Johnson & White Wealth Management, LLC

13F filer · CIK 0001954136

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$267MU.S. long equity reported on 13F

Positions7610 new · 0 closed

Net flow last quarter+$5.56MBuys minus sells

Top 10 positions weight13.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202676 positions
NVDANvidia Corp	$7.63M	2.85%	0.00%	-3.1%	Q3 2022
AAPLApple Inc.	$5.84M	2.19%	0.00%	+3.9%	Q3 2022
AVGOBroadcom Inc.	$5.05M	1.89%	0.00%	-6.6%	Q3 2022
AMDAdvanced Micro Devices Inc	$4.51M	1.69%	0.00%	+156.3%	Q4 2022
JPMJPMorgan Chase & Co	$2.57M	0.96%	0.00%	-1.0%	Q3 2022
MSFTMicrosoft Corp	$2.4M	0.90%	0.00%	+16.8%	Q3 2022
AMZNAmazon Com Inc	$2.4M	0.90%	0.00%	+4.1%	Q3 2022
XOMExxonMobil Holdings Corp	$2.16M	0.81%	0.00%	+1.2%	Q3 2022
STXSeagate Technology Holdings plc	$1.94M	0.73%	0.00%	+0.4%	Q3 2025
BACBank of America Corp	$1.93M	0.72%	0.00%	-0.9%	Q3 2022
JNJJohnson & Johnson	$1.8M	0.67%	0.00%	-1.2%	Q3 2022
HDHome Depot, Inc.	$1.76M	0.66%	0.00%	+3.2%	Q3 2022
UNHUnitedhealth Group Inc	$1.58M	0.59%	0.00%	+1.6%	Q3 2022
GEGeneral Electric Co	$1.55M	0.58%	0.00%	+0.7%	Q3 2022
GOOGLAlphabet Inc.	$1.54M	0.58%	0.00%	+2.2%	Q3 2022
CSCOCisco Systems, Inc.	$1.45M	0.54%	0.00%	-6.3%	Q3 2022
MRKMerck & Co., Inc.	$1.44M	0.54%	0.00%	-0.3%	Q3 2022
ADIAnalog Devices Inc	$1.29M	0.48%	0.00%	Not reported	Q1 2023
WDCWestern Digital Corp	$1.29M	0.48%	0.00%	+1.0%	Q3 2025
ABBVAbbVie Inc.	$1.2M	0.45%	0.00%	+0.6%	Q3 2022
KOCoca Cola Co	$1.2M	0.45%	0.00%	-0.8%	Q3 2022
AMGNAmgen Inc	$1.17M	0.44%	0.00%	-0.8%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.17M	0.44%	Not reported	+0.1%	Q3 2022
