Institutional Manager · CIK 0002059579
Wills Financial Group LLC
RICHMOND, VA · File #028-25553
Latest AUM
$261.7M
Positions
73
Top-10 Concentration
49.6%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44,972 | $22.6M | 8.97% |
| 2 | MICROSOFT CORP | MSFT | 35,455 | $17.1M | 6.81% |
| 3 | APPLE INC | AAPL | 56,584 | $15.4M | 6.11% |
| 4 | ALPHABET INC | GOOG | 40,859 | $12.8M | 5.08% |
| 5 | ISHARES GOLD TR | IAU | 147,134 | $11.9M | 4.74% |
| 6 | LOCKHEED MARTIN CORP | LMT | 21,224 | $10.3M | 4.07% |
| 7 | PALO ALTO NETWORKS INC | PANW | 48,482 | $8.9M | 3.54% |
| 8 | AMAZON COM INC | AMZN | 38,380 | $8.9M | 3.52% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 169,478 | $8.6M | 3.40% |
| 10 | DANAHER CORPORATION | 235851102 | 37,108 | $8.5M | 3.37% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 51,094 | $7.3M | 2.91% |
| 12 | PEPSICO INC | PEP | 50,912 | $7.3M | 2.90% |
| 13 | BROADCOM INC | AVGO | 19,924 | $6.9M | 2.74% |
| 14 | CHEVRON CORP NEW | CVX | 41,832 | $6.4M | 2.53% |
| 15 | ESSENTIAL UTILS INC | 29670G102 | 157,313 | $6.0M | 2.39% |
| 16 | UNION PAC CORP | UNP | 25,505 | $5.9M | 2.34% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 16,740 | $5.4M | 2.14% |
| 18 | SHERWIN WILLIAMS CO | SHW | 15,031 | $4.9M | 1.93% |
| 19 | KIMBERLY-CLARK CORP | KMB | 48,176 | $4.9M | 1.93% |
| 20 | S&P GLOBAL INC | SPGI | 8,667 | $4.5M | 1.80% |