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 ~21-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.

Opened
25
bought for the first time
Added to
16
already held, bought more
Trimmed
5
sold some, still holds it
Sold out
1
exited the position entirely

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 the share of each fund's own book sitting in the names it shares with Williams Financial, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

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
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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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.