Williams Financial, LLC - Q12026 Holdings

Williams Financial, LLC holds 25 stocks with a total portfolio value of $ 171.79M as of Q12026. In Q12026, Williams Financial, LLC added 1 new position, increased stakes in 4 stocks, reduced 17 holdings, and fully exited 0 positions. The largest holding is J P Morgan Exchange Traded F (JPIE), representing 28.19% of the total portfolio.