	3.41%	Added +2.6k	+2,607 2.2%
8	INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG PXH	PXH	307,636	$8.6m3.21%	3.21%	Added +3.7k	+3,729 1.2%
9	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	176,355	$8.5m3.19%	3.19%	Added +4.3k	+4,297 2.5%
10	NVIDIA CORPORATION COM NVDA	NVDA	38,110	$7.6m2.85%	2.85%	Reduced -1.2k	-1,215 -3.1%
11	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	136,615	$7.4m2.76%	2.76%	Added +888	+888 0.7%
12	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	50,271	$6.1m2.30%	2.30%	Added +1.3k	+1,334 2.7%
13	APPLE INC COM AAPL	AAPL	20,189	$5.8m2.19%	2.19%	Added +751	+751 3.9%
14	INVESCO EXCH TRADED FD TR II S&P INTL LOW IDLV	IDLV	162,526	$5.6m2.10%	2.10%	Reduced -5.1k	-5,077 -3.0%
15	BROADCOM INC COM AVGO	AVGO	13,374	$5.1m1.89%	1.89%	Reduced -939	-939 -6.6%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,762	$4.5m1.69%	1.69%	Added +4.7k	+4,734 156.3%
17	SPDR SER TR S&P DIVID ETF SDY	SDY	29,564	$4.5m1.68%	1.68%	Reduced -776	-776 -2.6%
18	LISTED FDS TR SHARES FOREIGN OVF	OVF	137,191	$4.3m1.63%	1.63%	Added +9.5k	+9,479 7.4%
19	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	41,527	$4.0m1.49%	1.49%	Reduced -474	-474 -1.1%
20	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	47,405	$3.6m1.33%	1.33%	Reduced -1.3k	-1,329 -2.7%
21	ISHARES TR MSCI EAFE ETF EFA	EFA	31,030	$3.2m1.21%	1.21%	Added +2.1k	+2,066 7.1%
22	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	31,411	$2.9m1.10%	1.10%	Added +385	+385 1.2%
23	JPMORGAN CHASE & CO COM JPM	JPM	7,866	$2.6m0.96%	0.96%	Reduced -76	-76 -1.0%
24	MICROSOFT CORP COM MSFT	MSFT	6,425	$2.4m0.90%	0.90%	Added +926	+926 16.8%
25	AMAZON COM INC COM AMZN	AMZN	10,052	$2.4m0.90%	0.90%	Added +398	+398 4.1%
26	ISHARES TR CORE S&P500 ETF IVV	IVV	3,162	$2.4m0.89%	0.89%	Added +178	+178 6.0%
27	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	29,761	$2.2m0.84%	0.84%	Reduced -1.2k	-1,226 -4.0%
28	LISTED FDS TR SHARES SML CAP OVS	OVS	51,496	$2.2m0.82%	0.82%	Added +3.6k	+3,627 7.6%
29	INVESCO EXCH TRADED FD TR II S&P MIDCP LOW XMLV	XMLV	33,066	$2.2m0.82%	0.82%	Reduced -991	-991 -2.9%
30	EXXON MOBIL CORP COM XOM	XOM	15,780	$2.2m0.81%	0.81%	Added +192	+192 1.2%
31	LISTED FDS TR SHARES LAG CAP OVL	OVL	37,892	$2.1m0.80%	0.80%	Added +2.8k	+2,829 8.1%
32	SPDR SER TR SSGA US SMAL ETF SMLV	SMLV	12,562	$2.0m0.74%	0.74%	Reduced -993	-993 -7.3%
33	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,013	$1.9m0.73%	0.73%	Added +7	+7 0.3%
34	BANK AMERICA CORP COM BAC	BAC	33,894	$1.9m0.72%	0.72%	Reduced -297	-297 -0.9%
35	TIDAL TRUST III ROCKEFELLER OPP RMOP	RMOP	73,136	$1.9m0.70%	0.70%	Added +3.9k	+3,892 5.6%
36	JOHNSON & JOHNSON COM JNJ	JNJ	7,082	$1.8m0.67%	0.67%	Reduced -83	-83 -1.2%
37	HOME DEPOT INC COM HD	HD	4,990	$1.8m0.66%	0.66%	Added +155	+155 3.2%
