Johnson Wealth Management, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$201.0M

Holdings

49

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (49 positions)

#StockSharesValue% PortfolioType
1
DFAXDIMENSIONAL ETF TRUST
1,317,050$43.1M21.45%
2
DFACDIMENSIONAL ETF TRUST
1,021,161$40.4M20.12%
3
DFCFDIMENSIONAL ETF TRUST
301,735$12.8M6.39%
4
DFSDDIMENSIONAL ETF TRUST
260,538$12.5M6.22%
5
DFAUDIMENSIONAL ETF TRUST
257,420$12.0M5.99%
6
DUSBDIMENSIONAL ETF TRUST
212,961$10.8M5.37%
7
DFGXDIMENSIONAL ETF TRUST
195,896$10.3M5.13%
8
DFAIDIMENSIONAL ETF TRUST
170,622$6.5M3.23%
9
DFLVDIMENSIONAL ETF TRUST
159,485$5.5M2.71%
10
VVVANGUARD INDEX FDS
15,355$4.8M2.40%
11
DFNMDIMENSIONAL ETF TRUST
92,569$4.5M2.22%
12
DFATDIMENSIONAL ETF TRUST
55,410$3.3M1.64%
13
DFAEDIMENSIONAL ETF TRUST
89,582$2.9M1.45%
14
DFARDIMENSIONAL ETF TRUST
120,241$2.8M1.37%
15
GILDGILEAD SCIENCES INC
20,454$2.5M1.25%
16
VNQVANGUARD INDEX FDS
27,681$2.4M1.22%
17
AAPLAPPLE INC
8,924$2.4M1.21%
18
DFASDIMENSIONAL ETF TRUST
33,970$2.4M1.18%
19
NVDANVIDIA CORPORATION
8,750$1.6M0.81%
20
PGPROCTER AND GAMBLE CO
10,818$1.5M0.77%
21
MSFTMICROSOFT CORP
3,098$1.5M0.74%
22
GOOGLALPHABET INC
3,219$1.0M0.50%
23
VTVVANGUARD INDEX FDS
5,195$992K0.49%
24
SCHGSCHWAB STRATEGIC TR
26,788$873K0.43%
25
NDQINVESCO QQQ TR
1,361$836K0.42%
26
AMZNAMAZON COM INC
3,204$739K0.37%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
1,296$650K0.32%
28
ALRSALERUS FINL CORP
28,186$634K0.32%
29
DFUVDIMENSIONAL ETF TRUST
13,237$616K0.31%
30
VIGVANGUARD SPECIALIZED FUNDS
2,731$600K0.30%
31
GOOGALPHABET INC
1,816$569K0.28%
32
OTTROTTER TAIL CORP
6,727$543K0.27%
33
DFSVDIMENSIONAL ETF TRUST
15,780$519K0.26%
34
METAMETA PLATFORMS INC
785$517K0.26%
35
AVGOBROADCOM INC
1,463$506K0.25%
36
SPYVSPDR SERIES TRUST
7,937$450K0.22%
37
SPYDSPDR SERIES TRUST
9,720$420K0.21%
38
ORCLORACLE CORP
1,894$368K0.18%
39
TSLATESLA INC
810$363K0.18%
40
DFGPDIMENSIONAL ETF TRUST
6,585$356K0.18%
41
PEPPEPSICO INC
2,455$352K0.18%
42
JPMJPMORGAN CHASE & CO.
1,066$342K0.17%
43
ITOTISHARES TR
2,279$338K0.17%
44
DFUSDIMENSIONAL ETF TRUST
4,459$330K0.16%
45
WFCWELLS FARGO CO NEW
3,304$307K0.15%
46
ABBVABBVIE INC
1,314$299K0.15%
47
DFCADIMENSIONAL ETF TRUST
5,855$293K0.15%
48
LLYELI LILLY & CO
235$252K0.13%
49
XOMEXXON MOBIL CORP
1,677$201K0.10%