Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $129 Billion
  • Q3 2025

Williamson Legacy Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Robinhood Markets, Inc. with a value of $3.73B, Palantir Technologies Inc. with a value of $3.69B, App Lovin Corp with a value of $3.35B, Bloom Energy Corp with a value of $3.16B, and Ebay Inc with a value of $2.7B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $119B to 129B.

Williamson Legacy Group, LLC is based out at Carmel, IN

Below you can find more details about Williamson Legacy Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
Technology: $40.1 Billion
Consumer Cyclical: $17.8 Billion
Industrials: $17.2 Billion
Communication Services: $12.9 Billion
Financial Services: $11.7 Billion
Healthcare: $7.04 Billion
Basic Materials: $5.63 Billion
Consumer Defensive: $4.01 Billion
Other: $8.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.16B
$1.91 Billion 1.48% of portfolio
12,365
Q3 2025 New
$2.01B
$1.87 Billion 1.44% of portfolio
50,445
Q3 2025 New
$4.61B
$1.39 Billion 1.07% of portfolio
51,513
Q3 2025 Added 11.23%
$4.71B
$1.36 Billion 1.05% of portfolio
72,096
Q3 2025 New
$5.13B
$1.32 Billion 1.02% of portfolio
7,651
Q3 2025 New
$8.22B
$1.2 Billion 0.93% of portfolio
13,407
Q3 2025 New
$3.24B
$1.16 Billion 0.9% of portfolio
20,237
Q3 2025 New
$6B
$1.15 Billion 0.89% of portfolio
16,771
Q3 2025 New
$3.84B
$1.12 Billion 0.86% of portfolio
18,197
Q3 2025 New
$8.19B
$1.09 Billion 0.84% of portfolio
23,162
Q3 2025 New
$8.58B
$1.03 Billion 0.8% of portfolio
3,545
Q3 2025 New
$9.87B
$965 Million 0.75% of portfolio
4,047
Q3 2025 New
$8.39B
$688 Million 0.53% of portfolio
5,413
Q3 2025 New
$5.67B
$495 Million 0.38% of portfolio
6,923
Q3 2025 New
$9.92B
$336 Million 0.26% of portfolio
3,986
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $129 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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