Williamson Legacy Group, LLC

Registered adviser

CIK

2011965

Location

CARMEL, IN

Portfolio Value

Small $201,413,957

Diversification

Diversified

Filing Date

Global Rank

#6,382 / 8,811 ▲ 469

Top Industry

Computer Hardware 15.6%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 318629

Roster of Oct 1, 2026

Regulatory AUM

$183,062,559

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$183,062,559	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$208,707,099	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$164,945,891	Individuals and high net worth (97%)
May 2023 to Mar 2024	$145,378,552	Individuals and high net worth (97%)
Apr 2023	$145,378,552	Individuals and high net worth (97%)
Jul 2022 to Mar 2023	$157,074,178	Individuals and high net worth (97%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 39.0%, 40.4 effective positions, active share 83.8% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

High turnover

131.5% over the last four quarters (100%+)

Horizon

Short horizon

Value-weighted holding period 3.2 quarters (under 4)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 83.8%; sector active share 37.6% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.4%

+0.5 pts

Top 5

24.1%

+1.3 pts

Top 10

39.0%

+4.3 pts

HHI

247

Diversified+34

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	53.5%	$107,721,401	26
Industrials	24.2%	$48,837,711	17
Financial Services	6.7%	$13,570,918	8
Healthcare	5.1%	$10,306,416	5
Consumer Cyclical	4.9%	$9,865,111	6
Energy	3.4%	$6,862,433	5
Basic Materials	1.2%	$2,500,067	2
Unclassified	0.4%	$743,054	3
Consumer Defensive	0.2%	$478,632	1
Utilities	0.2%	$308,075	1
Communication Services	0.1%	$220,139	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SEDG	Solaredge Technologies, Inc.	+21,168	63,738	$3,724,848
FTI	TechnipFMC plc	+8,059	44,783	$2,969,112
NVT	nVent Electric plc	+8,026	20,070	$3,404,072
TD	Toronto Dominion Bank	+7,539	15,781	$1,916,286
C	Citigroup Inc	+6,948	17,093	$2,392,336
VRT	Vertiv Holdings Co	+5,667	11,176	$3,741,948
DTM	DT Midstream, Inc.	+5,498	12,519	$1,837,038
GLW	Corning Inc	+4,689	21,124	$5,395,703
LBRT	Liberty Energy Inc.	+3,665	39,003	$1,021,488
LRCX	Lam Research Corp	+3,448	12,303	$5,331,258
TER	Teradyne, Inc	+3,441	9,830	$4,756,147
COHR	Coherent Corp.	+3,373	10,640	$4,197,160
ROST	Ross Stores, Inc.	+3,184	7,095	$1,510,170
CMI	Cummins Inc	+2,234	4,273	$3,047,546
CM	Canadian Imperial Bank Of Commerce	+2,105	10,293	$1,183,695
VUG	VANGUARD GROWTH INDEX FUND	+2,000	2,592	$223,274
DY	Dycom Industries Inc	+1,941	3,716	$1,878,772
CAT	Caterpillar Inc	+1,880	3,805	$4,051,944
BE	Bloom Energy Corp	+1,617	20,532	$6,215,036
MTZ	Mastec Inc	+972	11,080	$4,609,944
AMD	Advanced Micro Devices Inc	+954	5,538	$3,217,079
HWM	Howmet Aerospace Inc.	+923	13,676	$3,676,929
MU	Micron Technology Inc	+901	7,570	$8,737,975
TPR	Tapestry, Inc.	+868	20,718	$3,032,700
BAP	Credicorp Ltd	+731	4,528	$1,764,018
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
FIVE	Five Below, Inc	−11,170	3,820	$686,797
WDC	Western Digital Corp	−5,277	14,671	$9,370,661
SNDK	Sandisk Corp	−3,731	5,648	$12,842,027
FSLY	Fastly, Inc.	−2,751	55,861	$1,025,607
STX	Seagate Technology Holdings plc	−2,342	9,503	$9,170,395
ALB	Albemarle Corp	−2,322	7,177	$969,110
LITE	Lumentum Holdings Inc.	−1,934	9,351	$8,023,719
RSPT	Victory Portfolios II	−1,282	4,232	$272,964
RL	Ralph Lauren Corp	−1,021	2,708	$1,087,018
LLY	ELI LILLY & Co	−249	1,905	$2,284,914
