# EDGAR Filing Document

**Accession Number:** 0001954136
**File Stem:** 0001954136-23-000001
**Filing Date:** 2023-1
**Character Count:** 10919
**Document Hash:** 1d8d5d237f52c13c61e439d4646e456c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001954136-23-000001.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001954136-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Johnson & White Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001954136
- **IRS NUMBER:** 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:** 23533009

**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:** 12-31-2022

**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  Newtown, PA  01-18-2023<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:** 77

**Form 13F Information Table Value Total:** $99295

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 9138 | 220010 | SH |  | SOLE |  | 0 | 0 | 220010 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 229 | 3220 | SH |  | SOLE |  | 0 | 0 | 3220 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 264 | 1005 | SH |  | SOLE |  | 0 | 0 | 1005 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 215 | 5206 | SH |  | SOLE |  | 0 | 0 | 5206 |
| AMAZON COM INC | COM | 023135106 |  | 621 | 9770 | SH |  | SOLE |  | 0 | 0 | 9770 |
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 |  | 651 | 4297 | SH |  | SOLE |  | 0 | 0 | 4297 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 489 | 10270 | SH |  | SOLE |  | 0 | 0 | 10270 |
| ARTESIAN RES CORP | CL A | 043113208 |  | 1878 | 35448 | SH |  | SOLE |  | 0 | 0 | 35448 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 863 | 3597 | SH |  | SOLE |  | 0 | 0 | 3597 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 |  | 4310 | 160941 | SH |  | SOLE |  | 0 | 0 | 160941 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 227 | 1385 | SH |  | SOLE |  | 0 | 0 | 1385 |
| BLOCK INC | CL A | 852234103 |  | 1665 | 19320 | SH |  | SOLE |  | 0 | 0 | 19320 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 421 | 5009 | SH |  | SOLE |  | 0 | 0 | 5009 |
| CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 |  | 3277 | 65647 | SH |  | SOLE |  | 0 | 0 | 65647 |
| CISCO SYS INC | COM | 17275R102 |  | 444 | 2094 | SH |  | SOLE |  | 0 | 0 | 2094 |
| CODORUS VY BANCORP INC | COM | 192025104 |  | 295 | 1108 | SH |  | SOLE |  | 0 | 0 | 1108 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 579 | 1515 | SH |  | SOLE |  | 0 | 0 | 1515 |
| CRONOS GROUP INC | COM | 22717L101 |  | 312 | 11584 | SH |  | SOLE |  | 0 | 0 | 11584 |
| CROWN CASTLE INC | COM | 22822V101 |  | 250 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| CSX CORP | COM | 126408103 |  | 647 | 1861 | SH |  | SOLE |  | 0 | 0 | 1861 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 490 | 16087 | SH |  | SOLE |  | 0 | 0 | 16087 |
| DEXCOM INC | COM | 252131107 |  | 1100 | 8201 | SH |  | SOLE |  | 0 | 0 | 8201 |
| DISCOVER FINL SVCS | COM | 254709108 |  | 1160 | 3671 | SH |  | SOLE |  | 0 | 0 | 3671 |
| DOW INC | COM | 260557103 |  | 325 | 29170 | SH |  | SOLE |  | 0 | 0 | 29170 |
| EASTMAN CHEM CO | COM | 277432100 |  | 0 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |
| EATON CORP PLC | SHS | G29183103 |  | 219 | 1324 | SH |  | SOLE |  | 0 | 0 | 1324 |
| EATON VANCE TAX ADVT DIV INC | COM | 27828G107 |  | 1283 | 7264 | SH |  | SOLE |  | 0 | 0 | 7264 |
| EATON VANCE TAX MNGED BUY WR | COM | 27828X100 |  | 619 | 2558 | SH |  | SOLE |  | 0 | 0 | 2558 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 |  | 5496 | 115884 | SH |  | SOLE |  | 0 | 0 | 115884 |
| GAMESTOP CORP NEW | CL A | 36467W109 |  | 859 | 7740 | SH |  | SOLE |  | 0 | 0 | 7740 |
| GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 |  | 439 | 2660 | SH |  | SOLE |  | 0 | 0 | 2660 |
| HERCULES CAPITAL INC | COM | 427096508 |  | 488 | 16869 | SH |  | SOLE |  | 0 | 0 | 16869 |
