Willis Johnson & Associates, Inc. Diversified Active

Location: Houston, TX

CIK: 0001853239 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $1.795B (100.0% shares, 0.0% debt)

Holdings (102)

New Positions (2)

Increased Positions (18)

SPYV SPDR SERIES TRUST 21.2%
Value $380M (+10.7%) Shares 6,252,618 (+3.1%) Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 6.2%
Value $111M (+12.3%) Shares 1,863,216 (+1.7%) Est. Cost Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 1.4%
Value $24.8M (+68.1%) Shares 249,450 (+59.1%) Est. Cost Unrealized
SCHO SCHWAB STRATEGIC TR 2.2%
Value $38.88M (+9.9%) Shares 1,610,643 (+10.5%) Est. Cost Unrealized
ITM VANECK ETF TRUST 2.6%
Value $46.69M (+6.5%) Shares 993,572 (+5.2%) Est. Cost Unrealized
IEI ISHARES TR 2.4%
Value $42.59M (+6.4%) Shares 362,619 (+7.4%) Est. Cost Unrealized
LQD ISHARES TR 1.5%
Value $27.08M (+8.9%) Shares 248,319 (+8.8%) Est. Cost Unrealized
SPTL SPDR SERIES TRUST 0.2%
Value $3.14M (+187.4%) Shares 119,707 (+188.1%) Est. Cost Unrealized
TLT ISHARES TR 1.6%
Value $28.89M (+4.6%) Shares 334,257 (+5.0%) Est. Cost Unrealized
FLOT ISHARES TR 1.2%
Value $21.94M (+5.8%) Shares 429,723 (+5.6%) Est. Cost Unrealized
MLN VANECK ETF TRUST 0.8%
Value $13.58M (+9.6%) Shares 763,819 (+7.5%) Est. Cost Unrealized
IWF ISHARES TR 0.6%
Value $10.76M (+10.9%) Shares 86,673 (+280.9%) Est. Cost Unrealized
SUB ISHARES TR 1.7%
Value $30.96M (+2.7%) Shares 290,740 (+2.7%) Est. Cost Unrealized
HIMU BLACKROCK ETF TRUST II 0.5%
Value $8.59M (+8.0%) Shares 172,500 (+4.1%) Est. Cost Unrealized
MBB ISHARES TR 3.3%
Value $58.83M (+1.0%) Shares 622,437 (+1.5%) Est. Cost Unrealized
SPHY SPDR SERIES TRUST 0.9%
Value $16.38M (+3.0%) Shares 698,761 (+2.5%) Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $4.969M (-7.9%) Shares 57,691 (+367.1%) Est. Cost Unrealized
GOVT ISHARES TR 0.1%
Value $1.358M (+5.4%) Shares 59,601 (+6.0%) Est. Cost Unrealized

Exited Positions (97)

