Williamson Legacy Group, LLC

Q2 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$201,415
Net value change ($000)
+68,031 (51.0%)
New positions
25
Sold out positions
31
Turnover %
39.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,883 115.5%
MU 6,485 287.8%
DOCN 5,102 NEW
STX 4,531 97.7%
WDC 3,975 73.7%
BE 3,652 142.5%
TXG 3,645 NEW
LGN 3,517 NEW
LRCX 3,439 181.8%
AMAT 3,407 NEW
Top Reduces (Value $000, Stocks/ETFs)
FIVE -2,738 -79.9%
BWXT -2,272 -100.0%
NVDA -2,079 -100.0%
RTX -1,852 -100.0%
IAG -1,833 -100.0%
AGI -1,678 -100.0%
FTAI -1,653 -100.0%
AEM -1,603 -100.0%
NEM -1,569 -100.0%
ELAN -1,538 -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