CIK 2059579
Wills Financial Group LLC
Institutional 13F holdings & portfolio
Holdings
73
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 73
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 45K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 35K | $1M+ | SH |
| AAPL | APPLE INC | 57K | $1M+ | SH |
| GOOGL | ALPHABET INC | 41K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 147K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 21K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 48K | $1M+ | SH |
| AMZN | AMAZON COM INC | 38K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 169K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 37K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 51K | $1M+ | SH |
| PEP | PEPSICO INC | 51K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 42K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC | 157K | $1M+ | SH |
| UNP | UNION PAC CORP | 26K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 17K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 15K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 48K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 9K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 54K | $1M+ | SH |
| D | DOMINION ENERGY INC | 74K | $1M+ | SH |
| MOG.A | MOOG INC | 17K | $1M+ | SH |
| SO | SOUTHERN CO | 45K | $1M+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 295K | $1M+ | SH |
| AMLP | ALPS ETF TR | 72K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| CF | CF INDS HLDGS INC | 40K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 35K | $1M+ | SH |
| PFE | PFIZER INC | 109K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 63K | $1M+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 65K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 14K | $1M+ | SH |
| BRC | BRADY CORP | 27K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| MRK | MERCK & CO INC | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 7K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| NTAP | NETAPP INC | 13K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 25K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 838 | $500K+ | SH |
| BX | BLACKSTONE INC | 6K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |