Fund Holdings — Willis Johnson & Associates, Inc.

Total Portfolio Value
$1.71B
Total Bought
$153.43M
Total Sold
$33.11M
Net Transaction
+$120.32M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD INTL EQUITY INDEX F0618,045+618,045060,4023.52%+60,402
SPDR SERIES TRUST
ST STR P500VAL
5,798,8466,067,330+268,484329,432343,29020.02%+13,857
BLACKROCK ETF TRUST II0165,764+165,76407,9530.46%+7,953
VANECK ETF TRUST
INTRMDT MUNI ETF
783,646944,147+160,50136,95743,8372.56%+6,880
SHELL PLC(SHEL)264,669265,162+49319,44824,6601.44%+5,212
ISHARES TR267,934318,426+50,49223,35327,6041.61%+4,251
EXXON MOBIL CORP80,25480,390+1369,65813,6390.80%+3,981
ISHARES TR304,433337,503+33,07036,33440,0282.33%+3,694
VANGUARD INTL EQUITY INDEX F1,790,3931,832,154+41,76196,25299,0285.78%+2,776
VANECK ETF TRUST
LONG MUNI ETF
551,028710,728+159,7009,66012,3950.72%+2,735
BP PLC(BP)321,246290,545-30,70111,15713,6560.80%+2,499
ISHARES TR203,420228,225+24,80522,41524,8741.45%+2,459
SCHWAB STRATEGIC TR1,359,0761,457,711+98,63533,12135,3792.06%+2,258
BKV CORP(BKV)072,015+72,01502,0540.12%+2,054
VANGUARD INTL EQUITY INDEX F1,690,9871,737,421+46,434141,383143,2168.35%+1,832
CHEVRON CORPORATION(CVX)30,98028,396-2,5844,7225,8750.34%+1,153
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
042,428+42,42801,0020.06%+1,002
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
042,151+42,15109970.06%+997
INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
042,383+42,38309920.06%+992
INVESCO EXCH TRD SLF IDX FD
BULSHS 2029 MUNI
042,947+42,94709890.06%+989
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
045,023+45,02309820.06%+982
ARGAN INC4,0004,00001,2532,1790.13%+925
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
148,675156,777+8,10213,82714,7460.86%+920
VANGUARD BD INDEX FDS
VANGUARD ULTRA
017,324+17,32408620.05%+862
ISHARES TR475,080464,283-10,79746,02646,7162.72%+690
CHENIERE ENERGY INC(LNG)02,077+2,07705890.03%+589
ISHARES TR605,432613,305+7,87357,64958,2333.40%+584
SELECT SECTOR SPDR TR
ST STR ENERG ETF
35,68035,158-5221,5952,1540.13%+559
PARSONS CORP DEL(PSN)08,953+8,95304850.03%+485
MCDONALDS CORP(MCD)01,420+1,42004410.03%+441
ISHARES TR
FLTG RATE NT ETF
399,829406,844+7,01520,33520,7291.21%+393
ISHARES TR37,90039,521+1,6218,0378,3450.49%+308
WALMART INC(WMT)17,92318,252+3291,9972,2680.13%+272
GE VERNOVA INC(GEV)601760+1593936630.04%+270
COCA COLA CO(KO)03,239+3,23902460.01%+246
ISHARES TR
CORE UNIVRSL USD
05,192+5,19202400.01%+240
FEDEX CORP(FDX)0655+65502330.01%+233
SPDR SERIES TRUST
SP O&G EXPL PRO
01,269+1,26902310.01%+231
COHERENT CORP(COHR)0941+94102240.01%+224
PHILLIPS 66(PSX)01,228+1,22802240.01%+224
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,541+2,54102100.01%+210
CORNING INC(GLW)01,528+1,52802080.01%+208
NOVARTIS AG(NVS)01,353+1,35302070.01%+207
MARATHON PETE CORP(MPC)2,5562,541-154166200.04%+205
JOHNSON & JOHNSON(JNJ)1,5122,099+5873135130.03%+200
VANECK ETF TRUST
OIL SERVICES ETF
1,3641,36403885510.03%+163
ISHARES TR
