Wills Financial Group LLC
RIA/Wealth
Wills Financial Group LLC is a RIA/Wealth based in Richmond, VA led by Janet Howard Wills, reporting $362.1M in AUM as of Q3 2025 with 50% concentrated in top 10 holdings.
PresidentJanet Howard Wills
- Portfolio Value
- $243.8M
- Positions
- 67
- Top Holding
- BRK.B at 9.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wills Financial Group LLC's portfolio (50.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $22.8M | 9.36% | -$304.2K Sold | 0.00% 45.4K shares | |
Software - Infrastructure Technology | $21.0M | 8.59% | -$266.2K Sold | 0.00% 40.4K shares | |
Consumer Electronics Technology | $14.5M | 5.94% | -$138.3K Sold | 0.00% 56.9K shares | |
Aerospace & Defense Industrials | $10.6M | 4.34% | -$115.8K Sold | 0.01% 21.2K shares | |
Internet Content & Information Communication Services | $10.2M | 4.17% | -$110.9K Sold | 0.00% 41.8K shares | |
Unknown Unknown | $9.8M | 4.00% | +$1.4M Bought | — 134.0K shares | |
Software - Infrastructure Technology | $9.6M | 3.95% | -$10.0K Sold | 0.01% 47.3K shares | |
Specialty Retail Consumer Cyclical | $8.4M | 3.45% | -$169.3K Sold | 0.00% 38.3K shares | |
ETF ETF | $7.8M | 3.19% | +$7.4M Bought | — 153.3K shares | |
Household & Personal Products Consumer Defensive | $7.7M | 3.16% | -$66.2K Sold | 0.00% 50.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wills Financial Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+2,256.92% | |
+63.53% | |
+43.88% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-17.47% |
Analytics
Portfolio insights and performance metrics for Wills Financial Group LLC
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