Fund HoldingsWillis Johnson & Associates, Inc.

Total Portfolio Value
$1.62B
Total Bought
$725.57M
Total Sold
$724.30M
Net Transaction
+$1.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500VAL
05,798,846+5,798,8460329,43220.32%+329,432
SPDR SERIES TRUST
ST STR P500GRW
02,687,977+2,687,9770286,80717.69%+286,807
SCHWAB STRATEGIC TR01,359,076+1,359,076033,1212.04%+33,121
SPDR SERIES TRUST
ST PORT HIGH ETF
0674,065+674,065015,9550.98%+15,955
VANGUARD INTL EQUITY INDEX F1,624,5131,690,987+66,474129,636141,3838.72%+11,747
EA SERIES TRUST
FREEDOM 100 EM
1,005,2491,010,657+5,40844,54351,8163.20%+7,274
ISHARES TR259,208304,433+45,22530,97836,3342.24%+5,356
ISHARES U S ETF TR
SHOR MAT MUN ETF
0105,166+105,16605,2920.33%+5,292
VANGUARD INTL EQUITY INDEX F1,703,9601,790,393+86,43392,32196,2525.94%+3,931
ISHARES TR171,784203,420+31,63619,14922,4151.38%+3,266
VANECK ETF TRUST
INTRMDT MUNI ETF
725,665783,646+57,98133,81636,9572.28%+3,141
SPDR S&P 500 ETF TR(SPY)6,21910,116+3,8974,1436,8980.43%+2,755
ISHARES TR236,044267,934+31,89021,09523,3531.44%+2,258
SELECT SECTOR SPDR TR
ST STR ENERG ETF
035,680+35,68001,5950.10%+1,595
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
143,417148,675+5,25812,51013,8270.85%+1,316
ISHARES TR33,47834,603+1,12522,40723,7011.46%+1,294
SPDR SERIES TRUST
ST LON TREAS ETF
040,555+40,55501,0730.07%+1,073
DOVER CORP(DOV)05,438+5,43801,0620.07%+1,062
APPLE INC(AAPL)53,87753,635-24213,71914,5810.90%+863
KINDER MORGAN INC DEL(KMI)021,725+21,72505970.04%+597
SPDR SERIES TRUST
ST STR SP500DIV
011,820+11,82005110.03%+511
ISHARES TR204,409202,489-1,92013,38513,8910.86%+506
VANGUARD TAX-MANAGED FDS78,01382,868+4,8554,6755,1770.32%+502
EXXON MOBIL CORP81,59680,254-1,3429,2009,6580.60%+458
ALPHABET INC(GOOG)5,8585,949+911,4271,8670.12%+440
SHOPIFY INC(SHOP)4,0956,251+2,1566091,0060.06%+398
GE VERNOVA INC(GEV)0601+60103930.02%+393
ISHARES SILVER TR(SLV)(Call)06,000+6,0000387+387
MICROSOFT CORP(MSFT)7,9459,267+1,3224,1154,4820.28%+366
SPDR SERIES TRUST
ST STR P500ETF
04,537+4,53703640.02%+364
VANECK ETF TRUST
LONG MUNI ETF
533,049551,028+17,9799,3189,6600.60%+342
ISHARES TR75,82674,969-85715,43715,7690.97%+332
VANGUARD STAR FDS09,020+9,02006800.04%+680
ISHARES TR0803+80303110.02%+311
ALPHABET INC(GOOG)4,8584,766-921,1811,4920.09%+311
SPDR SERIES TRUST
ST STR SP REGBNK
04,131+4,13102680.02%+268
ELI LILLY & CO(LLY)0516+51605540.03%+554
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,699+5,69902430.02%+243
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,629+1,62902340.01%+234
VANGUARD INDEX FDS04,263+4,26301,1000.07%+1,100
KLA CORP(KLAC)0183+18302230.01%+223
LOWES COS INC(LOW)0902+90202170.01%+217
ISHARES TR285,594287,811+2,21730,49630,7091.89%+214
RTX CORPORATION(RTX)01,146+1,14602100.01%+210
MPLX LP(MPLX)03,861+3,86102060.01%+206
MORGAN STANLEY(MS)01,157+1,15702050.01%+205
