# EDGAR Filing Document

**Accession Number:** 0001674836
**File Stem:** 0001674836-26-000001
**Filing Date:** 2026-1
**Character Count:** 14445
**Document Hash:** 8106d45a19de111fff634bfaf6693e71
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001674836-26-000001.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0001674836-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**EFFECTIVENESS DATE**: 20260112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LEE JOHNSON CAPITAL MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001674836

**ORGANIZATION NAME:**
- **EIN:** 262503106
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21530
- **FILM NUMBER:** 26525193

**BUSINESS ADDRESS:**
- **STREET 1:** 6300 RIDGLEA PLACE
- **STREET 2:** SUITE 1020
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76116
- **BUSINESS PHONE:** 817-738-1451

**MAIL ADDRESS:**
- **STREET 1:** 6300 RIDGLEA PLACE
- **STREET 2:** SUITE 1020
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76116

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Lee Johnson Capital Management LLC
- **DATE OF NAME CHANGE:** 20160517

### 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:** LEE JOHNSON CAPITAL MANAGEMENT LLC<br>**Address:** 6300 RIDGLEA PLACE<br>SUITE 1020<br>FORT WORTH, TX 76116

**Form 13F File Number:** 028-21530

**CRD Number (if applicable):** 000115009

**SEC File Number (if applicable):** 801-62355

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:** Dane Petty<br>**Title:** Chief Compliance Officer<br>**Phone:** 817-738-1451

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

/s/Dane Petty  Fort Worth, TX  01-12-2026<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:** 95

