DOSSIER · 13F-HR · Q1 2026

Johnson Bixby & Associates, LLC

Johnson Bixby & Associates's holding co. based in Stamford, CT — $806M in tracked AUM across 127 positions as of Q1 2026.

JB

Johnson Bixby & Associates·Stamford, CT·Holding Co.

CIK 0001844238 · last filed Mar 31, 2026

Total AUM

$806M

▲ 17.5%

vs prior

Holdings

127

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

26% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Johnson Bixby & Associates, LLC 13F Filing

Portfolio Overview

Johnson Bixby & Associates, LLC manages a portfolio valued at approximately $806.8 million as of December 31, 2025, representing a significant asset growth of 67.7% from the previous quarter's $481.19 million. The portfolio comprises 123 holdings, displaying a high degree of diversification. The investment strategy appears to be a "core-satellite" approach or an Outsourced Chief Investment O...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

CAPITAL GROUP DIVIDEND VALUE

$90M2.1M11.1%

02

ISHARES TR

$84M587K10.4%

03

CAPITAL GRP FIXED INCM ETF T

$57M2.2M7.1%

04

CAPITAL GROUP GROWTH ETF

$57M1.4M7.1%

05

VANGUARD SCOTTSDALE FDS

$47M593K5.8%

06

ISHARES TR

$45M975K5.6%

07

SCHWAB STRATEGIC TR

$43M876K5.3%

08

BLACKROCK ETF TRUST II

$29M556K3.6%

09

CAPITAL GROUP INTERNATIONAL

$27M826K3.4%

10

ISHARES TR

$25M1.1M3.1%

Filing history

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