# EDGAR Filing Document

**Accession Number:** 0002011965
**File Stem:** 0001765380-26-000210
**Filing Date:** 2026-5
**Character Count:** 11673
**Document Hash:** d6b17f7265fccd4bf02a78418dc6d379
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000210.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001765380-26-000210

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**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:** 26974249

**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:** 03-31-2026

**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  05-13-2026<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:** 81

**Form 13F Information Table Value Total:** $133384211

      (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 |  | 7930647 | 11285 | SH |  | SOLE |  | 11285 | 0 | 0 |
| CIENA CORP | Stock | 171779309 |  | 6570405 | 16924 | SH |  | SOLE |  | 16924 | 0 | 0 |
| SANDISK CORP | Stock | 80004C200 |  | 5958854 | 9379 | SH |  | SOLE |  | 9379 | 0 | 0 |
| WESTERN DIGITAL CORP | Stock | 958102105 |  | 5395750 | 19948 | SH |  | SOLE |  | 19948 | 0 | 0 |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | Stock | G7997R103 |  | 4640447 | 11845 | SH |  | SOLE |  | 11845 | 0 | 0 |
| FIVE BELOW INC | Stock | 33829M101 |  | 3424915 | 14990 | SH |  | SOLE |  | 14990 | 0 | 0 |
| GE VERNOVA     LLC | Stock | 36828A101 |  | 3383368 | 3876 | SH |  | SOLE |  | 3876 | 0 | 0 |
| MASTEC INC | Stock | 576323109 |  | 3252148 | 10108 | SH |  | SOLE |  | 10108 | 0 | 0 |
| NEXTPOWER INC CL A | Stock | 65290E101 |  | 3066792 | 25440 | SH |  | SOLE |  | 25440 | 0 | 0 |
| HOWMET AEROSPACE INC | Stock | 443201108 |  | 2939068 | 12753 | SH |  | SOLE |  | 12753 | 0 | 0 |
| TAPESTRY INC | Stock | 876030107 |  | 2801095 | 19850 | SH |  | SOLE |  | 19850 | 0 | 0 |
| BLOOM ENERGY CORP CLASS A | Stock | 093712107 |  | 2562793 | 18915 | SH |  | SOLE |  | 18915 | 0 | 0 |
| TECHNIPFMC PLC | Stock | G87110105 |  | 2538738 | 36724 | SH |  | SOLE |  | 36724 | 0 | 0 |
| BWX TECHNOLOGIES CO | Stock | 05605H100 |  | 2272325 | 11112 | SH |  | SOLE |  | 11112 | 0 | 0 |
| MICRON TECHNOLOGY INC | Stock | 595112103 |  | 2253056 | 6669 | SH |  | SOLE |  | 6669 | 0 | 0 |
| CORNING INC | Stock | 219350105 |  | 2234694 | 16435 | SH |  | SOLE |  | 16435 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | Stock | 83417M104 |  | 2173199 | 42570 | SH |  | SOLE |  | 42570 | 0 | 0 |
| NVIDIA CORP | Stock | 67066G104 |  | 2079227 | 11922 | SH |  | SOLE |  | 11922 | 0 | 0 |
| ELI LILLY  CO | Stock | 532457108 |  | 1980933 | 2154 | SH |  | SOLE |  | 2154 | 0 | 0 |
| TERADYNE INCORPORATED | Stock | 880770102 |  | 1894084 | 6389 | SH |  | SOLE |  | 6389 | 0 | 0 |
| LAM RESH CORP NEW | Stock | 512807306 |  | 1891964 | 8855 | SH |  | SOLE |  | 8855 | 0 | 0 |
| RTX CORP | Stock | 75513E101 |  | 1852132 | 9602 | SH |  | SOLE |  | 9602 | 0 | 0 |
