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Williamson Legacy Group, LLC
Williamson Legacy Group, LLC is a SEC-registered investment adviser headquartered in Noblesville, Indiana. Founded by Joe Williamson, the firm offers comprehensive and personalized financial planning and investment advisory services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. With an employee count of approximately 6 as of 2025, the firm provides client-focused solutions by leveraging a proprietary process to optimize wealth for its clients.
Investment Strategy
Williamson Legacy Group provides both discretionary and non-discretionary investment advisory services, focusing on tailoring portfolios to client goals, objectives, and risk tolerance. The firm integrates comprehensive financial planning with investment management, considering retirement, estate, tax planning, and insurance strategies. Portfolios are designed with a long-term outlook, emphasizing diversification, cost management, and ongoing adjustments based on changes in clients’ life circumstances and financial goals.
Latest 13F Filing Activity
Williamson Legacy Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 104 equity positions with a total 13F market value of $119M. The fund increased holdings in Robinhood Markets Inc. CL A, Howmet Aerospace Inc., Sportradar GRP AG CL A among other positions. Williamson Legacy Group, LLC reduced exposure to Willis Towers Watson Pub LTD Co., Targa Resources Corp., Oneok Inc. New among others.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC CL A | 2.30% | $2.7M | 20,006 | $78.65 | $136.32 | +$1.1M |
S SPOT | SPOTIFY TECHNOLOGY S A | 2.03% | $2.4M | 3,145 | $327.46 | $767.34 | +$688.9K |
H HOOD | ROBINHOOD MARKETS INC CL A | 2.02% | $2.4M | 25,550 | $73.83 | $93.63 | +$2.0M |
A AMZN | AMAZON COM INC | 2.00% | $2.4M | 10,820 | $154.36 | $219.39 | +$327.6K |
E EBAY | EBAY INC | 1.91% | $2.3M | 30,445 | $65.81 | $74.46 | +$202.1K |
Industry Allocation
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