# EDGAR Filing Document

**Accession Number:** 0002011965
**File Stem:** 0001765380-25-000498
**Filing Date:** 2025-11
**Character Count:** 13366
**Document Hash:** 396efd31b290b74bd2570fcaebfc7398
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000498.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001765380-25-000498

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**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:** 251483601

**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:** 09-30-2025

**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  11-14-2025<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:** 97

**Form 13F Information Table Value Total:** $129433501

      (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 |
| ROBINHOOD MARKETS INC CL A | Stock | 770700102 |  | 3733132 | 26073 | SH |  | SOLE |  | 26073 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 3690721 | 20232 | SH |  | SOLE |  | 20232 | 0 | 0 |
| APPLOVIN CORP CL A | Stock | 03831W108 |  | 3348396 | 4660 | SH |  | SOLE |  | 4660 | 0 | 0 |
| BLOOM ENERGY CORP CLASS A | Stock | 093712107 |  | 3158351 | 37346 | SH |  | SOLE |  | 37346 | 0 | 0 |
| EBAY INC | Stock | 278642103 |  | 2703012 | 29720 | SH |  | SOLE |  | 29720 | 0 | 0 |
| BROADCOM INC | Stock | 11135F101 |  | 2702721 | 8192 | SH |  | SOLE |  | 8192 | 0 | 0 |
| ROBLOX CORP CL A | Stock | 771049103 |  | 2607223 | 18822 | SH |  | SOLE |  | 18822 | 0 | 0 |
| NRG ENERGY INC | Stock | 629377508 |  | 2487160 | 15358 | SH |  | SOLE |  | 15358 | 0 | 0 |
| LUMENTUM HOLDINGS INC INC | Stock | 55024U109 |  | 2423403 | 14894 | SH |  | SOLE |  | 14894 | 0 | 0 |
| CIENA CORP | Stock | 171779309 |  | 2227294 | 15290 | SH |  | SOLE |  | 15290 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | Stock | L8681T102 |  | 2195908 | 3146 | SH |  | SOLE |  | 3146 | 0 | 0 |
| AGNICO EAGLE MINES LIMITED | Stock | 008474108 |  | 2151861 | 12766 | SH |  | SOLE |  | 12766 | 0 | 0 |
| NVIDIA CORP | Stock | 67066G104 |  | 2147377 | 11509 | SH |  | SOLE |  | 11509 | 0 | 0 |
| HOWMET AEROSPACE INC | Stock | 443201108 |  | 2144210 | 10927 | SH |  | SOLE |  | 10927 | 0 | 0 |
| TAPESTRY INC | Stock | 876030107 |  | 2135114 | 18858 | SH |  | SOLE |  | 18858 | 0 | 0 |
| META PLATFORMS INC CLASS A | Stock | 30303M102 |  | 2133392 | 2905 | SH |  | SOLE |  | 2905 | 0 | 0 |
| CARVANA CO CLASS A | Stock | 146869102 |  | 2111790 | 5598 | SH |  | SOLE |  | 5598 | 0 | 0 |
| FTAI AVIATION LTD | Stock | G3730V105 |  | 2017362 | 12090 | SH |  | SOLE |  | 12090 | 0 | 0 |
| FIVE BELOW INC | Stock | 33829M101 |  | 1912866 | 12365 | SH |  | SOLE |  | 12365 | 0 | 0 |
| ALAMOS GOLD INC NEW CLASS A | Stock | 011532108 |  | 1910453 | 54804 | SH |  | SOLE |  | 54804 | 0 | 0 |
| GE VERNOVA     LLC | Stock | 36828A101 |  | 1898197 | 3087 | SH |  | SOLE |  | 3087 | 0 | 0 |
| GE AEROSPACE NEW | Stock | 369604301 |  | 1883156 | 6260 | SH |  | SOLE |  | 6260 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | Stock | 83417M104 |  | 1866465 | 50445 | SH |  | SOLE |  | 50445 | 0 | 0 |
| AXON ENTERPRISE INC | Stock | 05464C101 |  | 1796253 | 2503 | SH |  | SOLE |  | 2503 | 0 | 0 |
| TECHNIPFMC PLC | Stock | G87110105 |  | 1793473 | 45462 | SH |  | SOLE |  | 45462 | 0 | 0 |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | Stock | G7997R103 |  | 1793348 | 7597 | SH |  | SOLE |  | 7597 | 0 | 0 |
| DOORDASH INC CL A | Stock | 25809K105 |  | 1680626 | 6179 | SH |  | SOLE |  | 6179 | 0 | 0 |
| ELI LILLY  CO | Stock | 532457108 |  | 1638425 | 2147 | SH |  | SOLE |  | 2147 | 0 | 0 |
