Johnson Bixby & Associates, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 127 holdings, managed by Owner and Chief Compliance Officer Heidi Johnson Bixby. The firm is headquartered at 275 West Third Street, Suite 600, in Vancouver, Washington.
The portfolio is heavily weighted toward exchange-traded funds, with several funds holding significant shares. The top individual stock positions include Apple Inc., with 61,277 shares; Intel Corporation, with 43,289 shares; and NVIDIA Corporation, with 17,017 shares. Other notable individual holdings include Microsoft Corporation (8,729 shares), Johnson & Johnson (6,095 shares), and Berkshire Hathaway Inc. Class B (9,064 shares).
The filing also lists a diverse array of ETFs, including iShares Core S&P 500 ETF (1,439 shares), Vanguard S&P 500 ETF Shares (571 shares), and Schwab Strategic Trust Fundamental US Large Cap ETF (644,605 shares). The total number of securities listed in the filing is 127.
