Williams Financial, LLC Portfolio Holdings
Williams Financial, LLC
- $91.7 Million
- Q2 2025
Williams Financial, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $91.7 Million distributed in 10 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $22.7M, J P Morgan Exchange Traded Fd with a value of $21M, Spdr Portfolio S&P 500 Value E with a value of $18.6M, Xtrackers Msci Eafe Hedged Equ with a value of $16.1M, and Vanguard Consumer Staples ETF with a value of $10.5M.
Examining the 13F form we can see an decrease of $33.1M in the current position value, from $125M to 91.7M.
Williams Financial, LLC is based out at Bennington, VT
Below you can find more details about Williams Financial, LLC portfolio as well as his latest detailed transactions.