MSMorgan Stanley	$1.12M	0.42%	0.00%	-6.0%	Q4 2022
PGPROCTER & GAMBLE Co	$1.07M	0.40%	0.00%	+23.0%	Q3 2022
IBMInternational Business Machines Corp	$1.06M	0.40%	0.00%	-0.7%	Q4 2023
MRVLMarvell Technology, Inc.	$1.06M	0.39%	0.00%	+0.8%	Q4 2024
GEVGE Vernova Inc.	$947K	0.35%	0.00%	+0.8%	Q3 2024
MAMastercard Inc	$934K	0.35%	0.00%	-2.3%	Q3 2022
NEENextera Energy Inc	$900K	0.34%	0.00%	-1.5%	Q4 2022
PEPPepsico Inc	$898K	0.34%	0.00%	+5.6%	Q3 2022
MOAltria Group, Inc.	$895K	0.33%	0.00%	-2.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$861K	0.32%	Not reported	+0.3%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$832K	0.31%	Not reported	-5.3%	Q3 2022
MCDMcdonalds Corp	$778K	0.29%	0.00%	+7.4%	Q3 2022
PSXPhillips 66	$716K	0.27%	0.00%	Not reported	Q3 2022
YORWYork Water Co	$652K	0.24%	0.13%	+1.3%	Q3 2022
VZVerizon Communications Inc	$625K	0.23%	0.00%	-0.8%	Q4 2022
CVXChevron Corp	$617K	0.23%	0.00%	+2.3%	Q3 2022
BTCGrayscale Bitcoin Mini Trust ETF	$582K	0.22%	0.02%	+2.8%	Q4 2024
PFEPfizer Inc	$527K	0.20%	0.00%	+0.1%	Q3 2022
RIVNRivian Automotive, Inc. / DE	$521K	0.19%	0.00%	+20.0%	Q1 2025
LMNDLemonade, Inc.	$504K	0.19%	0.01%	-3.0%	Q4 2022
UPSUnited Parcel Service Inc	$493K	0.18%	0.00%	-4.0%	Q4 2022
PLTRPalantir Technologies Inc.	$474K	0.18%	0.00%	+0.3%	Q4 2024
METAMeta Platforms, Inc.	$465K	0.17%	Not reported	+2.2%	Q1 2024
TSLATesla, Inc.	$459K	0.17%	0.00%	Not reported	Q4 2023
PANWPalo Alto Networks Inc	$452K	0.17%	0.00%	+0.1%	Q2 2025
AMATApplied Materials Inc	$441K	0.16%	0.00%	+1.5%	Q1 2026
ORRFOrrstown Financial Services Inc	$422K	0.16%	0.05%	+4.4%	Q4 2024

