Johnson Financial Group, LLC
Annual return '25
+12.4%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$1.5B
Holdings
184
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD INDEX FDS
Q1 2026: Sold 100.0% (2.51M → 743 shares)
50.9%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 3.66M shares)
15.6%
03
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 99.8% (2.20M → 3.9k shares)
7.7%
04
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 62.5% (169.3k → 63.5k shares)
3.3%
05
$VB
VANGUARD INDEX FDS
Q1 2026: Exited (was 172.8k shares)
2.9%
06
$SCHC
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 741.7k shares)
1.9%
07
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 211.4k shares)
1.2%
08
$PDBC
INVESCO ACTVELY MNGD ETC FD
Q1 2026: Exited (was 966.8k shares)
1.1%
09
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 646.4k shares)
1.1%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 77.1% (21.6k → 4.9k shares)
0.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:08 UTC.