# EDGAR Filing Document

**Accession Number:** 0001954136
**File Stem:** 0001954136-25-000004
**Filing Date:** 2025-7
**Character Count:** 13481
**Document Hash:** 5ba5364cd3c97880e3b7c151a6a5bbef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001954136-25-000004.hdr.sgml**: 20250717

**ACCESSION NUMBER**: 0001954136-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250717

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250717

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Johnson & White Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001954136

**ORGANIZATION NAME:**
- **EIN:** 465067637
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22685
- **FILM NUMBER:** 251129388

**BUSINESS ADDRESS:**
- **STREET 1:** 224 ST. CHARLES WAY
- **STREET 2:** SUITE 200
- **CITY:** YORK
- **STATE:** PA
- **ZIP:** 17402
- **BUSINESS PHONE:** 717-430-0001

**MAIL ADDRESS:**
- **STREET 1:** 224 ST. CHARLES WAY
- **STREET 2:** SUITE 200
- **CITY:** YORK
- **STATE:** PA
- **ZIP:** 17402

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Johnson  White Wealth Management LLC<br>**Address:** 224 ST. CHARLES WAY<br>SUITE 200<br>YORK, PA 17402

**Form 13F File Number:** 028-22685

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  PRINCETON, NJ  07-17-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 102

**Form 13F Information Table Value Total:** $198529

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VIRTUS ETF TR II | ALPHASIMPLEX MNG | 92790A876 |  | 444 | 19682 | SH |  | SOLE |  | 0 | 0 | 19682 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 726 | 4121 | SH |  | SOLE |  | 0 | 0 | 4121 |
| ARTESIAN RES CORP | CL A | 043113208 |  | 223 | 6649 | SH |  | SOLE |  | 0 | 0 | 6649 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1066 | 1897 | SH |  | SOLE |  | 0 | 0 | 1897 |
| META PLATFORMS INC | CL A | 30303M102 |  | 441 | 598 | SH |  | SOLE |  | 0 | 0 | 598 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 545 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 456 | 6767 | SH |  | SOLE |  | 0 | 0 | 6767 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 81 | 11605 | SH |  | SOLE |  | 0 | 0 | 11605 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 236 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 906 | 1866 | SH |  | SOLE |  | 0 | 0 | 1866 |
| ABBVIE INC | COM | 00287Y109 |  | 1057 | 5694 | SH |  | SOLE |  | 0 | 0 | 5694 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 740 | 12620 | SH |  | SOLE |  | 0 | 0 | 12620 |
| AMAZON COM INC | COM | 023135106 |  | 2000 | 9117 | SH |  | SOLE |  | 0 | 0 | 9117 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 432 | 1953 | SH |  | SOLE |  | 0 | 0 | 1953 |
| AMGEN INC | COM | 031162100 |  | 614 | 2199 | SH |  | SOLE |  | 0 | 0 | 2199 |
| ANALOG DEVICES INC | COM | 032654105 |  | 322 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| APPLE INC | COM | 037833100 |  | 4298 | 20948 | SH |  | SOLE |  | 0 | 0 | 20948 |
| BANK AMERICA CORP | COM | 060505104 |  | 1643 | 34715 | SH |  | SOLE |  | 0 | 0 | 34715 |
| BROADCOM INC | COM | 11135F101 |  | 4519 | 16394 | SH |  | SOLE |  | 0 | 0 | 16394 |
| CISCO SYS INC | COM | 17275R102 |  | 946 | 13642 | SH |  | SOLE |  | 0 | 0 | 13642 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 322 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 406 | 25572 | SH |  | SOLE |  | 0 | 0 | 25572 |
| EATON VANCE TAX ADVT DIV INC | COM | 27828G107 |  | 346 | 14351 | SH |  | SOLE |  | 0 | 0 | 14351 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1726 | 16010 | SH |  | SOLE |  | 0 | 0 | 16010 |
| GE VERNOVA INC | COM | 36828A101 |  | 457 | 864 | SH |  | SOLE |  | 0 | 0 | 864 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2404 | 8291 | SH |  | SOLE |  | 0 | 0 | 8291 |
