Wills Financial Group LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 274,753
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/14/2026 | 82 | 274,753 | 13F-HR | Wills Financial Group LLC |
| Q1 2026 | 5/14/2026 | 75 | 265,350 | 13F-HR | Wills Financial Group LLC |
| Q4 2025 | 2/11/2026 | 73 | 261,683 | 13F-HR | Wills Financial Group LLC |
| Q3 2025 | 11/14/2025 | 67 | 243,835 | 13F-HR | Wills Financial Group LLC |
| Q2 2025 | 8/13/2025 | 69 | 230,398 | 13F-HR | Wills Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 236.1 K | 85.9% | 11.4 K | 0 | 11.4 K |
| ETFs | 38.61 K | 14.1% | 554 | 0 | 554 |
| Debt | 0 | 0.0% | 0 | 2.547 K | -2.547 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
274,753
Holdings
82
QoQ value change ($000)
9,403
(3.5%)
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.