CIK 1844238
Johnson Bixby & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVLU | ISHARES TR | 29K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 15K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 20K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| SHYG | ISHARES TR | 22K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| IBDS | ISHARES TR | 35K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| KLAC | KLA CORP | 535 | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| DSI | ISHARES TR | 4K | $500K+ | SH |
| RLY | SSGA ACTIVE ETF TR | 18K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| IBDT | ISHARES TR | 21K | $500K+ | SH |
| KR | KROGER CO | 8K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| SUSB | ISHARES TR | 19K | $100K–$500K | SH |
| INTU | INTUIT | 725 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 481 | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| ICSH | ISHARES TR | 8K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 13K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| IBHF | ISHARES TR | 15K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 988 | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| IBDU | ISHARES TR | 14K | $100K–$500K | SH |
| IBDV | ISHARES TR | 14K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 521 | $100K–$500K | SH |