Williams Financial, LLC - Q42025 Holdings

Williams Financial, LLC holds 24 stocks with a total portfolio value of $ 172.84M as of Q42025. In Q42025, Williams Financial, LLC added 14 new positions, increased stakes in 5 stocks, reduced 2 holdings, and fully exited 7 positions. The largest holding is J P Morgan Exchange Traded (JPIE), representing 28.22% of the total portfolio.