13F Filings History of Williamson Legacy Group, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$127,944,293
Signature - Title
Andy Warning - Chief Compliance Officer
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Williamson Legacy Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Williamson Legacy Group, LLC reported 92 stock holdings with total value $127,944,293 as of Q4 2025. Top holdings included LITE, CIEN, PLTR, WDC, and STX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $127,944,293 +$44,355,776 -$52,735,582 -$8,379,806 LITE, CIEN, PLTR, WDC, STX 13F-HR 09 Feb 2026, 16:50
Q3 2025 97 $129,433,501 +$57,490,530 -$56,284,508 +$1,206,022 HOOD, PLTR, APP, BE, EBAY 13F-HR 14 Nov 2025, 12:34
Q2 2025 104 $118,671,499 +$38,212,974 -$36,559,711 +$1,653,263 PLTR, SPOT, HOOD, AMZN, EBAY 13F-HR 13 Aug 2025, 10:11
Q1 2025 102 $105,326,354 +$31,043,687 -$77,920,899 -$46,877,212 META, NRG, SAP, EBAY, RSG 13F-HR 08 May 2025, 10:53
Q4 2024 115 $150,029,784 +$22,359,061 -$23,372,116 -$1,013,055 LLY, NVDA, APP, META, AMZN 13F-HR 05 Feb 2025, 14:08
Q3 2024 105 $149,617,251 +$51,790,811 -$38,527,961 +$13,262,850 LLY, NVDA, AVGO, META, NRG 13F-HR 12 Nov 2024, 12:11
Q2 2024 89 $134,427,471 +$34,297,706 -$35,731,406 -$1,433,700 LLY, NVDA, GOOGL, MSFT, CRWD 13F-HR 14 Aug 2024, 14:02
Q1 2024 79 $129,113,111 +$7,863,451 -$8,278,725 -$415,274 LLY, MSFT, GOOGL, NVDA, VRT 13F-HR 14 May 2024, 09:08
Q4 2023 81 $107,844,609 $0 $0 $0 LLY, MSFT, GOOGL, NOW, SNPS 13F-HR 13 Feb 2024, 14:46