38	ISHARES TR MSCI EMG MKT ETF EEM	EEM	25,054	$1.7m0.64%	0.64%	Added +846	+846 3.5%
39	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	41,144	$1.6m0.61%	0.61%	Reduced -1.2k	-1,202 -2.8%
40	UNITEDHEALTH GROUP INC COM UNH	UNH	3,794	$1.6m0.59%	0.59%	Added +60	+60 1.6%
41	GE AEROSPACE COM NEW GE	GE	4,136	$1.5m0.58%	0.58%	Added +27	+27 0.7%
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,312	$1.5m0.58%	0.58%	Added +94	+94 2.2%
43	ISHARES TR CORE S&P MCP ETF IJH	IJH	19,916	$1.5m0.57%	0.57%	Added +1.1k	+1,103 5.9%
44	CISCO SYS INC COM CSCO	CSCO	12,316	$1.4m0.54%	0.54%	Reduced -830	-830 -6.3%
45	MERCK & CO INC COM MRK	MRK	11,213	$1.4m0.54%	0.54%	Reduced -29	-29 -0.3%
46	ANALOG DEVICES INC COM ADI	ADI	3,252	$1.3m0.48%	0.48%	Unchanged
47	WESTERN DIGITAL CORP COM WDC	WDC	2,019	$1.3m0.48%	0.48%	Added +19	+19 0.9%
48	ABBVIE INC COM ABBV	ABBV	4,760	$1.2m0.45%	0.45%	Added +28	+28 0.6%
49	COCA COLA CO COM KO	KO	14,723	$1.2m0.45%	0.45%	Reduced -120	-120 -0.8%
50	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	7,561	$1.2m0.44%	0.44%	Reduced -831	-831 -9.9%
51	AMGEN INC COM AMGN	AMGN	3,233	$1.2m0.44%	0.44%	Reduced -27	-27 -0.8%
52	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,567	$1.2m0.44%	0.44%	Added +1	+1 0.1%
53	MORGAN STANLEY COM NEW MS	MS	5,375	$1.1m0.42%	0.42%	Reduced -345	-345 -6.0%
54	PROCTER AND GAMBLE CO COM PG	PG	7,264	$1.1m0.40%	0.40%	Added +1.4k	+1,357 23.0%
55	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,785	$1.1m0.40%	0.40%	Reduced -25	-25 -0.7%
56	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,544	$1.1m0.39%	0.39%	Added +28	+28 0.8%
57	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,349	$1.0m0.38%	0.38%	Added +137	+137 4.3%
58	GE VERNOVA INC COM GEV	GEV	806	$947.1k0.35%	0.35%	Added +6	+6 0.8%
59	MASTERCARD INCORPORATED CL A MA	MA	1,819	$934.2k0.35%	0.35%	Reduced -43	-43 -2.3%
60	NEXTERA ENERGY INC COM NEE	NEE	10,258	$900.4k0.34%	0.34%	Reduced -154	-154 -1.5%
61	PEPSICO INC COM PEP	PEP	6,631	$897.8k0.34%	0.34%	Added +351	+351 5.6%
62	ALTRIA GROUP INC COM MO	MO	12,434	$894.6k0.33%	0.33%	Reduced -368	-368 -2.9%
63	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,721	$861.2k0.32%	0.32%	Added +5	+5 0.3%
64	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,129	$831.9k0.31%	0.31%	Reduced -63	-63 -5.3%
65	MCDONALDS CORP COM MCD	MCD	2,879	$778.2k0.29%	0.29%	Added +197	+197 7.3%
66	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	11,413	$742.7k0.28%	0.28%	Reduced -3.0k	-2,969 -20.6%
67	PHILLIPS 66 COM PSX	PSX	4,235	$715.9k0.27%	0.27%	Unchanged
68	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	10,931	$671.8k0.25%	0.25%	Added +60	+60 0.6%
69	YORK WTR CO COM YORW	YORW	21,268	$651.9k0.24%	0.24%	Added +264	+264 1.3%
