# EDGAR Filing Document

**Accession Number:** 0002011965
**File Stem:** 0001765380-26-000083
**Filing Date:** 2026-2
**Character Count:** 12819
**Document Hash:** 8669050c1f7f96768579f22f93883fd9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000083.hdr.sgml**: 20260209

**ACCESSION NUMBER**: 0001765380-26-000083

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260209

**DATE AS OF CHANGE**: 20260209

**EFFECTIVENESS DATE**: 20260209

**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:** 26612204

**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:** 12-31-2025

**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  02-09-2026<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:** 92

**Form 13F Information Table Value Total:** $127944293

      (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 |
| LUMENTUM HOLDINGS INC INC | Stock | 55024U109 |  | 5684026 | 15421 | SH |  | SOLE |  | 15421 | 0 | 0 |
| CIENA CORP | Stock | 171779309 |  | 3904226 | 16694 | SH |  | SOLE |  | 16694 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 3628055 | 20411 | SH |  | SOLE |  | 20411 | 0 | 0 |
| WESTERN DIGITAL CORP | Stock | 958102105 |  | 3388729 | 19671 | SH |  | SOLE |  | 19671 | 0 | 0 |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | Stock | G7997R103 |  | 3222630 | 11702 | SH |  | SOLE |  | 11702 | 0 | 0 |
| NEWMONT CORP | Stock | 651639106 |  | 2792420 | 27966 | SH |  | SOLE |  | 27966 | 0 | 0 |
| FIVE BELOW INC | Stock | 33829M101 |  | 2737813 | 14535 | SH |  | SOLE |  | 14535 | 0 | 0 |
| BROADCOM INC | Stock | 11135F101 |  | 2732575 | 7895 | SH |  | SOLE |  | 7895 | 0 | 0 |
| EBAY INC | Stock | 278642103 |  | 2547586 | 29249 | SH |  | SOLE |  | 29249 | 0 | 0 |
| AGNICO EAGLE MINES LIMITED | Stock | 008474108 |  | 2521799 | 14875 | SH |  | SOLE |  | 14875 | 0 | 0 |
| WAYFAIR INC CLASS A | Stock | 94419L101 |  | 2506936 | 24967 | SH |  | SOLE |  | 24967 | 0 | 0 |
| GE VERNOVA     LLC | Stock | 36828A101 |  | 2407100 | 3683 | SH |  | SOLE |  | 3683 | 0 | 0 |
| TAPESTRY INC | Stock | 876030107 |  | 2390484 | 18709 | SH |  | SOLE |  | 18709 | 0 | 0 |
| NRG ENERGY INC | Stock | 629377508 |  | 2280745 | 14323 | SH |  | SOLE |  | 14323 | 0 | 0 |
| SOFI TECHNOLOGIES INC | Stock | 83406F102 |  | 2218205 | 84729 | SH |  | SOLE |  | 84729 | 0 | 0 |
| ROBINHOOD MARKETS INC CL A | Stock | 770700102 |  | 2213028 | 19567 | SH |  | SOLE |  | 19567 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Stock | 032095101 |  | 2199292 | 16274 | SH |  | SOLE |  | 16274 | 0 | 0 |
| ELI LILLY  CO | Stock | 532457108 |  | 2192719 | 2040 | SH |  | SOLE |  | 2040 | 0 | 0 |
| IRHYTHM HOLDINGS INC | Stock | 450056106 |  | 2191029 | 12348 | SH |  | SOLE |  | 12348 | 0 | 0 |
| HOWMET AEROSPACE INC | Stock | 443201108 |  | 2150668 | 10490 | SH |  | SOLE |  | 10490 | 0 | 0 |
| SANDISK CORP | Stock | 80004C200 |  | 2133571 | 8988 | SH |  | SOLE |  | 8988 | 0 | 0 |
| NVIDIA CORP | Stock | 67066G104 |  | 2129676 | 11419 | SH |  | SOLE |  | 11419 | 0 | 0 |
| APPLOVIN CORP CL A | Stock | 03831W108 |  | 2069301 | 3071 | SH |  | SOLE |  | 3071 | 0 | 0 |
| CLOUDFLARE INC CL A | Stock | 18915M107 |  | 1975640 | 10021 | SH |  | SOLE |  | 10021 | 0 | 0 |
| CELESTICA INC | Stock | 15101Q207 |  | 1943636 | 6575 | SH |  | SOLE |  | 6575 | 0 | 0 |
| GE AEROSPACE NEW | Stock | 369604301 |  | 1899649 | 6167 | SH |  | SOLE |  | 6167 | 0 | 0 |