| BWX TECHNOLOGIES CO | Stock | 05605H100 |  | 1611224 | 8739 | SH |  | SOLE |  | 8739 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP | Stock | 962879102 |  | 1566557 | 14007 | SH |  | SOLE |  | 14007 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Stock | 032095101 |  | 1543797 | 12475 | SH |  | SOLE |  | 12475 | 0 | 0 |
| CLOUDFLARE INC CL A | Stock | 18915M107 |  | 1532173 | 7140 | SH |  | SOLE |  | 7140 | 0 | 0 |
| CDN IMPERIAL BK COMMRC | Stock | 136069101 |  | 1465766 | 18347 | SH |  | SOLE |  | 18347 | 0 | 0 |
| INSULET CORP | Stock | 45784P101 |  | 1441460 | 4669 | SH |  | SOLE |  | 4669 | 0 | 0 |
| SOFI TECHNOLOGIES INC | Stock | 83406F102 |  | 1397195 | 52884 | SH |  | SOLE |  | 52884 | 0 | 0 |
| SPORTRADAR GRP AG CL A | Stock | H8088L103 |  | 1385700 | 51513 | SH |  | SOLE |  | 51513 | 0 | 0 |
| CYBER-ARK SOFTWARE LTD/ISRAEL | Stock | M2682V108 |  | 1385674 | 2868 | SH |  | SOLE |  | 2868 | 0 | 0 |
| RTX CORP | Stock | 75513E101 |  | 1376006 | 8223 | SH |  | SOLE |  | 8223 | 0 | 0 |
| CASEYS GENL STORES INC | Stock | 147528103 |  | 1374302 | 2431 | SH |  | SOLE |  | 2431 | 0 | 0 |
| STONECO LTD CL A | Stock | G85158106 |  | 1363335 | 72096 | SH |  | SOLE |  | 72096 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | Stock | 450056106 |  | 1315895 | 7651 | SH |  | SOLE |  | 7651 | 0 | 0 |
| SHOPIFY INC CL A | Stock | 82509L107 |  | 1308511 | 8805 | SH |  | SOLE |  | 8805 | 0 | 0 |
| JABIL INC | Stock | 466313103 |  | 1288035 | 5931 | SH |  | SOLE |  | 5931 | 0 | 0 |
| NETFLIX.COM INC | Stock | 64110L106 |  | 1281645 | 1069 | SH |  | SOLE |  | 1069 | 0 | 0 |
| TJX COS INC NEW | Stock | 872540109 |  | 1269254 | 8781 | SH |  | SOLE |  | 8781 | 0 | 0 |
| MASTEC INC | Stock | 576323109 |  | 1257494 | 5909 | SH |  | SOLE |  | 5909 | 0 | 0 |
| CREDICORP | Stock | G2519Y108 |  | 1236352 | 4643 | SH |  | SOLE |  | 4643 | 0 | 0 |
| SEA LTD UNSPON       ADR | Stock | 81141R100 |  | 1231986 | 6893 | SH |  | SOLE |  | 6893 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | Stock | 40171V100 |  | 1204466 | 5240 | SH |  | SOLE |  | 5240 | 0 | 0 |
| ALTRIA GROUP INC | Stock | 02209S103 |  | 1199654 | 18160 | SH |  | SOLE |  | 18160 | 0 | 0 |
| WAYFAIR INC CLASS A | Stock | 94419L101 |  | 1197647 | 13407 | SH |  | SOLE |  | 13407 | 0 | 0 |
| ENCOMPASS HEALTH CORP | Stock | 29261A100 |  | 1197168 | 9425 | SH |  | SOLE |  | 9425 | 0 | 0 |
| CELSIUS HOLDINGS INC | Stock | 15118V207 |  | 1163425 | 20237 | SH |  | SOLE |  | 20237 | 0 | 0 |
| BANK NEW YORK MELLON CORP | Stock | 064058100 |  | 1157876 | 10627 | SH |  | SOLE |  | 10627 | 0 | 0 |
| INTERACTIVE BROKERS GRP INC CL A | Stock | 45841N107 |  | 1154013 | 16771 | SH |  | SOLE |  | 16771 | 0 | 0 |
| JOHNSON CTLS INTL PLC | Stock | G51502105 |  | 1132046 | 10296 | SH |  | SOLE |  | 10296 | 0 | 0 |
| CALIX INC | Stock | 13100M509 |  | 1116750 | 18197 | SH |  | SOLE |  | 18197 | 0 | 0 |
| ZURN ELKAY WATER SOLUTIONS CORP | Stock | 98983L108 |  | 1089309 | 23162 | SH |  | SOLE |  | 23162 | 0 | 0 |
| RALPH LAUREN CORP CLASS A | Stock | 751212101 |  | 1085858 | 3463 | SH |  | SOLE |  | 3463 | 0 | 0 |
| FOX CORP CL A | Stock | 35137L105 |  | 1082385 | 17164 | SH |  | SOLE |  | 17164 | 0 | 0 |
| CAPITAL ONE FINANCIAL CORP | Stock | 14040H105 |  | 1058869 | 4981 | SH |  | SOLE |  | 4981 | 0 | 0 |
| DYCOM INDUSTRIES INC | Stock | 267475101 |  | 1034289 | 3545 | SH |  | SOLE |  | 3545 | 0 | 0 |
| EXPEDIA INC | Stock | 30212P303 |  | 1031135 | 4824 | SH |  | SOLE |  | 4824 | 0 | 0 |
