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 51–73 of 73
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CME | CME GROUP INC | 3K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| ALB | ALBEMARLE CORP | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| ASML | ASML HOLDING N V | 557 | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TCAL | T ROWE PRICE ETF INC | 22K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 500 | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 2K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 926 | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 142 | $100K–$500K | SH |
| TSLA | TESLA INC | 655 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 453 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 627 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 775 | $100K–$500K | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 6K | $100K–$500K | SH |