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 |  | 692 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 |  | 436 | 4191 | SH |  | SOLE |  | 0 | 0 | 4191 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 1063 | 2766 | SH |  | SOLE |  | 0 | 0 | 2766 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 662 | 17473 | SH |  | SOLE |  | 0 | 0 | 17473 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 2133 | 19847 | SH |  | SOLE |  | 0 | 0 | 19847 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 815 | 25604 | SH |  | SOLE |  | 0 | 0 | 25604 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4320 | 159051 | SH |  | SOLE |  | 0 | 0 | 159051 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2135 | 25910 | SH |  | SOLE |  | 0 | 0 | 25910 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1894 | 22860 | SH |  | SOLE |  | 0 | 0 | 22860 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 265 | 11117 | SH |  | SOLE |  | 0 | 0 | 11117 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3558 | 55810 | SH |  | SOLE |  | 0 | 0 | 55810 |
| LEMONADE INC | COM | 52567D107 |  | 208 | 4013 | SH |  | SOLE |  | 0 | 0 | 4013 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 200 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 640 | 3961 | SH |  | SOLE |  | 0 | 0 | 3961 |
| MERCK  CO INC | COM | 58933Y105 |  | 611 | 11915 | SH |  | SOLE |  | 0 | 0 | 11915 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 6725 | 53756 | SH |  | SOLE |  | 0 | 0 | 53756 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 666 | 3709 | SH |  | SOLE |  | 0 | 0 | 3709 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 |  | 1006 | 47535 | SH |  | SOLE |  | 0 | 0 | 47535 |
| NETFLIX INC | COM | 64110L106 |  | 2422 | 18644 | SH |  | SOLE |  | 0 | 0 | 18644 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 681 | 3770 | SH |  | SOLE |  | 0 | 0 | 3770 |
| OKTA INC | CL A | 679295105 |  | 710 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| PFIZER INC | COM | 717081103 |  | 368 | 5525 | SH |  | SOLE |  | 0 | 0 | 5525 |
| PHILLIPS 66 | COM | 718546104 |  | 363 | 4332 | SH |  | SOLE |  | 0 | 0 | 4332 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 4138 | 26120 | SH |  | SOLE |  | 0 | 0 | 26120 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 225 | 8508 | SH |  | SOLE |  | 0 | 0 | 8508 |
| PNM RES INC | COM | 69349H107 |  | 455 | 7767 | SH |  | SOLE |  | 0 | 0 | 7767 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 552 | 2382 | SH |  | SOLE |  | 0 | 0 | 2382 |
| PULTE GROUP INC | COM | 745867101 |  | 881 | 6028 | SH |  | SOLE |  | 0 | 0 | 6028 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2029 | 38049 | SH |  | SOLE |  | 0 | 0 | 38049 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 |  | 637 | 5775 | SH |  | SOLE |  | 0 | 0 | 5775 |
| SLM CORP | COM | 78442P106 |  | 430 | 12287 | SH |  | SOLE |  | 0 | 0 | 12287 |
| SPDR SER TR | SSGA US SMAL ETF | 78468R887 |  | 435 | 2276 | SH |  | SOLE |  | 0 | 0 | 2276 |
| SPIRIT AIRLS INC | COM | 848577102 |  | 710 | 22276 | SH |  | SOLE |  | 0 | 0 | 22276 |
| T-MOBILE US INC | COM | 872590104 |  | 740 | 10281 | SH |  | SOLE |  | 0 | 0 | 10281 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 3307 | 122695 | SH |  | SOLE |  | 0 | 0 | 122695 |
| UTZ BRANDS INC | COM CL A | 918090101 |  | 4159 | 64882 | SH |  | SOLE |  | 0 | 0 | 64882 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2432 | 138027 | SH |  | SOLE |  | 0 | 0 | 138027 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 252 | 11034 | SH |  | SOLE |  | 0 | 0 | 11034 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 239 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 848 | 25609 | SH |  | SOLE |  | 0 | 0 | 25609 |
| VERTICAL AEROSPACE LTD | ORD SHS | G9471C107 |  | 1251 | 27822 | SH |  | SOLE |  | 0 | 0 | 27822 |
| WABTEC | COM | 929740108 |  | 304 | 2629 | SH |  | SOLE |  | 0 | 0 | 2629 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 1660 | 25286 | SH |  | SOLE |  | 0 | 0 | 25286 |
| WRAP TECHNOLOGIES INC | COM | 98212N107 |  | 519 | 2974 | SH |  | SOLE |  | 0 | 0 | 2974 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 1266 | 18188 | SH |  | SOLE |  | 0 | 0 | 18188 |

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