Wills Financial Group LLC Portfolio Holdings

Wills Financial Group LLC

  • $230 Billion
  • Q2 2025

Wills Financial Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.3B, Microsoft Corp with a value of $20.4B, Apple Inc. with a value of $11.8B, Lockheed Martin Corp with a value of $9.92B, and Palo Alto Networks Inc with a value of $9.69B.

Examining the 13F form we can see an increase of $4.85B in the current position value, from $226B to 230B.

Wills Financial Group LLC is based out at Richmond, VA

Below you can find more details about Wills Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
Technology: $52.8 Billion
Financial Services: $38.5 Billion
Industrials: $18.2 Billion
Utilities: $17.6 Billion
Consumer Defensive: $16.6 Billion
Healthcare: $15.5 Billion
ETFs: $12.1 Billion
Energy: $11.4 Billion
Other: $30.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$22.3 Billion 9.69% of portfolio
45,982
Q2 2025 Reduced 0.26%
$3.95T
$20.4 Billion 8.84% of portfolio
40,963
Q2 2025 Added 0.31%
$3.69T
$11.8 Billion 5.11% of portfolio
57,398
Q2 2025 Reduced 1.07%
$113B
$9.92 Billion 4.3% of portfolio
21,412
Q2 2025 Added 0.99%
$52.5B
$9.69 Billion 4.21% of portfolio
47,343
Q2 2025 Reduced 1.12%
$2.26T
$8.57 Billion 3.72% of portfolio
39,054
Q2 2025 Reduced 1.29%
$368B
$8.07 Billion 3.5% of portfolio
50,653
Q2 2025 Added 0.19%
$150B
$7.69 Billion 3.34% of portfolio
38,917
Q2 2025 Reduced 5.5%
$1.21T
$7.45 Billion 3.23% of portfolio
42,264
Q2 2025 Reduced 1.78%
$53.5B
$7.18 Billion 3.12% of portfolio
115,117
Q1 2025 New
$202B
$6.91 Billion 3.0% of portfolio
52,314
Q2 2025 Added 0.85%
Kenvue Inc
-
$6.1 Billion 2.65% of portfolio
-
Q2 2025 Added 0.78%
$10.2B
$5.99 Billion 2.6% of portfolio
161,408
Q2 2025 Added 3.94%
$135B
$5.94 Billion 2.58% of portfolio
25,812
Q2 2025 Added 1.06%
$127B
$5.95 Billion 2.58% of portfolio
21,575
Q2 2025 Added 20.56%
$302B
$5.65 Billion 2.45% of portfolio
39,431
Q2 2025 Reduced 2.1%
$859B
$4.9 Billion 2.13% of portfolio
16,901
Q2 2025 Added 0.36%
Ge Healthcare Technologies I
-
$4.6 Billion 2.0% of portfolio
-
Q2 2025 Reduced 5.52%
$182B
$4.54 Billion 1.97% of portfolio
8,604
Q2 2025 Reduced 5.47%
$51B
$4.36 Billion 1.89% of portfolio
77,214
Q2 2025 Added 0.95%
$150B
$4.12 Billion 1.79% of portfolio
13,799
Q2 2025 Reduced 0.2%
$102B
$3.99 Billion 1.73% of portfolio
43,461
Q2 2025 Added 4.81%
$16.5B
$3.92 Billion 1.7% of portfolio
42,609
Q2 2025 Reduced 1.44%
$551B
$3.91 Billion 1.7% of portfolio
11,019
Q2 2025 Reduced 1.91%
Oaktree Specialty Lending CO
-
$3.18 Billion 1.38% of portfolio
-
Q2 2025 Added 0.42%
$70.1B
$3.13 Billion 1.36% of portfolio
20,062
Q2 2025 Reduced 3.96%
-
$3.02 Billion 1.31% of portfolio
-
Q2 2025 New
$182B
$2.75 Billion 1.19% of portfolio
63,605
Q2 2025 Added 1.17%
$120B
$2.63 Billion 1.14% of portfolio
29,334
Q2 2025 Reduced 5.31%
$203B
$2.52 Billion 1.09% of portfolio
31,819
Q2 2025 Reduced 3.03%
$141B
$2.44 Billion 1.06% of portfolio
35,117
Q2 2025 Reduced 1.2%
$79.3B
$1.92 Billion 0.84% of portfolio
11,583
Q2 2025 Added 2.73%
$0
$1.61 Billion 0.7% of portfolio
60,739
Q2 2025 Added 1.44%
$64.4B
$1.61 Billion 0.7% of portfolio
6,295
Q2 2025 Added 0.14%
$0
$1.3 Billion 0.56% of portfolio
2,094
Q2 2025 Added 190.83%
$442B
$1.2 Billion 0.52% of portfolio
11,094
Q2 2025 Added 5.56%
$1.24T
$876 Million 0.38% of portfolio
4,940
Q1 2025 New
$123B
$808 Million 0.35% of portfolio
5,402
Q2 2025 Added 6.21%
$95.8B
$807 Million 0.35% of portfolio
6,842
Q2 2025 Added 0.06%
$99.2B
$787 Million 0.34% of portfolio
2,857
Q2 2025 Reduced 11.71%
$423B
$729 Million 0.32% of portfolio
1
Q1 2025 New
$452B
$741 Million 0.32% of portfolio
4,848
Q2 2025 Added 6.6%
$306B
$717 Million 0.31% of portfolio
10,127
Q2 2025 Reduced 0.79%
$261B
$667 Million 0.29% of portfolio
3,663
Q1 2025 New
$0
$615 Million 0.27% of portfolio
9,809
Q2 2025 Added 5.7%
$405B
$600 Million 0.26% of portfolio
1,638
Q2 2025 Reduced 3.02%
$456B
$575 Million 0.25% of portfolio
3,638
Q2 2025 Added 1.62%
$187B
$533 Million 0.23% of portfolio
1,314
Q2 2025 Reduced 1.5%
$9.13B
$413 Million 0.18% of portfolio
6,584
Q2 2025 Reduced 24.72%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $230 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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