account_balance

Investment manager · 13F filer · SEC CIK 1853239

Willis Johnson Wealth, Inc.

Reported value$1.82Bas of Sep 30, 2026

Positions109 10 new, 3 sold out

Top 10 weight72.6%SPYV alone is 21%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYVSPDR Series Trust

21.4%

SPYGSPDR Series Trust

19.4%

VGKVanguard Intl Equity Index F

8.4%

VWOVanguard Intl Equity Index F

6.2%Added +3%

VPLVanguard Intl Equity Index F

3.7%

MBBiShares Tr

3.1%Added +2%

FRDMEa Series Trust

3.1%

IJKiShares Tr

2.8%

IEIiShares Tr

2.4%Added +4%

SCHOSchwab Strategic Tr

2.2%

IJJ1.8%

SUB1.7%

SPYVSPDR Series Trust

21.4%

SPYGSPDR Series Trust

19.4%

VGKVanguard Intl Equity Index F

8.4%

VWOVanguard Intl Equity Index F

6.2%+3%

VPL3.7%

MBB3.1%

FRDM3.1%

IJK2.8%

IEI

SCHO

IJJ

SUB

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

SPYV SPDR Series Trust 21.4% Held

SPYG SPDR Series Trust 19.4% Held

VGK Vanguard Intl Equity Index F 8.4% Held

VWO Vanguard Intl Equity Index F 6.2% Added +3%

VPL Vanguard Intl Equity Index F 3.7% Held

MBB iShares Tr 3.1% Added +2%

FRDM Ea Series Trust 3.1% Held

IJK iShares Tr 2.8% Held

IEI iShares Tr 2.4% Added +4%

SCHO Schwab Strategic Tr 2.2% Added +4%

IJJ iShares Tr 1.8% Held

SUB iShares Tr 1.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 13, 2026 filing

add_circleNew

HYMB $2.64M
PZA $1.52M
SMMU $443K
META $441K

arrow_upwardAdded

VTEB +809%
BBCA +9%
TLT +7%
SPY +6%

arrow_downwardTrimmed

HIMU −31%
ITM −31%
SHEL −19%
CVX −5%

remove_circleSold out

VUSB $301K
CAT $203K
IWR $202K

Willis Johnson Wealth, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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