Williams Financial, LLC - Q32026 Holdings

Williams Financial, LLC holds 31 stocks with a total portfolio value of $ 196.6M as of Q32026. In Q32026, Williams Financial, LLC added 2 new positions, increased stakes in 19 stocks, reduced 6 holdings, and fully exited 1 position. The largest holding is J P Morgan Exchange Traded F (JPIE), representing 26.45% of the total portfolio.