# EDGAR Filing Document

**Accession Number:** 0001844238
**File Stem:** 0001844238-26-000001
**Filing Date:** 2026-1
**Character Count:** 16151
**Document Hash:** 9fb81f947e5b4d573fe9d65e5cf3b442
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001844238-26-000001.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001844238-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Johnson Bixby & Associates, LLC
- **CENTRAL INDEX KEY:** 0001844238

**ORGANIZATION NAME:**
- **EIN:** 911938373
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20639
- **FILM NUMBER:** 26532788

**BUSINESS ADDRESS:**
- **STREET 1:** 275 WEST THIRD STREET
- **STREET 2:** SUITE 600
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98660
- **BUSINESS PHONE:** 360-695-1795

**MAIL ADDRESS:**
- **STREET 1:** 275 WEST THIRD STREET
- **STREET 2:** SUITE 600
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Johnson Bixby  Associates LLC<br>**Address:** 275 WEST THIRD STREET<br>SUITE 600<br>VANCOUVER, WA 98660

**Form 13F File Number:** 028-20639

**CRD Number (if applicable):** 000310839

**SEC File Number (if applicable):** 801-119645

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heidi Johnson Bixby<br>**Title:** Owner  CCO<br>**Phone:** 360-695-1795

**Signature, Place, and Date of Signing:**

/s/Heidi Johnson Bixby  Vancouver, WA  01-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 123

