Wills Financial Group LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$244M
Signature - Title
Adam J. Mehrer - Chief Strategy Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Wills Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wills Financial Group LLC reported 67 stock holdings with total value $244M as of Q3 2025. Top holdings included BRKB, MSFT, AAPL, LMT, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 67 $244M +$10.7M -$10.8M -$170K BRKB, MSFT, AAPL, LMT, GOOGL 13F-HR 11/14/2025, 02:45 PM
Q2 2025 69 $230M +$8.31M -$7.25M +$1.06M BRKB, MSFT, AAPL, LMT, PANW 13F-HR 8/13/2025, 01:42 PM
Q1 2025 62 $226M $0 $0 BRKB, MSFT, AAPL, LMT, PG 13F-HR 5/9/2025, 01:28 PM