# EDGAR Filing Document

**Accession Number:** 0002011965
**File Stem:** 0001765380-25-000368
**Filing Date:** 2025-8
**Character Count:** 13995
**Document Hash:** d79d5799e1342ac547e9deb65c78a389
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000368.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001765380-25-000368

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Williamson Legacy Group, LLC
- **CENTRAL INDEX KEY:** 0002011965

**ORGANIZATION NAME:**
- **EIN:** 271564137
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23770
- **FILM NUMBER:** 251209392

**BUSINESS ADDRESS:**
- **STREET 1:** 484 EAST CARMEL DRIVE
- **STREET 2:** #388
- **CITY:** CARMEL
- **STATE:** IN
- **ZIP:** 46032
- **BUSINESS PHONE:** 317-477-3212

**MAIL ADDRESS:**
- **STREET 1:** 484 EAST CARMEL DRIVE
- **STREET 2:** #388
- **CITY:** CARMEL
- **STATE:** IN
- **ZIP:** 46032

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Williamson Legacy Group LLC<br>**Address:** 484 EAST CARMEL DRIVE

#388<br>CARMEL, IN 46032

**Form 13F File Number:** 028-23770

**CRD Number (if applicable):** 000318629

**SEC File Number (if applicable):** 801-123281

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Andy Warning<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-832-5463

**Signature, Place, and Date of Signing:**

Andy Warning  Cincinnati, OH  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $118671499

