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| Happy Holidays!! thanks for using AUM13F!! |
| Wills Financial Group LLC
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| CRD # | 334431 |
| SEC # | 801-131900 |
| CIK # | 0002059579, 0001525109 |
| AUM | $362.1 M (2025-02-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 804-330-3100 |
| Address | 704 Libbie Avenue Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.4 | ||
| Apple Inc | 11.8 | ||
| Lockheed Martin Corp | 9.9 | ||
| Palo Alto Networks Inc | 9.7 | ||
| Amazon Com Inc | 8.6 | ||
| Procter & Gamble Co | 8.1 | ||
| Danaher Corp /DE/ | 7.7 | ||
| Alphabet Inc | 7.4 | ||
| iShares Comex Gold Trust | 7.2 | ||
| PepsiCo Inc | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 64.1 |
| (b) Individuals (high net worth individuals) | 88 | 294.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 362.1 |
| By Discretionary | ||
| Discretionary | 743 | 362.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 743 | 362.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 361.7 | |
| Total | 743 | 362.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001525109] | |
| 13F-HR | [0002059579] |
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|---|---|---|
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0.4 | |
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Roger Wittlin Investment Advisory LLC
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0.4 | |
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FL | 0.4 |
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Cedar Wealth Management LLC
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Capstone Capital LLC
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NV | 0.4 |
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Red Wave Investments LLC
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PA | 0.4 |
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Leading Edge Financial Planning LLC
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TN | 0.4 |
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Oneascent Family Office LLC
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AL | 0.4 |