Fund Holdings

Willis Johnson & Associates, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F0618,045+618,045060,401,5643.52%+60,401,564
SPDR SERIES TRUST06,067,330+6,067,3300343,289,51520.02%+343,289,515
BLACKROCK ETF TRUST II0165,764+165,76407,953,3330.46%+7,953,333
VANECK ETF TRUST0944,147+944,147043,836,7352.56%+43,836,735
SHELL PLC(SHEL)0265,162+265,162024,660,0401.44%+24,660,040
ISHARES TR0318,426+318,426027,604,3091.61%+27,604,309
EXXON MOBIL CORP(XOM)080,390+80,390013,638,9310.80%+13,638,931
ISHARES TR0337,503+337,503040,027,8122.33%+40,027,812
VANGUARD INTL EQUITY INDEX F01,832,154+1,832,154099,027,9365.78%+99,027,936
VANECK ETF TRUST0710,728+710,728012,395,0980.72%+12,395,098
BP PLC(BP)0290,545+290,545013,655,6180.80%+13,655,618
ISHARES TR0228,225+228,225024,874,2371.45%+24,874,237
SCHWAB STRATEGIC TR01,457,711+1,457,711035,378,6482.06%+35,378,648
BKV CORP(BKV)072,015+72,01502,053,8680.12%+2,053,868
VANGUARD INTL EQUITY INDEX F01,737,421+1,737,4210143,215,6518.35%+143,215,651
CHEVRON CORPORATION(CVX)028,396+28,39605,875,0490.34%+5,875,049
INVESCO EXCH TRD SLF IDX FD042,428+42,42801,002,3560.06%+1,002,356
INVESCO EXCH TRD SLF IDX FD042,151+42,1510997,0330.06%+997,033
INVESCO EXCH TRD SLF IDX FD042,383+42,3830991,5540.06%+991,554
INVESCO EXCH TRD SLF IDX FD042,947+42,9470988,8100.06%+988,810
INVESCO EXCH TRD SLF IDX FD045,023+45,0230982,1090.06%+982,109
ARGAN INC04,000+4,00002,178,6000.13%+2,178,600
J P MORGAN EXCHANGE TRADED F0156,777+156,777014,746,4240.86%+14,746,424
VANGUARD BD INDEX FDS017,324+17,3240862,4630.05%+862,463
ISHARES TR0464,283+464,283046,716,1342.72%+46,716,134
CHENIERE ENERGY INC(LNG)02,077+2,0770589,4310.03%+589,431
ISHARES TR0613,305+613,305058,233,2813.40%+58,233,281
SELECT SECTOR SPDR TR035,158+35,15802,153,8050.13%+2,153,805
SELECT SECTOR SPDR TR(Call)08,000+8,0000490,080+490,080
PARSONS CORP DEL(PSN)08,953+8,9530484,9840.03%+484,984
MCDONALDS CORP(MCD)01,420+1,4200441,3800.03%+441,380
SPDR INDEX SHS FDS08,647+8,6470394,7230.02%+394,723
ISHARES TR0406,844+406,844020,728,7131.21%+20,728,713
DELTA AIR LINES INC(DAL)(Put)05,000+5,0000332,400+332,400
ISHARES TR039,521+39,52108,344,9290.49%+8,344,929
WALMART INC(WMT)018,252+18,25202,268,3680.13%+2,268,368
GE VERNOVA INC(GEV)0760+7600663,1720.04%+663,172
COCA COLA CO(KO)03,239+3,2390246,3230.01%+246,323
ISHARES TR05,192+5,1920239,8140.01%+239,814
FEDEX CORP(FDX)0655+6550233,3720.01%+233,372
SPDR SERIES TRUST01,269+1,2690230,7050.01%+230,705
COHERENT CORP(COHR)0941+9410224,2150.01%+224,215
PHILLIPS 66(PSX)01,228+1,2280223,6590.01%+223,659
VANGUARD SCOTTSDALE FDS02,541+2,5410210,2430.01%+210,243
CORNING INC(GLW)01,528+1,5280207,7660.01%+207,766
NOVARTIS AG(NVS)01,353+1,3530206,5950.01%+206,595
MARATHON PETE CORP(MPC)02,541+2,5410620,3890.04%+620,389
JOHNSON & JOHNSON(JNJ)02,099+2,0990513,0050.03%+513,005
