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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$3.73 Billion 2.88% of portfolio
26,073
Q3 2025 Added 2.05%
$342B
$3.69 Billion 2.85% of portfolio
20,232
Q3 2025 Added 1.13%
$163B
$3.35 Billion 2.59% of portfolio
4,660
Q3 2025 Added 2.33%
$20B
$3.16 Billion 2.44% of portfolio
37,346
Q3 2025 New
$46.1B
$2.7 Billion 2.09% of portfolio
29,720
Q3 2025 Reduced 2.38%
$139B
$2.7 Billion 2.09% of portfolio
8,192
Q3 2025 Added 1.87%
$55.8B
$2.61 Billion 2.01% of portfolio
18,822
Q3 2025 Added 216.6%
$38.8B
$2.49 Billion 1.92% of portfolio
15,358
Q3 2025 Added 10.59%
$15.8B
$2.42 Billion 1.87% of portfolio
14,894
Q3 2025 New
$28.4B
$2.23 Billion 1.72% of portfolio
15,290
Q3 2025 New
$123B
$2.2 Billion 1.7% of portfolio
3,146
Q3 2025 Added 0.03%
$84.4B
$2.14 Billion 1.66% of portfolio
10,927
Q3 2025 Added 47.07%
$465B
$2.15 Billion 1.66% of portfolio
11,509
Q3 2025 Reduced 4.86%
$76.5B
$2.15 Billion 1.66% of portfolio
12,766
Q3 2025 Added 27.41%
$24.5B
$2.14 Billion 1.65% of portfolio
18,858
Q3 2025 New
$1.37T
$2.13 Billion 1.65% of portfolio
2,905
Q3 2025 Reduced 3.3%
Ftai Aviation LTD
-
$2.02 Billion 1.56% of portfolio
-
Q3 2025 Reduced 10.82%
$13.1B
$1.91 Billion 1.48% of portfolio
54,804
Q3 2025 Reduced 4.24%
$8.16B
$1.91 Billion 1.48% of portfolio
12,365
Q3 2025 New
Ge Vernova LLC
-
$1.9 Billion 1.47% of portfolio
-
Q3 2025 Added 197.69%
$328B
$1.88 Billion 1.45% of portfolio
6,260
Q3 2025 Reduced 1.93%
$2.01B
$1.87 Billion 1.44% of portfolio
50,445
Q3 2025 New
$53.3B
$1.79 Billion 1.39% of portfolio
7,597
Q3 2025 New
$19.5B
$1.79 Billion 1.39% of portfolio
45,462
Q3 2025 Reduced 2.81%
$39.4B
$1.8 Billion 1.39% of portfolio
2,503
Q3 2025 Reduced 0.32%
$74.1B
$1.68 Billion 1.3% of portfolio
6,179
Q3 2025 Added 20.54%
$971B
$1.64 Billion 1.27% of portfolio
2,147
Q3 2025 Reduced 0.37%
$16.3B
$1.61 Billion 1.24% of portfolio
8,739
Q3 2025 Added 4.68%
$47.1B
$1.57 Billion 1.21% of portfolio
14,007
Q3 2025 Added 5.83%
$79.6B
$1.54 Billion 1.19% of portfolio
12,475
Q3 2025 Added 290.09%
$59.6B
$1.53 Billion 1.18% of portfolio
7,140
Q3 2025 New
$78.9B
$1.47 Billion 1.13% of portfolio
18,347
Q3 2025 Reduced 2.82%
$23.1B
$1.44 Billion 1.11% of portfolio
4,669
Q3 2025 Reduced 3.81%
$22.2B
$1.4 Billion 1.08% of portfolio
52,884
Q3 2025 New
$4.61B
$1.39 Billion 1.07% of portfolio
51,513
Q3 2025 Added 11.23%
$19.9B
$1.39 Billion 1.07% of portfolio
2,868
Q3 2025 Reduced 4.46%
$20.1B
$1.37 Billion 1.06% of portfolio
2,431
Q3 2025 Reduced 2.95%
$258B
$1.38 Billion 1.06% of portfolio
8,223
Q3 2025 Added 121.64%
$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
$174B
$1.31 Billion 1.01% of portfolio
8,805
Q3 2025 New
$27.2B
$1.29 Billion 1.0% of portfolio
5,931
Q3 2025 New
$49.1B
$1.28 Billion 0.99% of portfolio
1,069
Q3 2025 Added 6.37%
$170B
$1.27 Billion 0.98% of portfolio
8,781
Q3 2025 Reduced 5.59%
$15B
$1.26 Billion 0.97% of portfolio
5,909
Q3 2025 New
$20.2B
$1.24 Billion 0.96% of portfolio
4,643
Q3 2025 Added 37.86%
$79.1B
$1.23 Billion 0.95% of portfolio
6,893
Q3 2025 New
$8.22B
$1.2 Billion 0.93% of portfolio
13,407
Q3 2025 New
$104B
$1.2 Billion 0.93% of portfolio
18,160
Q3 2025 Reduced 3.03%

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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