70	SSGA ACTIVE ETF TR GLOBL ALLO ETF GAL	GAL	12,129	$640.9k0.24%	0.24%	Added +104	+104 0.9%
71	VERIZON COMMUNICATIONS INC COM VZ	VZ	14,770	$625.4k0.23%	0.23%	Reduced -124	-124 -0.8%
72	CHEVRON CORP NEW COM CVX	CVX	3,722	$617.0k0.23%	0.23%	Added +85	+85 2.3%
73	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,653	$611.8k0.23%	0.23%	Reduced -25	-25 -1.5%
74	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	22,444	$582.4k0.22%	0.22%	Added +604	+604 2.8%
75	PFIZER INC COM PFE	PFE	21,890	$527.1k0.20%	0.20%	Added +27	+27 0.1%
76	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	30,000	$520.5k0.19%	0.19%	Added +5.0k	+5,000 20.0%
77	LEMONADE INC COM LMND	LMND	7,745	$503.8k0.19%	0.19%	Reduced -236	-236 -3.0%
78	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,582	$492.6k0.18%	0.18%	Reduced -191	-191 -4.0%
79	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,062	$473.9k0.18%	0.18%	Added +10	+10 0.2%
80	META PLATFORMS INC CL A META	META	826	$465.3k0.17%	0.17%	Added +18	+18 2.2%
81	TESLA INC COM TSLA	TSLA	1,091	$458.9k0.17%	0.17%	New
82	PALO ALTO NETWORKS INC COM PANW	PANW	1,325	$451.9k0.17%	0.17%	Added +1	+1 0.1%
83	APPLIED MATLS INC COM AMAT	AMAT	610	$441.0k0.16%	0.16%	Added +9	+9 1.5%
84	ORRSTOWN FINL SVCS INC COM ORRF	ORRF	10,342	$422.2k0.16%	0.16%	Added +440	+440 4.4%
85	TARGA RES CORP COM TRGP	TRGP	1,556	$417.2k0.16%	0.16%	Added +7	+7 0.5%
86	WALMART INC COM WMT	WMT	3,656	$414.1k0.15%	0.15%	Added +20	+20 0.6%
87	TWILIO INC CL A TWLO	TWLO	1,972	$406.9k0.15%	0.15%	Reduced -98	-98 -4.7%
88	EATON VANCE TAX ADVT DIV INC COM XEVTX	XEVTX	13,515	$374.1k0.14%	0.14%	Reduced -5	-5 -0.0%
89	WELLS FARGO CO NEW COM WFC	WFC	4,524	$373.8k0.14%	0.14%	Added +68	+68 1.5%
90	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	6,422	$362.7k0.14%	0.14%	Added +68	+68 1.1%
91	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,217	$360.5k0.13%	0.13%	Reduced -379	-379 -8.2%
92	MONDELEZ INTL INC CL A MDLZ	MDLZ	6,208	$359.1k0.13%	0.13%	Reduced -436	-436 -6.6%
93	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,720	$325.1k0.12%	0.12%	Reduced -856	-856 -23.9%
94	VIRTUS ETF TR II ALPHASIMPLEX MNG ASMF	ASMF	12,190	$313.7k0.12%	0.12%	Reduced -1.2k	-1,227 -9.2%
95	COSTCO WHSL CORP NEW COM COST	COST	329	$307.8k0.12%	0.12%	Added +39	+39 13.4%
96	VISA INC COM CL A V	V	896	$307.4k0.11%	0.11%	Added +10	+10 1.1%
97	AMERICAN TOWER CORP NEW COM AMT	AMT	1,841	$301.1k0.11%	0.11%	Reduced -77	-77 -4.0%
98	PHILIP MORRIS INTL INC COM PM	PM	1,657	$299.7k0.11%	0.11%	Added +8	+8 0.5%
99	NUVEEN MUN HIGH INCOME OPPOR COM NMZ	NMZ	26,941	$284.8k0.11%	0.11%	New
100	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,000	$276.2k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NUVEEN PENNSYLVANIA QLT MUN XNQPX	XNQPX	22,777	$271.7k22.8k shares