Wills Financial Group LLC - Portfolio overview

Wills Financial Group LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 7.50%
2. AAPL - APPLE INC, 5.88%
3. MSFT - MICROSOFT CORP, 5.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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