ISHARES TR
CMBS ETF
018,827+18,82709240.06%+924
ARGAN INC4,0004,00001,0801,2530.08%+173
ISHARES SILVER TR(SLV)02,535+2,53501630.01%+163
WALMART INC(WMT)017,923+17,92301,9970.12%+1,997
SLB LIMITED(SLB)12,03014,270+2,2404135480.03%+134
VANGUARD INDEX FDS39,37439,136-2387,3437,4750.46%+132
ADVANCED MICRO DEVICES INC(AMD)02,304+2,30404930.03%+493
ISHARES TR21,73721,769+3210,18210,3030.64%+121
ISHARES TR125,830124,950-8806,7196,8360.42%+117
VANECK ETF TRUST
HIGH YLD MUNIETF
014,881+14,88107610.05%+761
INTERNATIONAL BUSINESS MACHS(IBM)03,011+3,01108920.06%+892
ISHARES TR
CORE MSCI EURO
049,578+49,57803,5190.22%+3,519
CONSTELLATION ENERGY CORP(CEG)03,908+3,90801,3800.09%+1,380
ISHARES TR13,15513,889+7341,4011,4880.09%+87
ISHARES INC
MSCI EMRG CHN
015,206+15,20601,1050.07%+1,105
SPDR GOLD TR(GLD)01,409+1,40905580.03%+558
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,9372,908-298208840.05%+63
FREEPORT-MCMORAN INC(FCX)05,510+5,51002800.02%+280
CATERPILLAR INC(CAT)525543+182513110.02%+60
SPROTT ETF TRUST
JR GOLD MINERS E
3,0453,235+1902192720.02%+54
ISHARES TR05,447+5,44705440.03%+544
BANK AMERICA CORP22,47621,930-5461,1601,2060.07%+47
BROADCOM INC(AVGO)2,2012,216+157267670.05%+41
VANECK ETF TRUST
OIL SERVICES ETF
01,364+1,36403880.02%+388
ASML HOLDING N V
N Y REGISTRY SHS
313320+73033430.02%+40
ISHARES INC
CORE MSCI EMKT
78,42977,494-9355,1705,2090.32%+39
JOHNSON & JOHNSON(JNJ)01,512+1,51203130.02%+313
SPROTT ASSET MANAGEMENT LP(PHYS)10,21610,21603033370.02%+35
ISHARES TR38,75337,900-8538,0038,0370.50%+35
VANGUARD WORLD FD
INF TECH ETF
400441+412993330.02%+34
VANGUARD MUN BD FDS48,70049,130+4302,4382,4710.15%+32
ISHARES GOLD TR(IAU)3,0753,140+652242550.02%+31
VANECK ETF TRUST
SHRT HGH YLD MUN
123,769125,047+1,2782,8342,8650.18%+31
SYMBOTIC INC(SYM)7,2007,015-1853884170.03%+29
ISHARES TR012,842+12,84202940.02%+294
GOLDMAN SACHS GROUP INC(GS)259265+62062330.01%+27
ISHARES TR2,3672,381+148658890.05%+24
VANGUARD WHITEHALL FDS8,0128,034+221,1291,1530.07%+24
ISHARES TR
CORE MSCI EAFE
11,34011,314-269901,0120.06%+22
ISHARES TR
US TREAS BD ETF
049,067+49,06701,1300.07%+1,130
ENTERPRISE PRODS PARTNERS L(EPD)08,298+8,29802660.02%+266
THERMO FISHER SCIENTIFIC INC(TMO)417382-352022210.01%+19
VISA INC(V)0959+95903360.02%+336
VANGUARD BD INDEX FDS07,396+7,39605830.04%+583
ISHARES TR03,800+3,80003590.02%+359
BERKSHIRE HATHAWAY INC DEL02,481+2,48101,2470.08%+1,247
GE AEROSPACE(GE)1,4381,447+94334460.03%+13
ISHARES TR06,849+6,84908850.05%+885
WHEATON PRECIOUS METALS CORP(WPM)1,8701,873+32092200.01%+11
TRANSOCEAN LTD(RIG)(Call)010,000+10,000041+41
TALKSPACE INC(TALK)011,190+11,1900410.00%+41
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,145+5,14502490.02%+249
INVESCO QQQ TR01,075+1,07506610.04%+661
ISHARES TR
MSCI USA QLT FCT
3,9363,902-347667750.05%+9
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