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 2727218 | 20006 | SH |  | SOLE |  | 20006 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | Stock | L8681T102 |  | 2413284 | 3145 | SH |  | SOLE |  | 3145 | 0 | 0 |
| ROBINHOOD MARKETS INC CL A | Stock | 770700102 |  | 2392247 | 25550 | SH |  | SOLE |  | 25550 | 0 | 0 |
| AMAZON COM INC | Stock | 023135106 |  | 2373800 | 10820 | SH |  | SOLE |  | 10820 | 0 | 0 |
| EBAY INC | Stock | 278642103 |  | 2266902 | 30445 | SH |  | SOLE |  | 30445 | 0 | 0 |
| NRG ENERGY INC | Stock | 629377508 |  | 2230053 | 13887 | SH |  | SOLE |  | 13887 | 0 | 0 |
| META PLATFORMS INC CLASS A | Stock | 30303M102 |  | 2217239 | 3004 | SH |  | SOLE |  | 3004 | 0 | 0 |
| BROADCOM INC | Stock | 11135F101 |  | 2216851 | 8042 | SH |  | SOLE |  | 8042 | 0 | 0 |
| BRINKER INTL INC | Stock | 109641100 |  | 2138894 | 11861 | SH |  | SOLE |  | 11861 | 0 | 0 |
| REPUBLIC SVCS INC | Stock | 760759100 |  | 2129260 | 8634 | SH |  | SOLE |  | 8634 | 0 | 0 |
| AXON ENTERPRISE INC | Stock | 05464C101 |  | 2078957 | 2511 | SH |  | SOLE |  | 2511 | 0 | 0 |
| DT MIDSTREAM INC | Stock | 23345M107 |  | 1993948 | 18142 | SH |  | SOLE |  | 18142 | 0 | 0 |
| CHENIERE ENERGY INC NEW | Stock | 16411R208 |  | 1941359 | 7972 | SH |  | SOLE |  | 7972 | 0 | 0 |
| NVIDIA CORP | Stock | 67066G104 |  | 1911226 | 12097 | SH |  | SOLE |  | 12097 | 0 | 0 |
| WALMART INC | Stock | 931142103 |  | 1790476 | 18311 | SH |  | SOLE |  | 18311 | 0 | 0 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 |  | 1781912 | 9508 | SH |  | SOLE |  | 9508 | 0 | 0 |
| ALLSTATE CORP | Stock | 020002101 |  | 1752028 | 8703 | SH |  | SOLE |  | 8703 | 0 | 0 |
| ELI LILLY  CO | Stock | 532457108 |  | 1679684 | 2155 | SH |  | SOLE |  | 2155 | 0 | 0 |
| GE AEROSPACE NEW | Stock | 369604301 |  | 1642936 | 6383 | SH |  | SOLE |  | 6383 | 0 | 0 |
| TECHNIPFMC PLC | Stock | G87110105 |  | 1611027 | 46778 | SH |  | SOLE |  | 46778 | 0 | 0 |
| APPLOVIN CORP CL A | Stock | 03831W108 |  | 1594264 | 4554 | SH |  | SOLE |  | 4554 | 0 | 0 |
| WILLIAMS COMPANIES INC | Stock | 969457100 |  | 1592921 | 25361 | SH |  | SOLE |  | 25361 | 0 | 0 |
| NATERA INC | Stock | 632307104 |  | 1582799 | 9369 | SH |  | SOLE |  | 9369 | 0 | 0 |
| FTAI AVIATION LTD | Stock | G3730V105 |  | 1559618 | 13557 | SH |  | SOLE |  | 13557 | 0 | 0 |
| INSULET CORP | Stock | 45784P101 |  | 1525030 | 4854 | SH |  | SOLE |  | 4854 | 0 | 0 |
| ALAMOS GOLD INC NEW CLASS A | Stock | 011532108 |  | 1519989 | 57228 | SH |  | SOLE |  | 57228 | 0 | 0 |
| WELLTOWER INC | REIT | 95040Q104 |  | 1519669 | 9885 | SH |  | SOLE |  | 9885 | 0 | 0 |
| SAP SE-SPONSORED ADR | Stock | 803054204 |  | 1484375 | 4881 | SH |  | SOLE |  | 4881 | 0 | 0 |
| SPROUTS FARMERS MARKETS INC | Stock | 85208M102 |  | 1467601 | 8914 | SH |  | SOLE |  | 8914 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | Stock | 416515104 |  | 1383675 | 10906 | SH |  | SOLE |  | 10906 | 0 | 0 |
| HOWMET AEROSPACE INC | Stock | 443201108 |  | 1382948 | 7430 | SH |  | SOLE |  | 7430 | 0 | 0 |
| AT  T INC | Stock | 00206R102 |  | 1378811 | 47644 | SH |  | SOLE |  | 47644 | 0 | 0 |
| NETFLIX.COM INC | Stock | 64110L106 |  | 1345826 | 1005 | SH |  | SOLE |  | 1005 | 0 | 0 |
| CDN IMPERIAL BK COMMRC | Stock | 136069101 |  | 1337257 | 18880 | SH |  | SOLE |  | 18880 | 0 | 0 |
| SPORTRADAR GRP AG CL A | Stock | H8088L103 |  | 1300469 | 46313 | SH |  | SOLE |  | 46313 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | Stock | 40171V100 |  | 1291443 | 5485 | SH |  | SOLE |  | 5485 | 0 | 0 |