**Form 13F Information Table Value Total:** $806802041

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 556514 | 1778 | SH |  | SOLE |  | 0 | 0 | 1778 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 994131 | 3168 | SH |  | SOLE |  | 0 | 0 | 3168 |
| AMAZON COM INC | COM | 023135106 |  | 670070 | 2903 | SH |  | SOLE |  | 0 | 0 | 2903 |
| APPLE INC | COM | 037833100 |  | 10548399 | 38801 | SH |  | SOLE |  | 0 | 0 | 38801 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754800 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5173776 | 10293 | SH |  | SOLE |  | 0 | 0 | 10293 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 26699640 | 505962 | SH |  | SOLE |  | 0 | 0 | 505962 |
| BROADCOM INC | COM | 11135F101 |  | 341947 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 11193790 | 316835 | SH |  | SOLE |  | 0 | 0 | 316835 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 90384010 | 2071128 | SH |  | SOLE |  | 0 | 0 | 2071128 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 6791781 | 196011 | SH |  | SOLE |  | 0 | 0 | 196011 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 62024843 | 1394757 | SH |  | SOLE |  | 0 | 0 | 1394757 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 |  | 32159577 | 923595 | SH |  | SOLE |  | 0 | 0 | 923595 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 14906073 | 466836 | SH |  | SOLE |  | 0 | 0 | 466836 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 54227567 | 2044780 | SH |  | SOLE |  | 0 | 0 | 2044780 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 20000775 | 883426 | SH |  | SOLE |  | 0 | 0 | 883426 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 364264 | 13304 | SH |  | SOLE |  | 0 | 0 | 13304 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 |  | 202332 | 7779 | SH |  | SOLE |  | 0 | 0 | 7779 |
| CATERPILLAR INC | COM | 149123101 |  | 298465 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| CHEVRON CORP NEW | COM | 166764100 |  | 317401 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| CISCO SYS INC | COM | 17275R102 |  | 206705 | 2683 | SH |  | SOLE |  | 0 | 0 | 2683 |
| COCA COLA CO | COM | 191216100 |  | 390727 | 5589 | SH |  | SOLE |  | 0 | 0 | 5589 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 250822 | 710 | SH |  | SOLE |  | 0 | 0 | 710 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 414358 | 481 | SH |  | SOLE |  | 0 | 0 | 481 |
| ECOLAB INC | COM | 278865100 |  | 262520 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 496727 | 4128 | SH |  | SOLE |  | 0 | 0 | 4128 |
| GE AEROSPACE | COM NEW | 369604301 |  | 398641 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| GE VERNOVA INC | COM | 36828A101 |  | 212419 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| HOME DEPOT INC | COM | 437076102 |  | 385736 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| HONEYWELL INTL INC | COM | 438516106 |  | 245033 | 1256 | SH |  | SOLE |  | 0 | 0 | 1256 |
| INTEL CORP | COM | 458140100 |  | 2032784 | 55089 | SH |  | SOLE |  | 0 | 0 | 55089 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 346925 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| INTUIT | COM | 461202103 |  | 480255 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 14704446 | 292626 | SH |  | SOLE |  | 0 | 0 | 292626 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 6011968 | 31384 | SH |  | SOLE |  | 0 | 0 | 31384 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 930414 | 21703 | SH |  | SOLE |  | 0 | 0 | 21703 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 23551607 | 231648 | SH |  | SOLE |  | 0 | 0 | 231648 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 216505 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 1182642 | 20582 | SH |  | SOLE |  | 0 | 0 | 20582 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 221183 | 2470 | SH |  | SOLE |  | 0 | 0 | 2470 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 433353 | 6566 | SH |  | SOLE |  | 0 | 0 | 6566 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 375629 | 3126 | SH |  | SOLE |  | 0 | 0 | 3126 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 102533310 | 689578 | SH |  | SOLE |  | 0 | 0 | 689578 |
| ISHARES TR | CORE S ETF | 464287200 |  | 932252 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 43209637 | 928441 | SH |  | SOLE |  | 0 | 0 | 928441 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 413303 | 4138 | SH |  | SOLE |  | 0 | 0 | 4138 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 |  | 1301624 | 29643 | SH |  | SOLE |  | 0 | 0 | 29643 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 481377 | 19072 | SH |  | SOLE |  | 0 | 0 | 19072 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 576514 | 4475 | SH |  | SOLE |  | 0 | 0 | 4475 |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 |  | 15849086 | 131212 | SH |  | SOLE |  | 0 | 0 | 131212 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 525951 | 20662 | SH |  | SOLE |  | 0 | 0 | 20662 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 345351 | 14963 | SH |  | SOLE |  | 0 | 0 | 14963 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 840432 | 34614 | SH |  | SOLE |  | 0 | 0 | 34614 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 319159 | 14461 | SH |  | SOLE |  | 0 | 0 | 14461 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 247983 | 11725 | SH |  | SOLE |  | 0 | 0 | 11725 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 328310 | 14027 | SH |  | SOLE |  | 0 | 0 | 14027 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 1226885 | 50635 | SH |  | SOLE |  | 0 | 0 | 50635 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 3195221 | 60424 | SH |  | SOLE |  | 0 | 0 | 60424 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 1089638 | 28637 | SH |  | SOLE |  | 0 | 0 | 28637 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1636273 | 8238 | SH |  | SOLE |  | 0 | 0 | 8238 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4995626 | 46640 | SH |  | SOLE |  | 0 | 0 | 46640 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 793145 | 3771 | SH |  | SOLE |  | 0 | 0 | 3771 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 2838573 | 26603 | SH |  | SOLE |  | 0 | 0 | 26603 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 1836599 | 36397 | SH |  | SOLE |  | 0 | 0 | 36397 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 409403 | 8094 | SH |  | SOLE |  | 0 | 0 | 8094 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 24710479 | 1073202 | SH |  | SOLE |  | 0 | 0 | 1073202 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 998991 | 19782 | SH |  | SOLE |  | 0 | 0 | 19782 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 565281 | 11097 | SH |  | SOLE |  | 0 | 0 | 11097 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1222687 | 5908 | SH |  | SOLE |  | 0 | 0 | 5908 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 208799 | 648 | SH |  | SOLE |  | 0 | 0 | 648 |
