Williams Financial, LLC - Q22026 Holdings

Williams Financial, LLC holds 30 stocks with a total portfolio value of $ 193.51M as of Q22026. In Q22026, Williams Financial, LLC added 6 new positions, increased stakes in 16 stocks, reduced 5 holdings, and fully exited 1 position. The largest holding is J P Morgan Exchange Traded F (JPIE), representing 26.66% of the total portfolio.