| LEMONADE INC | COM | 52567D107 |  | 292 | 6656 | SH |  | SOLE |  | 0 | 0 | 6656 |
| MERCK  CO INC | COM | 58933Y105 |  | 778 | 9827 | SH |  | SOLE |  | 0 | 0 | 9827 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 704 | 10140 | SH |  | SOLE |  | 0 | 0 | 10140 |
| NUVEEN PFD  INCOME OPPORTUN | COM | 67073B106 |  | 105 | 13127 | SH |  | SOLE |  | 0 | 0 | 13127 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6833 | 43250 | SH |  | SOLE |  | 0 | 0 | 43250 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 332 | 4469 | SH |  | SOLE |  | 0 | 0 | 4469 |
| TARGA RES CORP | COM | 87612G101 |  | 267 | 1534 | SH |  | SOLE |  | 0 | 0 | 1534 |
| TESLA INC | COM | 88160R101 |  | 308 | 970 | SH |  | SOLE |  | 0 | 0 | 970 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 661 | 2118 | SH |  | SOLE |  | 0 | 0 | 2118 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 368 | 8512 | SH |  | SOLE |  | 0 | 0 | 8512 |
| ZSCALER INC | COM | 98980G102 |  | 268 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| CHEVRON CORP NEW | COM | 166764100 |  | 533 | 3721 | SH |  | SOLE |  | 0 | 0 | 3721 |
| HOME DEPOT INC | COM | 437076102 |  | 1690 | 4609 | SH |  | SOLE |  | 0 | 0 | 4609 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1190 | 4037 | SH |  | SOLE |  | 0 | 0 | 4037 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1288 | 8430 | SH |  | SOLE |  | 0 | 0 | 8430 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 332 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| MCDONALDS CORP | COM | 580135101 |  | 700 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| MICROSOFT CORP | COM | 594918104 |  | 2904 | 5837 | SH |  | SOLE |  | 0 | 0 | 5837 |
| NUVEEN PENNSYLVANIA QLT MUN | COM | 670972108 |  | 249 | 22181 | SH |  | SOLE |  | 0 | 0 | 22181 |
| ORRSTOWN FINL SVCS INC | COM | 687380105 |  | 396 | 12445 | SH |  | SOLE |  | 0 | 0 | 12445 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 221 | 1078 | SH |  | SOLE |  | 0 | 0 | 1078 |
| PAYCHEX INC | COM | 704326107 |  | 227 | 1559 | SH |  | SOLE |  | 0 | 0 | 1559 |
| PEPSICO INC | COM | 713448108 |  | 750 | 5680 | SH |  | SOLE |  | 0 | 0 | 5680 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 300 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| PHILLIPS 66 | COM | 718546104 |  | 505 | 4234 | SH |  | SOLE |  | 0 | 0 | 4234 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 892 | 5601 | SH |  | SOLE |  | 0 | 0 | 5601 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 213 | 621 | SH |  | SOLE |  | 0 | 0 | 621 |
| COCA COLA CO | COM | 191216100 |  | 1007 | 14238 | SH |  | SOLE |  | 0 | 0 | 14238 |
| WALMART INC | COM | 931142103 |  | 547 | 5592 | SH |  | SOLE |  | 0 | 0 | 5592 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 358 | 4474 | SH |  | SOLE |  | 0 | 0 | 4474 |
| YORK WTR CO | COM | 987184108 |  | 756 | 23920 | SH |  | SOLE |  | 0 | 0 | 23920 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 137 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| VISA INC | COM CL A | 92826C839 |  | 319 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1120 | 4350 | SH |  | SOLE |  | 0 | 0 | 4350 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 765 | 5428 | SH |  | SOLE |  | 0 | 0 | 5428 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 6844 | 107041 | SH |  | SOLE |  | 0 | 0 | 107041 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1172 | 18893 | SH |  | SOLE |  | 0 | 0 | 18893 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1916 | 3085 | SH |  | SOLE |  | 0 | 0 | 3085 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 533 | 9370 | SH |  | SOLE |  | 0 | 0 | 9370 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 