Wills Financial Group LLC 13F Holdings

CIK 0002059579

As of Sep 30, 2025, Wills Financial Group LLC reported 67 positions worth $243.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services45,377$22.8M9.36%
MICROSOFT CORPMSFTTechnology40,449$21.0M8.59%
APPLE INCAAPLTechnology56,855 4.5M5.94%
LOCKHEED MARTIN CORPLMTIndustrials21,180 0.6M4.34%
ALPHABET INCGOOGLEquity41,808 0.2M4.17%
ISHARES GOLD TRUSTIAU—134,041$9.8M4.00%
PALO ALTO NETWORKS INCPANWTechnology47,294$9.6M3.95%
AMAZON.COM INCAMZNEquity38,283$8.4M3.45%
JPMORGAN ULTRA-SHORT INCOMEJPST—153,341$7.8M3.19%
PROCTER & GAMBLE COPGConsumer Defensive50,222$7.7M3.16%
DANAHER CORPDHRHealthcare38,461$7.6M3.13%
PEPSICO INCPEPConsumer Defensive51,879$7.3M2.99%
BROADCOM INCAVGOTechnology21,343$7.0M2.89%
ESSENTIAL UTILITIES INCWTRGUtilities159,483$6.4M2.61%
CHEVRON CORPCHVEnergy39,157$6.1M2.49%
UNION PACIFIC CORPUNPIndustrials25,632$6.1M2.48%
JPMORGAN CHASE & COJPMFinancial Services16,816$5.3M2.18%
SHERWIN WILLIAMS COSHWBasic Materials14,545$5.0M2.07%
KENVUE INCKVUEConsumer Defensive290,081$4.7M1.93%
DOMINION ENERGY INCDUtilities74,318$4.5M1.86%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare58,459$4.4M1.80%
S&P GLOBAL INCSPGIFinancial Services8,598$4.2M1.72%
SOUTHERN COSOUtilities43,760$4.1M1.70%
CF INDUSTRIES HOLDINGS INCCFBasic Materials42,091$3.8M1.55%
VISA INC-CLASS A SHARESVFinancial Services10,939$3.7M1.53%