Williamson Legacy Group, LLC

Q3 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$166,091
Net value change ($000)
-35,324 (-17.5%)
New positions
36
Sold out positions
32
Turnover %
76.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TXG 4,861 133.4%
HPE 3,805 NEW
DELL 3,403 NEW
VLO 2,994 1222.0%
CRWD 2,290 453.5%
ILMN 2,110 NEW
FTNT 1,950 NEW
TWLO 1,818 NEW
MRVL 1,792 NEW
MPC 1,789 NEW
Top Reduces (Value $000, Stocks/ETFs)
SNDK -7,803 -60.8%
CIEN -6,741 -80.8%
DOCN -5,102 -100.0%
BE -4,905 -78.9%
MTZ -4,610 -100.0%
MU -4,584 -52.5%
VRT -3,742 -100.0%
SEDG -3,725 -100.0%
GLW -3,710 -68.8%
HWM -3,677 -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