| IAMGOLD CORPORATION | Stock | 450913108 |  | 1833106 | 97402 | SH |  | SOLE |  | 97402 | 0 | 0 |
| CASEYS GENL STORES INC | Stock | 147528103 |  | 1785461 | 2453 | SH |  | SOLE |  | 2453 | 0 | 0 |
| COHERENT CORP | Stock | 19247G107 |  | 1731072 | 7267 | SH |  | SOLE |  | 7267 | 0 | 0 |
| ALBEMARLE CORP | Stock | 012653101 |  | 1705355 | 9499 | SH |  | SOLE |  | 9499 | 0 | 0 |
| FASTLY INC CL A | Stock | 31188V100 |  | 1703265 | 58612 | SH |  | SOLE |  | 58612 | 0 | 0 |
| ALAMOS GOLD INC NEW CLASS A | Stock | 011532108 |  | 1678398 | 37776 | SH |  | SOLE |  | 37776 | 0 | 0 |
| FTAI AVIATION LTD | Stock | G3730V105 |  | 1652786 | 6746 | SH |  | SOLE |  | 6746 | 0 | 0 |
| AGNICO EAGLE MINES LIMITED | Stock | 008474108 |  | 1602793 | 7896 | SH |  | SOLE |  | 7896 | 0 | 0 |
| NEWMONT CORP | Stock | 651639106 |  | 1568904 | 14493 | SH |  | SOLE |  | 14493 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | Stock | 28414H103 |  | 1538173 | 64278 | SH |  | SOLE |  | 64278 | 0 | 0 |
| BARRICK MNG CORP | Stock | 06849F108 |  | 1526902 | 37433 | SH |  | SOLE |  | 37433 | 0 | 0 |
| BANK NEW YORK MELLON CORP | Stock | 064058100 |  | 1471962 | 12408 | SH |  | SOLE |  | 12408 | 0 | 0 |
| DANA INC | Stock | 235825205 |  | 1461891 | 43444 | SH |  | SOLE |  | 43444 | 0 | 0 |
| NVENT ELECTRIC PLC | Stock | G6700G107 |  | 1424566 | 12044 | SH |  | SOLE |  | 12044 | 0 | 0 |
| AFFILIATED MANAGERS GROUP | Stock | 008252108 |  | 1412277 | 5104 | SH |  | SOLE |  | 5104 | 0 | 0 |
| VERTIV HOLDINGS LLC CL A | Stock | 92537N108 |  | 1380445 | 5509 | SH |  | SOLE |  | 5509 | 0 | 0 |
| CATERPILLAR INC | Stock | 149123101 |  | 1363790 | 1925 | SH |  | SOLE |  | 1925 | 0 | 0 |
| BUNGE GLOBAL SA | Stock | H11356104 |  | 1319318 | 10372 | SH |  | SOLE |  | 10372 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Stock | 032095101 |  | 1305606 | 10333 | SH |  | SOLE |  | 10333 | 0 | 0 |
| JOHNSON  JOHNSON | Stock | 478160104 |  | 1289678 | 5276 | SH |  | SOLE |  | 5276 | 0 | 0 |
| CREDICORP | Stock | G2519Y108 |  | 1287866 | 3797 | SH |  | SOLE |  | 3797 | 0 | 0 |
| RALPH LAUREN CORP CLASS A | Stock | 751212101 |  | 1282754 | 3729 | SH |  | SOLE |  | 3729 | 0 | 0 |
| WOODWARD INC | Stock | 980745103 |  | 1267041 | 3540 | SH |  | SOLE |  | 3540 | 0 | 0 |
| RBC BEARINGS INC | Stock | 75524B104 |  | 1221477 | 2249 | SH |  | SOLE |  | 2249 | 0 | 0 |
| HEXCEL CORP NEW | Stock | 428291108 |  | 1201811 | 14850 | SH |  | SOLE |  | 14850 | 0 | 0 |
| HUNTINGTON INGALLS INDUSTRIES INC | Stock | 446413106 |  | 1184915 | 3119 | SH |  | SOLE |  | 3119 | 0 | 0 |
| ORMAT TECHNOLOGIES INC | Stock | 686688102 |  | 1174939 | 10498 | SH |  | SOLE |  | 10498 | 0 | 0 |
| CITIGROUP INC NEW | Stock | 172967424 |  | 1150544 | 10145 | SH |  | SOLE |  | 10145 | 0 | 0 |
| CUMMINS INC | Stock | 231021106 |  | 1097029 | 2039 | SH |  | SOLE |  | 2039 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | Stock | 38141G104 |  | 1063418 | 1257 | SH |  | SOLE |  | 1257 | 0 | 0 |
