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Wills Financial Group LLC
Wills Financial Group LLC is a boutique financial advisory and registered investment adviser based in Richmond, Virginia. The firm is focused on preserving wealth, offering services in personalized asset management, retirement, and estate planning. Serving primarily high net worth individuals and families, Wills Financial Group is known for delivering tailored financial solutions and strategic advice. As of 2025, the firm has approximately 5 employees, with a strong emphasis on client-centric service and legacy planning.
Investment Strategy
Wills Financial Group follows a client-first investment philosophy with emphasis on wealth preservation and long-term growth. Strategies include personalized asset management that aligns with clients’ goals and risk preferences, strategic asset allocation, and portfolio diversification across equities and other asset classes. The firm provides comprehensive financial planning, retirement solutions, and disciplined portfolio management to maximize long-term value and manage market risks for predominantly individual clients.
Latest 13F Filing Activity
Wills Financial Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $230M. The fund increased holdings in Microsoft Corp., Moog Inc., Broadcom Inc. among other positions. Wills Financial Group LLC reduced exposure to Ferguson PLC New, Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 9.69% | $22.3M | 45,982 | $532.58 | $485.77 | -$2.2M | |
M MSFT | MICROSOFT CORP | 8.84% | $20.4M | 40,963 | $375.77 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 5.11% | $11.8M | 57,398 | $222.13 | $205.17 | -$1.1M |
L LMT | LOCKHEED MARTIN CORP | 4.30% | $9.9M | 21,412 | $446.87 | $463.14 | +$445.5K |
P PANW | PALO ALTO NETWORKS INC | 4.21% | $9.7M | 47,343 | $170.64 | $204.64 | +$1.5M |
Industry Allocation
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