AGX ARGAN INC 0.1%
Value $2.179M Shares 4,000 Est. Cost Unrealized
BKV BKV CORP 0.1%
Value $2.054M Shares 72,015 Est. Cost Unrealized
NFLX NETFLIX INC. 0.1%
Value $1.172M Shares 12,184 Est. Cost Unrealized
DOV DOVER CORP 0.1%
Value $1.171M Shares 5,616 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $1.08M Shares 3,866 Est. Cost Unrealized
IEFA ISHARES TR 0.1%
Value $1.026M Shares 11,333 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $967K Shares 6,612 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $961K Shares 2,844 Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value $875K Shares 11,000 Est. Cost Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $826K Shares 3,153 Est. Cost Unrealized
META META PLATFORMS INC 0.0%
Value $825K Shares 1,442 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $796K Shares 6,714 Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $796K Shares 5,375 Est. Cost Unrealized
QUAL ISHARES TR 0.0%
Value $749K Shares 3,904 Est. Cost Unrealized
DGRO ISHARES TR 0.0%
Value $640K Shares 9,121 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $600K Shares 1,395 Est. Cost Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $593K Shares 29,961 Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $589K Shares 2,077 Est. Cost Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $587K Shares 7,491 Est. Cost Unrealized
AGG ISHARES TR 0.0%
Value $574K Shares 5,781 Est. Cost Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $558K Shares 12,259 Est. Cost Unrealized
OIH VANECK ETF TRUST 0.0%
Value $551K Shares 1,364 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $520K Shares 2,144 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $513K Shares 2,099 Est. Cost Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $496K Shares 8,401 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $490K Shares 8,000 Est. Cost Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $461K Shares 8,871 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $449K Shares 451 Est. Cost Unrealized
FXI ISHARES TR 0.0%
Value $445K Shares 12,382 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $441K Shares 1,420 Est. Cost Unrealized
SHY ISHARES TR 0.0%
Value $439K Shares 5,313 Est. Cost Unrealized
PFF ISHARES TR 0.0%
Value $431K Shares 14,215 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $430K Shares 3,260 Est. Cost Unrealized
ASML ASML HLDG NV 0.0%
Value $430K Shares 325 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $429K Shares 1,974 Est. Cost Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $395K Shares 8,647 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value $390K Shares 4,045 Est. Cost Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $389K Shares 1,287 Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $383K Shares 1,335 Est. Cost Unrealized
SYM SYMBOTIC INC 0.0%
Value $373K Shares 7,015 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $365K Shares 4,730 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $349K Shares 2,000 Est. Cost Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value $348K Shares 5,985 Est. Cost Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $348K Shares 4,544 Est. Cost Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $347K Shares 1,598 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $332K Shares 5,000 Est. Cost Unrealized
PWR QUANTA SVCS INC 0.0%
Value $323K Shares 588 Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $320K Shares 458 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $309K Shares 939 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $304K Shares 1,527 Est. Cost Unrealized
T AT&T INC 0.0%
Value $302K Shares 10,428 Est. Cost Unrealized
V VISA INC 0.0%
Value $301K Shares 997 Est. Cost Unrealized
IBTG ISHARES TR 0.0%
Value $296K Shares 12,925 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $295K Shares 1,531 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $295K Shares 3,805 Est. Cost Unrealized
EOG EOG RES INC 0.0%
Value $285K Shares 1,973 Est. Cost Unrealized
SGDJ SPROTT ETF TRUST 0.0%
Value $277K Shares 3,218 Est. Cost Unrealized
IAU ISHARES GOLD TR 0.0%
Value $277K Shares 3,140 Est. Cost Unrealized
MTUM ISHARES TR 0.0%
Value $275K Shares 1,146 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $271K Shares 1,845 Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $271K Shares 4,155 Est. Cost Unrealized
KLAC KLA CORP 0.0%
Value $270K Shares 184 Est. Cost Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value $269K Shares 2,658 Est. Cost Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $267K Shares 5,504 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $263K Shares 5,736 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $259K Shares 6,832 Est. Cost Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $255K Shares 5,310 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $250K Shares 4,973 Est. Cost Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $249K Shares 6,761 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $246K Shares 3,239 Est. Cost Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $245K Shares 1,870 Est. Cost Unrealized
IUSB ISHARES TR 0.0%
Value $240K Shares 5,192 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $237K Shares 1,208 Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value $233K Shares 655 Est. Cost Unrealized
XOP SPDR SERIES TRUST 0.0%
Value $231K Shares 1,269 Est. Cost Unrealized
COHR COHERENT CORP 0.0%
Value $224K Shares 941 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $224K Shares 1,228 Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $222K Shares 1,159 Est. Cost Unrealized
NET CLOUDFLARE INC 0.0%
Value $221K Shares 1,073 Est. Cost Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $219K Shares 5,623 Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $210K Shares 2,541 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $208K Shares 1,528 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $207K Shares 1,353 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $204K Shares 409 Est. Cost Unrealized
SLV ISHARES SILVER TR 0.0%
Value $204K Shares 3,000 Est. Cost Unrealized
IMTM ISHARES TR 0.0%
Value $204K Shares 4,255 Est. Cost Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $204K Shares 858 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $203K Shares 861 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $202K Shares 1,521 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $202K Shares 238 Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value $182K Shares 2,286 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $181K Shares 800 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $133K Shares 20,000 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $97,233 Shares 430 Est. Cost Unrealized
SLV ISHARES SILVER TR 0.0%
Value $63,030 Shares 925 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $21,211 Shares 3,199 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $6,923 Shares 104 Est. Cost Unrealized

