# EDGAR Filing Document

**Accession Number:** 0001525109
**File Stem:** 0001525109-23-000002
**Filing Date:** 2023-2
**Character Count:** 9140
**Document Hash:** 339eef347992716801ba358b3a606b8b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001525109-23-000002.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001525109-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wills Financial Group, Inc.
- **CENTRAL INDEX KEY:** 0001525109
- **IRS NUMBER:** 541928644
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14508
- **FILM NUMBER:** 23626894

**BUSINESS ADDRESS:**
- **STREET 1:** 704 LIBBIE AVENUE
- **STREET 2:** PO BOX18338
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226-8338
- **BUSINESS PHONE:** 804-330-3100

**MAIL ADDRESS:**
- **STREET 1:** 704 LIBBIE AVENUE
- **STREET 2:** PO BOX18338
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226-8338

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wills Financial Group Inc.<br>**Address:** 704 LIBBIE AVENUE<br>PO BOX18338<br>RICHMOND, VA 23226-8338

**Form 13F File Number:** 028-14508

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam J. Mehrer<br>**Title:** Chief Strategy Officer<br>**Phone:** 804-330-3100

**Signature, Place, and Date of Signing:**

Adam J. Mehrer  Richmond, VA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $179525090

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES | COM | 007903107 |  | 722250 | 11151 | SH |  | SOLE |  | 11151 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 3275670 | 15105 | SH |  | SOLE |  | 15105 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3954822 | 44824 | SH |  | SOLE |  | 44824 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3954822 | 5660 | SH |  | SOLE |  | 5660 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3012576 | 35864 | SH |  | SOLE |  | 35864 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 13433984 | 103394 | SH |  | SOLE |  | 103394 | 0 | 0 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 993178 | 28263 | SH |  | SOLE |  | 28263 | 0 | 0 |
| Berkshire Hathaway Inc DEL | CL B NEW | 084670702 |  | 14080898 | 45584 | SH |  | SOLE |  | 45584 | 0 | 0 |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 |  | 213867 | 2972 | SH |  | SOLE |  | 2972 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1474426 | 2637 | SH |  | SOLE |  | 2637 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4811175 | 26805 | SH |  | SOLE |  | 26805 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 948423 | 24090 | SH |  | SOLE |  | 24090 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 557787 | 3317 | SH |  | SOLE |  | 3317 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 848996 | 13347 | SH |  | SOLE |  | 13347 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 587758 | 4981 | SH |  | SOLE |  | 4981 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 8730939 | 32895 | SH |  | SOLE |  | 32895 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 215003 | 6543 | SH |  | SOLE |  | 6543 | 0 | 0 |
| DISNEY WALT CO | COM DISNEY | 254687106 |  | 924582 | 10642 | SH |  | SOLE |  | 10642 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 6302299 | 102777 | SH |  | SOLE |  | 102777 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 723239 | 7022 | SH |  | SOLE |  | 7022 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 229361 | 5866 | SH |  | SOLE |  | 5866 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1095092 | 8455 | SH |  | SOLE |  | 8455 | 0 | 0 |
| ESSENTIAL UTILITIES INC | COM | 29670G102 |  | 7328933 | 153550 | SH |  | SOLE |  | 153550 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1167556 | 10585 | SH |  | SOLE |  | 10585 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | PFD Secs Inc ETF | 33739E108 |  | 4843705 | 288316 | SH |  | SOLE |  | 288316 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 545807 | 1728 | SH |  | SOLE |  | 1728 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 223384 | 1014 | SH |  | SOLE |  | 1014 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 899724 | 6386 | SH |  | SOLE |  | 6386 | 0 | 0 |
| ISHARES GOLD TRUST | ISHARES | 464285204 |  | 4138624 | 119648 | SH |  | SOLE |  | 119648 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 167989 | 46483 | SH |  | SOLE |  | 46483 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 8380799 | 47443 | SH |  | SOLE |  | 47443 | 0 | 0 |
| JP MORGAN CHASE  CO | COM | 46625H100 |  | 778139 | 5803 | SH |  | SOLE |  | 5803 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 254349 | 2418 | SH |  | SOLE |  | 2418 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 9971244 | 20496 | SH |  | SOLE |  | 20496 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 338708 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| MARKEL CORP | COM | 570535104 |  | 206846 | 157 | SH |  | SOLE |  | 157 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 12260601 | 51124 | SH |  | SOLE |  | 51124 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2405088 | 28769 | SH |  | SOLE |  | 28769 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 5157025 | 44073 | SH |  | SOLE |  | 44073 | 0 | 0 |
| NORFOLK SOUTHERN CORP | COM | 655844108 |  | 1642881 | 6667 | SH |  | SOLE |  | 6667 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4225271 | 30280 | SH |  | SOLE |  | 30280 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 8595356 | 47578 | SH |  | SOLE |  | 47578 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2823782 | 55109 | SH |  | SOLE |  | 55109 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 455951 | 4505 | SH |  | SOLE |  | 4505 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 7381034 | 48700 | SH |  | SOLE |  | 48700 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 253511 | 2512 | SH |  | SOLE |  | 2512 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 1450625 | 4331 | SH |  | SOLE |  | 4331 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1377395 | 18234 | SH |  | SOLE |  | 18234 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 2684581 | 11312 | SH |  | SOLE |  | 11312 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 2258504 | 31627 | SH |  | SOLE |  | 31627 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 525951 | 955 | SH |  | SOLE |  | 955 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 4728479 | 22835 | SH |  | SOLE |  | 22835 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 237868 | 1296 | SH |  | SOLE |  | 1296 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3970445 | 100773 | SH |  | SOLE |  | 100773 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2172354 | 15321 | SH |  | SOLE |  | 15321 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1509003 | 9619 | SH |  | SOLE |  | 9619 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 3072431 | 20965 | SH |  | SOLE |  | 20965 | 0 | 0 |

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