Johnson & White Wealth Management, LLC
Johnson & White Wealth Management, LLC is an independent registered investment adviser headquartered in York, Pennsylvania. Founded to serve individual investors, high net worth individuals, pension plans, charitable organizations, and business accounts, the firm offers comprehensive financial planning, investment management, and fiduciary advice for clients seeking long-term financial alignment. As of early 2025, Johnson & White manages over $411.9 million in assets and employs approximately 6 staff members with a majority focused on investor services.
Investment Strategy
Johnson & White Wealth Management, LLC provides holistic financial planning and customized investment solutions tailored to client needs. Their strategy emphasizes diversification across asset classes, risk analysis, and ongoing behavioral assessment. The firm uses a disciplined, goals-driven process to align portfolio risk and return profiles with client net worth, financial objectives, and behavioral risk factors. Investment recommendations often include both equities and fixed income, with sector allocations driven by client-specific risk tolerance and long-term investment goals.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PXF | INVESCO EXCH TRADED FD TR II | 10.27% | $22.4M | 366,369 | $46.17 | $61.18 | +$1.4M |
P PRFZ | INVESCO EXCHANGE TRADED FD T | 4.94% | $10.8M | 237,310 | $35.46 | $45.42 | +$1.3M |
H HMOP | HARTFORD FDS EXCHANGE TRADED | 4.39% | $9.6M | 245,689 | $38.51 | $38.97 | +$1.3M |
I IDV | ISHARES TR | 4.32% | $9.4M | 258,137 | $28.62 | $36.55 | +$1.1M |
S SCHD | SCHWAB STRATEGIC TR | 3.86% | $8.4M | 308,820 | $27.32 | $27.30 | +$676.8K |