Johnson & White Wealth Management Q2 2026 Portfolio Activity: Focus on Technology ETFs
Johnson & White Wealth Management's portfolio saw notable shifts in the second quarter of 2026, with significant additions to Technology holdings and adjustments across various fixed income and other sectors.
As reported by insiderset.com for the period ending June 30th, 2026, Johnson & White Wealth Management (institution profile) managed a portfolio valued at approximately $258 million. The firm's investment strategy appears focused on diversification across various fixed income and equity ETFs.
The most significant purchase during this quarter involved the Technology sector, specifically through an increase in holdings of Advanced Micro Devices (AMD). The holding count for AMD rose by 4734 shares, representing a substantial +156.34% change from the previous period and contributing to its current portfolio allocation of 1.69%.
Other notable additions include:
- PIMCO ETF TR (PYLD), which saw its share count increase by 48324, a +11.63% change, now holding 4.6% of the portfolio.
- HARTFORD FDS EXCHANGE TRADED (HMOP), with a share increase of 5345 (+1.73%) now accounting for 4.61%.
- ISHARES TR (IDV), adding 10065 shares (+3.68%) to its allocation of 4.39%.
- SCHWAB STRATEGIC TR (SCHD), increasing by 7920 shares (+2.44%) to 3.95%.
In terms of sector allocation changes, Johnson & White increased their Technology exposure via the AMD purchase and also added a fixed income ETF (NUVEEN MUN HIGH INCOME OPPOR (NMZ)) which falls under Financial Services. This addition now contributes 0.11% to that sector's allocation within the portfolio.
The firm also continued its involvement with several fixed income ETFs, including:
- INVESCO EXCH TRADED FD TR II (PXF), increasing by 4635 shares (+1.2%) to 11.11%.
- INVESCO EXCH TRADED FD TR II (PXH), adding 3729 shares (+1.23%) to its allocation of 3.21%.
- VANGUARD CHARLOTTE FDS (BNDX), increasing by 4297 shares (+2.5%) to 3.19%.
- ISHARES TR (DGRO), adding 2607 shares (+2.21%) now holding 3.41%.
Additionally, the investor noted a small position in First Trust Exchange-Traded Fund VI symbol BUFR (stock profile) with a 100% increase from new shares. There was also an addition of LISTED FDS TR (OVL) and IDLV (stock profile) which are fixed income ETFs.
In contrast, the portfolio saw a decrease in allocation for Vanguard World Fund Shares (EDV) from 0.28%, following a reduction of 2969 shares (-20.64%). The Technology sector also experienced a slight decline due to this change.