Willis Johnson & Associates, Inc. - Portfolio overview

Willis Johnson & Associates, Inc. has 215 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 19.95%
2. SPYG - SPDR SERIES TRUST, 15.85%
3. VGK - VANGUARD INTL EQUITY INDEX F, 8.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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