Heidi Johnson Bixby

Johnson Bixby & Associates, Llc

Assets Managed

$895.819M

Holdings

131

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

11.08%(2Q avg: 5.52%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Johnson Bixby & Associates, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Johnson Bixby & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 895.819M in assets, with a quarterly growth rate of 11.08% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Heidi Johnson Bixby, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CGDV Cap Group Dividend Value Recent Activity Increased 1.48%	11.78%	$105.496M 2.141M shares@ $49.28 avg price	Increased 1.48%
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 0.28%	10.8%	$96.695M 588,632 shares@ $164.27 avg price	Increased 0.28%
CGGR Cap Group Growth Equity Recent Activity Increased 0.47%	7.54%	$67.533M 1.431M shares@ $47.2 avg price	Increased 0.47%
CGCB Cap Group Core Bond Recent Activity Increased 7.95%	6.89%	$61.719M 2.357M shares@ $26.19 avg price	Increased 7.95%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 5.22%	5.29%	$47.318M 1.025M shares@ $46.15 avg price	Increased 5.22%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 1.98%	5.26%	$47.109M 892,902 shares@ $52.76 avg price	Increased 1.98%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 0.44%	5.26%	$47.106M 596,046 shares@ $79.04 avg price	Increased 0.44%
BINC Ishares Flex I A Etf-usd Inc Recent Activity Increased 22.25%	3.97%	$35.543M 679,070 shares@ $52.34 avg price	Increased 22.25%
GOVT Ishares Us Treasury Bond Etf Recent Activity Increased 28%	3.58%	$31.983M 1.404M shares@ $22.78 avg price	Increased 28%
CGIC Cap Group Intl Core Eq Recent Activity Increased 4.32%	3.5%	$31.349M 861,481 shares@ $36.4 avg price	Increased 4.32%

1-10 of 131