Decreased Positions (66)

SHEL SHELL PLC 0.6%
Value $9.978M (-59.5%) Shares 128,680 (-51.5%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $263K (-98.1%) Shares 7,106 (-97.6%) Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $2.366M (-82.7%) Shares 17,302 (-78.5%) Est. Cost Unrealized
FRDM EA SERIES TRUST 3.2%
Value $57.39M (+22.2%) Shares 787,203 (-8.4%) Est. Cost Unrealized
IJK ISHARES TR 3.0%
Value $53.5M (+14.5%) Shares 455,280 (-1.9%) Est. Cost Unrealized
VPL VANGUARD INTL EQUITY INDEX F 3.7%
Value $66.49M (+10.1%) Shares 574,694 (-7.0%) Est. Cost Unrealized
AAPL APPLE INC 0.5%
Value $9.248M (-32.3%) Shares 31,960 (-40.6%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $3.733M (-42.9%) Shares 4,999 (-50.2%) Est. Cost Unrealized
IVV ISHARES TR 1.4%
Value $25.86M (+11.6%) Shares 34,525 (-2.7%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $3.203M (-45.5%) Shares 19,324 (-31.9%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $3.311M (-44.3%) Shares 16,549 (-51.4%) Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $846K (-72.7%) Shares 2,012 (-75.9%) Est. Cost Unrealized
IWD ISHARES TR 1.0%
Value $17.64M (+11.4%) Shares 72,762 (-1.8%) Est. Cost Unrealized
IVW ISHARES TR 0.8%
Value $15.06M (+11.5%) Shares 109,498 (-8.3%) Est. Cost Unrealized
AMZN AMAZON COM INC 0.1%
Value $915K (-61.6%) Shares 3,837 (-66.5%) Est. Cost Unrealized
MSFT MICROSOFT CORP 0.1%
Value $2.15M (-38.6%) Shares 5,763 (-39.1%) Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $573K (-66.8%) Shares 835 (-71.1%) Est. Cost Unrealized
EEM ISHARES TR 0.4%
Value $7.812M (+14.9%) Shares 114,189 (-4.6%) Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $1.449M (-33.7%) Shares 3,917 (-42.5%) Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $1.443M (-33.0%) Shares 27,168 (-22.7%) Est. Cost Unrealized
WMT WALMART INC 0.1%
Value $1.612M (-28.9%) Shares 14,235 (-22.0%) Est. Cost Unrealized
IEV ISHARES TR 0.8%
Value $14.11M (+4.4%) Shares 193,685 (-2.6%) Est. Cost Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value $2.76M (-17.3%) Shares 9,012 (-30.5%) Est. Cost Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $301K (-65.1%) Shares 6,042 (-65.1%) Est. Cost Unrealized
IJR ISHARES TR 0.1%
Value $923K (-36.7%) Shares 6,221 (-46.9%) Est. Cost Unrealized
BAC BANK OF AMER CORP 0.0%
Value $480K (-51.9%) Shares 8,432 (-58.9%) Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $314K (-61.1%) Shares 1,917 (-71.8%) Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value $7.911M (+6.6%) Shares 36,303 (-4.1%) Est. Cost Unrealized
GOOGL ALPHABET INC 0.1%
Value $910K (-33.6%) Shares 2,546 (-46.6%) Est. Cost Unrealized
SLB SLB LIMITED 0.0%
Value $220K (-63.7%) Shares 4,729 (-59.9%) Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value $5.611M (+7.1%) Shares 78,748 (-3.7%) Est. Cost Unrealized
MUB ISHARES TR 0.1%
Value $1.113M (-24.5%) Shares 10,345 (-25.5%) Est. Cost Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $1.706M (-17.2%) Shares 8,636 (-22.8%) Est. Cost Unrealized