**Form 13F Information Table Value Total:** $291542576

      (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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG001S77MK3 | 3390600 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 656092 | 4476 | SH |  | SOLE |  | 0 | 0 | 4476 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 5152919 | 16463 | SH |  | SOLE |  | 0 | 0 | 16463 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 6592219 | 28560 | SH |  | SOLE |  | 0 | 0 | 28560 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 6044983 | 16340 | SH |  | SOLE |  | 0 | 0 | 16340 |
| AMPHENOL CORP NEW | CL A | 032095101 | BBG001S5NSK6 | 6000216 | 44400 | SH |  | SOLE |  | 0 | 0 | 44400 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | BBG01HGVLP60 | 1143520 | 13409 | SH |  | SOLE |  | 0 | 0 | 13409 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2073972 | 7629 | SH |  | SOLE |  | 0 | 0 | 7629 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | BBG001S5ND74 | 2464366 | 42866 | SH |  | SOLE |  | 0 | 0 | 42866 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 1250681 | 9545 | SH |  | SOLE |  | 0 | 0 | 9545 |
| AXON ENTERPRISE INC | COM | 05464C101 | BBG001SB2HG5 | 247617 | 436 | SH |  | SOLE |  | 0 | 0 | 436 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 385385 | 7007 | SH |  | SOLE |  | 0 | 0 | 7007 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1901310 | 3783 | SH |  | SOLE |  | 0 | 0 | 3783 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 | BBG001SBD1J5 | 1779737 | 65552 | SH |  | SOLE |  | 0 | 0 | 65552 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 4922926 | 14224 | SH |  | SOLE |  | 0 | 0 | 14224 |
| CAMECO CORP | COM | 13321L108 | BBG001S5Y5S6 | 788552 | 8619 | SH |  | SOLE |  | 0 | 0 | 8619 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | BBG001S5Q5M1 | 762857 | 2423 | SH |  | SOLE |  | 0 | 0 | 2423 |
| CELESTICA INC | COM | 15101Q207 | BBG001S9CXM7 | 485687 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 2537753 | 32945 | SH |  | SOLE |  | 0 | 0 | 32945 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 4818952 | 55036 | SH |  | SOLE |  | 0 | 0 | 55036 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 5064952 | 10805 | SH |  | SOLE |  | 0 | 0 | 10805 |
| CSX CORP | COM | 126408103 | BBG001S5Q7Q3 | 537878 | 14838 | SH |  | SOLE |  | 0 | 0 | 14838 |
| ENTERGY CORP NEW | COM | 29364G103 | BBG001S67KF5 | 2719753 | 29425 | SH |  | SOLE |  | 0 | 0 | 29425 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 880989 | 7321 | SH |  | SOLE |  | 0 | 0 | 7321 |
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 5303753 | 20303 | SH |  | SOLE |  | 0 | 0 | 20303 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | BBG00393GRN5 | 373318 | 3855 | SH |  | SOLE |  | 0 | 0 | 3855 |
| FIRST TR EXCHANGE TRADED FD | S INTL DIVID | 33738R688 | BBG0055FL7G3 | 377072 | 18349 | SH |  | SOLE |  | 0 | 0 | 18349 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 33734X184 | BBG001ST68P2 | 373583 | 8300 | SH |  | SOLE |  | 0 | 0 | 8300 |
| FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | BBG001SXT9D9 | 399315 | 22818 | SH |  | SOLE |  | 0 | 0 | 22818 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | BBG0034YTRP6 | 357076 | 9429 | SH |  | SOLE |  | 0 | 0 | 9429 |
| GALAXY DIGITAL INC. | CL A | 36317J209 | BBG0120SWLT9 | 357000 | 15966 | SH |  | SOLE |  | 0 | 0 | 15966 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 6879234 | 22333 | SH |  | SOLE |  | 0 | 0 | 22333 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 571220 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 2678432 | 21822 | SH |  | SOLE |  | 0 | 0 | 21822 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 4149759 | 4721 | SH |  | SOLE |  | 0 | 0 | 4721 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJH69 | 5883049 | 28695 | SH |  | SOLE |  | 0 | 0 | 28695 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | BBG001V0PDL3 | 579139 | 1703 | SH |  | SOLE |  | 0 | 0 | 1703 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | BBG011MFV1P4 | 27544550 | 821980 | SH |  | SOLE |  | 0 | 0 | 821980 |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | 45783Y475 | BBG01JLFPDD0 | 1136726 | 32211 | SH |  | SOLE |  | 0 | 0 | 32211 |
| INVESCO ACTIVELY MANAGED EXC | MSCI EAFE INCOME | 46090A713 | BBG01NQ5R892 | 11217807 | 207545 | SH |  | SOLE |  | 0 | 0 | 207545 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 | BBG00KJR2B26 | 572763 | 9662 | SH |  | SOLE |  | 0 | 0 | 9662 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 280125 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | BBG01NXX8HZ5 | 696115 | 31035 | SH |  | SOLE |  | 0 | 0 | 31035 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | BBG00TZR7YF0 | 49026970 | 488414 | SH |  | SOLE |  | 0 | 0 | 488414 |
