SEC Form 13F · Q1 2026

Willis Johnson & Associates, Inc.

Institutional Holdings Report

13F-HRTX
$1.7B
Portfolio Value
197
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Willis Johnson & Associates, Inc.
CIK
1853239
Accession No.
0001853239-26-000003
Location
Houston, TX
Form Type
13F-HR
Portfolio Value
$1.7B
Holdings Reported
197
Reporting Period
Q1 2026
Filed
April 23, 2026

About this Filing

Willis Johnson & Associates, Inc. is an institutional investment manager based in Houston, TX reporting approximately $1.7B in 13(f) securities across 197 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.