Filed: 11/14/2025ACC: 0001765380-25-000498
📋 What this filing means
WILLIAMSON LEGACY GROUP, LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $129.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$129.43M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
STOCK$128.42M99.2%
ETF$1.01M0.8%
Portfolio Concentration
Top 3$10.77M8.3%
4–10$18.31M14.1%
11–25$30.10M23.3%
Rest$70.25M54.3%
Top 3 weight
8.3%
Top 10 weight
22.5%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
ROBINHOOD MARKETS INC CL A
SOLEShares26.07K
TypeSH
Market value$3.73M
2.88%
Sole
26.07K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares20.23K
TypeSH
Market value$3.69M
2.85%
Sole
20.23K
Shared
0.00
None
0.00
APPLOVIN CORP CL A
SOLEShares4.66K
TypeSH
Market value$3.35M
2.59%
Sole
4.66K
Shared
0.00
None
0.00
BLOOM ENERGY CORP CLASS A
SOLEShares37.35K
TypeSH
Market value$3.16M
2.44%
Sole
37.35K
Shared
0.00
None
0.00
EBAY INC
SOLEShares29.72K
TypeSH
Market value$2.70M
2.09%
Sole
29.72K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.19K
TypeSH
Market value$2.70M
2.09%
Sole
8.19K
Shared
0.00
None
0.00
ROBLOX CORP CL A
SOLEShares18.82K
TypeSH
Market value$2.61M
2.01%
Sole
18.82K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares15.36K
TypeSH
Market value$2.49M
1.92%
Sole
15.36K
Shared
0.00
None
0.00
LUMENTUM HOLDINGS INC INC
SOLEShares14.89K
TypeSH
Market value$2.42M
1.87%
Sole
14.89K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares15.29K
TypeSH
Market value$2.23M
1.72%
Sole
15.29K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares3.15K
TypeSH
Market value$2.20M
1.70%
Sole
3.15K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LIMITED
SOLEShares12.77K
TypeSH
Market value$2.15M
1.66%
Sole
12.77K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares11.51K
TypeSH
Market value$2.15M
1.66%
Sole
11.51K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares10.93K
TypeSH
Market value$2.14M
1.66%
Sole
10.93K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares18.86K
TypeSH
Market value$2.14M
1.65%
Sole
18.86K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares2.90K
TypeSH
Market value$2.13M
1.65%
Sole
2.90K
Shared
0.00
None
0.00
CARVANA CO CLASS A
SOLEShares5.60K
TypeSH
Market value$2.11M
1.63%
Sole
5.60K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares12.09K
TypeSH
Market value$2.02M
1.56%
Sole
12.09K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares12.37K
TypeSH
Market value$1.91M
1.48%
Sole
12.37K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW CLASS A
SOLEShares54.80K
TypeSH
Market value$1.91M
1.48%
Sole
54.80K
Shared
0.00
None
0.00
GE VERNOVA LLC
SOLEShares3.09K
TypeSH
Market value$1.90M
1.47%
Sole
3.09K
Shared
0.00
None
0.00
GE AEROSPACE NEW
SOLEShares6.26K
TypeSH
Market value$1.88M
1.45%
Sole
6.26K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
SOLEShares50.45K
TypeSH
Market value$1.87M
1.44%
Sole
50.45K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares2.50K
TypeSH
Market value$1.80M
1.39%
Sole
2.50K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares45.46K
TypeSH
Market value$1.79M
1.39%
Sole
45.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MARKETS INC CL ASOLE | Stock | 26.07K | SH | $3.73M 2.88% | 26.07K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 20.23K | SH | $3.69M 2.85% | 20.23K | 0.00 | 0.00 |
APPLOVIN CORP CL ASOLE | Stock | 4.66K | SH | $3.35M 2.59% | 4.66K | 0.00 | 0.00 |
BLOOM ENERGY CORP CLASS ASOLE | Stock | 37.35K | SH | $3.16M 2.44% | 37.35K | 0.00 | 0.00 |
EBAY INCSOLE | Stock | 29.72K | SH | $2.70M 2.09% | 29.72K | 0.00 | 0.00 |
BROADCOM INCSOLE | Stock | 8.19K | SH | $2.70M 2.09% | 8.19K | 0.00 | 0.00 |
ROBLOX CORP CL ASOLE | Stock | 18.82K | SH | $2.61M 2.01% | 18.82K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | Stock | 15.36K | SH | $2.49M 1.92% | 15.36K | 0.00 | 0.00 |
LUMENTUM HOLDINGS INC INCSOLE | Stock | 14.89K | SH | $2.42M 1.87% | 14.89K | 0.00 | 0.00 |
CIENA CORPSOLE | Stock | 15.29K | SH | $2.23M 1.72% | 15.29K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | Stock | 3.15K | SH | $2.20M 1.70% | 3.15K | 0.00 | 0.00 |
AGNICO EAGLE MINES LIMITEDSOLE | Stock | 12.77K | SH | $2.15M 1.66% | 12.77K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 11.51K | SH | $2.15M 1.66% | 11.51K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | Stock | 10.93K | SH | $2.14M 1.66% | 10.93K | 0.00 | 0.00 |
TAPESTRY INCSOLE | Stock | 18.86K | SH | $2.14M 1.65% | 18.86K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | Stock | 2.90K | SH | $2.13M 1.65% | 2.90K | 0.00 | 0.00 |
CARVANA CO CLASS ASOLE | Stock | 5.60K | SH | $2.11M 1.63% | 5.60K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | Stock | 12.09K | SH | $2.02M 1.56% | 12.09K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Stock | 12.37K | SH | $1.91M 1.48% | 12.37K | 0.00 | 0.00 |
ALAMOS GOLD INC NEW CLASS ASOLE | Stock | 54.80K | SH | $1.91M 1.48% | 54.80K | 0.00 | 0.00 |
GE VERNOVA LLCSOLE | Stock | 3.09K | SH | $1.90M 1.47% | 3.09K | 0.00 | 0.00 |
GE AEROSPACE NEWSOLE | Stock | 6.26K | SH | $1.88M 1.45% | 6.26K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCSOLE | Stock | 50.45K | SH | $1.87M 1.44% | 50.45K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | Stock | 2.50K | SH | $1.80M 1.39% | 2.50K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | Stock | 45.46K | SH | $1.79M 1.39% | 45.46K | 0.00 | 0.00 |
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