# EDGAR Filing Document

**Accession Number:** 0002059579
**File Stem:** 0002059579-26-000001
**Filing Date:** 2026-2
**Character Count:** 10658
**Document Hash:** 71fe2d31d559e4aa32160999e633d17c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002059579-26-000001.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0002059579-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260211

**EFFECTIVENESS DATE**: 20260211

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wills Financial Group LLC
- **CENTRAL INDEX KEY:** 0002059579

**ORGANIZATION NAME:**
- **EIN:** 332110417
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25553
- **FILM NUMBER:** 26620582

**BUSINESS ADDRESS:**
- **STREET 1:** 704 LIBBIE AVE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226
- **BUSINESS PHONE:** 8043303100

**MAIL ADDRESS:**
- **STREET 1:** 704 LIBBIE AVE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

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

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

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wills Financial Group LLC<br>**Address:** 704 LIBBIE AVE<br>RICHMOND, VA 23226

**Form 13F File Number:** 028-25553

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  02-11-2026<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:** 73

**Form 13F Information Table Value Total:** $261682695

      (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 |
| ALBEMARLE CORP | COM | 012653101 |  | 631388 | 4464 | SH |  | SOLE |  | 4464 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 12788938 | 40859 | SH |  | SOLE |  | 40859 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1402686 | 4470 | SH |  | SOLE |  | 4470 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 3402437 | 72361 | SH |  | SOLE |  | 72361 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 8858872 | 38380 | SH |  | SOLE |  | 38380 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15382848 | 56584 | SH |  | SOLE |  | 56584 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 595912 | 557 | SH |  | SOLE |  | 557 | 0 | 0 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 2281779 | 64640 | SH |  | SOLE |  | 64640 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 22605176 | 44972 | SH |  | SOLE |  | 44972 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 881949 | 5722 | SH |  | SOLE |  | 5722 | 0 | 0 |
| BRADY CORP | CL A | 104674106 |  | 2119987 | 27051 | SH |  | SOLE |  | 27051 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 6895612 | 19924 | SH |  | SOLE |  | 19924 | 0 | 0 |
| CF INDS HLDGS INC | COM | 125269100 |  | 3129096 | 40459 | SH |  | SOLE |  | 40459 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 6375584 | 41832 | SH |  | SOLE |  | 41832 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 782937 | 2867 | SH |  | SOLE |  | 2867 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 701689 | 10037 | SH |  | SOLE |  | 10037 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 8494651 | 37108 | SH |  | SOLE |  | 37108 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 4333894 | 73970 | SH |  | SOLE |  | 73970 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1001338 | 8543 | SH |  | SOLE |  | 8543 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 901027 | 838 | SH |  | SOLE |  | 838 | 0 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 6034545 | 157313 | SH |  | SOLE |  | 157313 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1359087 | 11294 | SH |  | SOLE |  | 11294 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1085980 | 15632 | SH |  | SOLE |  | 15632 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 4422208 | 53916 | SH |  | SOLE |  | 53916 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 560776 | 1630 | SH |  | SOLE |  | 1630 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1442745 | 7395 | SH |  | SOLE |  | 7395 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 314988 | 926 | SH |  | SOLE |  | 926 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 256561 | 453 | SH |  | SOLE |  | 453 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 11942867 | 147134 | SH |  | SOLE |  | 147134 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1532896 | 2238 | SH |  | SOLE |  | 2238 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 8573900 | 169478 | SH |  | SOLE |  | 169478 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3069084 | 60249 | SH |  | SOLE |  | 60249 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 332526 | 7023 | SH |  | SOLE |  | 7023 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 269675 | 4711 | SH |  | SOLE |  | 4711 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1002343 | 4843 | SH |  | SOLE |  | 4843 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5393964 | 16740 | SH |  | SOLE |  | 16740 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 4860477 | 48176 | SH |  | SOLE |  | 48176 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 10265214 | 21224 | SH |  | SOLE |  | 21224 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 409972 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 348290 | 1676 | SH |  | SOLE |  | 1676 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 2267699 | 13944 | SH |  | SOLE |  | 13944 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 305250 | 142 | SH |  | SOLE |  | 142 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 236863 | 775 | SH |  | SOLE |  | 775 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 410145 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1784674 | 16955 | SH |  | SOLE |  | 16955 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 17146715 | 35455 | SH |  | SOLE |  | 35455 | 0 | 0 |
| MOOG INC | CL A | 615394202 |  | 4085344 | 16774 | SH |  | SOLE |  | 16774 | 0 | 0 |
| NETAPP INC | COM | 64110D104 |  | 1357194 | 12673 | SH |  | SOLE |  | 12673 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2771711 | 34526 | SH |  | SOLE |  | 34526 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1809884 | 6269 | SH |  | SOLE |  | 6269 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 730707 | 3918 | SH |  | SOLE |  | 3918 | 0 | 0 |
| OAKTREE SPECIALTY LENDING CO | COM | 67401P405 |  | 3762344 | 295317 | SH |  | SOLE |  | 295317 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 8930384 | 48482 | SH |  | SOLE |  | 48482 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 7306927 | 50912 | SH |  | SOLE |  | 50912 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2717902 | 109153 | SH |  | SOLE |  | 109153 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 624277 | 3892 | SH |  | SOLE |  | 3892 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 438729 | 2102 | SH |  | SOLE |  | 2102 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 7322230 | 51094 | SH |  | SOLE |  | 51094 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 243188 | 1326 | SH |  | SOLE |  | 1326 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 4529375 | 8667 | SH |  | SOLE |  | 8667 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1714202 | 62494 | SH |  | SOLE |  | 62494 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 4870479 | 15031 | SH |  | SOLE |  | 15031 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 3925369 | 45016 | SH |  | SOLE |  | 45016 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 248486 | 627 | SH |  | SOLE |  | 627 | 0 | 0 |
| T ROWE PRICE ETF INC | CAPITAL APPRECIA | 87283Q784 |  | 509464 | 21615 | SH |  | SOLE |  | 21615 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 294567 | 655 | SH |  | SOLE |  | 655 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 790370 | 1364 | SH |  | SOLE |  | 1364 | 0 | 0 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 |  | 200220 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1262806 | 25251 | SH |  | SOLE |  | 25251 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 5899754 | 25505 | SH |  | SOLE |  | 25505 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 269816 | 1046 | SH |  | SOLE |  | 1046 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2546514 | 62522 | SH |  | SOLE |  | 62522 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3323208 | 9476 | SH |  | SOLE |  | 9476 | 0 | 0 |

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