Williams Financial, LLC
All 13F Filings
- Location
- North Bennington, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 193,511
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 30 | 193,511 | 13F-HR | Williams Financial, LLC |
| Q1 2026 | 4/24/2026 | 25 | 171,791 | 13F-HR | Williams Financial, LLC |
| Q4 2025 | 2/2/2026 | 24 | 172,844 | 13F-HR | Williams Financial, LLC |
| Q3 2025 | 10/24/2025 | 17 | 96,954 | 13F-HR | Williams Financial, LLC |
| Q2 2025 | 7/11/2025 | 10 | 91,722 | 13F-HR | Williams Financial, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.07 K | 9.9% | 2.17 K | 0 | 2.17 K |
| ETFs | 174.4 K | 90.1% | 19.55 K | 0 | 19.55 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
193,511
Holdings
30
QoQ value change ($000)
21,720
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.