Long-term investor
Wills Financial Group LLC @willsfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002059579).
Record
- Tracked since 2025-06-30 (434 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months +9.1% · 1 year +15.8% · all +15.8%
- Max drawdown 0.0% · Sharpe 1.71 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 7.8% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- PANW · 5.6% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- IAU · 4.0% · long · since 2025-06-30
- LMT · 3.8% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- JPST · 3.1% · long · since 2025-06-30
- PG · 2.7% · long · since 2025-06-30
- UNP · 2.6% · long · since 2025-06-30
- CVX · 2.5% · long · since 2025-06-30