13F Filings History of Johnson & White Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$229,774,205
Signature - Title
Ashleigh Swayze - Counsel
Location
York, PA
Summary
This page shows a list of all the recent 13F filings made by Johnson & White Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Johnson & White Wealth Management, LLC reported 111 stock holdings with total value $229,774,205 as of Q4 2025. Top holdings included PXF, PRFZ, IDV, HMOP, and PYLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $229,774,205 +$10,218,951 -$3,661,884 +$6,557,067 PXF, PRFZ, IDV, HMOP, PYLD 13F-HR 04 Feb 2026, 18:25
Q3 2025 112 $218,324,711 +$9,966,275 -$3,088,219 +$6,878,056 PXF, PRFZ, HMOP, IDV, SCHD 13F-HR 15 Oct 2025, 15:58
Q2 2025 102 $198,529,000 +$10,556,034 -$2,791,470 +$7,764,564 PXF, PRFZ, IDV, HMOP, BNDX 13F-HR 17 Jul 2025, 10:52
Q1 2025 98 $178,158,000 +$16,984,624 -$4,044,174 +$12,940,450 PXF, PRFZ, HMOP, BNDX, SCHD 13F-HR 10 Apr 2025, 15:32
Q4 2024 98 $165,267,000 +$52,815,329 -$2,098,679 +$50,716,650 PXF, PRFZ, BNDX, SCHD, NVDA 13F-HR 13 Jan 2025, 17:05
Q3 2024 54 $116,155,000 +$7,924,795 -$1,156,553 +$6,768,242 PXF, PRFZ, BNDX, SDY, NVDA 13F-HR 03 Oct 2024, 15:25
Q2 2024 51 $104,684,000 +$17,295,194 -$45,554,196 -$28,259,002 PXF, PRFZ, BNDX, NVDA, SDY 13F-HR 19 Jul 2024, 15:11
Q1 2024 86 $137,431,000 +$12,236,042 -$2,668,133 +$9,567,909 PXF, SDY, BNDX, PRFZ, SCHD 13F-HR 10 Apr 2024, 16:12
Q4 2023 79 $120,685,000 +$5,022,921 -$4,812,293 +$210,628 PXF, SDY, BNDX, PRFZ, SCHD 13F-HR 17 Jan 2024, 09:44
Q3 2023 72 $110,555,000 +$47,561,200 -$1,561,614 +$45,999,586 PXF, SDY, SCHD, BNDX, PRFZ 13F-HR 12 Oct 2023, 12:26
Q2 2023 35 $72,932,000 +$1,322,778 -$43,093,840 -$41,771,062 PXF, SDY, BNDX, PRFZ, IDLV 13F-HR 25 Jul 2023, 11:40
Q1 2023 76 $112,292,000 +$87,634,262 -$12,844,303 +$74,789,959 PXF, SDY, SCHD, BNDX, IDV 13F-HR 17 Apr 2023, 09:14
Q4 2022 76 $14,268,000 $0 $0 $0 ASTS, ARTNA, ZM, EVTL, DXCM 13F-HR 18 Jan 2023, 08:36
Q3 2022 76 $88,635,000 $0 $0 $0 PXF, SDY, BNDX, SCHD, IDLV 13F-HR 14 Nov 2022, 13:02