Willis Johnson & Associates, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,623,025
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
1.688 K
(0.1% of total reported value)
· QoQ Δ:
-865
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 967.3 K | 59.7% | 73.34 K | 0 | 73.34 K |
| ETFs | 631.9 K | 39.0% | 0 | 60.5 K | -60.5 K |
| Debt | 22.13 K | 1.4% | 0 | 5.552 K | -5.552 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
1,623,025
Holdings
185
QoQ value change ($000)
6,430
(0.4%)
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.