Johnson Financial Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1706327
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
185
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Johnson Financial Group, LLC disclosed 185 positions worth $1.5B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 69 new positions and exited 8 — including a new stake in $AEHR and a full exit from $BLK. The portfolio is most concentrated in Other (92.1% of disclosed assets). All figures are sourced directly from Johnson Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 1706327.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS
50.9% weight
Held 9 quarters
VANGUARD TAX-MANAGED FDS
15.6% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
7.7% weight
Held 9 quarters
VANGUARD INDEX FDS
3.3% weight
Held 9 quarters
VANGUARD INDEX FDS
2.9% weight
Held 9 quarters
SCHWAB STRATEGIC TR
6 quarters accumulating
$AAPL3 quarters accumulating
ISHARES TR
3 quarters accumulating
$MSFT3 quarters accumulating
$GOOG3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer StaplesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$763.8M2,555,957 shVANGUARD TAX-MANAGED FDS
—Quality
$234.2M3,654,573 shVANGUARD INTL EQUITY INDEX F
—Quality
$115.3M2,133,041 shVANGUARD INDEX FDS
—Quality
$49.5M154,167 shVANGUARD INDEX FDS
—Quality
$43.1M164,577 shSCHWAB STRATEGIC TR
—Quality
$28.2M604,360 shVANGUARD INDEX FDS
—Quality
$18.6M209,248 sh- —
Quality
$16.4M948,117 sh SCHWAB STRATEGIC TR
—Quality
$16.0M646,762 sh- —
Quality
$12.1M18,671 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $763.8M | 2,555,957 |
| VANGUARD TAX-MANAGED FDS | — | $234.2M | 3,654,573 |
| VANGUARD INTL EQUITY INDEX F | — | $115.3M | 2,133,041 |
| VANGUARD INDEX FDS | — | $49.5M | 154,167 |
| VANGUARD INDEX FDS | — | $43.1M | 164,577 |
| SCHWAB STRATEGIC TR | — | $28.2M | 604,360 |
| VANGUARD INDEX FDS | — | $18.6M | 209,248 |
 Invesco Ltd.$IVZ | — | $16.4M | 948,117 |
| SCHWAB STRATEGIC TR | — | $16.0M | 646,762 |
 SPDR S&P 500 ETF TRUST$SPY | — | $12.1M | 18,671 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Johnson Financial Group, LLC's 185 positions.
Showing top 10 of 185 holdings.
Sector Allocation
Other
$1.4B
Technology
$47.0M
Financials
$28.4M
Industrials
$10.4M
Consumer Staples
$8.2M
Healthcare
$7.3M
Consumer Discretionary
$6.0M
Energy
$5.2M
Full Holdings — Johnson Financial Group, LLC (Q1 2026)
All 185 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $763.8M | 50.9% | +2% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS | $234.2M | 15.6% | -0% | — |
| 3 | — | VANGUARD INTL EQUITY INDEX F | $115.3M | 7.7% | -3% | — |
| 4 | — | VANGUARD INDEX FDS | $49.5M | 3.3% | -9% | — |
| 5 | — | VANGUARD INDEX FDS | $43.1M | 2.9% | -5% | — |
| 6 | — | SCHWAB STRATEGIC TR | $28.2M | 1.9% | -19% | — |
| 7 | — | VANGUARD INDEX FDS | $18.6M | 1.2% | -1% | — |
| 8 | $IVZ | Invesco Ltd. | $16.4M | 1.1% | -2% | — |
