Fund HoldingsJohnson Financial Group, LLC

Total Portfolio Value
$1.50B
Total Bought
$94.36M
Total Sold
$170.27M
Net Transaction
-$75.91M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD TAX-MANAGED FDS3,658,1923,654,573-3,619228,527234,18515.59%+5,658
APPLE INC(AAPL)23,25440,296+17,0426,32210,2270.68%+3,905
SCHWAB STRATEGIC TR52,174191,790+139,6161,7025,5870.37%+3,885
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
966,809948,117-18,69212,81016,4211.09%+3,611
SPDR INDEX SHS FDS
ST MARKE CAP ETF
052,943+52,94303,5010.23%+3,501
SCHWAB STRATEGIC TR090,220+90,22002,7520.18%+2,752
AEHR TEST SYS(AEHR)068,900+68,90002,5550.17%+2,555
ALPHABET INC(GOOG)5,33213,936+8,6041,6694,0070.27%+2,339
MICROSOFT CORP(MSFT)7,30914,066+6,7573,5355,2070.35%+1,672
AMAZON COM INC(AMZN)7,54915,530+7,9811,7423,2340.22%+1,492
TESLA INC(TSLA)2,6686,959+4,2911,2002,5870.17%+1,387
TTEC HLDGS INC122,113625,764+503,6514401,5640.10%+1,125
BROADCOM INC(AVGO)04,693+4,69301,4530.10%+1,453
VOYAGER TECHNOLOGIES INC(VOYG)045,418+45,41801,0620.07%+1,062
EXXON MOBIL CORP012,768+12,76802,1660.14%+2,166
SCHWAB STRATEGIC TR251,219303,852+52,6336,7607,7910.52%+1,030
SPDR GOLD TR(GLD)02,224+2,22409570.06%+957
ISHARES TR049,274+49,27409010.06%+901
INTUITIVE SURGICAL INC01,760+1,76008110.05%+811
HERBALIFE LTD(HLF)414,500414,560+605,3436,1020.41%+759
EQUINIX INC(EQIX)0769+76907540.05%+754
PALO ALTO NETWORKS INC(PANW)04,560+4,56007310.05%+731
JOHNSON & JOHNSON(JNJ)1,4144,050+2,6362939900.07%+697
GILEAD SCIENCES INC(GILD)07,022+7,02209790.07%+979
NLIGHT INC(LASR)012,062+12,06206880.05%+688
JPMORGAN CHASE & CO(JPM)3,2165,758+2,5421,0361,6940.11%+657
CHUBB LTD SWITZ
COM
01,910+1,91006230.04%+623
WALMART INC(WMT)07,739+7,73909620.06%+962
ISHARES TR
USD GRN BOND ETF
16,34029,304+12,9647831,3910.09%+608
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
015,376+15,37606060.04%+606
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
08,719+8,71905950.04%+595
ISHARES TR02,331+2,33105800.04%+580
ARISTA NETWORKS INC(ANET)04,598+4,59805650.04%+565
MICRON TECHNOLOGY INC(MU)01,660+1,66005610.04%+561
MERCK & CO INC(MRK)3,5667,731+4,1653759300.06%+555
TRANE TECHNOLOGIES PLC(TT)01,327+1,32705530.04%+553
NEXTERA ENERGY INC(NEE)05,917+5,91705500.04%+550
LINDE PLC(LIN)01,052+1,05205220.03%+522
ABBVIE INC(ABBV)4,3836,992+2,6091,0011,5210.10%+519
META PLATFORMS INC(META)1,3572,458+1,1018961,4060.09%+511
ELI LILLY & CO(LLY)0787+78707240.05%+724
IDEXX LABS INC(IDXX)0883+88304960.03%+496
SCHWAB STRATEGIC TR646,379646,762+38315,53916,0071.07%+468
CATERPILLAR INC(CAT)0615+61504360.03%+436
CISCO SYS INC(CSCO)05,530+5,53004290.03%+429
CANADIAN IMPERIAL BANK OF CO(CM)04,518+4,51804280.03%+428
