Williamson Legacy Group, LLC
RIA/Wealth
Williamson Legacy Group, LLC is a RIA/Wealth led by Joseph Richard Williamson, reporting $208.7M in AUM as of Q3 2025 with 32% Technology concentration.
CEOJoseph Richard Williamson
- Portfolio Value
- $129.8M
- Positions
- 98
- Top Holding
- HOOD at 2.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Williamson Legacy Group, LLC's portfolio (22.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $3.7M | 2.88% | +$74.9K Bought | 0.00% 26.1K shares | |
Software - Infrastructure Technology | $3.7M | 2.84% | +$41.2K Bought | 0.00% 20.2K shares | |
Software - Application Technology | $3.3M | 2.58% | +$76.2K Bought | 0.00% 4.7K shares | |
Electrical Equipment & Parts Industrials | $3.2M | 2.43% | +$3.2M New | 0.02% 37.3K shares | |
Specialty Retail Consumer Cyclical | $2.7M | 2.08% | -$65.9K Sold | 0.01% 29.7K shares | |
Semiconductors Technology | $2.7M | 2.08% | +$49.5K Bought | 0.00% 8.2K shares | |
Electronic Gaming & Multimedia Technology | $2.6M | 2.01% | +$1.8M Bought | 0.00% 18.8K shares | |
Independent Power Producers Utilities | $2.5M | 1.92% | +$238.2K Bought | 0.01% 15.4K shares | |
Communication Equipment Technology | $2.4M | 1.87% | +$2.4M New | 0.02% 14.9K shares | |
Communication Equipment Technology | $2.2M | 1.72% | +$2.2M New | 0.01% 15.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Williamson Legacy Group, LLC's latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Williamson Legacy Group, LLC
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