| 9 | — | SCHWAB STRATEGIC TR | $16.0M | 1.1% | +0% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $12.1M | 0.8% | -13% | — |
| 11 | $AAPL | Apple Inc. | $10.2M | 0.7% | +73% | 76.1 |
| 12 | — | VANGUARD INTL EQUITY INDEX F | $9.9M | 0.7% | -19% | — |
| 13 | — | PIMCO ETF TR | $9.2M | 0.6% | -92% | — |
| 14 | — | SCHWAB STRATEGIC TR | $7.8M | 0.5% | +21% | — |
| 15 | — | ISHARES TR | $6.2M | 0.4% | +12% | — |
| 16 | — | SCHWAB STRATEGIC TR | $6.1M | 0.4% | -3% | — |
| 17 |  $HLF | HERBALIFE LTD. | $6.1M | 0.4% | +0% | — |
| 18 | — | ISHARES INC | $5.9M | 0.4% | -7% | — |
| 19 | — | SCHWAB STRATEGIC TR | $5.6M | 0.4% | +268% | — |
| 20 |  $NVDA | NVIDIA CORP | $5.3M | 0.3% | -37% | 90.2 |
| 21 | $MSFT | MICROSOFT CORP | $5.2M | 0.3% | +92% | 83.7 |
| 22 | $GOOG | Alphabet Inc. | $4.0M | 0.3% | +161% | 80.2 |
| 23 |  $GOOGL | Alphabet Inc. | $3.7M | 0.2% | +11% | 80.2 |
| 24 | — | SCHWAB STRATEGIC TR | $3.6M | 0.2% | -12% | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.5M | 0.2% | +8% | — |
| 26 | — | SPDR INDEX SHS FDS | $3.5M | 0.2% | -13% | — |
| 27 |  $AMZN | AMAZON COM INC | $3.2M | 0.2% | +106% | 74.6 |
| 28 |  $PAYC | Paycom Software, Inc. | $3.1M | 0.2% | +0% | 69.8 |
| 29 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.9M | 0.2% | -33% | 64.5 |
| 30 | — | SCHWAB STRATEGIC TR | $2.8M | 0.2% | -53% | — |
| 31 | — | ISHARES TR | $2.6M | 0.2% | +0% | — |
| 32 | — | ISHARES TR | $2.6M | 0.2% | +0% | — |
| 33 |  $TSLA | Tesla, Inc. | $2.6M | 0.2% | +161% | 50.1 |
| 34 |  $AEHR | AEHR TEST SYSTEMS | $2.6M | 0.2% | NEW | 16.3 |
| 35 | — | SCHWAB STRATEGIC TR | $2.3M | 0.1% | +11% | — |
| 36 | — | SPDR SERIES TRUST | $2.3M | 0.1% | +8% | — |
| 37 | — | VANGUARD CHARLOTTE FDS | $2.3M | 0.1% | +2% | — |
| 38 | — | SCHWAB STRATEGIC TR | $2.2M | 0.1% | -22% | — |
| 39 |  $XOM | EXXON MOBIL CORP | $2.2M | 0.1% | +38% | 61.8 |
| 40 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.1% | +79% | 35.6 |
| 41 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 42 | — | ISHARES TR | $1.6M | 0.1% | -5% | — |
| 43 |  $TTEC | TTEC Holdings, Inc. | $1.6M | 0.1% | +412% | 41.6 |
| 44 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | -0% | — |
| 45 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | +60% | 59.3 |
| 46 |  $AVGO | Broadcom Inc. | $1.5M | 0.1% | +331% | 86.4 |
| 47 |  $META | Meta Platforms, Inc. | $1.4M | 0.1% | +81% | 80.9 |
| 48 | — | ISHARES TR | $1.4M | 0.1% | +79% | — |
| 49 | — | SPDR SERIES TRUST | $1.3M | 0.1% | -1% | — |
| 50 |  $ECL | ECOLAB INC. | $1.3M | 0.1% | +24% | 64.3 |
| 51 |  $BXSL | Blackstone Secured Lending Fund | $1.2M | 0.1% | -35% | — |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.1% | +22% | 64.5 |
| 53 |  $VOYG | Voyager Technologies, Inc./TX | $1.1M | 0.1% | NEW | 27.6 |
| 54 |  $V | VISA INC. | $1.0M | 0.1% | +37% | 83.5 |
| 55 |  $JNJ | JOHNSON & JOHNSON | $989,982 | 0.1% | +186% | 72.8 |
| 56 |  $GILD | GILEAD SCIENCES, INC. | $978,656 | 0.1% | +204% | 77.8 |
| 57 | — | SPDR SERIES TRUST | $971,032 | 0.1% | +0% | — |
