Johnson Bixby & Associates, LLC: 13F holdings
CIK 18442382026Q2
| Positions | 131 |
|---|
| Reported value | $895.8m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 131 (+4 vs prior quarter) |
|---|
| Reported value | $895.8m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 2,140,742 | $105.5m | 11.8% |
| ITOT ISHARES TR | 588,632 | $96.7m | 10.8% |
| CGGR CAPITAL GROUP GROWTH ETF | 1,430,786 | $67.5m | 7.5% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 2,357,491 | $61.7m | 6.9% |
| IUSB ISHARES TR | 1,025,312 | $47.3m | 5.3% |
| EWU SCHWAB STRATEGIC TR | 892,902 | $47.1m | 5.3% |
| VCSH VANGUARD SCOTTSDALE FDS | 596,046 | $47.1m | 5.3% |
| BINC BLACKROCK ETF TRUST II | 679,070 | $35.5m | 4.0% |
| GOVT ISHARES TR | 1,403,983 | $32.0m | 3.6% |
| CGIC CAPITAL GROUP INTERNATIONAL | 861,481 | $31.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844238")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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