Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Willis Johnson & Associates, Inc. (CIK 1853239) reported $1.72B across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($343.3M, 19.99%), SPYG ($272.8M, 15.89%), VGK ($143.2M, 8.34%), VWO ($99.0M, 5.77%), VPL ($60.4M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $343.3M | 19.99% | 6.1M | Added |
| 2 | SPYG | SPDR SERIES TRUST | $272.8M | 15.89% | 2.8M | Added |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | $143.2M | 8.34% | 1.7M | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $99.0M | 5.77% | 1.8M | Added |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | $60.4M | 3.52% | 618,045 | New |
| 6 | MBB | ISHARES TR | $58.2M | 3.39% | 613,305 | Added |
| 7 | FRDM | EA SERIES TRUST | $47.0M | 2.73% | 859,157 | Trimmed |
| 8 | IJK | ISHARES TR | $46.7M | 2.72% | 464,283 | Trimmed |
| 9 | ITM | VANECK ETF TRUST | $43.8M | 2.55% | 944,147 | Added |
| 10 | IEI | ISHARES TR | $40.0M | 2.33% | 337,503 | Added |
| 11 | SCHO | SCHWAB STRATEGIC TR | $35.4M | 2.06% | 1.5M | Added |
| 12 | IJJ | ISHARES TR | $31.1M | 1.81% | 234,440 | Trimmed |
| 13 | SUB | ISHARES TR | $30.1M | 1.76% | 283,043 | Trimmed |
| 14 | TLT | ISHARES TR | $27.6M | 1.61% | 318,426 | Added |
| 15 | LQD | ISHARES TR | $24.9M | 1.45% | 228,225 | Added |
| 16 | SHEL | SHELL PLC | $24.7M | 1.44% | 265,162 | Added |
| 17 | IVV | ISHARES TR | $23.2M | 1.35% | 35,475 | Added |
| 18 | IEF | ISHARES TR | $22.9M | 1.33% | 239,754 | Trimmed |
| 19 | FLOT | ISHARES TR | $20.7M | 1.21% | 406,844 | Added |
| 20 | SPHY | SPDR SERIES TRUST | $15.9M | 0.93% | 681,993 | Added |
| 21 | IWD | ISHARES TR | $15.8M | 0.92% | 74,115 | Trimmed |
| 22 | BBCA | J P MORGAN EXCHANGE TRADED F | $14.7M | 0.86% | 156,777 | Added |
| 23 | BP | BP PLC | $13.7M | 0.80% | 290,545 | Trimmed |
| 24 | AAPL | APPLE INC | $13.7M | 0.80% | 53,833 | Added |
| 25 | XOM | EXXON MOBIL CORP | $13.6M | 0.79% | 80,390 | Added |
Source: SEC Form 13F filings · as of 2026-03-31