Q2 2026 13F · SEC CIK 2011965

Williamson Legacy Group, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $201.4M
Reported positions: 75
Top holdings a year, 3 yrs: +23.0%
Assets under management: $183.1M

Williamson Legacy Group, LLC is a wealth manager that reported 75 positions worth $201.4M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Sandisk Corp (SNDK, 6.4%), Western Digital Corp Com (WDC, 4.7%), Seagate Technology Hldngs Pl (STX, 4.6%). A portfolio copying its top holdings returned 23.0% a year over the last 3 years, against 18.8% for the S&P 500.

Williamson Legacy Group, LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Williamson Legacy Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SNDKSandisk Corp	6.4%	4.5%	5,648	-39.8%	$12.8M
WDCWestern Digital Corp Com	4.7%	4.0%	14,671	-26.5%	$9.4M
STXSeagate Technology Hldngs Pl	4.6%	3.5%	9,503	-19.8%	$9.2M
MUMicron Technology Inc	4.3%	1.7%	7,570	+13.5%	$8.7M
CIENCiena Corp	4.1%	4.9%	17,001	+0.5%	$8.3M
LITELumentum Hldgs Inc	4.0%	5.9%	9,351	-17.1%	$8.0M
BEBloom Energy Corp	3.1%	1.9%	20,532	+8.5%	$6.2M
GLWCorning Inc	2.7%	1.7%	21,124	+28.5%	$5.4M
LRCXLam Research Corp	2.6%	1.4%	12,303	+38.9%	$5.3M
DOCNDigitalocean Hldgs Inc	2.5%	—	32,491	—	$5.1M
TERTeradyne Inc	2.4%	1.4%	9,830	+53.9%	$4.8M
MTZMasTec Inc	2.3%	2.4%	11,080	+9.6%	$4.6M
GEVGe Vernova Inc	2.3%	2.5%	3,895	+0.5%	$4.6M
COHRCoherent Corp	2.1%	1.3%	10,640	+46.4%	$4.2M
CATCaterpillar Inc	2.0%	1.0%	3,805	+97.7%	$4.1M
VRTVertiv Holdings Co	1.9%	1.0%	11,176	+102.9%	$3.7M
SEDGSolaredge Technologies Inc	1.8%	1.6%	63,738	+49.7%	$3.7M
HWMHowmet Aerospace Inc	1.8%	2.2%	13,676	+7.2%	$3.7M
TXG10x Genomics Inc	1.8%	—	95,060	—	$3.6M
LGNLegence Corp	1.7%	—	41,267	—	$3.5M
AMATApplied Matls Inc	1.7%	—	4,712	—	$3.4M
NVTNvent Elec PLC	1.7%	1.1%	20,070	+66.6%	$3.4M
AMDAdvanced Micro Devices Inc	1.6%	—	5,538	—	$3.2M
NXTNextpower Inc	1.5%	2.3%	25,945	+2.0%	$3.1M
CMICummins Inc	1.5%	—	4,273	—	$3.0M
TPRTapestry Inc	1.5%	2.1%	20,718	+4.4%	$3.0M
FTITechnipfmc PLC	1.5%	1.9%	44,783	+21.9%	$3.0M
MKSIMks Inc.	1.2%	—	5,543	—	$2.5M
CCitigroup Inc	1.2%	0.9%	17,093	+68.5%	$2.4M
CASYCaseys Gen Stores Inc	1.1%	1.3%	2,879	+17.4%	$2.3M
LLYEli Lilly & Co	1.1%	1.5%	1,905	-11.6%	$2.3M
ONTOOnto Innovation Inc	1.1%	—	5,816	—	$2.2M
ATIAti Inc	1.1%	—	11,077	—	$2.2M
TKRTimken Co Com	1.0%	—	14,122	—	$2.1M
HUTHut 8 Corp	1.0%	—	17,645	—	$2.0M
GHGuardant Health Inc	1.0%	—	13,093	—	$2.0M
TDToronto Dominion Bk Ont	1.0%	—	15,781	—	$1.9M
MTSIMacom Tech Solutions Hldgs I	0.9%	—	4,994	—	$1.9M
DYDycom Inds Inc	0.9%	—	3,716	—	$1.9M
BNYBank of Ny Mellon Corp	0.9%	1.1%	12,717	+2.5%	$1.8M
DTMDt Midstream Inc	0.9%	—	12,519	—	$1.8M
BAPCredicorp Ltd	0.9%	1.0%	4,528	+19.3%	$1.8M
PANWPalo Alto Networks Inc	0.8%	—	4,652	—	$1.6M
ROLLRbc Bearings Incorporated	0.8%	0.9%	2,390	+6.3%	$1.5M
STLDSteel Dynamics Inc	0.8%	—	6,672	—	$1.5M
ROSTRoss Stores Inc	0.8%	—	7,095	—	$1.5M
WCCWESCO International, Inc.	0.7%	—	4,366	—	$1.5M
PWRQuanta Svcs Inc	0.7%	—	2,074	—	$1.5M
JNJJohnson & Johnson	0.6%	1.0%	5,136	-2.7%	$1.3M
VIKViking Hldgs Ltd	0.6%	—	12,040	—	$1.3M

