Wills Financial Group LLC Portfolio Holdings

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025

Wills Financial Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 67 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 $22.8B, Microsoft Corp with a value of $21B, Apple Inc. with a value of $14.5B, Lockheed Martin Corp with a value of $10.6B, and Alphabet Inc. with a value of $10.2B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $230B to 244B.

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 $244 Billion
Technology: $53.4 Billion
Financial Services: $38.3 Billion
ETFs: $22.8 Billion
Industrials: $19.4 Billion
Utilities: $18.5 Billion
Consumer Defensive: $16.3 Billion
Communication Services: $14.1 Billion
Healthcare: $13.3 Billion
Other: $32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$22.8 Billion 9.36% of portfolio
45,377
Q3 2025 Reduced 1.32%
$3.78T
$21 Billion 8.59% of portfolio
40,449
Q3 2025 Reduced 1.25%
$4.3T
$14.5 Billion 5.94% of portfolio
56,855
Q3 2025 Reduced 0.95%
$123B
$10.6 Billion 4.34% of portfolio
21,180
Q3 2025 Reduced 1.08%
$1.65T
$10.2 Billion 4.17% of portfolio
41,808
Q3 2025 Reduced 1.08%
$65.3B
$9.75 Billion 4.0% of portfolio
134,041
Q3 2025 Added 16.44%
$61.4B
$9.63 Billion 3.95% of portfolio
47,294
Q3 2025 Reduced 0.1%
$2.39T
$8.41 Billion 3.45% of portfolio
38,283
Q3 2025 Reduced 1.97%
$0
$7.78 Billion 3.19% of portfolio
153,341
Q3 2025 Added 2,256.92%
$346B
$7.72 Billion 3.16% of portfolio
50,222
Q3 2025 Reduced 0.85%
$160B
$7.63 Billion 3.13% of portfolio
38,461
Q3 2025 Reduced 1.17%
$204B
$7.29 Billion 2.99% of portfolio
51,879
Q3 2025 Reduced 0.83%
$139B
$7.04 Billion 2.89% of portfolio
21,343
Q3 2025 Reduced 1.08%
$10.4B
$6.36 Billion 2.61% of portfolio
159,483
Q3 2025 Reduced 1.19%
$303B
$6.08 Billion 2.49% of portfolio
39,157
Q3 2025 Reduced 0.69%
$136B
$6.06 Billion 2.48% of portfolio
25,632
Q3 2025 Reduced 0.7%
$86.1B
$5.04 Billion 2.07% of portfolio
14,545
Q3 2025 Reduced 0.82%
Kenvue Inc
-
$4.71 Billion 1.93% of portfolio
-
Q3 2025 Reduced 0.48%
$50.4B
$4.55 Billion 1.86% of portfolio
74,318
Q3 2025 Reduced 3.75%
Ge Healthcare Technologies I
-
$4.39 Billion 1.8% of portfolio
-
Q3 2025 Reduced 5.93%
$159B
$4.18 Billion 1.72% of portfolio
8,598
Q3 2025 Reduced 0.07%
$98.6B
$4.15 Billion 1.7% of portfolio
43,760
Q3 2025 Added 0.69%
$16.9B
$3.78 Billion 1.55% of portfolio
42,091
Q3 2025 Reduced 1.22%
$533B
$3.73 Billion 1.53% of portfolio
10,939
Q3 2025 Reduced 0.73%
-
$3.48 Billion 1.43% of portfolio
-
Q3 2025 Added 0.59%
Oaktree Specialty Lending CO
-
$3.04 Billion 1.25% of portfolio
-
Q3 2025 Reduced 0.03%
$235B
$2.74 Billion 1.12% of portfolio
32,620
Q3 2025 Added 2.52%
$172B
$2.71 Billion 1.11% of portfolio
61,764
Q3 2025 Reduced 2.89%
$113B
$2.65 Billion 1.09% of portfolio
28,026
Q3 2025 Reduced 4.46%
$168B
$2.6 Billion 1.07% of portfolio
34,448
Q3 2025 Reduced 1.91%
$99.7B
$2.3 Billion 0.94% of portfolio
11,952
Q3 2025 Added 3.19%
$65.7B
$1.89 Billion 0.77% of portfolio
6,277
Q3 2025 Reduced 0.29%
$0
$1.79 Billion 0.73% of portfolio
65,441
Q3 2025 Added 7.74%
$0
$1.48 Billion 0.61% of portfolio
2,213
Q3 2025 Added 5.68%
$490B
$1.24 Billion 0.51% of portfolio
10,972
Q3 2025 Reduced 1.1%
$1.74T
$1.22 Billion 0.5% of portfolio
5,025
Q3 2025 Added 1.72%
$98.1B
$932 Million 0.38% of portfolio
5,458
Q3 2025 Added 1.04%
$522B
$899 Million 0.37% of portfolio
4,849
Q3 2025 Added 0.02%
$96.4B
$885 Million 0.36% of portfolio
7,155
Q3 2025 Added 4.57%
$100B
$772 Million 0.32% of portfolio
2,858
Q3 2025 Added 0.04%
$465B
$729 Million 0.3% of portfolio
3,905
Q3 2025 Added 7.34%
$0
$719 Million 0.29% of portfolio
10,694
Q3 2025 Added 9.02%
$367B
$676 Million 0.28% of portfolio
1,669
Q3 2025 Added 1.89%
$306B
$664 Million 0.27% of portfolio
10,008
Q3 2025 Reduced 1.18%
$222B
$637 Million 0.26% of portfolio
1,314
Q2 2025 Reduced 1.5%
$237B
$610 Million 0.25% of portfolio
3,763
Q3 2025 Added 2.73%
$405B
$556 Million 0.23% of portfolio
574
Q3 2025 Added 63.53%
$971B
$533 Million 0.22% of portfolio
699
Q3 2025 New
$6.15B
$481 Million 0.2% of portfolio
8,464
Q3 2025 Added 31.06%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $244 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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