Johnson Financial Group, Inc. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.7B

Holdings

923

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (923 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
1,245,586$853.2M31.93%
2
IWFISHARES TR
409,922$194.0M7.26%
3
AQLTISHARES TR
1,811,291$162.0M6.07%
4
XLGINVESCO EXCHANGE TRADED FD T
2,017,792$119.6M4.48%
5
JOUTJOHNSON OUTDOORS INC
1,700,195$72.2M2.70%
6
IEIISHARES TR
594,344$70.9M2.66%
7
AAPLAPPLE INC
212,205$57.7M2.16%
8
ACWXISHARES TR
718,986$48.3M1.81%
9
MSFTMICROSOFT CORP
97,514$47.2M1.77%
10
IXUSISHARES TR
485,529$41.1M1.54%
11
SPYSPDR S&P 500 ETF TR
58,745$40.2M1.50%
12
IEMGISHARES INC
480,929$32.3M1.21%
13
NVDANVIDIA CORPORATION
168,082$31.3M1.17%
14
GOOGALPHABET INC
94,719$29.7M1.11%
15
IJHISHARES TR
431,722$28.5M1.07%
16
JCPBJ P MORGAN EXCHANGE TRADED F
532,617$25.3M0.95%
17
ISTBISHARES TR
516,266$25.2M0.94%
18
MBBISHARES TR
233,937$22.3M0.83%
19
IWBISHARES TR
53,794$20.1M0.75%
20
VTIVANGUARD INDEX FDS
56,214$18.8M0.71%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
31,804$16.0M0.60%
22
METAMETA PLATFORMS INC
22,172$14.6M0.55%
23
AMZNAMAZON COM INC
61,633$14.2M0.53%
24
XOMEXXON MOBIL CORP
113,030$13.6M0.51%
25
IWDISHARES TR
64,295$13.5M0.51%
26
JNJJOHNSON & JOHNSON
59,440$12.3M0.46%
27
DSIISHARES TR
95,412$12.3M0.46%
28
JPMJPMORGAN CHASE & CO.
36,575$11.8M0.44%
29
VVISA INC
31,821$11.2M0.42%
30
AVGOBROADCOM INC
31,522$10.9M0.41%
31
VNQVANGUARD INDEX FDS
119,909$10.6M0.40%
32
GVIISHARES TR
96,559$10.4M0.39%
33
VYMVANGUARD WHITEHALL FDS
71,502$10.3M0.38%
34
GOOGLALPHABET INC
32,212$10.1M0.38%
35
LRCXLAM RESEARCH CORP
56,450$9.7M0.36%
36
MOALTRIA GROUP INC
161,549$9.5M0.35%
37
EFVISHARES TR
130,357$9.3M0.35%
38
PGPROCTER AND GAMBLE CO
64,826$9.3M0.35%
39
MCOMOODYS CORP
17,413$8.9M0.33%
40
CSCOCISCO SYS INC
115,163$8.9M0.33%
41
SNASNAP ON INC
25,265$8.7M0.33%
42
ABBVABBVIE INC
37,181$8.5M0.32%
43
CATCATERPILLAR INC
13,986$8.0M0.30%
44
LLYELI LILLY & CO
7,418$8.0M0.30%
45
JPSTJ P MORGAN EXCHANGE TRADED F
152,552$7.7M0.29%
46
ABTABBOTT LABS
56,289$7.1M0.26%
47
APHAMPHENOL CORP NEW
49,517$6.7M0.25%
48
AGGISHARES TR
67,023$6.7M0.25%
49
PGRPROGRESSIVE CORP
29,226$6.7M0.25%
50
LMTLOCKHEED MARTIN CORP
13,394$6.5M0.24%
51
IWPISHARES TR
46,446$6.4M0.24%
52
IJRISHARES TR
52,552$6.3M0.24%
53
GMGENERAL MTRS CO
74,451$6.1M0.23%
54
EFGISHARES TR
53,062$6.0M0.23%
55
EXPDEXPEDITORS INTL WASH INC
40,141$6.0M0.22%
56
EFAISHARES TR
60,736$5.8M0.22%
57
IGFISHARES TR
94,648$5.8M0.22%
58
VOEVANGUARD INDEX FDS
30,768$5.5M0.20%
59
ACNACCENTURE PLC IRELAND
20,279$5.4M0.20%
60
BACVERIZON COMMUNICATIONS INC
133,213$5.4M0.20%
61
IWRISHARES TR
55,609$5.4M0.20%
62
WMTWALMART INC
47,710$5.3M0.20%
63
ELVELEVANCE HEALTH INC FORMERLY
14,727$5.2M0.19%
64
VWOVANGUARD INTL EQUITY INDEX F
95,937$5.2M0.19%
65
COFCAPITAL ONE FINL CORP
21,165$5.1M0.19%
66
OBDCBLUE OWL CAPITAL CORPORATION
398,390$5.1M0.19%
67
DHID R HORTON INC
34,620$5.0M0.19%
68
MCDMCDONALDS CORP
15,879$4.9M0.18%
69
UNHUNITEDHEALTH GROUP INC
14,700$4.9M0.18%
70
HDHOME DEPOT INC
14,076$4.8M0.18%
71
PEOEXELON CORP
111,010$4.8M0.18%
72
MUBISHARES TR
45,119$4.8M0.18%
73
ADBEADOBE INC
13,107$4.6M0.17%
74
GRMNGARMIN LTD
21,222$4.3M0.16%
75
VBVANGUARD INDEX FDS
16,620$4.3M0.16%
76
AMATAPPLIED MATLS INC
15,738$4.0M0.15%
77
PCARPACCAR INC
36,398$4.0M0.15%
78
FTNTFORTINET INC
49,593$3.9M0.15%
79
USBUS BANCORP DEL
71,761$3.9M0.14%
80
WFCWELLS FARGO CO NEW
41,295$3.8M0.14%
81
CVXCHEVRON CORP NEW
24,622$3.8M0.14%
82
TROWPRICE T ROWE GROUP INC
34,910$3.6M0.13%
83
VIGVANGUARD SPECIALIZED FUNDS
16,204$3.6M0.13%
84
PFEPFIZER INC
138,314$3.4M0.13%
85
PEPPEPSICO INC
23,736$3.4M0.13%
86
LINLINDE PLC
8,004$3.4M0.13%
87
WECWEC ENERGY GROUP INC
31,778$3.4M0.13%
88
IUSBISHARES TR
70,906$3.3M0.12%
89
CBCHUBB LIMITED
10,460$3.3M0.12%
90
NUDMNUSHARES ETF TR
88,565$3.2M0.12%
91
ORLYOREILLY AUTOMOTIVE INC
34,922$3.2M0.12%
92
USMVISHARES TR
33,608$3.2M0.12%
93
NFLXNETFLIX INC
32,927$3.1M0.12%
94
NEMNEWMONT CORP
30,393$3.0M0.11%
95
XLKSELECT SECTOR SPDR TR
20,956$3.0M0.11%
96
VTVVANGUARD INDEX FDS
15,770$3.0M0.11%
97
XRNPXCOHEN & STEERS REIT & PFD &
151,059$3.0M0.11%
98
MDYSPDR S&P MIDCAP 400 ETF TR
4,916$3.0M0.11%
99
AMGNAMGEN INC
8,797$2.9M0.11%
100
COSTCOSTCO WHSL CORP NEW
3,262$2.8M0.11%
Page 1 of 10Next