Johnson Financial Group, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$1.6B

Holdings

120

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
VVVANGUARD INDEX FDS
2,511,871$790.7M48.94%
2
VEAVANGUARD TAX-MANAGED FDS
3,658,192$228.5M14.14%
3
MINTPIMCO ETF TR
1,199,071$120.3M7.45%
4
VWOVANGUARD INTL EQUITY INDEX F
2,201,823$118.4M7.33%
5
VTIVANGUARD INDEX FDS
169,315$56.8M3.51%
6
VBVANGUARD INDEX FDS
172,775$44.6M2.76%
7
SCHCSCHWAB STRATEGIC TR
741,684$33.8M2.09%
8
VNQVANGUARD INDEX FDS
211,364$18.7M1.16%
9
SCHFSCHWAB STRATEGIC TR
646,379$15.5M0.96%
10
SPYSPDR S&P 500 ETF TR
21,570$14.7M0.91%
11
PDBCINVESCO ACTVELY MNGD ETC FD
966,809$12.8M0.79%
12
VSSVANGUARD INTL EQUITY INDEX F
83,659$12.0M0.74%
13
NVDANVIDIA CORPORATION
48,178$9.0M0.56%
14
SCHXSCHWAB STRATEGIC TR
251,219$6.8M0.42%
15
AAPLAPPLE INC
23,254$6.3M0.39%
16
SCHESCHWAB STRATEGIC TR
191,573$6.3M0.39%
17
EEMSISHARES INC
91,039$6.1M0.38%
18
IVVISHARES TR
8,469$5.8M0.36%
19
HLFHERBALIFE LTD
414,500$5.3M0.33%
20
BRK-BBERKSHIRE HATHAWAY INC DEL
6$4.5M0.28%
21
SCHOSCHWAB STRATEGIC TR
168,497$4.1M0.25%
22
EWXSPDR INDEX SHS FDS
60,964$4.0M0.25%
23
PAYCPAYCOM SOFTWARE INC
25,091$4.0M0.25%
24
BLKBLACKROCK INC
3,539$3.8M0.23%
25
GOOGALPHABET INC
11,444$3.6M0.22%
26
MSFTMICROSOFT CORP
7,309$3.5M0.22%
27
NDQINVESCO QQQ TR
5,650$3.5M0.21%
28
IWBISHARES TR
7,319$2.7M0.17%
29
RJFRAYMOND JAMES FINL INC
16,932$2.7M0.17%
30
SCHHSCHWAB STRATEGIC TR
129,006$2.7M0.17%
31
MCOMOODYS CORP
5,177$2.6M0.16%
32
IWDISHARES TR
12,276$2.6M0.16%
33
MARMARRIOTT INTL INC NEW
7,556$2.3M0.15%
34
BNDXVANGUARD CHARLOTTE FDS
46,185$2.2M0.14%
35
TFISPDR SERIES TRUST
46,752$2.1M0.13%
36
SCHRSCHWAB STRATEGIC TR
83,767$2.1M0.13%
37
BXSLBLACKSTONE SECD LENDING FD
77,259$2.0M0.13%
38
AMZNAMAZON COM INC
7,549$1.7M0.11%
39
SCHGSCHWAB STRATEGIC TR
52,174$1.7M0.11%
40
GOOGLALPHABET INC
5,332$1.7M0.10%
41
AQLTISHARES TR
18,313$1.6M0.10%
42
ESGDISHARES TR
17,190$1.6M0.10%
43
VOOVANGUARD INDEX FDS
2,571$1.6M0.10%
44
VUGVANGUARD INDEX FDS
2,765$1.3M0.08%
45
SHMSPDR SERIES TRUST
26,483$1.3M0.08%
46
TSLATESLA INC
2,668$1.2M0.07%
47
INTCINTEL CORP
30,627$1.1M0.07%
48
XOMEXXON MOBIL CORP
9,262$1.1M0.07%
49
JPMJPMORGAN CHASE & CO.
3,216$1.0M0.06%
50
SPYXSPDR SERIES TRUST
18,311$1.0M0.06%
51
UHAL/BU HAUL HOLDING COMPANY
21,944$1.0M0.06%
52
ABBVABBVIE INC
4,383$1.0M0.06%
53
ECLECOLAB INC
3,814$1.0M0.06%
54
BRK/BBERKSHIRE HATHAWAY INC DEL
1,931$970K0.06%
55
GMGENERAL MTRS CO
11,633$945K0.06%
56
METAMETA PLATFORMS INC
1,357$895K0.06%
57
VVISA INC
2,525$885K0.05%
58
BGRNISHARES TR
16,340$783K0.05%
59
QCOMQUALCOMM INC
4,340$742K0.05%
60
IWFISHARES TR
1,527$722K0.04%
61
VTVVANGUARD INDEX FDS
3,743$714K0.04%
62
DFAIDIMENSIONAL ETF TRUST
17,854$680K0.04%
63
EPDENTERPRISE PRODS PARTNERS L
20,655$662K0.04%
64
TIPISHARES TR
5,906$649K0.04%
65
SCZISHARES TR
8,014$621K0.04%
66
DFACDIMENSIONAL ETF TRUST
15,089$597K0.04%
67
QUALISHARES TR
2,873$570K0.04%
68
IVWISHARES TR
4,519$557K0.03%
69
ESMLISHARES TR
11,415$524K0.03%
70
KOCOCA COLA CO
7,481$522K0.03%
71
ACWIISHARES TR
3,653$516K0.03%
72
ORCLORACLE CORP
2,299$448K0.03%
73
TTECTTEC HLDGS INC
122,113$439K0.03%
74
VTIPVANGUARD MALVERN FDS
8,536$422K0.03%
75
VONVVANGUARD SCOTTSDALE FDS
4,472$412K0.03%
76
DVNDEVON ENERGY CORP NEW
10,710$392K0.02%
77
AVGOBROADCOM INC
1,089$376K0.02%
78
MRKMERCK & CO INC
3,566$375K0.02%
79
SGOVISHARES TR
3,732$374K0.02%
80
IEMGISHARES INC
5,521$371K0.02%
81
GSGOLDMAN SACHS GROUP INC
409$359K0.02%
82
PBDINVESCO EXCH TRADED FD TR II
22,306$358K0.02%
83
BXBLACKSTONE INC
2,328$358K0.02%
84
IJKISHARES TR
3,695$357K0.02%
85
IJHISHARES TR
5,175$341K0.02%
86
WMTWALMART INC
3,049$339K0.02%
87
SSNCSS&C TECHNOLOGIES HLDGS INC
3,825$334K0.02%
88
COFCAPITAL ONE FINL CORP
1,367$331K0.02%
89
4I1PHILIP MORRIS INTL INC
2,038$326K0.02%
90
AQLTISHARES TR
13,829$318K0.02%
91
ITWILLINOIS TOOL WKS INC
1,275$314K0.02%
92
AMDADVANCED MICRO DEVICES INC
1,433$306K0.02%
93
JNJJOHNSON & JOHNSON
1,414$292K0.02%
94
VPUVANGUARD WORLD FD
1,545$285K0.02%
95
SHOPSHOPIFY INC
1,776$285K0.02%
96
GILDGILEAD SCIENCES INC
2,311$283K0.02%
97
ICEINTERCONTINENTAL EXCHANGE IN
1,710$276K0.02%
98
DISDISNEY WALT CO
2,411$274K0.02%
99
OKEONEOK INC NEW
3,543$260K0.02%
100
APOAPOLLO GLOBAL MGMT INC
1,790$259K0.02%
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