NN INC0270,494+270,49403920.03%+392
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
04,619+4,61903900.03%+390
ISHARES TR8,4699,462+9935,8016,1800.41%+380
KIMBERLY-CLARK CORP(KMB)03,926+3,92603790.03%+379
VENU HLDG CORP0108,094+108,09403580.02%+358
HOME DEPOT INC(HD)01,052+1,05203460.02%+346
ABBOTT LABORATORIES03,349+3,34903440.02%+344
PROCTER & GAMBLE CO(PG)02,368+2,36803420.02%+342
VALERO ENERGY CORP(VLO)01,362+1,36203370.02%+337
EATON CORP PLC(ETN)0933+93303340.02%+334
ASML HLDG NV
N Y REGISTRY SHS
0251+25103320.02%+332
GE AEROSPACE(GE)01,168+1,16803310.02%+331
PALANTIR TECHNOLOGIES INC(PLTR)02,206+2,20603230.02%+323
MICROCHIP TECHNOLOGY INC.(MCHP)04,973+4,97303210.02%+321
SALESFORCE INC(CRM)01,685+1,68503150.02%+315
MCDONALDS CORP(MCD)01,006+1,00603130.02%+313
ISHARES TR01,252+1,25203100.02%+310
MASTERCARD INCORPORATED(MA)0610+61003050.02%+305
VEEVA SYS INC(VEEV)01,712+1,71203010.02%+301
INTERCONTINENTAL EXCHANGE IN(ICE)03,662+3,66205760.04%+576
INTERNATIONAL BUSINESS MACHS(IBM)01,214+1,21402940.02%+294
BEST BUY INC(BBY)04,532+4,53202910.02%+291
ANALOG DEVICES INC(ADI)0898+89802860.02%+286
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0835+83502820.02%+282
GE VERNOVA INC(GEV)0321+32102800.02%+280
COSTCO WHOLESALE CORPORATION(COST)0273+27302720.02%+272
ISHARES TR3,7326,413+2,6813756460.04%+271
GARTNER INC(IT)01,706+1,70602700.02%+270
CAPITAL GROUP CORE BALANCED
SHS
07,850+7,85002700.02%+270
COCA COLA CO(KO)7,48110,414+2,9335237920.05%+269
AT&T INC(T)09,149+9,14902650.02%+265
TJX COS INC NEW(TJX)01,635+1,63502610.02%+261
ROLLINS INC(ROL)04,837+4,83702580.02%+258
ECOLAB INC(ECL)04,722+4,72201,2560.08%+1,256
COLGATE PALMOLIVE CO(CL)02,988+2,98802550.02%+255
LOCKHEED MARTIN CORP(LMT)440770+3302134650.03%+253
CHEVRON CORPORATION(CVX)01,214+1,21402510.02%+251
CRH PLC
ORD
02,338+2,33802460.02%+246
BANK AMERICA CORP05,036+5,03602460.02%+246
BWX TECHNOLOGIES INC(BWXT)01,193+1,19302440.02%+244
L3HARRIS TECHNOLOGIES INC(LHX)0704+70402430.02%+243
CHENIERE ENERGY INC(LNG)0839+83902380.02%+238
ADOBE INC(ADBE)0975+97502370.02%+237
UNITEDHEALTH GROUP INC(UNH)0870+87002350.02%+235
LAM RESEARCH CORP(LRCX)01,067+1,06702280.02%+228
PEPSICO INC(PEP)01,456+1,45602260.02%+226
METLIFE INC(MET)03,196+3,19602260.02%+226
SCHWAB STRATEGIC TR83,76793,394+9,6272,1012,3260.15%+226
DEVON ENERGY CORP NEW(DVN)10,71012,253+1,5433926170.04%+224
ADVANCED MICRO DEVICES INC(AMD)1,4332,601+1,1683075290.04%+222
WESTERN DIGITAL CORP(WDC)0812+81202200.01%+220
FEDEX CORP(FDX)0613+61302180.01%+218
F5 INC(FFIV)0753+75302180.01%+218
APPLIED MATLS INC0633+63302160.01%+216
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