SEC Form 13F

Wills Financial Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$274,753,259
Positions82

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$21,418,19342,803
APPLE INCAAPLCOM$16,260,06956,193
PALO ALTO NETWORKS INCPANWCOM$15,407,96645,182
MICROSOFT CORPMSFTCOM$13,126,02635,189
ALPHABET INCGOOGLCAP STK CL A$11,412,97631,936
ISHARES GOLD TRIAUISHARES NEW$10,958,842145,131
LOCKHEED MARTIN CORPLMTCOM$10,437,85220,488
AMAZON COM INCAMZNCOM$8,936,79737,496
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$8,467,264167,437
PROCTER & GAMBLE COPGCOM$7,326,00149,959

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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