Q1 2026Reported Apr 15, 202666 positions
NVDANvidia Corp	$6.86M	2.90%	0.00%	-5.0%	Q3 2022
AAPLApple Inc.	$4.93M	2.09%	0.00%	-5.1%	Q3 2022
AVGOBroadcom Inc.	$4.43M	1.87%	0.00%	-1.2%	Q3 2022
XOMExxonMobil Holdings Corp	$2.64M	1.12%	0.00%	-1.3%	Q3 2022
JPMJPMorgan Chase & Co	$2.34M	0.99%	0.00%	-0.1%	Q3 2022
MSFTMicrosoft Corp	$2.04M	0.86%	0.00%	-4.6%	Q3 2022
AMZNAmazon Com Inc	$2.01M	0.85%	0.00%	-4.0%	Q3 2022
JNJJohnson & Johnson	$1.75M	0.74%	0.00%	-13.1%	Q3 2022
BACBank of America Corp	$1.67M	0.71%	0.00%	+0.5%	Q3 2022
HDHome Depot, Inc.	$1.59M	0.67%	0.00%	-0.6%	Q3 2022
MRKMerck & Co., Inc.	$1.35M	0.57%	0.00%	+0.1%	Q3 2022
GOOGLAlphabet Inc.	$1.21M	0.51%	0.00%	-9.1%	Q3 2022
GEGeneral Electric Co	$1.17M	0.49%	0.00%	-3.9%	Q3 2022
AMGNAmgen Inc	$1.15M	0.49%	0.00%	+1.2%	Q3 2022
KOCoca Cola Co	$1.13M	0.48%	0.00%	+0.6%	Q3 2022
ADIAnalog Devices Inc	$1.03M	0.44%	0.00%	-0.7%	Q1 2023
ABBVAbbVie Inc.	$1.03M	0.44%	0.00%	+0.9%	Q3 2022
CSCOCisco Systems, Inc.	$1.02M	0.43%	0.00%	+0.2%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.02M	0.43%	Not reported	-6.1%	Q3 2022
UNHUnitedhealth Group Inc	$1.01M	0.43%	0.00%	+1.8%	Q3 2022
PEPPepsico Inc	$975K	0.41%	0.00%	+2.0%	Q3 2022
NEENextera Energy Inc	$967K	0.41%	0.00%	+0.7%	Q4 2022
MSMorgan Stanley	$941K	0.40%	0.00%	+6.2%	Q4 2022
MAMastercard Inc	$930K	0.39%	0.00%	-1.9%	Q3 2022
IBMInternational Business Machines Corp	$923K	0.39%	0.00%	-1.4%	Q4 2023
PGPROCTER & GAMBLE Co	$853K	0.36%	0.00%	-1.9%	Q3 2022
MOAltria Group, Inc.	$845K	0.36%	0.00%	+0.8%	Q1 2024
MCDMcdonalds Corp	$834K	0.35%	0.00%	+7.7%	Q3 2022
BRK.BBerkshire Hathaway Inc	$822K	0.35%	Not reported	Not reported	Q2 2024
STXSeagate Technology Holdings plc	$786K	0.33%	0.00%	-0.2%	Q3 2025
PSXPhillips 66	$771K	0.33%	0.00%	Not reported	Q3 2022
CVXChevron Corp	$753K	0.32%	0.00%	-3.7%	Q3 2022
VZVerizon Communications Inc	$748K	0.32%	0.00%	-3.2%	Q4 2022
GEVGE Vernova Inc.	$698K	0.30%	0.00%	+2.8%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$688K	0.29%	Not reported	-3.2%	Q3 2022
BTCGrayscale Bitcoin Mini Trust ETF	$655K	0.28%	0.02%	-2.5%	Q4 2024
YORWYork Water Co	$640K	0.27%	0.15%	-1.8%	Q3 2022
AMDAdvanced Micro Devices Inc	$616K	0.26%	0.00%	+0.5%	Q4 2022
PFEPfizer Inc	$614K	0.26%	0.00%	-3.8%	Q3 2022
PLTRPalantir Technologies Inc.	$593K	0.25%	0.00%	-8.6%	Q4 2024
WDCWestern Digital Corp	$541K	0.23%	0.00%	Not reported	Q3 2025
LMNDLemonade, Inc.	$500K	0.21%	0.01%	Not reported	Q4 2022
UPSUnited Parcel Service Inc	$470K	0.20%	0.00%	-4.9%	Q4 2022
METAMeta Platforms, Inc.	$462K	0.20%	Not reported	+0.6%	Q1 2024
WMTWalmart Inc.	$452K	0.19%	0.00%	-34.9%	Q1 2024
TRGPTarga Resources Corp.	$388K	0.16%	0.00%	+0.4%	Q2 2025
MDLZMondelez International, Inc.	$383K	0.16%	0.00%	+1.0%	Q3 2022
RIVNRivian Automotive, Inc. / DE	$376K	0.16%	0.00%	+25.0%	Q1 2025
ORRFOrrstown Financial Services Inc	$357K	0.15%	0.05%	+0.1%	Q4 2024
WFCWells Fargo & Company	$355K	0.15%	0.00%	-0.1%	Q3 2022

