Wills Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Wills Financial Group LLC held in its portfolio 73 assets valued at $261,682,695 (i.e. $261.68M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($22.61M), MICROSOFT CORP ($17.15M), and APPLE INC ($15.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wills Financial Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 44972 | 22605176 | CL B NEW |
| MICROSOFT CORP | 35455 | 17146715 | COM |
| APPLE INC | 56584 | 15382848 | COM |
| ALPHABET INC | 40859 | 12788938 | CAP STK CL A |
| ISHARES GOLD TR | 147134 | 11942867 | ISHARES NEW |
| LOCKHEED MARTIN CORP | 21224 | 10265214 | COM |
| PALO ALTO NETWORKS INC | 48482 | 8930384 | COM |
| AMAZON COM INC | 38380 | 8858872 | COM |
| J P MORGAN EXCHANGE TRADED F | 169478 | 8573900 | ULTRA SHRT ETF |
| DANAHER CORPORATION | 37108 | 8494651 | COM |
| PROCTER AND GAMBLE CO | 51094 | 7322230 | COM |
| PEPSICO INC | 50912 | 7306927 | COM |
| BROADCOM INC | 19924 | 6895612 | COM |
| CHEVRON CORP NEW | 41832 | 6375584 | COM |
| ESSENTIAL UTILS INC | 157313 | 6034545 | COM |
| UNION PAC CORP | 25505 | 5899754 | COM |
| JPMORGAN CHASE & CO. | 16740 | 5393964 | COM |
| SHERWIN WILLIAMS CO | 15031 | 4870479 | COM |
| KIMBERLY-CLARK CORP | 48176 | 4860477 | COM |
| S&P GLOBAL INC | 8667 | 4529375 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 53916 | 4422208 | COMMON STOCK |
| DOMINION ENERGY INC | 73970 | 4333894 | COM |
| MOOG INC | 16774 | 4085344 | CL A |
| SOUTHERN CO | 45016 | 3925369 | COM |
| OAKTREE SPECIALTY LENDING CO | 295317 | 3762344 | COM |
| ALPS ETF TR | 72361 | 3402437 | ALERIAN MLP |
| VISA INC | 9476 | 3323208 | COM CL A |
| CF INDS HLDGS INC | 40459 | 3129096 | COM |
| J P MORGAN EXCHANGE TRADED F | 60249 | 3069084 | ULTRA SHT MUNCPL |
| NEXTERA ENERGY INC | 34526 | 2771711 | COM |
| PFIZER INC | 109153 | 2717902 | COM |
| VERIZON COMMUNICATIONS INC | 62522 | 2546514 | COM |
| ATLANTIC UN BANKSHARES CORP | 64640 | 2281779 | COM |
| MARATHON PETE CORP | 13944 | 2267699 | COM |
| BRADY CORP | 27051 | 2119987 | CL A |
| NORFOLK SOUTHN CORP | 6269 | 1809884 | COM |
| MERCK & CO INC | 16955 | 1784674 | COM |
| SCHWAB STRATEGIC TR | 62494 | 1714202 | US DIVIDEND EQ |
| ISHARES TR | 2238 | 1532896 | CORE S&P500 ETF |
| HONEYWELL INTL INC | 7395 | 1442745 | COM |
| ALPHABET INC | 4470 | 1402686 | CAP STK CL C |
| EXXON MOBIL CORP | 11294 | 1359087 | COM |
| NETAPP INC | 12673 | 1357194 | COM |
| TRACTOR SUPPLY CO | 25251 | 1262806 | COM |
| FIRST TR EXCHANGE TRADED FD | 15632 | 1085980 | RISNG DIVD ACHIV |
| JOHNSON & JOHNSON | 4843 | 1002343 | COM |
| DUKE ENERGY CORP NEW | 8543 | 1001338 | COM NEW |
| ELI LILLY & CO | 838 | 901027 | COM |
| BLACKSTONE INC | 5722 | 881949 | COM |
| THERMO FISHER SCIENTIFIC INC | 1364 | 790370 | COM |
| CME GROUP INC | 2867 | 782937 | COM |
| NVIDIA CORPORATION | 3918 | 730707 | COM |
| COCA COLA CO | 10037 | 701689 | COM |
| ALBEMARLE CORP | 4464 | 631388 | COM |
| PHILIP MORRIS INTL INC | 3892 | 624277 | COM |
| ASML HOLDING N V | 557 | 595912 | N Y REGISTRY SHS |
| HOME DEPOT INC | 1630 | 560776 | COM |
| T ROWE PRICE ETF INC | 21615 | 509464 | CAPITAL APPRECIA |
| PNC FINL SVCS GROUP INC | 2102 | 438729 | COM |
| MCKESSON CORP | 500 | 410145 | COM |
| LOWES COS INC | 1700 | 409972 | COM |
| LULULEMON ATHLETICA INC | 1676 | 348290 | COM |
| J P MORGAN EXCHANGE TRADED F | 7023 | 332526 | CORE PLUS BD ETF |
| HUNTINGTON INGALLS INDS INC | 926 | 314988 | COM |
| MARKEL GROUP INC | 142 | 305250 | COM |
| TESLA INC | 655 | 294567 | COM |
| VANGUARD INDEX FDS | 1046 | 269816 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 4711 | 269675 | EQUITY PREMIUM |
| INTUITIVE SURGICAL INC | 453 | 256561 | COM NEW |
| SPDR GOLD TR | 627 | 248486 | GOLD SHS |
| RTX CORPORATION | 1326 | 243188 | COM |
| MCDONALDS CORP | 775 | 236863 | COM |
| TOWNEBANK PORTSMOUTH VA | 6000 | 200220 | COM |
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