account_balance

Investment manager · 13F filer · SEC CIK 1844238

Johnson Bixby & Associates, LLC

Reported value$916Mas of Sep 30, 2026
Positions127 4 new, 8 sold out
Top 10 weight65.0%CGDV alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGDV Capital Group Dividend Value 11.5% Held
ITOT iShares Tr 10.7% Held
CGGR Capital Group Growth ETF 7.3% Held
CGCB Capital GRP Fixed Incm ETF T 7.1% Added +11%
GSY Invesco Actively Managed Exc 6.6% Added +306%
IUSB iShares Tr 5.3% Added +8%
FNDF Schwab Strategic Tr 5.2% Held
BINC BlackRock ETF Trust II 4.2% Added +12%
GOVT iShares Tr 3.5% Added +6%
CGIC Capital Group International 3.5% Added +3%
DIA SPDR Dow Jones Industrial Average ETF Trust 2.9% Held
FNDE Schwab Strategic Tr 2.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VCSH −87%
  • CGCP −34%
  • TOTL −15%
  • BRK-B −6%
remove_circleSold out
  • IBHF $342K
  • VGIT $220K
  • SBUX $220K
  • MU $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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