| SNOWFLAKE INC CL A | Stock | 833445109 |  | 1009562 | 4476 | SH |  | SOLE |  | 4476 | 0 | 0 |
| AFFILIATED MANAGERS GROUP | Stock | 008252108 |  | 964926 | 4047 | SH |  | SOLE |  | 4047 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHINE CORP | Stock | 459200101 |  | 958801 | 3398 | SH |  | SOLE |  | 3398 | 0 | 0 |
| AMAZON COM INC | Stock | 023135106 |  | 955569 | 4352 | SH |  | SOLE |  | 4352 | 0 | 0 |
| IDEXX LABORATORIES INC | Stock | 45168D104 |  | 930224 | 1456 | SH |  | SOLE |  | 1456 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWARE INC CDT | Stock | 874054109 |  | 925962 | 3584 | SH |  | SOLE |  | 3584 | 0 | 0 |
| JPMORGAN CHASE  CO | Stock | 46625H100 |  | 852607 | 2703 | SH |  | SOLE |  | 2703 | 0 | 0 |
| TKO GROUP HLDGS INC CL A | Stock | 87256C101 |  | 815933 | 4040 | SH |  | SOLE |  | 4040 | 0 | 0 |
| DT MIDSTREAM INC | Stock | 23345M107 |  | 808079 | 7147 | SH |  | SOLE |  | 7147 | 0 | 0 |
| BANK MONTREAL QUEBEC | Stock | 063671101 |  | 803529 | 6169 | SH |  | SOLE |  | 6169 | 0 | 0 |
| WALMART INC | Stock | 931142103 |  | 793153 | 7696 | SH |  | SOLE |  | 7696 | 0 | 0 |
| AFFIRM HLDGS INC CL A | Stock | 00827B106 |  | 789118 | 10798 | SH |  | SOLE |  | 10798 | 0 | 0 |
| WOODWARD INC | Stock | 980745103 |  | 765459 | 3029 | SH |  | SOLE |  | 3029 | 0 | 0 |
| F5 NETWORKS INC | Stock | 315616102 |  | 751417 | 2325 | SH |  | SOLE |  | 2325 | 0 | 0 |
| LIVE NATION ENTERTAINMENT INC | Stock | 538034109 |  | 738568 | 4520 | SH |  | SOLE |  | 4520 | 0 | 0 |
| POPULAR INC | Stock | 733174700 |  | 687505 | 5413 | SH |  | SOLE |  | 5413 | 0 | 0 |
| CONSTELLATION ENERGY CORP | Stock | 21037T109 |  | 650572 | 1977 | SH |  | SOLE |  | 1977 | 0 | 0 |
| CHENIERE ENERGY INC NEW | Stock | 16411R208 |  | 560216 | 2384 | SH |  | SOLE |  | 2384 | 0 | 0 |
| CARDINAL HEALTH INC | Stock | 14149Y108 |  | 520017 | 3313 | SH |  | SOLE |  | 3313 | 0 | 0 |
| PROCTER  GAMBLE CO | Stock | 742718109 |  | 507379 | 3302 | SH |  | SOLE |  | 3302 | 0 | 0 |
| MICROSOFT CORP | Stock | 594918104 |  | 506037 | 977 | SH |  | SOLE |  | 977 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | Stock | 38141G104 |  | 497719 | 625 | SH |  | SOLE |  | 625 | 0 | 0 |
| URBAN OUTFITTERS INC | Stock | 917047102 |  | 494510 | 6923 | SH |  | SOLE |  | 6923 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | Stock | 416515104 |  | 472754 | 3544 | SH |  | SOLE |  | 3544 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | Stock | 71377A103 |  | 348014 | 3345 | SH |  | SOLE |  | 3345 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC | Stock | 88023U101 |  | 336139 | 3986 | SH |  | SOLE |  | 3986 | 0 | 0 |
| ATMOS ENERGY CORP | Stock | 049560105 |  | 334023 | 1956 | SH |  | SOLE |  | 1956 | 0 | 0 |
| SEMPRA ENERGY | Stock | 816851109 |  | 329867 | 3666 | SH |  | SOLE |  | 3666 | 0 | 0 |
| VANGUARD GROWTH      ETF | ETF | 922908736 |  | 300236 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| AT  T INC | Stock | 00206R102 |  | 266726 | 9445 | SH |  | SOLE |  | 9445 | 0 | 0 |
| INVESCO TR           ETF S 500 EQUAL WEIGHT TECHNOLOGY | ETF | 46137V282 |  | 253883 | 5695 | SH |  | SOLE |  | 5695 | 0 | 0 |
| VANGUARD TOTAL STOCK ETF MARKET ETF | ETF | 922908769 |  | 246784 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | Stock | 55336V100 |  | 218355 | 4371 | SH |  | SOLE |  | 4371 | 0 | 0 |
| VANGUARD FTSE        ETF DEVELOPED MARKETS ETF | ETF | 921943858 |  | 210918 | 3520 | SH |  | SOLE |  | 3520 | 0 | 0 |

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