What does Williams Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Williams Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

J P MORGAN EXCHANGE TRADED F

$48M1.1M28.2%

ISHARES TR

$21M33K12.5%

PIMCO ETF TR

$16M158K9.2%

SCHWAB STRATEGIC TR

$15M532K8.6%

VANGUARD INTL EQUITY INDEX F

$14M190K8.3%

WISDOMTREE TR

$12M139K7.1%

SCHWAB STRATEGIC TR

$8M169K4.8%

SCHWAB STRATEGIC TR

$6M216K3.3%

SCHWAB STRATEGIC TR

$5M230K2.9%

DIMENSIONAL ETF TRUST

$4M111K2.2%

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