Williamson Legacy Group, LLC

Q4 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$127,944
Net value change ($000)
-1,490 (-1.2%)
New positions
28
Sold out positions
33
Turnover %
55.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WDC 3,389 NEW
LITE 3,261 134.6%
NEM 2,792 NEW
SNDK 2,134 NEW
CLS 1,944 NEW
MU 1,712 NEW
CIEN 1,677 75.3%
CRDO 1,587 NEW
IAG 1,554 NEW
STX 1,430 79.8%
Top Reduces (Value $000, Stocks/ETFs)
RBLX -2,607 -100.0%
SPOT -2,196 -100.0%
CVNA -2,112 -100.0%
AXON -1,796 -100.0%
BE -1,778 -56.3%
DASH -1,681 -100.0%
HOOD -1,520 -40.7%
META -1,476 -69.2%
SRAD -1,386 -100.0%
STNE -1,363 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type