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 $10 Billions to $200 Billions
