13F Filings History of Wills Financial Group LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$261,682,695
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 73 stock holdings with total value $261,682,695 as of Q4 2025. Top holdings included BRKB, MSFT, AAPL, GOOGL, and IAU.

Notify me when Wills Financial Group LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $261,682,695 +$27,579,357 -$14,771,275 +$12,808,082 BRKB, MSFT, AAPL, GOOGL, IAU 13F-HR 11 Feb 2026, 16:00
Q3 2025 67 $243,834,557 +$10,665,322 -$10,835,435 -$170,113 BRKB, MSFT, AAPL, LMT, GOOGL 13F-HR 14 Nov 2025, 14:45
Q2 2025 69 $230,398,497 +$8,309,570 -$7,249,826 +$1,059,744 BRKB, MSFT, AAPL, LMT, PANW 13F-HR 13 Aug 2025, 13:42
Q1 2025 62 $225,543,751 $0 $0 $0 BRKB, MSFT, AAPL, LMT, PG 13F-HR 09 May 2025, 13:28