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 355541 | 3364 | SH |  | SOLE |  | 0 | 0 | 3364 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | BBG001SJ8F58 | 1220260 | 4052 | SH |  | SOLE |  | 0 | 0 | 4052 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | BBG001S56QV7 | 1108857 | 7837 | SH |  | SOLE |  | 0 | 0 | 7837 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 8680586 | 35264 | SH |  | SOLE |  | 0 | 0 | 35264 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 5692 | 500 | SH | Call | SOLE |  | 0 | 0 | 500 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | BBG001SFC802 | 1761700 | 13664 | SH |  | SOLE |  | 0 | 0 | 13664 |
| ISHARES TR | U.S. TECH ETF | 464287721 | BBG001SFB7Z7 | 1317089 | 6596 | SH |  | SOLE |  | 0 | 0 | 6596 |
| ISHARES TR | US AER DEF ETF | 464288760 | BBG001SC08P5 | 1844831 | 8593 | SH |  | SOLE |  | 0 | 0 | 8593 |
| ISHARES TR | US BR DEL SE ETF | 464288794 | BBG001SQZT98 | 1785449 | 9954 | SH |  | SOLE |  | 0 | 0 | 9954 |
| ISHARES TR | US CONSUM DISCRE | 464287580 | BBG001SFGXZ5 | 1690610 | 16393 | SH |  | SOLE |  | 0 | 0 | 16393 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 5799099 | 101312 | SH |  | SOLE |  | 0 | 0 | 101312 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | BBG016NKZFF7 | 6242727 | 107411 | SH |  | SOLE |  | 0 | 0 | 107411 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 | BBG001S5WZ84 | 803762 | 6712 | SH |  | SOLE |  | 0 | 0 | 6712 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 7811902 | 24244 | SH |  | SOLE |  | 0 | 0 | 24244 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 589594 | 1219 | SH |  | SOLE |  | 0 | 0 | 1219 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 313508 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 2538001 | 26421 | SH |  | SOLE |  | 0 | 0 | 26421 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1372327 | 2079 | SH |  | SOLE |  | 0 | 0 | 2079 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 285410 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 321385 | 665 | SH |  | SOLE |  | 0 | 0 | 665 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 | BBG019C1Y0V1 | 2076721 | 39534 | SH |  | SOLE |  | 0 | 0 | 39534 |
| NISOURCE INC | COM | 65473P105 | BBG001S5TMF9 | 2054717 | 49203 | SH |  | SOLE |  | 0 | 0 | 49203 |
| NRG ENERGY INC | COM NEW | 629377508 | BBG001SDD8F0 | 5090744 | 31969 | SH |  | SOLE |  | 0 | 0 | 31969 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 | BBG001SHZCF8 | 182380 | 14406 | SH |  | SOLE |  | 0 | 0 | 14406 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 | BBG001SCTFM1 | 179268 | 14914 | SH |  | SOLE |  | 0 | 0 | 14914 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 8787694 | 47119 | SH |  | SOLE |  | 0 | 0 | 47119 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 578883 | 2970 | SH |  | SOLE |  | 0 | 0 | 2970 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 6735481 | 37893 | SH |  | SOLE |  | 0 | 0 | 37893 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 366742 | 1991 | SH |  | SOLE |  | 0 | 0 | 1991 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG001S5V554 | 544076 | 619 | SH |  | SOLE |  | 0 | 0 | 619 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 427315 | 2664 | SH |  | SOLE |  | 0 | 0 | 2664 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 3379012 | 8006 | SH |  | SOLE |  | 0 | 0 | 8006 |
| REDDIT INC | CL A | 75734B100 | BBG015RGX648 | 335610 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXP6 | 3873562 | 34249 | SH |  | SOLE |  | 0 | 0 | 34249 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 724832 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | BBG0113JGQG9 | 1067412 | 3876 | SH |  | SOLE |  | 0 | 0 | 3876 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | BBG001S7T223 | 1334252 | 24361 | SH |  | SOLE |  | 0 | 0 | 24361 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | BBG001S7T232 | 1307351 | 8428 | SH |  | SOLE |  | 0 | 0 | 8428 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 1622830 | 11272 | SH |  | SOLE |  | 0 | 0 | 11272 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG004DW5NC7 | 682030 | 4237 | SH |  | SOLE |  | 0 | 0 | 4237 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 860583 | 1262 | SH |  | SOLE |  | 0 | 0 | 1262 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | BBG001SD7RB9 | 213080 | 1997 | SH |  | SOLE |  | 0 | 0 | 1997 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | BBG001STKCW9 | 847641 | 9276 | SH |  | SOLE |  | 0 | 0 | 9276 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 4251653 | 9454 | SH |  | SOLE |  | 0 | 0 | 9454 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | BBG01QNBFYF4 | 5060622 | 204387 | SH |  | SOLE |  | 0 | 0 | 204387 |
| TIDAL TRUST III | FUNDSTRAT GRANNY | 45259A258 | BBG01Y78ZDS2 | 725773 | 28406 | SH |  | SOLE |  | 0 | 0 | 28406 |
| TIDAL TRUST III | FUNDSTRAT GRANNY | 45259A241 | BBG01Y8HCMD2 | 4548642 | 224292 | SH |  | SOLE |  | 0 | 0 | 224292 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | BBG001S5SBV6 | 432401 | 1111 | SH |  | SOLE |  | 0 | 0 | 1111 |
| UBIQUITI INC | COM | 90353W103 | BBG001T1WDF3 | 4676361 | 8451 | SH |  | SOLE |  | 0 | 0 | 8451 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 613538 | 3803 | SH |  | SOLE |  | 0 | 0 | 3803 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 752118 | 6751 | SH |  | SOLE |  | 0 | 0 | 6751 |

---