First seen by DFX
Sep 13, 2026
date not stated
JFG Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (JFG Family Office is a $4.5bn Denver RIA with offices in Denver, Arlington and Dallas that grew out of a 40-year single family office and now serves an exclusive clientele of families with integrated family office services.)
First seen by DFX
Sep 12, 2026
date not stated
JFG Family Office found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
JFG Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Johnson Financial Group, LLC reported $1,501,942,567 across 185 13(f) positions for the quarter ended 2026-03-31
Johnson Financial Group, LLC exited Blackrock Inc (was $3,787,933, 3,539 shares)
Johnson Financial Group, LLC exited Marriott Intl Inc New (was $2,344,173, 7,556 shares)
Johnson Financial Group, LLC exited Moodys Corp (was $2,644,670, 5,177 shares)
Johnson Financial Group, LLC exited Raymond James Finl Inc (was $2,719,110, 16,932 shares)
Johnson Financial Group, LLC opened a $2,554,812 position in Aehr Test Sys (68,900 shares)
Johnson Financial Group, LLC increased Apple Inc 23,254 -> 40,296 shares ($6,321,716 -> $10,226,658)
Johnson Financial Group, LLC reduced Berkshire Hathaway Inc Del 6 -> 4 shares ($4,528,800 -> $2,872,560)
Johnson Financial Group, LLC reduced Blackstone Secd Lending Fd 77,259 -> 49,875 shares ($2,034,229 -> $1,181,539)
Johnson Financial Group, LLC increased Exxon Mobil Corp 9,262 -> 12,768 shares ($1,114,589 -> $2,166,219)
Johnson Financial Group, LLC reduced Nvidia Corporation 48,178 -> 30,437 shares ($8,985,188 -> $5,308,205)
Johnson Financial Group, LLC reduced Pimco Etf Tr 1,199,071 -> 91,096 shares ($120,314,796 -> $9,161,552)
Johnson Financial Group, LLC opened a $2,751,710 position in Schwab Strategic Tr (90,220 shares)
Johnson Financial Group, LLC increased Alphabet Inc 5,332 -> 13,936 shares ($1,668,872 -> $4,007,396)
Johnson Financial Group, LLC increased Amazon Com Inc 7,549 -> 15,530 shares ($1,742,487 -> $3,234,457)
Johnson Financial Group, LLC increased Microsoft Corp 7,309 -> 14,066 shares ($3,534,740 -> $5,206,691)
Johnson Financial Group, LLC increased Schwab Strategic Tr 52,174 -> 191,790 shares ($1,701,919 -> $5,586,855)
Johnson Financial Group, LLC increased Tesla Inc 2,668 -> 6,959 shares ($1,199,632 -> $2,586,825)
Johnson Financial Group, LLC reported $1,615,759,038 across 120 13(f) positions for the quarter ended 2025-12-31
Johnson Financial Group, LLC opened a $3,787,933 position in Blackrock Inc (3,539 shares)
Johnson Financial Group, LLC opened a $3,470,615 position in Invesco Qqq Tr (5,650 shares)
Johnson Financial Group, LLC opened a $2,733,029 position in Ishares Tr (7,319 shares)
Johnson Financial Group, LLC opened a $2,582,048 position in Ishares Tr (12,276 shares)
Johnson Financial Group, LLC opened a $2,344,173 position in Marriott Intl Inc New (7,556 shares)
Johnson Financial Group, LLC opened a $2,644,670 position in Moodys Corp (5,177 shares)
Johnson Financial Group, LLC opened a $2,719,110 position in Raymond James Finl Inc (16,932 shares)
Johnson Financial Group, LLC increased Vanguard Index Fds 133,175 -> 211,364 shares ($12,174,861 -> $18,703,556)
Johnson Financial Group, LLC increased Apple Inc 15,544 -> 23,254 shares ($3,957,881 -> $6,321,716)
Johnson Financial Group, LLC increased Berkshire Hathaway Inc Del 4 -> 6 shares ($3,016,800 -> $4,528,800)
Johnson Financial Group, LLC increased Herbalife Ltd 33,000 -> 414,500 shares ($278,520 -> $5,342,905)
Johnson Financial Group, LLC increased Invesco Actvely Mngd Etc Fd 664,934 -> 966,809 shares ($8,930,064 -> $12,810,214)
Johnson Financial Group, LLC increased Ishares Inc 62,879 -> 91,039 shares ($4,270,113 -> $6,143,312)
Johnson Financial Group, LLC increased Ishares Tr 5,316 -> 8,469 shares ($3,557,836 -> $5,800,781)
Johnson Financial Group, LLC increased Microsoft Corp 5,817 -> 7,309 shares ($3,012,680 -> $3,534,740)
Johnson Financial Group, LLC increased Nvidia Corporation 7,445 -> 48,178 shares ($1,389,088 -> $8,985,188)
Johnson Financial Group, LLC increased Schwab Strategic Tr 502,945 -> 646,379 shares ($11,708,569 -> $15,538,961)
Johnson Financial Group, LLC increased Schwab Strategic Tr 26,316 -> 83,767 shares ($661,321 -> $2,100,871)