§ 13F · FUND PROFILE
Wills Financial Group LLC.
AUM · $244M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 43K | $21M | 7.8% | −3% |
| 2 | AAPL | APPLE INC | 56K | $16M | 5.9% | ±0% |
| 3 | PANW | PALO ALTO NETWORKS INC | 45K | $15M | 5.6% | −9% |
| 4 | MSFT | MICROSOFT CORP | 35K | $13M | 4.8% | ±0% |
| 5 | GOOGL | ALPHABET INC | 32K | $11M | 4.2% | −7% |
| 6 | IAU | ISHARES GOLD TR | 145K | $11M | 4.0% | −1% |
| 7 | LMT | LOCKHEED MARTIN CORP | 20K | $10M | 3.8% | −1% |
| 8 | AMZN | AMAZON COM INC | 37K | $9M | 3.3% | ±0% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 167K | $8M | 3.1% | −2% |
| 10 | PG | PROCTER & GAMBLE CO | 50K | $7M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLS SIGNAL
AC read
Wills Financial Group LLC is a Other fund managing $244 million in assets. The fund runs a portfolio of 67 positions.
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