What Williamson Legacy Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VRT Vertiv Holdings Co+102.9% shares
CAT Caterpillar Inc+97.7% shares
C Citigroup Inc+68.5% shares
NVT Nvent Elec PLC+66.6% shares
TER Teradyne Inc+53.9% shares
SEDG Solaredge Technologies Inc+49.7% shares
COHR Coherent Corp+46.4% shares
LRCX Lam Research Corp+38.9% shares

Reduced

SNDK Sandisk Corp-39.8% shares
WDC Western Digital Corp Com-26.5% shares
STX Seagate Technology Hldngs Pl-19.8% shares
LITE Lumentum Hldgs Inc-17.1% shares
LLY Eli Lilly & Co-11.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +38.7% /yr; S&P 500 +20.1%
3 years: +23.0% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$201.4M	75
Q1 2026	$133.4M	81
Q4 2025	$127.9M	92
Q3 2025	$129.4M	97
Q2 2025	$118.7M	104
Q1 2025	$105.3M	102
Q4 2024	$150.0M	115
Q3 2024	$149.6M	105
Q2 2024	$134.4M	89
Q1 2024	$129.1M	79
Q4 2023	$107.8M	81

Questions about Williamson Legacy Group, LLC's portfolio

What stocks does Williamson Legacy Group, LLC own?

Williamson Legacy Group, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 75 positions worth $201.4M. The largest are Sandisk Corp (SNDK) at 6.4%, Western Digital Corp Com (WDC) at 4.7%, Seagate Technology Hldngs Pl (STX) at 4.6%, Micron Technology Inc (MU) at 4.3% and Ciena Corp (CIEN) at 4.1%.

What did Williamson Legacy Group, LLC buy last quarter?

In Q2 2026, Williamson Legacy Group, LLC added Vertiv Holdings Co (VRT) (+102.9% shares), Caterpillar Inc (CAT) (+97.7% shares) and Citigroup Inc (C) (+68.5% shares), compared with its Q1 2026 filing.

What did Williamson Legacy Group, LLC sell last quarter?

In Q2 2026, Williamson Legacy Group, LLC cut from its top 50 Five Below Inc (FIVE), cut from its top 50 Bwx Technologies Inc (BWXT), cut from its top 50 Nvidia Corporation (NVDA), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Iamgold Corp (IAG), Sandisk Corp (SNDK) (-39.8% shares), Western Digital Corp Com (WDC) (-26.5% shares) and Seagate Technology Hldngs Pl (STX) (-19.8% shares), compared with its Q1 2026 filing.

How has Williamson Legacy Group, LLC's portfolio performed?

A portfolio copying Williamson Legacy Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +38.7% against +20.1%.

When is Williamson Legacy Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Williamson Legacy Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Williamson Legacy Group, LLC manage?

Williamson Legacy Group, LLC reported $183.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $201.4M.