Wills Financial Group LLC
CIK: 0002059579SEC EDGAR →
Portfolio Value
$261.7M
Holdings
73
As of
Q4 2025
New Positions
67
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 44,972 | $22.6M | 8.64% |
| 2 | MICROSOFT CORP | 35,455 | $17.1M | 6.55% |
| 3 | APPLE INC | 56,584 | $15.4M | 5.88% |
| 4 | ALPHABET INC | 40,859 | $12.8M | 4.89% |
| 5 | ISHARES GOLD TR | 147,134 | $11.9M | 4.56% |
| 6 | LOCKHEED MARTIN CORP | 21,224 | $10.3M | 3.92% |
| 7 | PALO ALTO NETWORKS INC | 48,482 | $8.9M | 3.41% |
| 8 | AMAZON COM INC | 38,380 | $8.9M | 3.39% |
| 9 | J P MORGAN EXCHANGE TRADED F | 169,478 | $8.6M | 3.28% |
| 10 | DANAHER CORPORATION | 37,108 | $8.5M | 3.25% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $51.0M | 19.5% |
| Unknown | 6 | $43.3M | 16.5% |
| Financial Services | 20 | $41.4M | 15.8% |
| Industrials | 7 | $22.1M | 8.4% |
| Healthcare | 9 | $20.8M | 7.9% |
| Consumer Defensive | 4 | $20.2M | 7.7% |
| Utilities | 5 | $18.1M | 6.9% |
| Communication Services | 2 | $14.2M | 5.4% |
| Consumer Cyclical | 7 | $12.0M | 4.6% |
| Energy | 3 | $10.0M | 3.8% |
| Basic Materials | 3 | $8.6M | 3.3% |