Willis Johnson & Associates, Inc.
RIA/Wealth
Willis Johnson & Associates, Inc. is a RIA/Wealth based in Houston, TX led by Willis Anthony Johnson, managing $1.6B across 185 long positions as of Q3 2025 with 93% ETF concentration, 66% concentrated in top 10 holdings, 18% allocation to SPYV, and minimal technology exposure.
CEOWillis Anthony Johnson
- Portfolio Value
- $1.6B
- Positions
- 185
- Top Holding
- SPYV at 17.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Willis Johnson & Associates, Inc.'s portfolio (66.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $288.8M | 17.89% | +$45.7M Bought | — 5.2M shares | |
ETF ETF | $268.2M | 16.61% | +$13.0M Bought | — 2.6M shares | |
ETF ETF | $129.6M | 8.03% | +$2.9M Bought | — 1.6M shares | |
ETF ETF | $92.3M | 5.72% | +$4.0M Bought | — 1.7M shares | |
ETF ETF | $60.1M | 3.72% | +$4.9M Bought | — 631.3K shares | |
ETF ETF | $53.7M | 3.33% | -$11.9M Sold | — 559.8K shares | |
ETF ETF | $53.6M | 3.32% | +$919.9K Bought | — 610.5K shares | |
ETF ETF | $44.5M | 2.76% | +$1.0M Bought | — 1.0M shares | |
ETF ETF | $43.7M | 2.71% | -$17.3M Sold | — 337.1K shares | |
ETF ETF | $34.2M | 2.12% | +$2.0M Bought | — 354.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Willis Johnson & Associates, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Willis Johnson & Associates, Inc.
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