| BWX TECHNOLOGIES CO | Stock | 05605H100 |  | 1872050 | 10831 | SH |  | SOLE |  | 10831 | 0 | 0 |
| MICRON TECHNOLOGY INC | Stock | 595112103 |  | 1712175 | 5999 | SH |  | SOLE |  | 5999 | 0 | 0 |
| CREDO TECHNOLOGY GRP HOLDING LTD | Stock | G25457105 |  | 1587251 | 11031 | SH |  | SOLE |  | 11031 | 0 | 0 |
| IAMGOLD CORPORATION | Stock | 450913108 |  | 1553902 | 94233 | SH |  | SOLE |  | 94233 | 0 | 0 |
| RTX CORP | Stock | 75513E101 |  | 1541003 | 8402 | SH |  | SOLE |  | 8402 | 0 | 0 |
| RALPH LAUREN CORP CLASS A | Stock | 751212101 |  | 1449809 | 4100 | SH |  | SOLE |  | 4100 | 0 | 0 |
| BLOOM ENERGY CORP CLASS A | Stock | 093712107 |  | 1379726 | 15879 | SH |  | SOLE |  | 15879 | 0 | 0 |
| LAM RESH CORP NEW | Stock | 512807306 |  | 1358142 | 7934 | SH |  | SOLE |  | 7934 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | Stock | 28414H103 |  | 1329694 | 58758 | SH |  | SOLE |  | 58758 | 0 | 0 |
| NEXTPOWER INC CL A | Stock | 65290E101 |  | 1328950 | 15256 | SH |  | SOLE |  | 15256 | 0 | 0 |
| CASEYS GENL STORES INC | Stock | 147528103 |  | 1322647 | 2393 | SH |  | SOLE |  | 2393 | 0 | 0 |
| BARRICK MNG CORP | Stock | 06849F108 |  | 1315179 | 30199 | SH |  | SOLE |  | 30199 | 0 | 0 |
| MASTEC INC | Stock | 576323109 |  | 1295743 | 5961 | SH |  | SOLE |  | 5961 | 0 | 0 |
| SHOPIFY INC CL A | Stock | 82509L107 |  | 1290014 | 8014 | SH |  | SOLE |  | 8014 | 0 | 0 |
| DYCOM INDUSTRIES INC | Stock | 267475101 |  | 1273207 | 3768 | SH |  | SOLE |  | 3768 | 0 | 0 |
| BANK NEW YORK MELLON CORP | Stock | 064058100 |  | 1253055 | 10794 | SH |  | SOLE |  | 10794 | 0 | 0 |
| GENEDX HLDGS CORP CA A NEW | Stock | 81663L200 |  | 1240902 | 9541 | SH |  | SOLE |  | 9541 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | Stock | 83417M104 |  | 1231924 | 42701 | SH |  | SOLE |  | 42701 | 0 | 0 |
| AFFILIATED MANAGERS GROUP | Stock | 008252108 |  | 1184543 | 4109 | SH |  | SOLE |  | 4109 | 0 | 0 |
| FTAI AVIATION LTD | Stock | G3730V105 |  | 1157095 | 5878 | SH |  | SOLE |  | 5878 | 0 | 0 |
| MONSTER BEVERAGE CORP | Stock | 61174X109 |  | 1139163 | 14858 | SH |  | SOLE |  | 14858 | 0 | 0 |
| INTERACTIVE BROKERS GRP INC CL A | Stock | 45841N107 |  | 1133982 | 17633 | SH |  | SOLE |  | 17633 | 0 | 0 |
| SUNRUN INC | Stock | 86771W105 |  | 1120026 | 60871 | SH |  | SOLE |  | 60871 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | Stock | 007903107 |  | 1117701 | 5219 | SH |  | SOLE |  | 5219 | 0 | 0 |
| DELEK US HLDGS INC NEW | Stock | 24665A103 |  | 1094585 | 36904 | SH |  | SOLE |  | 36904 | 0 | 0 |
| CORNING INC | Stock | 219350105 |  | 1066141 | 12176 | SH |  | SOLE |  | 12176 | 0 | 0 |
| COHERENT CORP | Stock | 19247G107 |  | 1044482 | 5659 | SH |  | SOLE |  | 5659 | 0 | 0 |
| LEMONADE INC | Stock | 52567D107 |  | 1009332 | 14180 | SH |  | SOLE |  | 14180 | 0 | 0 |
| JOBY AVIATION INC | Stock | G65163100 |  | 998435 | 75639 | SH |  | SOLE |  | 75639 | 0 | 0 |
| IDEXX LABORATORIES INC | Stock | 45168D104 |  | 989087 | 1462 | SH |  | SOLE |  | 1462 | 0 | 0 |
| HUNTINGTON INGALLS INDUSTRIES INC | Stock | 446413106 |  | 979062 | 2879 | SH |  | SOLE |  | 2879 | 0 | 0 |
| AMAZON COM INC | Stock | 023135106 |  | 930205 | 4030 | SH |  | SOLE |  | 4030 | 0 | 0 |
