§ 13F · FUND PROFILE
Wills Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 73Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$261.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 45K | $22.6T | 8.6% | NEW |
| 2 | MSFT | MICROSOFT CORP | 35K | $17.1T | 6.6% | NEW |
| 3 | AAPL | APPLE INC | 57K | $15.4T | 5.9% | NEW |
| 4 | GOOGL | ALPHABET INC | 41K | $12.8T | 4.9% | NEW |
| 5 | IAU | ISHARES GOLD TR | 147K | $11.9T | 4.6% | NEW |
| 6 | LMT | LOCKHEED MARTIN CORP | 21K | $10.3T | 3.9% | NEW |
| 7 | PANW | PALO ALTO NETWORKS INC | 48K | $8.9T | 3.4% | NEW |
| 8 | AMZN | AMAZON COM INC | 38K | $8.9T | 3.4% | NEW |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 169K | $8.6T | 3.3% | NEW |
| 10 | DHR | DANAHER CORPORATION | 37K | $8.5T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLS SIGNAL
AC read
Wills Financial Group LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed