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Portfolio (Quarterly) Guide ↗

Williams Financial, LLC

· CIK 0001846923
13F Portfolio $194M AUM 30 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 16 Added 6 Reduced
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUSC ISHARES TR 16,173.0 $374K 0.19% NEW $23.15 -2.1%
22 BLACKROCK ETF TRUST 4,463.0 $358K 0.18% NEW $80.16
23 EAGG ISHARES TR 6,791.0 $322K 0.17% NEW $47.41 -1.7%
24 AMD ADVANCED MICRO DEVICES INC Technology 524.0 $304K 0.16% NEW $580.91 -19.3%
25 ESGU ISHARES TR 1,834.0 $300K 0.15% NEW $163.66 +2.7%
26 MSFT MICROSOFT CORP Technology 775.0 $289K 0.15% -83.0 -9.7% $373.11 +36.9%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 941.0 $265K 0.14% $281.21 -16.3%
28 DSI ISHARES TR 1,768.0 $252K 0.13% NEW $142.36 +3.3%
29 SYY SYSCO CORP Consumer Defensive 2,963.0 $248K 0.13% -16.0 -0.5% $83.59 -2.2%
30 AMZN AMAZON COM INC Consumer Cyclical 1,028.0 $245K 0.13% -23.0 -2.2% $238.34 +9.4%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.8%
Healthcare 14.2%
Energy 11.6%
Financial Services 7.6%
Consumer Cyclical 4.9%
Consumer Defensive 4.9%