Johnson Financial Group, LLC
Johnson Financial Group, LLC is an independent investment advisory firm headquartered in Denver, Colorado. Founded in 2011, the firm manages investment portfolios primarily for high-net-worth individuals, charitable organizations, and certain pooled investment vehicles. As of July 2025, it has roughly 47 employees, with about two-thirds serving as investment professionals.
Investment Strategy
Johnson Financial Group, LLC provides discretionary and non-discretionary investment management services, focusing largely on public equities. Its approach emphasizes diversified holdings across technology, financial, energy, and consumer sectors, aiming for long-term capital appreciation and risk management. The firm is focused on portfolio customization and client-specific strategies for high-net-worth individuals and select institutions.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 43.56% | $459.6M | 1,610,784 | $189.80 | $285.30 | +$90.0M |
M MINT | PIMCO ETF TR | 15.42% | $162.7M | 1,618,365 | $100.07 | $100.54 | -$811.0K |
V VEA | VANGUARD TAX-MANAGED FDS | 13.41% | $141.5M | 2,482,065 | $44.83 | $57.01 | +$23.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.59% | $69.5M | 1,405,525 | $43.82 | $49.46 | +$10.0M |
V VTI | VANGUARD INDEX FDS | 5.04% | $53.2M | 175,016 | $171.98 | $303.93 | +$4.0M |