Williamson Legacy Group, LLC

Q1 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$133,384
Net value change ($000)
+5,440 (4.3%)
New positions
19
Sold out positions
30
Turnover %
47.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SNDK 3,825 179.2%
CIEN 2,666 68.3%
LITE 2,247 39.5%
WDC 2,007 59.2%
MTZ 1,956 150.9%
NXT 1,738 130.8%
FTI 1,714 207.8%
FSLY 1,703 NEW
DAN 1,462 NEW
NVT 1,425 NEW
Top Reduces (Value $000, Stocks/ETFs)
PLTR -3,628 -100.0%
AVGO -2,733 -100.0%
EBAY -2,548 -100.0%
W -2,507 -100.0%
NRG -2,281 -100.0%
SOFI -2,218 -100.0%
HOOD -2,213 -100.0%
IRTC -2,191 -100.0%
APP -2,069 -100.0%
NET -1,976 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type