Johnson Financial Group, Inc.: 13F holdings

CIK 14770242026Q2

Positions818
Reported value$3.0bn
Filed2026-08-10

Change since last quarter

Positions818 (-73 vs prior quarter)
Reported value$3.0bn (+10.1%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR1,267,369$949.1m31.2%
IEFA ISHARES TR2,500,607$241.5m7.9%
IUSB ISHARES TR5,120,362$236.3m7.8%
XLG INVESCO EXCHANGE TRADED FD T2,255,508$138.1m4.5%
IWF ISHARES TR919,428$114.2m3.8%
IEMG ISHARES INC814,390$67.5m2.2%
AAPL APPLE INC208,838$60.4m2.0%
ACWX ISHARES TR675,748$51.4m1.7%
EWJ ISHARES TR469,910$44.8m1.5%
JOUT JOHNSON OUTDOORS INC950,502$43.8m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1477024")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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