StockDriftsStockDriftsTop 50 Willis Johnson & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 21.17% | 6.25M | $380.1M | +3.05%(+185.29K) | $45.66(+38.88%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 18.65% | 2.81M | $334.7M | +0.96%(+26.75K) | $68.63(+79.04%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 8.58% | 1.74M | $154.1M | +0.18%(+3.21K) | $65.38(+41.02%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.19% | 1.86M | $111.2M | +1.70%(+31.06K) | $47.34(+27.56%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 3.7% | 574.7K | $66.5M | -7.01%(-43.35K) | $77.14(+48.73%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.28% | 622.4K | $58.8M | +1.49%(+9.13K) | $98.66(-5.60%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.2% | 787.2K | $57.4M | -8.37%(-71.95K) | $35.76(+91.31%) | 2026-06-30 | |
| IJK | ISHARES TR | 2.98% | 455.3K | $53.5M | -1.94%(-9.00K) | $70.88(+68.16%) | 2026-06-30 | |
| ITM | VANECK ETF TRUST | 2.6% | 993.6K | $46.7M | +5.23%(+49.42K) | $46.20(+0.18%) | 2026-06-30 | |
| IEI | ISHARES TR | 2.37% | 362.6K | $42.6M | +7.44%(+25.12K) | $122.01(-4.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.62% | +42.85% | +6.44% | +36.62% |
| Top 20 Holdings Unweighted | +8.56% | +27.96% | +3.81% | +20.56% |
Willis Johnson & Associates INC reports $1.80B in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (21.2%), SPYG (18.6%) and VGK (8.6%). The top 20 holdings account for 87.93% of reported assets. Its disclosed equity book has returned +42.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Willis Johnson & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1853239). View Willis Johnson & Associates INC’s 13F filings on SEC