IWM ISHARES TR 0.1%
Value $901K (-27.5%) Shares 2,999 (-40.1%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $816K (-29.3%) Shares 1,631 (-32.4%) Est. Cost Unrealized
IVE ISHARES TR 0.4%
Value $8.017M (-3.9%) Shares 35,308 (-10.7%) Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value $221K (-53.7%) Shares 184 (-64.5%) Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $367K (-41.0%) Shares 1,456 (-57.6%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $879K (-19.3%) Shares 2,686 (-27.5%) Est. Cost Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $2.181M (-8.4%) Shares 43,110 (-9.7%) Est. Cost Unrealized
IEMG ISHARES INC 0.3%
Value $5.31M (+3.5%) Shares 64,105 (-12.9%) Est. Cost Unrealized
IEUR ISHARES TR 0.2%
Value $3.254M (-5.1%) Shares 43,286 (-11.3%) Est. Cost Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $403K (-28.6%) Shares 7,295 (-28.4%) Est. Cost Unrealized
GOOG ALPHABET INC 0.1%
Value $1.563M (-9.1%) Shares 4,425 (-26.2%) Est. Cost Unrealized
IJH ISHARES TR 0.1%
Value $2.654M (-5.2%) Shares 34,425 (-17.0%) Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $203K (-41.4%) Shares 190 (-61.1%) Est. Cost Unrealized
IPAC ISHARES TR 0.1%
Value $2.285M (-5.1%) Shares 27,892 (-11.3%) Est. Cost Unrealized
AVGO BROADCOM INC 0.0%
Value $486K (-17.0%) Shares 1,286 (-32.0%) Est. Cost Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value $778K (-11.0%) Shares 31,533 (-10.1%) Est. Cost Unrealized
IWB ISHARES TR 0.1%
Value $1.03M (+9.5%) Shares 2,514 (-4.6%) Est. Cost Unrealized
CMBS ISHARES TR 0.0%
Value $790K (-10.2%) Shares 16,246 (-10.0%) Est. Cost Unrealized
PSN PARSONS CORP DEL 0.0%
Value $398K (-18.0%) Shares 7,593 (-15.2%) Est. Cost Unrealized
EMXC ISHARES INC 0.1%
Value $1.206M (+7.8%) Shares 11,790 (-17.1%) Est. Cost Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $296K (-22.7%) Shares 9,823 (-9.2%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $374K (-17.0%) Shares 643 (-71.0%) Est. Cost Unrealized
MEAR ISHARES U S ETF TR 0.2%
Value $3.592M (-2.0%) Shares 71,295 (-2.1%) Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $660K (-9.5%) Shares 20,643 (-5.1%) Est. Cost Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $517K (+15.2%) Shares 1,811 (-16.0%) Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $510K (-11.8%) Shares 693 (-30.8%) Est. Cost Unrealized
GE GE AEROSPACE 0.0%
Value $291K (-15.1%) Shares 779 (-35.6%) Est. Cost Unrealized
SMB VANECK ETF TRUST 0.2%
Value $3.542M (-0.9%) Shares 204,147 (-1.2%) Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $487K (-5.3%) Shares 17,568 (-15.4%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $289K (-6.6%) Shares 4,592 (-12.7%) Est. Cost Unrealized
MPC MARATHON PETE CORP 0.0%
Value $601K (-3.1%) Shares 2,352 (-7.4%) Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $1.088M (-1.6%) Shares 11,281 (-9.5%) Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $663K (+0.0%) Shares 565 (-25.7%) Est. Cost Unrealized

Unchanged Positions (16)