| 58 |  $WMT | Walmart Inc. | $961,803 | 0.1% | +154% | 63.2 |
| 59 |  $GLD | SPDR GOLD TRUST | $956,965 | 0.1% | NEW | — |
| 60 |  $MRK | Merck & Co., Inc. | $929,978 | 0.1% | +117% | 70.9 |
| 61 | — | ISHARES TR | $901,221 | 0.1% | +1220% | — |
| 62 |  $GM | General Motors Co | $897,800 | 0.1% | +4% | 58.7 |
| 63 |  $QCOM | QUALCOMM INC/DE | $866,561 | 0.1% | +55% | 81.9 |
| 64 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $839,707 | 0.1% | +7% | 66.4 |
| 65 |  $ISRG | INTUITIVE SURGICAL INC | $811,342 | 0.1% | NEW | 81.4 |
| 66 |  $KO | COCA COLA CO | $791,985 | 0.1% | +39% | 74 |
| 67 |  $EQIX | EQUINIX INC | $753,805 | 0.1% | NEW | 61.4 |
| 68 |  $PANW | Palo Alto Networks Inc | $731,059 | 0.1% | NEW | 66.5 |
| 69 |  $LLY | ELI LILLY & Co | $723,859 | 0.1% | +294% | 89.3 |
| 70 | — | VANGUARD INDEX FDS | $706,289 | 0.1% | -42% | — |
| 71 |  $LASR | NLIGHT, INC. | $687,775 | 0.1% | NEW | 41.3 |
| 72 | — | ISHARES TR | $651,786 | 0.0% | +0% | — |
| 73 | — | ISHARES TR | $651,113 | 0.0% | +0% | — |
| 74 | — | ISHARES TR | $645,533 | 0.0% | +72% | — |
| 75 | — | VANGUARD INDEX FDS | $644,909 | 0.0% | -12% | — |
| 76 | — | ISHARES TR | $640,775 | 0.0% | +2% | — |
| 77 |  $CB | Chubb Ltd | $622,526 | 0.0% | NEW | — |
| 78 |  $DVN | DEVON ENERGY CORP/DE | $616,571 | 0.0% | +14% | 70.2 |
| 79 | — | FIRST TR EXCHANGE TRADED FD | $606,276 | 0.0% | NEW | — |
| 80 | — | FIRST TR EXCHANGE TRADED FD | $595,333 | 0.0% | NEW | — |
| 81 | — | DIMENSIONAL ETF TRUST | $586,359 | 0.0% | +0% | — |
| 82 | — | ISHARES TR | $580,046 | 0.0% | -38% | — |
| 83 |  $ICE | Intercontinental Exchange, Inc. | $575,959 | 0.0% | +114% | 73.8 |
| 84 |  $ANET | Arista Networks, Inc. | $564,542 | 0.0% | NEW | 86 |
| 85 |  $MU | MICRON TECHNOLOGY INC | $560,814 | 0.0% | NEW | 88.4 |
| 86 |  $TT | Trane Technologies plc | $553,014 | 0.0% | NEW | — |
| 87 |  $NEE | NEXTERA ENERGY INC | $549,571 | 0.0% | NEW | 71.7 |
| 88 | — | ISHARES TR | $536,733 | 0.0% | +0% | — |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $529,121 | 0.0% | +82% | 78.8 |
| 90 | — | ISHARES TR | $526,881 | 0.0% | -4% | — |
| 91 |  $LIN | LINDE PLC | $521,540 | 0.0% | NEW | — |
| 92 | — | ISHARES TR | $505,466 | 0.0% | +0% | — |
| 93 |  $IDXX | IDEXX LABORATORIES INC /DE | $496,149 | 0.0% | NEW | 73.6 |
| 94 |  $PM | Philip Morris International Inc. | $476,014 | 0.0% | +41% | 80.5 |
| 95 | — | ISHARES TR | $473,705 | 0.0% | -7% | — |
| 96 |  $ORCL | ORACLE CORP | $469,134 | 0.0% | +39% | 67.2 |
| 97 |  $LMT | LOCKHEED MARTIN CORP | $465,380 | 0.0% | +75% | 65 |
| 98 |  $GS | GOLDMAN SACHS GROUP INC | $450,913 | 0.0% | +30% | — |
| 99 |  $CAT | CATERPILLAR INC | $435,500 | 0.0% | NEW | 67.8 |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $429,073 | 0.0% | NEW | 72.3 |
| 101 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $428,081 | 0.0% | NEW | — |
| 102 | — | VANGUARD MALVERN FDS | $426,373 | 0.0% | +0% | — |
| 103 |  $DHR | DANAHER CORP /DE/ | $411,242 | 0.0% | +103% | 63.9 |