JNJ	Johnson & Johnson	−140	5,136	$1,304,389
SRE	Sempra	−88	3,323	$308,075
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−55	667	$246,816
GS	Goldman Sachs Group Inc	−19	1,238	$1,252,076
MSFT	Microsoft Corp	−4	776	$289,463
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DOCN	DigitalOcean Holdings, Inc.	32,491	$5,102,061
TXG	10x Genomics, Inc.	95,060	$3,644,600
LGN	Legence Corp.	41,267	$3,517,186
AMAT	Applied Materials Inc	4,712	$3,406,776
MKSI	Mks Inc	5,543	$2,465,526
ONTO	Onto Innovation Inc.	5,816	$2,201,065
ATI	Ati Inc	11,077	$2,183,276
TKR	Timken Co	14,122	$2,052,209
HUT	Hut 8 Corp.	17,645	$2,037,027
GH	Guardant Health, Inc.	13,093	$1,964,342
MTSI	MACOM Technology Solutions Holdings, Inc.	4,994	$1,899,567
PANW	Palo Alto Networks Inc	4,652	$1,586,425
STLD	Steel Dynamics Inc	6,672	$1,530,957
VIK	Viking Holdings Ltd	12,040	$1,260,226
SMTC	Semtech Corp	7,424	$1,201,574
KEY	Keycorp	51,474	$1,186,475
LUNR	Intuitive Machines, Inc.	53,028	$1,134,268
BIIB	Biogen Inc.	5,129	$1,108,171
KLAC	Kla Corp	3,602	$1,086,759
HAL	Halliburton Co	23,269	$789,982
APLD	Applied Digital Corp.	13,571	$506,198
CRWD	CrowdStrike Holdings, Inc.	662	$505,198
VLO	Valero Energy Corp	940	$244,813
GOOGL	Alphabet Inc.	616	$220,139
UPS	United Parcel Service Inc	1,932	$207,690
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp	10,333	$2,611,149
BWXT	BWX Technologies, Inc.	11,112	$2,272,292
NVDA	Nvidia Corp	11,922	$2,079,196
RTX	RTX Corp	9,602	$1,852,225
IAG	Iamgold Corp	97,402	$1,833,105
AGI	Alamos Gold Inc	37,776	$1,678,387
FTAI	FTAI Aviation Ltd.	6,746	$1,652,770
AEM	Agnico Eagle Mines Ltd	7,896	$1,602,730
NEM	NEWMONT Corp	14,493	$1,568,867
ELAN	Elanco Animal Health Inc	64,278	$1,538,172
B	Barrick Mining Corp	37,433	$1,526,892
DAN	DANA Inc	43,444	$1,461,890
AMG	Affiliated Managers Group, Inc.	5,104	$1,412,276
BG	Bunge Global SA	10,372	$1,319,318
WWD	Woodward, Inc.	3,540	$1,267,036
HXL	Hexcel Corp	14,850	$1,201,810
HII	Huntington Ingalls Industries, Inc.	3,119	$1,184,908
ORA	Ormat Technologies, Inc.	10,498	$1,174,936
WMT	Walmart Inc.	7,461	$927,253
FCFS	FirstCash Holdings, Inc.	4,587	$862,356
FN	Fabrinet	1,553	$809,920
CCJ	Cameco Corp	6,791	$737,570
WPM	Wheaton Precious Metals Corp.	5,256	$688,588
KTOS	Kratos Defense & Security Solutions, Inc.	9,216	$649,820
AER	AerCap Holdings N.V.	4,463	$612,234
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $201,413,957 total · filing declares 75 positions · $201,415,411 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SNDK	Sandisk Corp Technology	Reduced	5,648	-3,731	$12,842,027	+115.5%	3	$215.49	6.38%
WDC	Western Digital Corp Technology	Reduced	14,671	-5,277	$9,370,661	+73.7%	3	$153.15	4.65%
STX	Seagate Technology Holdings plc Technology	Reduced	9,503	-2,342	$9,170,395	+97.6%	4	$204.02	4.55%
MU	Micron Technology Inc Technology	Added	7,570	+901	$8,737,975	+287.8%	3	$305.75	4.34%
CIEN	Ciena Corp Technology	Added	17,001	+77	$8,340,010	+26.9%	4	$114.06	4.14%
LITE	Lumentum Holdings Inc. Technology	Reduced	9,351	-1,934	$8,023,719	+1.2%	4	$129.21	3.98%
BE	Bloom Energy Corp Industrials	Added	20,532	+1,617	$6,215,036	+142.5%	4	$77.79	3.09%
GLW	Corning Inc Technology	Added	21,124	+4,689	$5,395,703	+141.5%	3	$114.34	2.68%
LRCX	Lam Research Corp Technology	Added	12,303	+3,448	$5,331,258	+181.8%	3	$202.11	2.65%
DOCN	DigitalOcean Holdings, Inc. Technology	NEW	32,491	NEW	$5,102,061	NEW	1	$135.24	2.53%
TER	Teradyne, Inc Technology	Added	9,830	+3,441	$4,756,147	+151.1%	3	$269.85	2.36%
