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Willis Johnson Wealth, Inc.
Updated 2 days agoManaged by Willis Johnson Wealth, Inc. • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.6B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.7B |
| Q2 2026 | $1.8B |
| Q3 2026 | $1.8B |
Top holdings
109 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $389.8M | 6.38M | 21.42% | — | |
| 2 | $353M | 2.87M | 19.40% | — | |
| 3 | $152M | 1.75M | 8.35% | — | |
| 4 | $113.5M | 1.91M | 6.24% | — | |
| 5 | $66.8M | 576.6K | 3.67% | — | |
| 6 | $57.1M | 637.1K | 3.14% | — | |
| 7 | $55.9M | 798.3K | 3.07% | — | |
| 8 | $50.1M | 457.0K | 2.75% | — | |
| 9 | $42.8M | 377.7K | 2.35% | — | |
| 10 | $39.9M | 1.67M | 2.19% | — | |
| 11 | $32.5M | 235.8K | 1.78% | — | |
| 12 | $31.5M | 301.4K | 1.73% | — | |
| 13 | $30.4M | 690.4K | 1.67% | — | |
| 14 | $27.9M | 359.2K | 1.54% | — | |
| 15 | $27.2M | 271.0K | 1.49% | — | |
| 16 | $26.7M | 261.3K | 1.47% | — | |
| 17 | $26.4M | 34.5K | 1.45% | — | |
| 18 | $22.3M | 249.3K | 1.22% | — | |
| 19 | $22.3M | 436.2K | 1.22% | — | |
| 20 | $18.6M | 392.0K | 1.02% | — |