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 Market Cap. of $10 Billions to $200 Billions
