Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wills Financial Group LLC (CIK 2059579) reported $265.3M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($21.4M, 8.06%), AAPL ($16.8M, 6.33%), MSFT ($14.3M, 5.38%), GOOGL ($13.8M, 5.20%), IAU ($12.9M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.4M | 8.06% | 44,072 | Trimmed |
| 2 | AAPL | APPLE INC | $16.8M | 6.33% | 56,201 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $14.3M | 5.38% | 35,261 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $13.8M | 5.20% | 34,282 | Trimmed |
| 5 | IAU | ISHARES GOLD TR | $12.9M | 4.86% | 146,271 | Trimmed |
| 6 | PANW | PALO ALTO NETWORKS INC | $11.3M | 4.25% | 49,507 | Added |
| 7 | LMT | LOCKHEED MARTIN CORP | $10.7M | 4.04% | 20,625 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $10.2M | 3.83% | 37,654 | Trimmed |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $8.7M | 3.27% | 171,644 | Added |
| 10 | CVX | CHEVRON CORPORATION | $7.7M | 2.89% | 41,270 | Trimmed |
| 11 | PEP | PEPSICO INC | $7.4M | 2.81% | 49,883 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $7.1M | 2.67% | 49,726 | Trimmed |
| 13 | AVGO | BROADCOM INC | $6.9M | 2.60% | 16,566 | Trimmed |
| 14 | UNP | UNION PAC CORP | $6.7M | 2.54% | 25,429 | Trimmed |
| 15 | WTRG | ESSENTIAL UTILS INC | $5.8M | 2.18% | 152,897 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $5.5M | 2.06% | 18,245 | Added |
| 17 | DHR | DANAHER CORP DEL | $5.2M | 1.97% | 31,426 | Trimmed |
| 18 | MOG/A | MOOG INC | $5.0M | 1.88% | 16,245 | Trimmed |
| 19 | D | DOMINION ENERGY INC | $4.6M | 1.74% | 73,521 | Trimmed |
| 20 | SHW | SHERWIN WILLIAMS CO | $4.5M | 1.71% | 14,785 | Trimmed |
| 21 | KMB | KIMBERLY-CLARK CORP | $4.5M | 1.69% | 46,172 | Trimmed |
| 22 | CF | CF INDUSTRIES HOLD | $4.2M | 1.58% | 33,509 | Trimmed |
| 23 | SO | SOUTHERN CO | $4.2M | 1.57% | 44,711 | Trimmed |
| 24 | AMLP | ALPS ETF TR | $4.0M | 1.52% | 75,773 | Added |
| 25 | PFE | PFIZER INC | $4.0M | 1.49% | 152,471 | Added |
Source: SEC Form 13F filings · as of 2026-03-31