| 104 |  $OKE | ONEOK INC /NEW/ | $403,682 | 0.0% | +26% | 72 |
| 105 | — | INVESCO EXCH TRADED FD TR II | $399,947 | 0.0% | +0% | — |
| 106 |  $DIS | Walt Disney Co | $399,708 | 0.0% | +72% | 68.9 |
| 107 |  $NNBR | NN INC | $392,216 | 0.0% | NEW | 25.8 |
| 108 | — | VANGUARD SCOTTSDALE FDS | $391,083 | 0.0% | -7% | — |
| 109 | — | J P MORGAN EXCHANGE TRADED F | $390,398 | 0.0% | NEW | — |
| 110 |  $NFLX | NETFLIX INC | $383,853 | 0.0% | +71% | 86.7 |
| 111 |  $KMB | KIMBERLY CLARK CORP | $378,741 | 0.0% | NEW | 61.7 |
| 112 | — | ISHARES TR | $371,791 | 0.0% | +0% | — |
| 113 |  $RTX | RTX Corp | $358,408 | 0.0% | +32% | 70 |
| 114 |  $VENU | Venu Holding Corp | $357,791 | 0.0% | NEW | 11.2 |
| 115 |  $HON | HONEYWELL INTERNATIONAL INC | $350,120 | 0.0% | +44% | 65.7 |
| 116 |  $HD | HOME DEPOT, INC. | $345,992 | 0.0% | NEW | 69.2 |
| 117 |  $ABT | ABBOTT LABORATORIES | $343,842 | 0.0% | NEW | 67 |
| 118 |  $PG | PROCTER & GAMBLE Co | $342,034 | 0.0% | NEW | 72.9 |
| 119 |  $ITW | ILLINOIS TOOL WORKS INC | $341,761 | 0.0% | +3% | 71.2 |
| 120 |  $BX | Blackstone Inc. | $341,060 | 0.0% | +27% | 68 |
| 121 |  $VLO | VALERO ENERGY CORP/TX | $336,523 | 0.0% | NEW | 51.4 |
| 122 |  $ETN | Eaton Corp plc | $333,706 | 0.0% | NEW | — |
| 123 |  $ASML | ASML HOLDING NV | $331,528 | 0.0% | NEW | — |
| 124 |  $GE | GENERAL ELECTRIC CO | $331,443 | 0.0% | NEW | 74.8 |
| 125 |  $PLTR | Palantir Technologies Inc. | $322,694 | 0.0% | NEW | 85.8 |
| 126 |  $SHEL | Shell plc | $322,617 | 0.0% | +9% | — |
| 127 |  $MCHP | MICROCHIP TECHNOLOGY INC | $321,306 | 0.0% | NEW | 40 |
| 128 | — | ISHARES TR | $316,822 | 0.0% | +0% | — |
| 129 |  $COF | CAPITAL ONE FINANCIAL CORP | $316,334 | 0.0% | +27% | 71 |
| 130 | — | ISHARES INC | $315,744 | 0.0% | -18% | — |
| 131 |  $CRM | Salesforce, Inc. | $314,539 | 0.0% | NEW | 75.2 |
| 132 |  $AMGN | AMGEN INC | $314,202 | 0.0% | +24% | 79.5 |
| 133 |  $TGT | TARGET CORP | $313,181 | 0.0% | +10% | 53.1 |
| 134 |  $MCD | MCDONALDS CORP | $312,655 | 0.0% | NEW | 73.9 |
| 135 | — | ISHARES TR | $310,405 | 0.0% | -66% | — |
| 136 | — | VANGUARD WORLD FD | $306,126 | 0.0% | +0% | — |
| 137 |  $MA | Mastercard Inc | $304,793 | 0.0% | NEW | 81.7 |
| 138 |  $MS | MORGAN STANLEY | $302,644 | 0.0% | +53% | — |
| 139 |  $VEEV | VEEVA SYSTEMS INC | $300,730 | 0.0% | NEW | 77.8 |
| 140 | — | SCHWAB STRATEGIC TR | $295,213 | 0.0% | +18% | — |
| 141 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $294,261 | 0.0% | NEW | 66.7 |
| 142 |  $BBY | BEST BUY CO INC | $290,954 | 0.0% | NEW | 51.5 |
| 143 |  $ADI | ANALOG DEVICES INC | $285,690 | 0.0% | NEW | 76.2 |
| 144 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $282,188 | 0.0% | NEW | — |
| 145 |  $GEV | GE Vernova Inc. | $280,201 | 0.0% | NEW | 70.1 |
| 146 |  $COST | COSTCO WHOLESALE CORP /NEW | $272,025 | 0.0% | NEW | 67 |
| 147 |  $IT | GARTNER INC | $270,128 | 0.0% | NEW | 65.2 |
| 148 | — | CAPITAL GROUP CORE BALANCED | $270,119 | 0.0% | NEW | — |
