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| Williamson Legacy Group LLC
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|---|---|
| CRD # | 318629 |
| SEC # | 801-123281 |
| CIK # | 0002011965 |
| AUM | 183.1 M (2026-03-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-447-3212 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lumentum Holdings Inc | 7.9 | ||
| Ciena Corp | 6.6 | ||
| Sandisk Corp | 6.0 | ||
| Western Digital Corp | 5.4 | ||
| Seagate Technology PLC | 4.6 | ||
| Five Below Inc | 3.4 | ||
| GE Vernova Inc | 3.4 | ||
| Mastec Inc | 3.3 | ||
| Nextracker Inc | 3.1 | ||
| Alcoa Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 73.4 |
| (b) Individuals (high net worth individuals) | 52 | 106.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 2 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 183.1 |
| By Discretionary | ||
| Discretionary | 835 | 183.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 835 | 183.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011965] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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