Willis Johnson & Associates, Inc.

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
1,795,351
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 102 1,795,351 13F-HR Willis Johnson & Associates, Inc.
Q1 2026 4/23/2026 197 1,717,312 13F-HR Willis Johnson & Associates, Inc.
Q4 2025 1/22/2026 185 1,623,025 13F-HR Willis Johnson & Associates, Inc.
Q3 2025 11/6/2025 191 1,616,595 13F-HR Willis Johnson & Associates, Inc.
Q2 2025 8/13/2025 167 1,472,012 13F-HR Willis Johnson & Associates, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 101.4 K 5.6% 0 70.38 K -70.38 K
ETFs 1.672 M 93.1% 150.7 K 0 150.7 K
Debt 21.94 K 1.2% 325 0 325
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,795,351
Holdings
102
QoQ value change ($000)
78,039 (4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.