2961 | 43991 | SH |  | SOLE |  | 0 | 0 | 43991 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 1472 | 44607 | SH |  | SOLE |  | 0 | 0 | 44607 |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 78467V400 |  | 683 | 14525 | SH |  | SOLE |  | 0 | 0 | 14525 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 296 | 447 | SH |  | SOLE |  | 0 | 0 | 447 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 2293 | 25449 | SH |  | SOLE |  | 0 | 0 | 25449 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 8339 | 241627 | SH |  | SOLE |  | 0 | 0 | 241627 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2819 | 31541 | SH |  | SOLE |  | 0 | 0 | 31541 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 |  | 3779 | 44282 | SH |  | SOLE |  | 0 | 0 | 44282 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 1918 | 30536 | SH |  | SOLE |  | 0 | 0 | 30536 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1292 | 26774 | SH |  | SOLE |  | 0 | 0 | 26774 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 5711 | 215188 | SH |  | SOLE |  | 0 | 0 | 215188 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 8241 | 215286 | SH |  | SOLE |  | 0 | 0 | 215286 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 902 | 16578 | SH |  | SOLE |  | 0 | 0 | 16578 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 |  | 21022 | 366105 | SH |  | SOLE |  | 0 | 0 | 366105 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 |  | 6304 | 269519 | SH |  | SOLE |  | 0 | 0 | 269519 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 5038 | 119189 | SH |  | SOLE |  | 0 | 0 | 119189 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 |  | 9431 | 231883 | SH |  | SOLE |  | 0 | 0 | 231883 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 219 | 515 | SH |  | SOLE |  | 0 | 0 | 515 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 756 | 3504 | SH |  | SOLE |  | 0 | 0 | 3504 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 4381 | 40681 | SH |  | SOLE |  | 0 | 0 | 40681 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 4472 | 32950 | SH |  | SOLE |  | 0 | 0 | 32950 |
| INVESCO EXCH TRADED FD TR II | S INTL LOW | 46138E230 |  | 5600 | 169052 | SH |  | SOLE |  | 0 | 0 | 169052 |
| INVESCO EXCH TRADED FD TR II | S MIDCP LOW | 46138E198 |  | 2035 | 32992 | SH |  | SOLE |  | 0 | 0 | 32992 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 3439 | 47221 | SH |  | SOLE |  | 0 | 0 | 47221 |
| LISTED FDS TR | SHARES FOREIGN | 53656F870 |  | 3468 | 124891 | SH |  | SOLE |  | 0 | 0 | 124891 |
| LISTED FDS TR | SHARES LAG CAP | 53656F805 |  | 1660 | 34357 | SH |  | SOLE |  | 0 | 0 | 34357 |
| LISTED FDS TR | SHARES SML CAP | 53656F888 |  | 1468 | 44819 | SH |  | SOLE |  | 0 | 0 | 44819 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 |  | 319 | 13452 | SH |  | SOLE |  | 0 | 0 | 13452 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 888 | 18598 | SH |  | SOLE |  | 0 | 0 | 18598 |
| SPDR SERIES TRUST | SSGA US SMAL ETF | 78468R887 |  | 1672 | 13361 | SH |  | SOLE |  | 0 | 0 | 13361 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 8056 | 162725 | SH |  | SOLE |  | 0 | 0 | 162725 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 531 | 1746 | SH |  | SOLE |  | 0 | 0 | 1746 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1099 | 1779 | SH |  | SOLE |  | 0 | 0 | 1779 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1080 | 8403 | SH |  | SOLE |  | 0 | 0 | 8403 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 677 | 1227 | SH |  | SOLE |  | 0 | 0 | 1227 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 7754 | 292611 | SH |  | SOLE |  | 0 | 0 | 292611 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 318 | 4604 | SH |  | SOLE |  | 0 | 0 | 4604 |

---