Williamson Legacy Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $2.73B, Spotify Technology S.A. with a value of $2.41B, Robinhood Markets, Inc. with a value of $2.39B, Amazon Com Inc with a value of $2.37B, and Ebay Inc with a value of $2.27B.
Examining the 13F form we can see an increase of $13.3B in the current position value, from $105B to 119B.
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
$119 Billion
Technology: $22.2 Billion
Financial Services: $16.2 Billion
Consumer Cyclical: $13.7 Billion
Industrials: $12.6 Billion
Communication Services: $10.9 Billion
Energy: $9.44 Billion
Consumer Defensive: $8.83 Billion
Healthcare: $8.24 Billion
Other: $12.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
