Willis Johnson Wealth, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,819,658
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 109 | 1,819,658 | 13F-HR | Willis Johnson Wealth, Inc. |
| 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 | 106.7 K | 5.9% | 5.259 K | 0 | 5.259 K |
| ETFs | 1.691 M | 92.9% | 18.72 K | 0 | 18.72 K |
| Debt | 22.27 K | 1.2% | 329 | 0 | 329 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
1,819,658
Holdings
109
QoQ value change ($000)
24,307
(1.4%)
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.