13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Family Office›Willis Johnson & Associates, Inc.
DOSSIER · 13F-HR · Q1 2026

Willis Johnson & Associates, Inc.

Willis Johnson & Associates's family office based in San Francisco, CA — $1.7B in tracked AUM across 197 positions as of Q1 2026.

WJ
Willis Johnson & Associates·San Francisco, CA·Family Office
CIK 0001853239 · last filed Mar 31, 2026
Total AUM
$1.7B
▼ 18.8%
vs prior
Holdings
197
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Willis Johnson & Associates, Inc. has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 107.4%, growing from approximately $782.72 million to $1.62 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows or a consolidation of reporting entities. The portfolio consists of 185 holdings, indicating a high degree of ...

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
SPYV
SPDR SERIES TRUST
$343M6.1M20.0%
02
SPYG
SPDR SERIES TRUST
$273M2.8M15.9%
03
VGK
VANGUARD INTL EQUITY INDEX F
$143M1.7M8.3%
04
VWO
VANGUARD INTL EQUITY INDEX F
$99M1.8M5.8%
05
VPL
VANGUARD INTL EQUITY INDEX F
$60M618K3.5%
06
MBB
ISHARES TR
$58M613K3.4%
07
FRDM
EA SERIES TRUST
$47M859K2.7%
08
IJK
ISHARES TR
$47M464K2.7%
09
ITM
VANECK ETF TRUST
$44M944K2.6%
10
IEI
ISHARES TR
$40M338K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Willis
haiku-4-5 · 197 positions indexed
Sector mix
  • Tech17%
  • Cons. Disc.39%
  • Communications7%
  • Industrials9%
  • Energy4%
  • Other24%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market