Johnson Bixby & Associates, LLC
CIK 1844238
13F filing for Q2 2026・No. 2,762
- Holdings
- US$895.82M
- Quarter change
- +US$89.33M
- Entries
- 131
- Net bought (estimate)
- +US$16.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 7
- Cut 41
- Added 58
- Corporate actions 0
- Unchanged 21
Largest holdings
131 stocks worth US$895.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 2,140,742 | US$105.5M | 11.78% |
| ISHARES TRCORE S&P TTL STK | Added | 588,632 | US$96.69M | 10.79% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 1,430,786 | US$67.53M | 7.54% |
| CAPITAL GRP FIXED INCM ETF TCORE BOND ETF | Added | 2,357,491 | US$61.72M | 6.89% |
| ISHARES TRCORE UNIVRSL USD | Added | 1,025,312 | US$47.32M | 5.28% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 892,902 | US$47.11M | 5.26% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 596,046 | US$47.11M | 5.26% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Added | 679,070 | US$35.54M | 3.97% |
| ISHARES TRUS TREAS BD ETF | Added | 1,403,983 | US$31.98M | 3.57% |
| CAPITAL GROUP INTERNATIONALSHS | Added | 861,481 | US$31.35M | 3.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.