account_balance
Investment manager · 13F filer · SEC CIK 2059579
Wills Financial Group LLC
Reported value$284Mas of Sep 30, 2026
Positions82 3 new, 3 sold out
Top 10 weight45.9%BRK-B alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
7.4%
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
6.3%
PANWPalo Alto Networks Inc
5.0%Trimmed −21%
IAUiShares Gold Trust
4.0%
GOOGLAlphabet Inc.
3.8%
LMTLockheed Martin Corp
3.7%
AMZNAmazon.com Inc
3.2%
CVXChevron Corp
3.0%
JPSTJ P Morgan Exchange Traded F
3.0%
PGProcter & Gamble Co
2.6%
UNPUnion Pacific Corp
2.5%
BRK-BBerkshire Hathaway Inc
7.4%
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
6.3%
PANWPalo Alto Networks Inc
5.0%Trimmed −21%
IAUiShares Gold Trust
4.0%
GOOGLAlphabet Inc.
3.8%
LMTLockheed Martin Corp
3.7%
AMZNAmazon.com Inc
3.2%
CVXChevron Corp
3.0%
JPST3.0%
PG2.6%UNP2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 7.4% HeldAAPL Apple Inc. 6.5% HeldMSFT Microsoft Corp 6.3% HeldPANW Palo Alto Networks Inc 5.0% Trimmed −21%IAU iShares Gold Trust 4.0% HeldGOOGL Alphabet Inc. 3.8% HeldLMT Lockheed Martin Corp 3.7% HeldAMZN Amazon.com Inc 3.2% HeldCVX Chevron Corp 3.0% Held
JPST J P Morgan Exchange Traded F 3.0% Held
PG Procter & Gamble Co 2.6% HeldUNP Union Pacific Corp 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.