| WESCO INTERNATIONAL INC | Stock | 95082P105 |  | 1022522 | 3737 | SH |  | SOLE |  | 3737 | 0 | 0 |
| LIBERTY ENERGY INC CLASS A | Stock | 53115L104 |  | 1017734 | 35338 | SH |  | SOLE |  | 35338 | 0 | 0 |
| DT MIDSTREAM INC | Stock | 23345M107 |  | 945460 | 7021 | SH |  | SOLE |  | 7021 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | Stock | 007903107 |  | 932523 | 4584 | SH |  | SOLE |  | 4584 | 0 | 0 |
| WALMART INC | Stock | 931142103 |  | 927258 | 7461 | SH |  | SOLE |  | 7461 | 0 | 0 |
| QUANTA SVCS INC | Stock | 74762E102 |  | 863059 | 1572 | SH |  | SOLE |  | 1572 | 0 | 0 |
| FIRSTCASH HOLDINGS INC | Stock | 33768G107 |  | 862356 | 4587 | SH |  | SOLE |  | 4587 | 0 | 0 |
| ROSS STORES INC (CALIF) | Stock | 778296103 |  | 847245 | 3911 | SH |  | SOLE |  | 3911 | 0 | 0 |
| FABRINET | Stock | G3323L100 |  | 809921 | 1553 | SH |  | SOLE |  | 1553 | 0 | 0 |
| CDN IMPERIAL BK COMMRC | Stock | 136069101 |  | 775797 | 8188 | SH |  | SOLE |  | 8188 | 0 | 0 |
| TORONTO DOMINION BK NEW | Stock | 891160509 |  | 769061 | 8242 | SH |  | SOLE |  | 8242 | 0 | 0 |
| CAMECO CORP | Stock | 13321L108 |  | 737571 | 6791 | SH |  | SOLE |  | 6791 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP | Stock | 962879102 |  | 688592 | 5256 | SH |  | SOLE |  | 5256 | 0 | 0 |
| KRATOS DEFENSE AND SECURITY SOLUTIONS | Stock | 50077B207 |  | 649820 | 9216 | SH |  | SOLE |  | 9216 | 0 | 0 |
| AERCAP HLDGS NV | Stock | N00985106 |  | 612241 | 4463 | SH |  | SOLE |  | 4463 | 0 | 0 |
| LEMONADE INC | Stock | 52567D107 |  | 609187 | 9719 | SH |  | SOLE |  | 9719 | 0 | 0 |
| DYCOM INDUSTRIES INC | Stock | 267475101 |  | 601406 | 1775 | SH |  | SOLE |  | 1775 | 0 | 0 |
| GE AEROSPACE NEW | Stock | 369604301 |  | 597932 | 2107 | SH |  | SOLE |  | 2107 | 0 | 0 |
| TJX COS INC NEW | Stock | 872540109 |  | 551132 | 3451 | SH |  | SOLE |  | 3451 | 0 | 0 |
| PROCTER  GAMBLE CO | Stock | 742718109 |  | 471499 | 3264 | SH |  | SOLE |  | 3264 | 0 | 0 |
| SEMPRA ENERGY | Stock | 816851109 |  | 331447 | 3411 | SH |  | SOLE |  | 3411 | 0 | 0 |
| MICROSOFT CORP | Stock | 594918104 |  | 288733 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| VANGUARD GROWTH      ETF | ETF | 922908736 |  | 258580 | 592 | SH |  | SOLE |  | 592 | 0 | 0 |
| COMMERCIAL METALS CO | Stock | 201723103 |  | 258497 | 4208 | SH |  | SOLE |  | 4208 | 0 | 0 |
| INVESCO TR           ETF S 500 EQUAL WEIGHT TECHNOLOGY | ETF | 46137V282 |  | 249564 | 5514 | SH |  | SOLE |  | 5514 | 0 | 0 |
| VANGUARD FTSE        ETF DEVELOPED MARKETS ETF | ETF | 921943858 |  | 247541 | 3863 | SH |  | SOLE |  | 3863 | 0 | 0 |
| ATMOS ENERGY CORP | Stock | 049560105 |  | 233117 | 1262 | SH |  | SOLE |  | 1262 | 0 | 0 |
| VANGUARD TOTAL STOCK ETF MARKET ETF | ETF | 922908769 |  | 231625 | 722 | SH |  | SOLE |  | 722 | 0 | 0 |
| APPLE INC | Stock | 037833100 |  | 208615 | 822 | SH |  | SOLE |  | 822 | 0 | 0 |

---