| CASEYS GENL STORES INC | Stock | 147528103 |  | 1278231 | 2505 | SH |  | SOLE |  | 2505 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 1271090 | 1284 | SH |  | SOLE |  | 1284 | 0 | 0 |
| DOORDASH INC CL A | Stock | 25809K105 |  | 1263610 | 5126 | SH |  | SOLE |  | 5126 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | Stock | 101137107 |  | 1263142 | 11760 | SH |  | SOLE |  | 11760 | 0 | 0 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 |  | 1254032 | 24852 | SH |  | SOLE |  | 24852 | 0 | 0 |
| CYBER-ARK SOFTWARE LTD/ISRAEL | Stock | M2682V108 |  | 1221454 | 3002 | SH |  | SOLE |  | 3002 | 0 | 0 |
| CINTAS CORP | Stock | 172908105 |  | 1206853 | 5415 | SH |  | SOLE |  | 5415 | 0 | 0 |
| BWX TECHNOLOGIES CO | Stock | 05605H100 |  | 1202619 | 8348 | SH |  | SOLE |  | 8348 | 0 | 0 |
| NISOURCE INC | Stock | 65473P105 |  | 1198893 | 29720 | SH |  | SOLE |  | 29720 | 0 | 0 |
| CHEWY INC CL A | Stock | 16679L109 |  | 1195448 | 28049 | SH |  | SOLE |  | 28049 | 0 | 0 |
| AGNICO EAGLE MINES LIMITED | Stock | 008474108 |  | 1191689 | 10020 | SH |  | SOLE |  | 10020 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP | Stock | 962879102 |  | 1188600 | 13236 | SH |  | SOLE |  | 13236 | 0 | 0 |
| ENCOMPASS HEALTH CORP | Stock | 29261A100 |  | 1170258 | 9543 | SH |  | SOLE |  | 9543 | 0 | 0 |
| BERKLEY W R CORPORATION | Stock | 084423102 |  | 1164015 | 15843 | SH |  | SOLE |  | 15843 | 0 | 0 |
| TJX COS INC NEW | Stock | 872540109 |  | 1148608 | 9301 | SH |  | SOLE |  | 9301 | 0 | 0 |
| GODADDY INC CLASS A | Stock | 380237107 |  | 1114031 | 6187 | SH |  | SOLE |  | 6187 | 0 | 0 |
| MICROSTRATEGY INC CL A (NEW) | Stock | 594972408 |  | 1109207 | 2744 | SH |  | SOLE |  | 2744 | 0 | 0 |
| ALTRIA GROUP INC | Stock | 02209S103 |  | 1097982 | 18727 | SH |  | SOLE |  | 18727 | 0 | 0 |
| PROGRESSIVE CORP OHIO | Stock | 743315103 |  | 1095995 | 4107 | SH |  | SOLE |  | 4107 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNERS PLC | Stock | G25839104 |  | 1073820 | 11581 | SH |  | SOLE |  | 11581 | 0 | 0 |
| MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | Stock | 55336V100 |  | 1056583 | 20512 | SH |  | SOLE |  | 20512 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHINE CORP | Stock | 459200101 |  | 1052375 | 3570 | SH |  | SOLE |  | 3570 | 0 | 0 |
| MANULIFE FINL CORP | Stock | 56501R106 |  | 1039442 | 32523 | SH |  | SOLE |  | 32523 | 0 | 0 |
| TRADEWEB MARKETS INC CL A | Stock | 892672106 |  | 999475 | 6827 | SH |  | SOLE |  | 6827 | 0 | 0 |
| TRAVELERS COS INC/ THE | Stock | 89417E109 |  | 984288 | 3679 | SH |  | SOLE |  | 3679 | 0 | 0 |
| ARTHUR J GALLAGHER  CO | Stock | 363576109 |  | 955565 | 2985 | SH |  | SOLE |  | 2985 | 0 | 0 |
| SLM CORP | Stock | 78442P106 |  | 946953 | 28879 | SH |  | SOLE |  | 28879 | 0 | 0 |
| MUELLER WATER PRODUCTS INC | Stock | 624758108 |  | 944998 | 39309 | SH |  | SOLE |  | 39309 | 0 | 0 |
| XCEL ENERGY INC | Stock | 98389B100 |  | 940257 | 13807 | SH |  | SOLE |  | 13807 | 0 | 0 |
| SS TECHNOLOGIES HLDGS | Stock | 78467J100 |  | 937059 | 11317 | SH |  | SOLE |  | 11317 | 0 | 0 |
| UNUM GROUP | Stock | 91529Y106 |  | 930933 | 11527 | SH |  | SOLE |  | 11527 | 0 | 0 |
| CARVANA CO CLASS A | Stock | 146869102 |  | 920912 | 2733 | SH |  | SOLE |  | 2733 | 0 | 0 |
| BROWN AND BROWN INC COM | Stock | 115236101 |  | 919781 | 8296 | SH |  | SOLE |  | 8296 | 0 | 0 |
