Loading…
CIK 0001846923 • 7 13F filings • Apr 23, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("williams-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMD K1 | $8.4M | 5.9% | 392,307 SH | |
| APPLE INC | COM | $674K | 0.5% | 3,035 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $18.3M | 12.8% | 348,543 SH | |
| CVS HEALTH CORP | COM | $458K | 0.3% | 6,756 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $20.3M | 14.2% | 468,935 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.4M | 5.2% | 124,666 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $211K | 0.1% | 847 SH | |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $8.3M | 5.8% | 341,196 SH | |
| ISHARES TR | RUS TP200 GR ETF | $11.0M | 7.7% | 52,043 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $18.4M | 12.8% | 398,361 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $19.5M | 13.6% | 799,572 SH | |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $1.0M | 0.7% | 28,743 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $21.3M | 14.9% | 418,039 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $228K | 0.2% | 3,796 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $7.6M | 5.3% | 29,526 SH |
| 13F-HR |
| 0001214659-25-015285 |
| $97.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008749 | $193.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010315 | $91.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005070 | $171.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006263 | $143.1M | View |