Portfolio (Quarterly) Guide ↗

Johnson & White Wealth Management, LLC

· CIK 0001954136

13F Portfolio $236M AUM 106 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 35 Added 43 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA	TESLA INC	Consumer Cyclical	929	$418K	0.18%	SOLD
2	TSM	TAIWAN SEMICONDUCTOR MFG LTD	Technology	755	$229K	0.10%	SOLD
3	PYPL	PAYPAL HLDGS INC	Financial Services	3,606	$211K	0.09%	SOLD
4	LOW	LOWES COS INC	Consumer Cyclical	865	$209K	0.09%	SOLD
5	SHW	SHERWIN WILLIAMS CO	Basic Materials	628	$203K	0.09%	SOLD
6	TECH	BIO-TECHNE CORP	Healthcare	3,412	$201K	0.09%	SOLD
7	TFC	TRUIST FINL CORP	Financial Services	4,073	$200K	0.09%	SOLD

Sector Allocation

Technology 38.1%

Financial Services 17.0%

Healthcare 11.2%

Consumer Defensive 8.1%

Consumer Cyclical 7.5%

Energy 7.1%

Communication Services 4.2%

Utilities 3.9%

Industrials 2.5%

Real Estate 0.5%