Williams Financial, LLC Portfolio Holdings

Williams Financial, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $96.9 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $23.1M, J P Morgan Exchange Traded Fd with a value of $21.2M, Spdr Portfolio S&P 500 Value E with a value of $19.6M, Xtrackers Msci Eafe Hedged Equ with a value of $16.9M, and Ishares Core S&P 500 ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $5.23M in the current position value, from $91.7M to 96.9M.

Williams Financial, LLC is based out at Bennington, VT

Below you can find more details about Williams Financial, LLC portfolio as well as his latest detailed transactions.