Williams Financial, LLC Portfolio Holdings

Williams Financial, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $21.3M, Xtrackers Msci Eafe Hedged Equ with a value of $20.3M, Schwab Short Term Us Treasury with a value of $19.5M, J P Morgan Exchange Traded Fd with a value of $18.4M, and Ishares Tr Russell 200 Growth with a value of $11M.

Examining the 13F form we can see an decrease of $35.8M in the current position value, from $161M to 125M.

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.