Johnson Bixby & Associates, LLC Portfolio Holdings

Johnson Bixby & Associates, LLC

  • $719 Million
  • Q3 2025

Johnson Bixby & Associates, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $719 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $132M, Ishares Core S&P Total U.S. St with a value of $103M, Capital Group Divid Value ETF with a value of $84.4M, Capital Group Growth ETF Shs C with a value of $59.1M, and Vanguard Sht Term Corp Bd ETF with a value of $35.2M.

Examining the 13F form we can see an increase of $46M in the current position value, from $673M to 719M.

Below you can find more details about Johnson Bixby & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $719 Million
ETFs: $677 Million
Technology: $20.7 Million
Financial Services: $6.29 Million
Consumer Cyclical: $3.28 Million
Communication Services: $2.72 Million
Consumer Defensive: $2.1 Million
Healthcare: $1.7 Million
Industrials: $1.7 Million
Other: $1.88 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $719 Million
  • Prior Value $673 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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