MTZ	Mastec Inc Industrials	Added	11,080	+972	$4,609,944	+41.8%	4	$233.51	2.29%
GEV	GE Vernova Inc. Industrials	Added	3,895	+19	$4,576,079	+35.3%	5	$566.55	2.27%
COHR	Coherent Corp. Technology	Added	10,640	+3,373	$4,197,160	+142.5%	3	$226.30	2.08%
CAT	Caterpillar Inc Industrials	Added	3,805	+1,880	$4,051,944	+197.1%	3	$748.31	2.01%
VRT	Vertiv Holdings Co Industrials	Added	11,176	+5,667	$3,741,948	+171.1%	2	$270.24	1.86%
SEDG	Solaredge Technologies, Inc. Technology	Added	63,738	+21,168	$3,724,848	+71.4%	4	$37.35	1.85%
HWM	Howmet Aerospace Inc. Industrials	Added	13,676	+923	$3,676,929	+25.1%	5	$180.88	1.83%
TXG	10x Genomics, Inc. Healthcare	NEW	95,060	NEW	$3,644,600	NEW	1	$26.21	1.81%
LGN	Legence Corp. Industrials	NEW	41,267	NEW	$3,517,186	NEW	1	$81.48	1.75%
AMAT	Applied Materials Inc Technology	NEW	4,712	NEW	$3,406,776	NEW	1	$461.39	1.69%
NVT	nVent Electric plc Industrials	Added	20,070	+8,026	$3,404,072	+139.0%	2	$130.48	1.69%
AMD	Advanced Micro Devices Inc Technology	Added	5,538	+954	$3,217,079	+245.0%	3	$256.53	1.60%
NXT	Nextpower Inc. Technology	Added	25,945	+505	$3,091,087	+0.8%	3	$99.21	1.53%
CMI	Cummins Inc Industrials	Added	4,273	+2,234	$3,047,546	+177.8%	3	$582.36	1.51%
TPR	Tapestry, Inc. Consumer Cyclical	Added	20,718	+868	$3,032,700	+8.3%	4	$108.30	1.51%
FTI	TechnipFMC plc Energy	Added	44,783	+8,059	$2,969,112	+17.0%	11	before history	1.47%
MKSI	Mks Inc Technology	NEW	5,543	NEW	$2,465,526	NEW	1	$312.92	1.22%
C	Citigroup Inc Financial Services	Added	17,093	+6,948	$2,392,336	+107.9%	2	$120.50	1.19%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,879	+426	$2,288,200	+28.2%	7	$473.65	1.14%
LLY	ELI LILLY & Co Healthcare	Reduced	1,905	-249	$2,284,914	+15.3%	11	before history	1.13%
ONTO	Onto Innovation Inc. Technology	NEW	5,816	NEW	$2,201,065	NEW	1	$282.99	1.09%
ATI	Ati Inc Industrials	NEW	11,077	NEW	$2,183,276	NEW	1	$169.52	1.08%
TKR	Timken Co Industrials	NEW	14,122	NEW	$2,052,209	NEW	1	$120.27	1.02%
HUT	Hut 8 Corp. Financial Services	NEW	17,645	NEW	$2,037,027	NEW	1	$96.95	1.01%
GH	Guardant Health, Inc. Healthcare	NEW	13,093	NEW	$1,964,342	NEW	1	$108.76	0.98%
TD	Toronto Dominion Bank Financial Services	Added	15,781	+7,539	$1,916,286	+149.2%	2	$101.95	0.95%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	NEW	4,994	NEW	$1,899,567	NEW	1	$331.71	0.94%
DY	Dycom Industries Inc Industrials	Added	3,716	+1,941	$1,878,772	+212.4%	4	$355.13	0.93%
BNY	Bank of New York Mellon Corp Financial Services	Added	12,717	+309	$1,839,005	+24.9%	6	$94.63	0.91%
DTM	DT Midstream, Inc. Energy	Added	12,519	+5,498	$1,837,038	+94.3%	7	$118.68	0.91%
BAP	Credicorp Ltd Financial Services	Added	4,528	+731	$1,764,018	+37.0%	5	$309.63	0.88%
PANW	Palo Alto Networks Inc Technology	NEW	4,652	NEW	$1,586,425	NEW	1	$228.90	0.79%
RBC	RBC Bearings INC Industrials	Added	2,390	+141	$1,539,303	+26.0%	2	$534.63	0.76%
STLD	Steel Dynamics Inc Basic Materials	NEW	6,672	NEW	$1,530,957	NEW	1	$234.22	0.76%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	7,095	+3,184	$1,510,170	+78.2%	2	$210.79	0.75%
WCC	Wesco International Inc Industrials	Added	4,366	+629	$1,508,147	+47.5%	2	$289.27	0.75%
PWR	Quanta Services, Inc. Industrials	Added	2,074	+502	$1,493,362	+73.0%	2	$555.78	0.74%
JNJ	Johnson & Johnson Healthcare	Reduced	5,136	-140	$1,304,389	+1.1%	2	$232.92	0.65%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	12,040	NEW	$1,260,226	NEW	1	$86.52	0.63%

Showing the top 50 of 75 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.