Wills Financial Group LLC - Portfolio Stock Holdings
Wills Financial Group LLC disclosed 85 stock positions in a recent SEC 13F filing. $284,309,464 of stock holdings were filed, with the largest holdings including BRK.B, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $385,729,154 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$284,309,464Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wills Financial Group LLC
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% of Portfolio
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