| KLA CORP | COM NEW | 482480100 |  | 650068 | 535 | SH |  | SOLE |  | 0 | 0 | 535 |
| KROGER CO | COM | 501044101 |  | 523834 | 8384 | SH |  | SOLE |  | 0 | 0 | 8384 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 562775 | 1814 | SH |  | SOLE |  | 0 | 0 | 1814 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 238628 | 418 | SH |  | SOLE |  | 0 | 0 | 418 |
| MCDONALDS CORP | COM | 580135101 |  | 488702 | 1599 | SH |  | SOLE |  | 0 | 0 | 1599 |
| MERCK  CO INC | COM | 58933Y105 |  | 445355 | 4231 | SH |  | SOLE |  | 0 | 0 | 4231 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1419967 | 2151 | SH |  | SOLE |  | 0 | 0 | 2151 |
| MICROSOFT CORP | COM | 594918104 |  | 4021239 | 8315 | SH |  | SOLE |  | 0 | 0 | 8315 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 303733 | 1052 | SH |  | SOLE |  | 0 | 0 | 1052 |
| NORTHWEST NAT HLDG CO | COM | 66765N105 |  | 205606 | 4399 | SH |  | SOLE |  | 0 | 0 | 4399 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 441805 | 9807 | SH |  | SOLE |  | 0 | 0 | 9807 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1353627 | 7258 | SH |  | SOLE |  | 0 | 0 | 7258 |
| ORACLE CORP | COM | 68389X105 |  | 627610 | 3220 | SH |  | SOLE |  | 0 | 0 | 3220 |
| PFIZER INC | COM | 717081103 |  | 231819 | 9310 | SH |  | SOLE |  | 0 | 0 | 9310 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 |  | 232119 | 4837 | SH |  | SOLE |  | 0 | 0 | 4837 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 435663 | 3040 | SH |  | SOLE |  | 0 | 0 | 3040 |
| RIVERVIEW BANCORP INC | COM | 769397100 |  | 118141 | 23534 | SH |  | SOLE |  | 0 | 0 | 23534 |
| RTX CORPORATION | COM | 75513E101 |  | 211460 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1303864 | 39813 | SH |  | SOLE |  | 0 | 0 | 39813 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 19253634 | 533933 | SH |  | SOLE |  | 0 | 0 | 533933 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 38490513 | 851372 | SH |  | SOLE |  | 0 | 0 | 851372 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 2467512 | 90684 | SH |  | SOLE |  | 0 | 0 | 90684 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 6763093 | 214633 | SH |  | SOLE |  | 0 | 0 | 214633 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2469953 | 102743 | SH |  | SOLE |  | 0 | 0 | 102743 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 244617 | 9326 | SH |  | SOLE |  | 0 | 0 | 9326 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 264479 | 9642 | SH |  | SOLE |  | 0 | 0 | 9642 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 24870344 | 51752 | SH |  | SOLE |  | 0 | 0 | 51752 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1935182 | 4883 | SH |  | SOLE |  | 0 | 0 | 4883 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 882964 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 348378 | 4223 | SH |  | SOLE |  | 0 | 0 | 4223 |
| SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 |  | 4068895 | 101091 | SH |  | SOLE |  | 0 | 0 | 101091 |
| SSGA ACTIVE ETF TR | STATE STREET MUL | 78467V103 |  | 566305 | 18007 | SH |  | SOLE |  | 0 | 0 | 18007 |
| STARBUCKS CORP | COM | 855244109 |  | 233009 | 2767 | SH |  | SOLE |  | 0 | 0 | 2767 |
| TAYLOR DEVICES INC | COM | 877163105 |  | 233840 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| TESLA INC | COM | 88160R101 |  | 980839 | 2181 | SH |  | SOLE |  | 0 | 0 | 2181 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 309246 | 2787 | SH |  | SOLE |  | 0 | 0 | 2787 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 7086080 | 24416 | SH |  | SOLE |  | 0 | 0 | 24416 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7593024 | 29436 | SH |  | SOLE |  | 0 | 0 | 29436 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3102542 | 9254 | SH |  | SOLE |  | 0 | 0 | 9254 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3251747 | 60486 | SH |  | SOLE |  | 0 | 0 | 60486 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1098736 | 21848 | SH |  | SOLE |  | 0 | 0 | 21848 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 287185 | 4792 | SH |  | SOLE |  | 0 | 0 | 4792 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 40886094 | 512807 | SH |  | SOLE |  | 0 | 0 | 512807 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2376008 | 10811 | SH |  | SOLE |  | 0 | 0 | 10811 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10548350 | 168855 | SH |  | SOLE |  | 0 | 0 | 168855 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 342218 | 2384 | SH |  | SOLE |  | 0 | 0 | 2384 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 1833741 | 20052 | SH |  | SOLE |  | 0 | 0 | 20052 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1042711 | 14559 | SH |  | SOLE |  | 0 | 0 | 14559 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1927619 | 15936 | SH |  | SOLE |  | 0 | 0 | 15936 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 208673 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| WALMART INC | COM | 931142103 |  | 250338 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 439420 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| WILLIAMS COS INC | COM | 969457100 |  | 335294 | 5578 | SH |  | SOLE |  | 0 | 0 | 5578 |

---