HONEYWELL INTL INC(HON)(Call)0800+8000180,824+180,824
VANECK ETF TRUST01,364+1,3640551,2670.03%+551,267
ISHARES TR056,217+56,21701,287,9210.08%+1,287,921
KINDER MORGAN INC DEL(KMI)021,757+21,7570729,5190.04%+729,519
CONOCOPHILLIPS(COP)03,260+3,2600430,3440.03%+430,344
DOVER CORP(DOV)05,616+5,61601,170,6610.07%+1,170,661
HONEYWELL INTL INC(HON)0430+430097,2330.01%+97,233
TRANSOCEAN LTD(RIG)(Call)020,000+20,0000132,600+132,600
ASML HLDG NV0325+3250429,8400.03%+429,840
RTX CORPORATION(RTX)01,531+1,5310295,2980.02%+295,298
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,844+2,8440961,2120.06%+961,212
EOG RES INC(EOG)01,973+1,9730285,2830.02%+285,283
ISHARES TR074,115+74,115015,836,1850.92%+15,836,185
VANGUARD TAX-MANAGED FDS081,757+81,75705,238,9940.31%+5,238,994
SLB LIMITED(SLB)011,789+11,7890605,8520.04%+605,852
ISHARES TR02,636+2,6360939,8330.05%+939,833
NETFLIX INC.(NFLX)012,184+12,18401,171,5230.07%+1,171,523
KLA CORP(KLAC)0184+1840270,2580.02%+270,258
SPDR SERIES TRUST012,259+12,2590558,0240.03%+558,024
VERIZON COMMUNICATIONS INC(VZ)04,973+4,9730249,6210.01%+249,621
SPROTT ASSET MANAGEMENT LP(PHYS)010,816+10,8160383,3190.02%+383,319
SPDR GOLD TR(GLD)01,395+1,3950600,1900.04%+600,190
SCHWAB STRATEGIC TR020,769+20,7690514,0380.03%+514,038
SOUTHERN CO(SO)04,045+4,0450390,4060.02%+390,406
CATERPILLAR INC(CAT)0488+4880345,9130.02%+345,913
AT&T INC(T)010,428+10,4280302,3070.02%+302,307
ISHARES TR05,781+5,7810573,8820.03%+573,882
FREEPORT MCMORAN INC(FCX)05,260+5,2600309,2060.02%+309,206
QUEST DIAGNOSTICS INC(DGX)01,208+1,2080236,8410.01%+236,841
COSTCO WHOLESALE CORPORATION(COST)0451+4510449,4030.03%+449,403
WHEATON PRECIOUS METALS CORP(WPM)01,870+1,8700244,9910.01%+244,991
ISHARES GOLD TR(IAU)03,140+3,1400276,8220.02%+276,822
SELECT SECTOR SPDR TR05,736+5,7360263,2290.02%+263,229
SPDR SERIES TRUST041,548+41,54801,092,7000.06%+1,092,700
QUANTA SVCS INC0588+5880323,0050.02%+323,005
ISHARES INC014,227+14,22701,119,1000.07%+1,119,100
ISHARES TR011,333+11,33301,025,9800.06%+1,025,980
CISCO SYS INC(CSCO)03,805+3,8050295,2400.02%+295,240
ISHARES TR04,529+4,5290384,0200.02%+384,020
CLOUDFLARE INC(NET)01,073+1,0730221,4210.01%+221,421
DIMENSIONAL ETF TRUST05,504+5,5040266,7240.02%+266,724
ISHARES TR09,121+9,1210640,0810.04%+640,081
DELTA AIR LINES INC(DAL)0104+10406,9230.00%+6,923
VANGUARD CHARLOTTE FDS05,310+5,3100255,1280.01%+255,128
VANGUARD INDEX FDS01,598+1,5980347,0900.02%+347,090
SPROTT ETF TRUST03,218+3,2180276,9960.02%+276,996
VANGUARD BD INDEX FDS07,491+7,4910587,3690.03%+587,369
SPDR SERIES TRUST04,155+4,1550270,6760.02%+270,676
ISHARES TR012,925+12,9250296,1680.02%+296,168
ISHARES TR04,255+4,2550204,3250.01%+204,325
ISHARES TR02,286+2,2860181,8440.01%+181,844
VANGUARD WELLINGTON FD02,658+2,6580268,8300.02%+268,830
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