Johnson Financial Group, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001477024 · RACINE, WI

As of Sep 30, 2025, Johnson Financial Group, Inc. reported 1,634 positions worth $2.4B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	1,245,615	$833.7M	34.05%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	428,413	$200.7M	8.20%
ISHARES CORE MSCI EAFE ETF	IEFA	—	1,610,546	40.6M	5.74%
INVESCO S&P 500 TOP 50 ETF	XLG	—	2,045,865	17.7M	4.81%
ISHARES 3-7 YEAR TREASURY BOND ETF	IEI	—	593,389	$70.9M	2.90%
JOHNSON OUTDOORS INC	JOUT	Consumer Cyclical	1,700,195	$68.7M	2.80%
APPLE INC	AAPL	Technology	223,820	$57.0M	2.33%
MICROSOFT CORP	MSFT	Technology	104,131	$53.9M	2.20%
ISHARES MSCI ACWI EX US ETF	ACWX	—	729,551	$47.4M	1.94%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	498,358	$41.2M	1.68%
SPDR S&P 500 ETF TRUST	SPY	—	57,226	$38.2M	1.56%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	516,762	$34.1M	1.39%
NVIDIA CORP	NVDA	Technology	151,071	$28.2M	1.15%
ISHARES CORE S&P MID-CAP ETF	IJH	—	416,066	$27.2M	1.11%
ALPHABET INC	GOOG	Equity	105,043	$25.6M	1.04%
JPMORGAN CORE PLUS BOND ETF	JCPB	—	477,932	$22.7M	0.93%
ISHARES CORE 1-5 YEAR USD BOND ETF	ISTB	—	460,948	$22.5M	0.92%
ISHARES MBS ETF	MBB	—	223,784	$21.3M	0.87%
ISHARES RUSSELL 1000 ETF	IWB	—	52,706	9.3M	0.79%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	56,397	8.6M	0.76%
JPMORGAN CHASE & CO	JPM	Financial Services	53,954	7.0M	0.70%
META PLATFORMS INC	META	Communication Services	22,197	6.3M	0.67%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	31,766	6.0M	0.65%
BROADCOM INC	AVGO	Technology	41,305	3.6M	0.56%
AMAZON.COM INC	AMZN	Equity	61,421	3.5M	0.55%