| 149 |  $T | AT&T INC. | $265,234 | 0.0% | NEW | 71.9 |
| 150 |  $TJX | TJX COMPANIES INC /DE/ | $261,110 | 0.0% | NEW | 70.7 |
| 151 |  $ROL | ROLLINS INC | $258,344 | 0.0% | NEW | 73.2 |
| 152 |  $SSNC | SS&C Technologies Holdings Inc | $255,144 | 0.0% | -1% | 67.2 |
| 153 |  $CL | COLGATE PALMOLIVE CO | $254,667 | 0.0% | NEW | 72.4 |
| 154 |  $CVX | CHEVRON CORP | $251,211 | 0.0% | NEW | 54.7 |
| 155 |  $CRH | CRH PUBLIC LTD CO | $245,771 | 0.0% | NEW | — |
| 156 |  $BAC | BANK OF AMERICA CORP /DE/ | $245,505 | 0.0% | NEW | 68.4 |
| 157 |  $BWXT | BWX Technologies, Inc. | $243,957 | 0.0% | NEW | 68 |
| 158 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $242,986 | 0.0% | NEW | 66.5 |
| 159 | — | VANGUARD INTL EQUITY INDEX F | $241,630 | 0.0% | +0% | — |
| 160 |  $LNG | Cheniere Energy, Inc. | $238,075 | 0.0% | NEW | 48.4 |
| 161 |  $ADBE | ADOBE INC. | $237,078 | 0.0% | NEW | 80.4 |
| 162 |  $UNH | UNITEDHEALTH GROUP INC | $235,413 | 0.0% | NEW | 66.8 |
| 163 | — | VANGUARD WORLD FD | $234,691 | 0.0% | +1% | — |
| 164 | — | VANGUARD ADMIRAL FDS INC | $228,167 | 0.0% | -4% | — |
| 165 |  $LRCX | LAM RESEARCH CORP | $227,975 | 0.0% | NEW | 82.4 |
| 166 | — | ISHARES TR | $227,888 | 0.0% | +0% | — |
| 167 |  $PEP | PEPSICO INC | $226,102 | 0.0% | NEW | 62.7 |
| 168 |  $MET | METLIFE INC | $226,021 | 0.0% | NEW | 73.9 |
| 169 | — | VANGUARD WORLD FD | $224,030 | 0.0% | +7% | — |
| 170 |  $WDC | WESTERN DIGITAL CORP | $219,654 | 0.0% | NEW | 76.8 |
| 171 |  $APO | Apollo Global Management, Inc. | $219,609 | 0.0% | +10% | 55.7 |
| 172 |  $FDX | FEDEX CORP | $218,338 | 0.0% | NEW | 60.3 |
| 173 |  $FFIV | F5, INC. | $217,865 | 0.0% | NEW | 70 |
| 174 |  $SHOP | SHOPIFY INC. | $217,786 | 0.0% | +3% | — |
| 175 |  $AMAT | APPLIED MATERIALS INC /DE | $216,353 | 0.0% | NEW | 74.8 |
| 176 | — | VANGUARD SCOTTSDALE FDS | $214,783 | 0.0% | +0% | — |
| 177 |  $VZ | VERIZON COMMUNICATIONS INC | $214,655 | 0.0% | NEW | 71.6 |
| 178 | — | VANGUARD ADMIRAL FDS INC | $211,942 | 0.0% | -50% | — |
| 179 | — | ISHARES TR | $209,883 | 0.0% | -40% | — |
| 180 |  $CWK | Cushman & Wakefield Ltd. | $209,511 | 0.0% | NEW | — |
| 181 |  $DUK | Duke Energy CORP | $209,187 | 0.0% | NEW | 64 |
| 182 |  $CME | CME GROUP INC. | $202,019 | 0.0% | NEW | 74.5 |
| 183 |  $PSO | PEARSON PLC | $157,613 | 0.0% | NEW | — |
| 184 |  $ANGX | Angel Studios, Inc. | $97,423 | 0.0% | +0% | 26 |
| 185 |  $WIT | WIPRO LTD | $37,108 | 0.0% | NEW | — |
New Positions (69)
$AEHR AEHR TEST SYSTEMS$2.6M$VOYG Voyager Technologies, Inc./TX$1.1M$GLD SPDR GOLD TRUST$956,965$ISRG INTUITIVE SURGICAL INC$811,342$EQIX EQUINIX INC$753,805$PANW Palo Alto Networks Inc$731,059$LASR NLIGHT, INC.$687,775$CB Chubb Ltd$622,526 FIRST TR EXCHANGE TRADED FD$606,276
FIRST TR EXCHANGE TRADED FD$595,333
$ANET Arista Networks, Inc.$564,542$MU MICRON TECHNOLOGY INC$560,814$TT Trane Technologies plc$553,014$NEE NEXTERA ENERGY INC$549,571$LIN LINDE PLC$521,540
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