US TREAS BD ETF
49,06756,217+7,1501,1301,2880.08%+158
KINDER MORGAN INC DEL(KMI)21,72521,757+325977300.04%+132
CONOCOPHILLIPS(COP)3,3863,260-1263174300.03%+113
DOVER CORP(DOV)5,4385,616+1781,0621,1710.07%+109
HONEYWELL INTL INC(HON)0430+4300970.01%+97
ASML HLDG NV
N Y REGISTRY SHS
320325+53434300.03%+87
RTX CORPORATION(RTX)1,1461,531+3852102950.02%+85
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,9082,844-648849610.06%+78
EOG RES INC(EOG)2,0691,973-962172850.02%+68
ISHARES TR74,96974,115-85415,76915,8360.92%+67
VANGUARD TAX-MANAGED FDS82,86881,757-1,1115,1775,2390.31%+62
SLB LIMITED(SLB)14,27011,789-2,4815486060.04%+58
ISHARES TR2,3812,636+2558899400.05%+51
NETFLIX INC.(NFLX)11,98212,184+2021,1231,1720.07%+48
KLA CORP(KLAC)183184+12232700.02%+47
SPDR SERIES TRUST
ST STR SP500DIV
11,82012,259+4395115580.03%+47
VERIZON COMMUNICATIONS INC(VZ)4,9964,973-232032500.01%+46
SPROTT ASSET MANAGEMENT LP(PHYS)10,21610,816+6003373830.02%+46
SPDR GOLD TR(GLD)1,4091,395-145586000.04%+42
SCHWAB STRATEGIC TR19,83320,769+9364775140.03%+37
SOUTHERN CO(SO)4,0624,045-173543900.02%+36
CATERPILLAR INC(CAT)543488-553113460.02%+35
AT&T INC(T)10,92210,428-4942713020.02%+31
ISHARES TR5,4475,781+3345445740.03%+30
FREEPORT MCMORAN INC(FCX)5,5105,260-2502803090.02%+29
QUEST DIAGNOSTICS INC(DGX)1,2001,208+82082370.01%+29
COSTCO WHOLESALE CORPORATION(COST)488451-374214490.03%+29
WHEATON PRECIOUS METALS CORP(WPM)1,8731,870-32202450.01%+25
ISHARES GOLD TR(IAU)3,1403,14002552770.02%+22
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,6995,736+372432630.02%+20
SPDR SERIES TRUST
ST LON TREAS ETF
40,55541,548+9931,0731,0930.06%+19
QUANTA SVCS INC732588-1443093230.02%+14
ISHARES INC
MSCI EMRG CHN
15,20614,227-9791,1051,1190.07%+14
ISHARES TR
CORE MSCI EAFE
11,31411,333+191,0121,0260.06%+14
CISCO SYS INC(CSCO)3,6593,805+1462822950.02%+13
ISHARES TR4,5294,52903733840.02%+11
CLOUDFLARE INC(NET)1,0741,073-12122210.01%+10
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
5,5365,504-322582670.02%+9
ISHARES TR
CORE DIV GRWTH
9,1209,121+16336400.04%+7
DELTA AIR LINES INC(DAL)0104+104070.00%+7
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
5,1455,310+1652492550.01%+7
VANGUARD INDEX FDS1,6111,598-133413470.02%+6
SPROTT ETF TRUST
JR GOLD MINERS E
3,2353,218-172722770.02%+5
VANGUARD BD INDEX FDS7,3967,491+955835870.03%+4
SPDR SERIES TRUST
ST STR SP REGBNK
4,1314,155+242682710.02%+3
ISHARES TR12,84212,925+832942960.02%+2
ISHARES TR
MSCI INTL MOMENT
4,2714,255-162052040.01%-1
ISHARES TR2,2672,286+191831820.01%-1
VANGUARD WELLINGTON FD2,6582,65802702690.02%-1
MASTERCARD INCORPORATED(MA)363409+462072040.01%-3
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
5,6235,62302232190.01%-4
ISHARES TR3,8003,80003593540.02%-5
VANGUARD INDEX FDS2,7602,888+1281,7311,7260.10%-5
ISHARES TR
MSCI USA MMENTM
1,1201,146+262802750.02%-5
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Willis Johnson & Associates, Inc. — 13F Holdings — Q1 2026 | TickerTrail