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| Happy Holidays!! thanks for using AUM13F!! |
| Williamson Legacy Group LLC
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| CRD # | 318629 |
| SEC # | 801-123281 |
| CIK # | 0002011965 |
| AUM | $208.7 M (2025-03-12) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 317-447-3212 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011965 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Palantir Technologies Inc | 2.7 | |
| Spotify Technology Sa | 2.4 | |
| Robinhood Markets Inc | 2.4 | |
| Amazon Com Inc | 2.4 | |
| eBay Inc | 2.3 | |
| NRG Energy Inc | 2.2 | |
| Facebook Inc | 2.2 | |
| Broadcom Inc | 2.2 | |
| Brinker International Inc | 2.1 | |
| Republic Services Inc | 2.1 | |
| Taser International Inc | 2.1 | |
| DT Midstream Inc | 2.0 | |
| Cheniere Energy Inc | 1.9 | |
| Nvidia Corp | 1.9 | |
| Wal Mart Stores Inc | 1.8 | |
| Texas Roadhouse Inc | 1.8 | |
| Allstate Corp | 1.8 | |
| Lilly Eli & Co | 1.7 | |
| General Electric Co | 1.6 | |
| TechnipFMC PLC | 1.6 | |
| Applovin Corp | 1.6 | |
| Williams Companies Inc | 1.6 | |
| Natera Inc | 1.6 | |
| Fortress Transportation & Infrastructure Investors LLC | 1.6 | |
| Insulet Corp | 1.5 | |
| Alamos Gold Inc | 1.5 | |
| Health Care REIT Inc /DE/ | 1.5 | |
| SAP SE | 1.5 | |
| Sprouts Farmers Market Inc | 1.5 | |
| Hartford Financial Services Group Inc/DE | 1.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 74.2 |
| (b) Individuals (high net worth individuals) | 43 | 130.0 |
| (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 | 7 | 1.7 |
| (h) Charitable organizations | 2 | 2.9 |
| (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 | 879 | 208.7 |
| By Discretionary | ||
| Discretionary | 879 | 208.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 208.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.7 | |
| Total | 879 | 208.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011965] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allied Portfolio Management Inc
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|
AZ | 0.2 |
|
Waypoint Wealth Management LLC
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|
MD | 0.2 |
|
Wealth Management Corporation of America Inc
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|
FL | 0.2 |
|
Street Capital Partners LLC
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IN | 0.2 |
|
Delta Financial Advisors Inc
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|
MD | 0.2 |
|
Accordant Advisory Group Inc
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|
MD | 0.2 |
|
Hemisphere Partners LLC
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|
NY | 0.2 |
|
Jennings & Associates Financial Advisors LLC
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|
KY | 0.2 |
|
Lanier Financial Group LLC
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|
GA | 0.2 |
|
Toro West Capital Advisors LLC
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|
CO | 0.2 |