—

Johnson Bixby & Associates, LLC

Q2 2026 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    131

  • Value ($000)

    $895,819

  • Date Filed
    07/16/2026
  • Form type
    13F-HR
  • CIK
    0001844238
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$105.5M
12 %

2,140,742

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$96.69M
11 %

588,632

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREAT UNIT
14020G101
$67.53M
8 %

1,430,786

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$61.72M
7 %

2,357,491

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$47.32M
5 %

1,025,312

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$47.11M
5 %

892,902

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$47.11M
5 %

596,046

B
BINC

BLACKROCK ETF TRUST II

ISHA FLEX IN ETF
092528603
$35.54M
4 %

679,070

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$31.98M
4 %

1,403,983

C
CGIC

CAPITAL GROUP INTERNATIONAL

SHS
14021T102
$31.35M
4 %

861,481

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 131