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WILLS FINANCIAL GROUP LLC 13F portfolio summary

WILLS FINANCIAL GROUP LLC of WILLS FINANCIAL GROUP LLC has 75 current stock holdings with a reported portfolio value of $265.3M. The portfolio 1 year return is +10.93%. Top holdings include GSST (0.00%), BRK-B (8.14%), AAPL (6.39%), MSFT (5.44%), GOOGL (5.25%).

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WILLS FINANCIAL GROUP LLC

WILLS FINANCIAL GROUP LLC
Latest filing: 2026-03-31

WILLS FINANCIAL GROUP LLC runs WILLS FINANCIAL GROUP LLC and currently holds 75 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $265.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WILLS FINANCIAL GROUP LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WILLS FINANCIAL GROUP LLC's portfolio at WILLS FINANCIAL GROUP LLC has delivered returns of +10.93%. Their 3-year annualized return is +10.93%. Looking at the 5-year horizon, WILLS FINANCIAL GROUP LLC has achieved +10.93% annualized returns at WILLS FINANCIAL GROUP LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+10.93%
#0/1000
3 Year
+10.93%
#0/1000
5 Year
+10.93%
#0/1000

Portfolio Value

$265.35M

Alpha Score

9.9

#0 of 1000

Holdings

75

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change