Williamson Legacy Group, LLC - Portfolio overview

Williamson Legacy Group, LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. LITE - LUMENTUM HOLDINGS INC INC, 3.83%
2. CIEN - CIENA CORP, 3.17%
3. SNDK - SANDISK CORP, 2.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.