Williams Financial, LLC 13F Holdings
CIK 0001846923
As of Sep 30, 2025, Williams Financial, LLC reported 17 positions worth $97.0M in its SEC Form 13F filing.
Top 17 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 945,377 | $23.1M | 23.79% |
| JPMORGAN INCOME ETF | JPIE | — | 456,107 | $21.2M | 21.83% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 353,680 |