Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

  • $119 Billion
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.82B
$2.14 Billion 1.8% of portfolio
11,861
Q2 2025 Added 1.32%
$5.99B
$1.3 Billion 1.1% of portfolio
46,313
Q2 2025 New
$4.04B
$1.2 Billion 1.01% of portfolio
28,049
Q2 2025 New
$3.68B
$1.11 Billion 0.93% of portfolio
2,744
Q2 2025 New
$8.13B
$947 Million 0.8% of portfolio
28,879
Q2 2025 New
$4.22B
$945 Million 0.8% of portfolio
39,309
Q2 2025 Reduced 0.25%
$3.73B
$846 Million 0.71% of portfolio
34,066
Q2 2025 Added 0.23%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $119 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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