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
$152B
$377 Million 0.16% of portfolio
1,700
Q1 2025 New
$94.7B
$366 Million 0.16% of portfolio
500
Q1 2025 New
$6.58B
$341 Million 0.15% of portfolio
6,458
Q2 2025 New
$146B
$335 Million 0.15% of portfolio
1,438
Q2 2025 New
$0
$336 Million 0.15% of portfolio
5,908
Q2 2025 Reduced 8.1%
$0
$330 Million 0.14% of portfolio
6,506
Q2 2025 New
$0
$329 Million 0.14% of portfolio
6,982
Q2 2025 New
$26.1B
$284 Million 0.12% of portfolio
142
Q1 2025 New
$295B
$281 Million 0.12% of portfolio
351
Q2 2025 New
$169B
$245 Million 0.11% of portfolio
450
Q1 2025 New
$0
$248 Million 0.11% of portfolio
1,046
Q1 2025 New
$138B
$260 Million 0.11% of portfolio
10,712
Q2 2025 Added 4.78%
$10.7B
$224 Million 0.1% of portfolio
926
Q2 2025 Reduced 17.76%
$222B
$226 Million 0.1% of portfolio
775
Q1 2025 New
$77.3B
$240 Million 0.1% of portfolio
1,287
Q2 2025 Added 11.91%
$1.08T
$213 Million 0.09% of portfolio
670
Q2 2025 New
$439B
$205 Million 0.09% of portfolio
207
Q2 2025 New
$0
$201 Million 0.09% of portfolio
1,700
Q2 2025 Reduced 15.3%

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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