Arkolith/Funds/Williams Financial, LLC

Williams Financial, LLC

CIK 1846923
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Williams Financial, LLC holds a concentrated book of 30 stocks worth $193.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares Esg Aware Usd Corpor and trimmed Apple Inc. Their largest long position is JPMorgan Income ETF at 27% of the equity book. Cloning the disclosed picks since 2024 would be +14% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Williams Financial, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1846923/holdings"
Ask your agent
Use Arkolith to show Williams Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
16
existing
Trimmed
5
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.0%
+7.7%/yr · since Oct '24
Their reported book
+14.9%
held from quarter-end
S&P 500
+29.3%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Williams Financial, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Williams Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
87%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Consumer Staples
0%
Energy
0%
Financials
0%
Industrials
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Williams Financial, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY50 / 30$213.6B
JPMORGAN CHASE & CO50 / 30$200.9B
ROYAL BANK OF CANADA50 / 30$77.8B
WELLS FARGO & COMPANY/MN50 / 30$76.7B
ENVESTNET ASSET MANAGEMENT INC50 / 30$49.1B
RAYMOND JAMES FINANCIAL INC50 / 30$40.7B
LPL Financial LLC50 / 30$37.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50 / 30$32.2B

Ranked by how many of Williams Financial, LLC's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

30 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
INCOME ETF
$51.6M1.12M
26.7%
+6.6%
Added · +69K sh
2Ishares TR
CORE S&P500 ETF
$25.8M34.4K
13.3%
+4.7%
Added · +2K sh
3Schwab Strategic TR
FUNDAMENTAL US L
$17.2M553.4K
8.9%
+4.1%
Added · +22K sh
4Pimco ETF TR
ENHAN SHRT MA AC
$17.0M168.9K
8.8%
+7.1%
Added · +11K sh
5Vanguard Intl Equity Index F
ALLWRLD EX US
$16.6M198.4K
8.6%
+4.3%
Added · +8K sh
6Wisdomtree TR
US QTLY DIV GRT
$14.1M147.0K
7.3%
+5.5%
Added · +8K sh
7Schwab Strategic TR
FUNDAMENTAL INTL
$9.2M174.6K
4.8%
+3.2%
Added · +5K sh
8Schwab Strategic TR
US TIPS ETF
$6.2M232.5K
3.2%
+7.6%
Added · +16K sh
9Schwab Strategic TR
US REIT ETF
$5.7M240.9K
2.9%
+4.8%
Added · +11K sh
10Ishares TR
US SML CAP EQT
$4.5M50.8K
2.3%
+4.6%
Added · +2K sh
11Dimensional ETF Trust
INTL SMALL CAP E
$4.1M116.1K
2.1%
+4.6%
Added · +5K sh
12Vanguard Scottsdale FDS
INT-TERM CORP
$3.9M47.5K
2.0%
+7.7%
Added · +3K sh
13Schwab Strategic TR
INT-TRM U.S TRES
$3.0M121.0K
1.5%
+7.6%
Added · +9K sh
14SPDR Series Trust
ST TERM HIGH ETF
$2.9M116.8K
1.5%
+6.8%
Added · +7K sh
15Schwab Strategic TR
EMRG MKTEQ ETF
$2.9M80.4K
1.5%
+5.4%
Added · +4K sh
16Schwab Strategic TR
FUNDAMENTAL US S
$2.2M57.4K
1.1%
+4.5%
Added · +2K sh
17Apple Inc
COM
$2.0M6.9K
1.0%
−7.6%
Reduced · −564 sh
18CVS Health Corp
COM
$713K6.9K
0.4%
−1.8%
Reduced · −125 sh
19Exxon Mobil Corp
COM
$580K4.2K
0.3%
−28%
Reduced · −2K sh
20Toronto Dominion BK Ont
COM NEW
$382K3.1K
0.2%
Held
21Ishares TR
ESG AWRE USD ETF
$374K16.2K
0.2%
New
New position
22BlackRock ETF Trust
ISHA US AWAR ETF
$358K4.5K
0.2%
New
New position
23Ishares TR
ESG AWR US AGRGT
$322K6.8K
0.2%
New
New position
24Advanced Micro Devices Inc
COM
$304K524
0.2%
New
New position
25Ishares TR
ESG AWR MSCI USA
$300K1.8K
0.2%
New
New position
26Microsoft Corp
COM
$289K775
0.1%
−10%
Reduced · −90 sh
27International Business Machs
COM
$265K941
0.1%
Held
28Ishares TR
ESG MSCI KLD ETF
$252K1.8K
0.1%
New
New position
29Sysco Corp
COM
$248K3.0K
0.1%
Held
30Amazon Com Inc
COM
$245K1.0K
0.1%
−4.0%
Reduced · −43 sh
Showing all 30 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202630$193.5M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202625$171.8M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202624$172.8M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202517$97.0M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202510$91.7M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202515$143.1M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202518$160.6M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202418$160.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.