Johnson Bixby & Associates, LLC
Q3 2026 13F filing
Updated 5 days ago127 disclosed positions worth $915.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP DIVIDEND VALUE | $105.1M | 2.15M | 11.48% | — |
| 2 | E ISHARES TR | $98M | 589.2K | 10.70% | — |
| 3 | C CAPITAL GROUP GROWTH ETF | $67M | 1.41M | 7.31% | — |
| 4 | C CAPITAL GRP FIXED INCM ETF T | $65.4M | 2.62M | 7.14% | — |
| 5 | I INVESCO ACTIVELY MANAGED EXC | $60.2M | 1.21M | 6.58% | — |
| 6 | E ISHARES TR | $48.8M | 1.11M | 5.32% | — |
| 7 | S SCHWAB STRATEGIC TR | $48M | 892.5K | 5.24% | — |
| 8 | E BLACKROCK ETF TRUST II | $38.5M | 758.8K | 4.21% | — |
| 9 | E ISHARES TR | $32.5M | 1.49M | 3.55% | — |
| 10 | C CAPITAL GROUP INTERNATIONAL | $31.9M | 885.4K | 3.48% | — |
| 11 | D STATE STR SPDR DOW JONES IND | $26.2M | 51.5K | 2.86% | — |
| 12 | S SCHWAB STRATEGIC TR | $25.7M | 614.9K | 2.81% | — |
| 13 | A APPLE INC | $20.4M | 61.3K | 2.23% | — |
| 14 | S SCHWAB STRATEGIC TR | $20.3M | 644.6K | 2.21% | — |
| 15 | S SSGA ACTIVE ETF TR | $19.8M | 545.9K | 2.16% | — |
| 16 | C CAPITAL GROUP NEW GEOGRAPHY | $18.6M | 510.2K | 2.03% | — |
| 17 | C CAPITAL GROUP CORE BALANCED | $13.8M | 375.6K | 1.51% | — |
| 18 | V VANGUARD TAX-MANAGED FDS | $12.3M | 174.7K | 1.35% | — |
| 19 | S SCHWAB STRATEGIC TR | $11.2M | 319.2K | 1.22% | — |
| 20 | V VANGUARD INDEX FDS | $9.5M | 33.3K | 1.03% | — |
| 21 | V VANGUARD INDEX FDS | $9.1M | 116.5K | 1.00% | — |
| 22 | C CAPITAL GRP FIXED INCM ETF T | $8.9M | 422.0K | 0.98% | — |
| 23 | C CAPITAL GROUP GBL GROWTH EQT | $7.2M | 181.8K | 0.79% | — |
| 24 | E ISHARES TR | $6.5M | 64.4K | 0.71% | — |
| 25 | I INVESCO EXCHANGE TRADED FD T | $6.3M | 30.1K | 0.68% | — |
| 26 | V VANGUARD SCOTTSDALE FDS | $6.1M | 78.8K | 0.66% | — |
| 27 | C CAPITAL GROUP INTERNATIONAL | $5.7M | 155.9K | 0.62% | — |
| 28 | I INTEL CORP | $5.2M | 43.3K | 0.57% | — |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $4.5M | 9.1K | 0.49% | — |
| 30 | M MICROSOFT CORP | $4.5M | 8.7K | 0.49% | — |
| 31 | N NVIDIA CORPORATION | $3.9M | 17.0K | 0.42% | — |
| 32 | V VANGUARD INTL EQUITY INDEX F | $3.8M | 63.7K | 0.41% | — |
| 33 | E ISHARES TR | $3.1M | 29.6K | 0.34% | — |
| 34 | V VANGUARD INDEX FDS | $2.8M | 7.6K | 0.31% | — |
| 35 | ? N/A ISHARES TR | $2.8M | 55.3K | 0.31% | — |
| 36 | S SCHWAB STRATEGIC TR | $2.7M | 97.4K | 0.29% | — |
| 37 | B VANGUARD SPECIALIZED FUNDS | $2.1M | 9.1K | 0.23% | — |
| 38 | V VANGUARD WORLD FD | $2M | 15.0K | 0.22% | — |
| 39 | G SPDR GOLD TR | $2M | 5.3K | 0.22% | — |
| 40 | S SSGA ACTIVE ETF TR | $1.9M | 49.9K | 0.20% | — |
| 41 | E ISHARES TR | $1.8M | 8.0K | 0.19% | — |
| 42 | V VANGUARD WHITEHALL FDS | $1.7M | 18.5K | 0.19% | — |
| 43 | J JOHNSON & JOHNSON | $1.6M | 6.1K | 0.18% | — |
| 44 | ? N/A ISHARES TR | $1.6M | 37.5K | 0.17% | — |
| 45 | E ISHARES TR | $1.5M | 29.4K | 0.16% | — |
| 46 | V VANGUARD WORLD FD | $1.4M | 17.7K | 0.16% | — |
| 47 | S SCHWAB STRATEGIC TR | $1.4M | 37.5K | 0.15% | — |
| 48 | E ISHARES TR | $1.2M | 51.2K | 0.14% | — |
| 49 | V VANGUARD INDEX FDS | $1.2M | 3.5K | 0.13% | — |
| 50 | E ISHARES TR | $1.2M | 23.9K | 0.13% | — |