DOSSIER · 13F-HR · Q2 2026

Williamson Legacy Group, LLC

$201M in tracked AUM across 75 positions as of Q2 2026.

WL
CIK 0002011965 · last filed Jun 30, 2026
Total AUM
$201M
as of Q2 2026
Holdings
75
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Williamson Legacy Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SNDK
SANDISK CORP
$13M6K6.4%
02
WDC
WESTERN DIGITAL CORP
$9M15K4.7%
03
G7997R103
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
$9M10K4.6%
04
MU
MICRON TECHNOLOGY INC
$9M8K4.3%
05
CIEN
CIENA CORP
$8M17K4.1%
06
LITE
LUMENTUM HOLDINGS INC INC
$8M9K4.0%
07
BE
BLOOM ENERGY CORP CLASS A
$6M21K3.1%
08
GLW
CORNING INC
$5M21K2.7%
09
LRCX
LAM RESH CORP NEW
$5M12K2.6%
10
DOCN
DIGITALOCEAN HOLDINGS INC
$5M32K2.5%

Filing history

2026Q2Jun 30
$201M 51.0%
75 positionsView →
2026Q1Mar 31
$133M 4.3%
81 positionsView →
2025Q4Dec 31
$128M 1.2%
92 positionsView →
2025Q3Sep 30
$129M 9.1%
97 positionsView →
2025Q2Jun 30
$119M 12.7%
104 positionsLocked
2025Q1Mar 31
$105M 29.8%
102 positionsLocked
2024Q4Dec 31
$150M 0.3%
115 positionsLocked
2024Q3Sep 30
$150M 11.3%
105 positionsLocked
2024Q2Jun 30
$134M 4.1%
89 positionsLocked
2024Q1Mar 31
$129M 19.7%
79 positionsLocked
2023Q4Dec 31
$108M
81 positionsLocked