Williams Financial, LLC - Portfolio overview
Williams Financial, LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-04-24.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- JPIE - J P MORGAN EXCHANGE TRADED F, 20.82%
- SCHO - SCHWAB STRATEGIC TR, 9.92%
- IVV - ISHARES TR, 9.23%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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