Johnson Financial Group, Inc.
•CIK: 1477024•Filing: Q4 2025
**Johnson Financial Group, Inc.** manages $2.7B across a diverse portfolio of 918 positions. The fund exhibits significant concentration in broad market and sector ETFs, notably holding IVV at $853.2M and IWF at $194.0M. Further allocations include substantial exposure to international and technology sectors, evidenced by positions in IEFA ($162.0M) and XLG ($119.6M). This structure suggests a core mandate focused on capturing broad market beta while maintaining targeted sector overweighting.
Total AUM
$2.7B
QoQ Performance
+0.3%
Positions
772
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IWF
IEFA
IVV31.9%
IWF7.3%
IEFA6.1%
XLG4.5%
JOUT2.7%
IEI2.7%
AAPL2.2%
ACWX1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.9%
ETF34.5%
Technology9.2%
Financial2.4%
Healthcare2.2%
Consumer1.4%
Industrial0.9%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+859 more exited positions
Changes from Q3 2025
NEW4 new positions
↑70 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023