Wills Financial Group LLC: 13F holdings
CIK 20595792026Q2
| Positions | 82 |
|---|
| Reported value | $274.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 82 (+7 vs prior quarter) |
|---|
| Reported value | $274.8m (+3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 42,803 | $21.4m | 7.8% |
| AAPL APPLE INC | 56,193 | $16.3m | 5.9% |
| PANW PALO ALTO NETWORKS INC | 45,182 | $15.4m | 5.6% |
| MSFT MICROSOFT CORP | 35,189 | $13.1m | 4.8% |
| GOOGL ALPHABET INC | 31,936 | $11.4m | 4.2% |
| IAU ISHARES GOLD TR | 145,131 | $11.0m | 4.0% |
| LMT LOCKHEED MARTIN CORP | 20,488 | $10.4m | 3.8% |
| AMZN AMAZON COM INC | 37,496 | $8.9m | 3.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 167,437 | $8.5m | 3.1% |
| PG PROCTER & GAMBLE CO | 49,959 | $7.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059579")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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