Johnson & White Wealth Management, LLC

RIA/Wealth

Johnson & White Wealth Management, LLC is a RIA/Wealth based in York, PA led by Timothy Paul White, reporting $411.9M in AUM as of Q3 2025 with 70% ETF concentration.

CCOTimothy Paul White

Portfolio Value: $218.3M
Positions: 112
Top Holding: PXF at 10.27%
Last Reported: Q3 2025

Address224 St. Charles Way, Suite 200, York, PA, 17402, United States

Top Holdings

Largest long holdings in Johnson & White Wealth Management, LLC's portfolio (44.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco FTSE RAFI Developed Markets ex-U.S. ETF PXF	ETF ETF	$22.4M	10.27%	+$16.2K Bought	— 366.4K shares	Q3 2022 Held for 3y 2m
2 Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ	ETF ETF	$10.8M	4.94%	+$246.5K Bought	— 237.3K shares	Q3 2022 Held for 3y 2m
3 Hartford Municipal Opportunities HMOP	ETF ETF	$9.6M	4.39%	+$9.6M New	— 245.7K shares	Q3 2025 Held for 2 months
4 iShares International Select Dividend IDV	ETF ETF	$9.4M	4.32%	+$603.4K Bought	— 258.1K shares	Q4 2024 Held for 11 months
5 Schwab US Dividend Equity SCHD	ETF ETF	$8.4M	3.86%	+$442.5K Bought	— 308.8K shares	Q4 2024 Held for 11 months
6 Vanguard Total International Bond BNDX	ETF ETF	$7.8M	3.57%	-$256.1K Sold	— 157.5K shares	Q3 2022 Held for 3y 2m
7 Nvidia NVDA	Semiconductors Technology	$7.8M	3.57%	-$281.6K Sold	0.00% 41.7K shares	Q3 2022 Held for 3y 2m
8 iShares Core Dividend Growth DGRO	ETF ETF	$7.5M	3.45%	+$245.7K Bought	— 110.7K shares	Q3 2022 Held for 3y 2m
9 Invesco FTSE RAFI Emerging Markets PXH	ETF ETF	$7.0M	3.20%	+$139.8K Bought	— 275.0K shares	Q3 2022 Held for 3y 2m
10 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$6.8M	3.12%	+$1.0M Bought	— 254.0K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Johnson & White Wealth Management, LLC's latest filing

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Increased Positions

Position	Shares Δ	Change
1 Hartford Municipal Opportunities HMOP	New	0 → 245.7K +$9.6M
2 Vanguard International Dividend Appreciation VIGI	New	0 → 28.5K +$2.5M
3 BTC Grayscale Bitcoin Mini Trust BTC	New	0 → 20.6K +$1.0M
4 ETH Grayscale Ethereum Mini Trust ETH	New	0 → 14.2K +$554.9K
5 EVT Eaton Vance Tax-Advantaged Dividend Income EVT	New	0 → 14.3K +$350.7K

Decreased Positions

Position	Shares Δ	Change
1 Paychex PAYX	Sold	1.6K → 0 −$226.8K
2 Vanguard World Funds Extended Duration EDV	-34.4%	44.0K → 28.9K −$1.0M
3 PayPal Holdings, Inc. PYPL	-19.36%	4.5K → 3.6K −$58.0K
4 AbbVie ABBV	-17.11%	5.7K → 4.7K −$225.5K
5 Berkshire Hathaway BRK.B	-8.04%	1.9K → 1.7K −$75.4K