| CALIX INC | Stock | 13100M509 |  | 917594 | 17336 | SH |  | SOLE |  | 17336 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC | Stock | 88023U101 |  | 907894 | 10169 | SH |  | SOLE |  | 10169 | 0 | 0 |
| KRATOS DEFENSE AND SECURITY SOLUTIONS | Stock | 50077B207 |  | 890424 | 11730 | SH |  | SOLE |  | 11730 | 0 | 0 |
| JPMORGAN CHASE  CO | Stock | 46625H100 |  | 882573 | 2739 | SH |  | SOLE |  | 2739 | 0 | 0 |
| FABRINET | Stock | G3323L100 |  | 836805 | 1838 | SH |  | SOLE |  | 1838 | 0 | 0 |
| ALAMOS GOLD INC NEW CLASS A | Stock | 011532108 |  | 834993 | 21643 | SH |  | SOLE |  | 21643 | 0 | 0 |
| WOODWARD INC | Stock | 980745103 |  | 830173 | 2746 | SH |  | SOLE |  | 2746 | 0 | 0 |
| TECHNIPFMC PLC | Stock | G87110105 |  | 824766 | 18509 | SH |  | SOLE |  | 18509 | 0 | 0 |
| WALMART INC | Stock | 931142103 |  | 802044 | 7199 | SH |  | SOLE |  | 7199 | 0 | 0 |
| DT MIDSTREAM INC | Stock | 23345M107 |  | 791619 | 6614 | SH |  | SOLE |  | 6614 | 0 | 0 |
| TERADYNE INCORPORATED | Stock | 880770102 |  | 770369 | 3980 | SH |  | SOLE |  | 3980 | 0 | 0 |
| CAMECO CORP | Stock | 13321L108 |  | 733750 | 8020 | SH |  | SOLE |  | 8020 | 0 | 0 |
| CUMMINS INC | Stock | 231021106 |  | 712078 | 1395 | SH |  | SOLE |  | 1395 | 0 | 0 |
| CONSTELLATION ENERGY CORP | Stock | 21037T109 |  | 698771 | 1978 | SH |  | SOLE |  | 1978 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | Stock | 38141G104 |  | 688261 | 783 | SH |  | SOLE |  | 783 | 0 | 0 |
| META PLATFORMS INC CLASS A | Stock | 30303M102 |  | 657450 | 996 | SH |  | SOLE |  | 996 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP | Stock | 962879102 |  | 620039 | 5276 | SH |  | SOLE |  | 5276 | 0 | 0 |
| CDN IMPERIAL BK COMMRC | Stock | 136069101 |  | 608416 | 6715 | SH |  | SOLE |  | 6715 | 0 | 0 |
| CATERPILLAR INC | Stock | 149123101 |  | 575734 | 1005 | SH |  | SOLE |  | 1005 | 0 | 0 |
| TJX COS INC NEW | Stock | 872540109 |  | 506458 | 3297 | SH |  | SOLE |  | 3297 | 0 | 0 |
| PROCTER  GAMBLE CO | Stock | 742718109 |  | 468087 | 3266 | SH |  | SOLE |  | 3266 | 0 | 0 |
| MICROSOFT CORP | Stock | 594918104 |  | 463308 | 958 | SH |  | SOLE |  | 958 | 0 | 0 |
| CYBER-ARK SOFTWARE LTD/ISRAEL | Stock | M2682V108 |  | 401900 | 901 | SH |  | SOLE |  | 901 | 0 | 0 |
| INSULET CORP | Stock | 45784P101 |  | 339951 | 1196 | SH |  | SOLE |  | 1196 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHINE CORP | Stock | 459200101 |  | 339753 | 1147 | SH |  | SOLE |  | 1147 | 0 | 0 |
| SEMPRA ENERGY | Stock | 816851109 |  | 322082 | 3648 | SH |  | SOLE |  | 3648 | 0 | 0 |
| VANGUARD GROWTH      ETF | ETF | 922908736 |  | 300034 | 615 | SH |  | SOLE |  | 615 | 0 | 0 |
| ALBEMARLE CORP | Stock | 012653101 |  | 297873 | 2106 | SH |  | SOLE |  | 2106 | 0 | 0 |
| CREDICORP | Stock | G2519Y108 |  | 288148 | 1004 | SH |  | SOLE |  | 1004 | 0 | 0 |
| ZURN ELKAY WATER SOLUTIONS CORP | Stock | 98983L108 |  | 260996 | 5614 | SH |  | SOLE |  | 5614 | 0 | 0 |
| ATMOS ENERGY CORP | Stock | 049560105 |  | 260709 | 1555 | SH |  | SOLE |  | 1555 | 0 | 0 |
| INVESCO TR           ETF S 500 EQUAL WEIGHT TECHNOLOGY | ETF | 46137V282 |  | 260545 | 5725 | SH |  | SOLE |  | 5725 | 0 | 0 |
| VANGUARD FTSE        ETF DEVELOPED MARKETS ETF | ETF | 921943858 |  | 247881 | 3968 | SH |  | SOLE |  | 3968 | 0 | 0 |
| VANGUARD TOTAL STOCK ETF MARKET ETF | ETF | 922908769 |  | 242065 | 722 | SH |  | SOLE |  | 722 | 0 | 0 |

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