| FOX CORP CL A | Stock | 35137L105 |  | 893678 | 15947 | SH |  | SOLE |  | 15947 | 0 | 0 |
| BJ'S WHOLESALE CLUB HOLDINGS INC | Stock | 05550J101 |  | 888304 | 8238 | SH |  | SOLE |  | 8238 | 0 | 0 |
| ATMOS ENERGY CORP | Stock | 049560105 |  | 867376 | 5628 | SH |  | SOLE |  | 5628 | 0 | 0 |
| PINNACLE WEST CAP CORP | Stock | 723484101 |  | 854555 | 9551 | SH |  | SOLE |  | 9551 | 0 | 0 |
| ARCHROCK INC | Stock | 03957W106 |  | 845866 | 34066 | SH |  | SOLE |  | 34066 | 0 | 0 |
| THOMSON REUTERS CORP NO PAR | Stock | 884903808 |  | 797488 | 3965 | SH |  | SOLE |  | 3965 | 0 | 0 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 |  | 772819 | 1838 | SH |  | SOLE |  | 1838 | 0 | 0 |
| CREDICORP | Stock | G2519Y108 |  | 752827 | 3368 | SH |  | SOLE |  | 3368 | 0 | 0 |
| BANK NEW YORK MELLON CORP | Stock | 064058100 |  | 694112 | 7618 | SH |  | SOLE |  | 7618 | 0 | 0 |
| UL SOLUTIONS INC CL A | Stock | 903731107 |  | 649477 | 8914 | SH |  | SOLE |  | 8914 | 0 | 0 |
| FERRARI NV NEW | Stock | N3167Y103 |  | 643856 | 1312 | SH |  | SOLE |  | 1312 | 0 | 0 |
| ROBLOX CORP CL A | Stock | 771049103 |  | 625414 | 5945 | SH |  | SOLE |  | 5945 | 0 | 0 |
| CARDINAL HEALTH INC | Stock | 14149Y108 |  | 606480 | 3610 | SH |  | SOLE |  | 3610 | 0 | 0 |
| AFLAC INC | Stock | 001055102 |  | 605151 | 5738 | SH |  | SOLE |  | 5738 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWARE INC CDT | Stock | 874054109 |  | 557826 | 2297 | SH |  | SOLE |  | 2297 | 0 | 0 |
| GE VERNOVA     LLC | Stock | 36828A101 |  | 548729 | 1037 | SH |  | SOLE |  | 1037 | 0 | 0 |
| PROCTER  GAMBLE CO | Stock | 742718109 |  | 546005 | 3427 | SH |  | SOLE |  | 3427 | 0 | 0 |
| RTX CORP | Stock | 75513E101 |  | 541767 | 3710 | SH |  | SOLE |  | 3710 | 0 | 0 |
| MICROSOFT CORP | Stock | 594918104 |  | 480001 | 965 | SH |  | SOLE |  | 965 | 0 | 0 |
| ABBVIE INC | Stock | 00287Y109 |  | 408931 | 2203 | SH |  | SOLE |  | 2203 | 0 | 0 |
| TC ENERGY CORP | Stock | 87807B107 |  | 398078 | 8159 | SH |  | SOLE |  | 8159 | 0 | 0 |
| PHILIP MORRIS INTERNATIONAL INC | Stock | 718172109 |  | 350236 | 1923 | SH |  | SOLE |  | 1923 | 0 | 0 |
| US FOODS HOLDINGS CORP | Stock | 912008109 |  | 345005 | 4480 | SH |  | SOLE |  | 4480 | 0 | 0 |
| CAPITAL ONE FINANCIAL CORP | Stock | 14040H105 |  | 323400 | 1520 | SH |  | SOLE |  | 1520 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Stock | 032095101 |  | 315812 | 3198 | SH |  | SOLE |  | 3198 | 0 | 0 |
| SEMPRA ENERGY | Stock | 816851109 |  | 283304 | 3739 | SH |  | SOLE |  | 3739 | 0 | 0 |
| VANGUARD GROWTH      ETF | ETF | 922908736 |  | 279261 | 637 | SH |  | SOLE |  | 637 | 0 | 0 |
| TKO GROUP HLDGS INC CL A | Stock | 87256C101 |  | 270017 | 1484 | SH |  | SOLE |  | 1484 | 0 | 0 |
| INTERCONTINENTAL EXCH EXCHANGE | Stock | 45866F104 |  | 268617 | 1464 | SH |  | SOLE |  | 1464 | 0 | 0 |
| FORTINET INC | Stock | 34959E109 |  | 258485 | 2445 | SH |  | SOLE |  | 2445 | 0 | 0 |
| WABTEC | Stock | 929740108 |  | 233012 | 1113 | SH |  | SOLE |  | 1113 | 0 | 0 |
| INVESCO TR           ETF S 500 EQUAL WEIGHT TECHNOLOGY | ETF | 46137V282 |  | 231753 | 5683 | SH |  | SOLE |  | 5683 | 0 | 0 |
| VANGUARD TOTAL STOCK ETF MARKET ETF | ETF | 922908769 |  | 228555 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| TWILIO INC | Stock | 90138F102 |  | 209920 | 1688 | SH |  | SOLE |  | 1688 | 0 | 0 |
| VANGUARD FTSE        ETF DEVELOPED MARKETS ETF | ETF | 921943858 |  | 201188 | 3529 | SH |  | SOLE |  | 3529 | 0 | 0 |

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