Williamson Legacy Group, LLC
CIK 2011965 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- HOOD2.88%
- PLTR2.85%
- APP2.59%
- BE2.44%
- EBAY2.09%
- AVGO2.09%
- RBLX2.01%
- NRG1.92%
- LITE1.87%
- CIEN1.72%
Share classes counted separately22.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RBLXWeight increased · +1.48 pp0.53% → 2.01%Shares +12.88K (+216.60%)
- APPWeight increased · +1.25 pp1.34% → 2.59%Shares +106 (+2.33%)
- GEVWeight increased · +1.01 pp0.46% → 1.47%Shares +2.05K (+197.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HOODROBINHOOD MARKETS INC - AStock View history and evidence | $3.73M | 2.88% | 26.07K shares | 2.02% → 2.88%+0.86 pp +523 (+2.05%) | Added | ↗▾ |
| 02 | PLTRPALANTIR TECHNOLOGIES INC-AStock View history and evidence | $3.69M | 2.85% | 20.23K shares | 2.30% → 2.85%+0.55 pp +226 (+1.13%) | Added | ↗▾ |
| 03 | APPAPPLOVIN CORP-CLASS AStock View history and evidence | $3.35M | 2.59% | 4.66K shares | 1.34% → 2.59%+1.25 pp +106 (+2.33%) | Added | ↗▾ |
| 04 | BEBLOOM ENERGY CORP- AStock View history and evidence | $3.16M | 2.44% | 37.35K shares | Prior unavailable +37.35K | New | ↗▾ |
| 05 | EBAYEBAY INCStock View history and evidence | $2.70M | 2.09% | 29.72K shares | 1.91% → 2.09%+0.18 pp -725 (-2.38%) | Reduced | ↗▾ |
| 06 | AVGOBROADCOM INCStock View history and evidence | $2.70M | 2.09% | 8.19K shares | 1.87% → 2.09%+0.22 pp +150 (+1.87%) | Added | ↗▾ |
| 07 | RBLXROBLOX CORP -CLASS AStock View history and evidence | $2.61M | 2.01% | 18.82K shares | 0.53% → 2.01%+1.48 pp +12.88K (+216.60%) | Added | ↗▾ |
| 08 | NRGNRG ENERGY INCStock View history and evidence | $2.49M | 1.92% | 15.36K shares | 1.88% → 1.92%+0.04 pp +1.47K (+10.59%) | Added | ↗▾ |
| 09 | LITELUMENTUM HOLDINGS INCStock View history and evidence | $2.42M | 1.87% | 14.89K shares | Prior unavailable +14.89K | New | ↗▾ |
| 10 | CIENCIENA CORPStock View history and evidence | $2.23M | 1.72% | 15.29K shares | Prior unavailable +15.29K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EAT BRINKER INTERNATIONAL INC | Non-derivative | -11,861 | -$2.14M | SEC filing ↗ | SEC filing ↗ |
| RSG REPUBLIC SERVICES INC | Non-derivative | -8,634 | -$2.13M | SEC filing ↗ | SEC filing ↗ |
| TXRH TEXAS ROADHOUSE INC | Non-derivative | -9,508 | -$1.78M | SEC filing ↗ | SEC filing ↗ |
3 / 46 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011965 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 129433501
}Research all 97 reported holdings.
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