Q4 2025Reported Feb 5, 202671 positions
NVDANvidia Corp	$7.72M	3.36%	0.00%	-0.8%	Q3 2022
AAPLApple Inc.	$5.57M	2.42%	0.00%	-2.1%	Q3 2022
AVGOBroadcom Inc.	$5.01M	2.18%	0.00%	-5.1%	Q3 2022
MSFTMicrosoft Corp	$2.79M	1.21%	0.00%	-0.5%	Q3 2022
JPMJPMorgan Chase & Co	$2.56M	1.11%	0.00%	-2.2%	Q3 2022
AMZNAmazon Com Inc	$2.32M	1.01%	0.00%	+0.2%	Q3 2022
XOMExxonMobil Holdings Corp	$1.9M	0.83%	0.00%	-0.4%	Q3 2022
BACBank of America Corp	$1.87M	0.81%	0.00%	-0.4%	Q3 2022
JNJJohnson & Johnson	$1.71M	0.74%	0.00%	-2.6%	Q3 2022
HDHome Depot, Inc.	$1.67M	0.73%	0.00%	+4.8%	Q3 2022
GOOGLAlphabet Inc.	$1.45M	0.63%	0.00%	Not reported	Q3 2022
GEGeneral Electric Co	$1.32M	0.57%	0.00%	-0.1%	Q3 2022
UNHUnitedhealth Group Inc	$1.21M	0.53%	0.00%	+5.0%	Q3 2022
MRKMerck & Co., Inc.	$1.18M	0.51%	0.00%	+7.8%	Q3 2022
IBMInternational Business Machines Corp	$1.14M	0.50%	0.00%	-0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.14M	0.50%	Not reported	-6.3%	Q3 2022
MAMastercard Inc	$1.08M	0.47%	0.00%	Not reported	Q3 2022
ABBVAbbVie Inc.	$1.07M	0.47%	0.00%	-0.6%	Q3 2022
AMGNAmgen Inc	$1.05M	0.46%	0.00%	-0.3%	Q3 2022
KOCoca Cola Co	$1.03M	0.45%	0.00%	+4.2%	Q3 2022
CSCOCisco Systems, Inc.	$1.01M	0.44%	0.00%	-0.9%	Q3 2022
MSMorgan Stanley	$956K	0.42%	0.00%	-1.4%	Q4 2022
ADIAnalog Devices Inc	$888K	0.39%	0.00%	+45.4%	Q1 2023
PEPPepsico Inc	$883K	0.38%	0.00%	+14.3%	Q3 2022
BTCGrayscale Bitcoin Mini Trust ETF	$867K	0.38%	0.02%	+8.6%	Q4 2024
PGPROCTER & GAMBLE Co	$863K	0.38%	0.00%	+5.4%	Q3 2022
BRK.BBerkshire Hathaway Inc	$863K	0.38%	Not reported	Not reported	Q2 2024
NEENextera Energy Inc	$830K	0.36%	0.00%	+1.4%	Q4 2022
PLTRPalantir Technologies Inc.	$788K	0.34%	0.00%	-0.9%	Q4 2024
MCDMcdonalds Corp	$761K	0.33%	0.00%	+1.9%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$756K	0.33%	Not reported	+0.4%	Q3 2022
MOAltria Group, Inc.	$733K	0.32%	0.00%	+1.2%	Q1 2024
YORWYork Water Co	$681K	0.30%	0.15%	-4.9%	Q3 2022
AMDAdvanced Micro Devices Inc	$645K	0.28%	0.00%	-0.2%	Q4 2022
VZVerizon Communications Inc	$627K	0.27%	0.00%	+1.0%	Q4 2022
WMTWalmart Inc.	$622K	0.27%	0.00%	-0.2%	Q1 2024
CVXChevron Corp	$575K	0.25%	0.00%	+1.9%	Q3 2022
LMNDLemonade, Inc.	$568K	0.25%	0.01%	-1.2%	Q4 2022
PFEPfizer Inc	$566K	0.25%	0.00%	+57.7%	Q3 2022
STXSeagate Technology Holdings plc	$554K	0.24%	0.00%	+97.5%	Q3 2025
PSXPhillips 66	$546K	0.24%	0.00%	Not reported	Q3 2022
METAMeta Platforms, Inc.	$530K	0.23%	Not reported	+0.6%	Q1 2024
GEVGE Vernova Inc.	$509K	0.22%	0.00%	-10.1%	Q3 2024
UPSUnited Parcel Service Inc	$498K	0.22%	0.00%	+18.4%	Q4 2022
ETHGrayscale Ethereum Staking Mini ETF	$473K	0.21%	0.02%	+19.0%	Q3 2024
TSLATesla, Inc.	$418K	0.18%	0.00%	-4.2%	Q4 2023
WFCWells Fargo & Company	$416K	0.18%	0.00%	-0.8%	Q3 2022
RIVNRivian Automotive, Inc. / DE	$394K	0.17%	0.00%	+25.0%	Q1 2025
MDLZMondelez International, Inc.	$354K	0.15%	0.00%	-8.3%	Q3 2022
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$351K	0.15%	Not reported	-2.7%	Q3 2022

