StockDriftsStockDriftsTop 50 Wills Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.8% | 42.8K | $21.4M | -2.88%(-1.27K) | $492.93(+2.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.92% | 56.2K | $16.3M | -0.01%(-8) | $232.26(+31.43%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 5.61% | 45.2K | $15.4M | -8.74%(-4.33K) | $176.64(+124.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.78% | 35.2K | $13.1M | -0.20%(-72) | $398.57(+24.67%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.15% | 31.9K | $11.4M | -6.84%(-2.35K) | $171.97(+101.41%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.99% | 145.1K | $11.0M | -0.78%(-1.14K) | $57.97(+41.07%) | 2026-06-30 | |
| LMT | LOCKHEED MARTIN CORP | 3.8% | 20.5K | $10.4M | -0.66%(-137) | $466.24(+28.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.25% | 37.5K | $8.9M | -0.42%(-158) | $204.88(+29.41%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.08% | 167.4K | $8.5M | -2.45%(-4.21K) | $50.70(-0.43%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.67% | 50.0K | $7.3M | +0.47%(+233) | $168.57(-14.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.69% |
Wills Financial Group LLC reports $274.75M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.8%), AAPL (5.9%) and PANW (5.6%). The top 20 holdings account for 67.35% of reported assets. Its disclosed equity book has returned +17.86% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wills Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059579). View Wills Financial Group LLC’s 13F filings on SEC