Q3 2025Reported Oct 15, 202573 positions
NVDANvidia Corp	$7.79M	3.57%	0.00%	-3.5%	Q3 2022
AAPLApple Inc.	$5.33M	2.44%	0.00%	-0.1%	Q3 2022
AVGOBroadcom Inc.	$5.04M	2.31%	0.00%	-6.9%	Q3 2022
MSFTMicrosoft Corp	$3M	1.37%	0.00%	-0.7%	Q3 2022
JPMJPMorgan Chase & Co	$2.56M	1.17%	0.00%	-2.0%	Q3 2022
AMZNAmazon Com Inc	$2.2M	1.01%	0.00%	+10.1%	Q3 2022
HDHome Depot, Inc.	$1.88M	0.86%	0.00%	+0.7%	Q3 2022
XOMExxonMobil Holdings Corp	$1.79M	0.82%	0.00%	-0.9%	Q3 2022
BACBank of America Corp	$1.76M	0.81%	0.00%	-1.6%	Q3 2022
JNJJohnson & Johnson	$1.57M	0.72%	0.00%	+0.3%	Q3 2022
GEGeneral Electric Co	$1.29M	0.59%	0.00%	-1.6%	Q3 2022
UNHUnitedhealth Group Inc	$1.21M	0.55%	0.00%	+65.0%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.19M	0.54%	Not reported	+0.1%	Q3 2022
GOOGLAlphabet Inc.	$1.13M	0.52%	0.00%	+12.6%	Q3 2022
ABBVAbbVie Inc.	$1.09M	0.50%	0.00%	-17.1%	Q3 2022
IBMInternational Business Machines Corp	$1.09M	0.50%	0.00%	-4.2%	Q4 2023
MAMastercard Inc	$1.08M	0.49%	0.00%	Not reported	Q3 2022
BTCGrayscale Bitcoin Mini Trust ETF	$1.04M	0.48%	0.02%	+10.9%	Q4 2024
KOCoca Cola Co	$939K	0.43%	0.00%	-0.5%	Q3 2022
AMGNAmgen Inc	$912K	0.42%	0.00%	+46.9%	Q3 2022
CSCOCisco Systems, Inc.	$906K	0.41%	0.00%	-3.0%	Q3 2022
PGPROCTER & GAMBLE Co	$878K	0.40%	0.00%	+2.1%	Q3 2022
MRKMerck & Co., Inc.	$874K	0.40%	0.00%	+6.0%	Q3 2022
MSMorgan Stanley	$868K	0.40%	0.00%	+0.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$863K	0.40%	Not reported	-8.0%	Q2 2024
MOAltria Group, Inc.	$829K	0.38%	0.00%	-0.6%	Q1 2024
PLTRPalantir Technologies Inc.	$816K	0.37%	0.00%	+11.9%	Q4 2024
NEENextera Energy Inc	$769K	0.35%	0.00%	+0.5%	Q4 2022
PEPPepsico Inc	$757K	0.35%	0.00%	-5.1%	Q3 2022
MCDMcdonalds Corp	$743K	0.34%	0.00%	+2.0%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$736K	0.34%	Not reported	-0.1%	Q3 2022
YORWYork Water Co	$684K	0.31%	0.16%	-6.0%	Q3 2022
VZVerizon Communications Inc	$670K	0.31%	0.00%	+79.0%	Q4 2022
METAMeta Platforms, Inc.	$586K	0.27%	Not reported	+33.4%	Q1 2024
WMTWalmart Inc.	$576K	0.26%	0.00%	0.0%	Q1 2024
PSXPhillips 66	$576K	0.26%	0.00%	0.0%	Q3 2022
CVXChevron Corp	$575K	0.26%	0.00%	-0.4%	Q3 2022
ETHGrayscale Ethereum Staking Mini ETF	$555K	0.25%	0.02%	+5.3%	Q3 2024
ADIAnalog Devices Inc	$553K	0.25%	0.00%	+66.6%	Q1 2023
GEVGE Vernova Inc.	$532K	0.24%	0.00%	+0.1%	Q3 2024
AMDAdvanced Micro Devices Inc	$488K	0.22%	0.00%	Not reported	Q4 2022
MDLZMondelez International, Inc.	$448K	0.21%	0.00%	+5.9%	Q3 2022
LMNDLemonade, Inc.	$433K	0.20%	0.01%	+21.4%	Q4 2022
TSLATesla, Inc.	$431K	0.20%	0.00%	Not reported	Q4 2023
ORRFOrrstown Financial Services Inc	$423K	0.19%	0.06%	+0.1%	Q4 2024
WFCWells Fargo & Company	$377K	0.17%	0.00%	+0.5%	Q3 2022
AMTAmerican Tower Corp	$376K	0.17%	0.00%	Not reported	Q3 2022
PFEPfizer Inc	$367K	0.17%	0.00%	Not reported	Q3 2022
UPSUnited Parcel Service Inc	$354K	0.16%	0.00%	+81.2%	Q4 2022
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$351K	0.16%	Not reported	-0.1%	Q3 2022

Premium opens every quarter this fund has filed