Family Legacy Financial Solutions
Latest statistics and disclosures from Family Legacy Financial Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, USFR, AMD, LLY, SCHM, and represent 51.42% of Family Legacy Financial Solutions's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$6.3M), SCHM, STIP, META, SCHF, DOCS, LUMN, RDDT, MSFT, DOV.
- Reduced shares in these 10 stocks: UDEC (-$6.2M), USFR (-$5.0M), LIN, DHR, ZAPR, SCHH, SCHE, TIP, RACE, SCHA.
- Sold out of its positions in T, ABT, FAX, DRLL, GOOG, GOOGL, AEP, AFG, ARM, BAC.
- Family Legacy Financial Solutions was a net seller of stock by $-9.3M.
- Family Legacy Financial Solutions has $130M in assets under management (AUM), dropping by -0.67%.
- Central Index Key (CIK): 0002076068
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Portfolio Holdings for Family Legacy Financial Solutions
Family Legacy Financial Solutions holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 14.9 | $19M | +49% | 716k | 26.91 |
|
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 12.6 | $16M | -23% | 326k | 50.32 |
|
| Advanced Micro Devices (AMD) | 10.7 | $14M | 60k | 231.44 |
|
|
| Eli Lilly & Co. (LLY) | 7.0 | $9.0M | 8.6k | 1047.75 |
|
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 6.2 | $8.1M | +19% | 269k | 30.07 |
|
| PerkinElmer (RVTY) | 4.7 | $6.1M | 54k | 111.74 |
|
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 4.6 | $5.9M | -3% | 208k | 28.48 |
|
| Danaher Corporation (DHR) | 4.5 | $5.9M | -4% | 25k | 235.44 |
|
| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 4.3 | $5.5M | +13% | 54k | 102.40 |
|
| Stryker Corporation (SYK) | 3.0 | $3.9M | 11k | 360.31 |
|
|
| Schwab International Equity Etf Etf (SCHF) | 2.1 | $2.7M | +20% | 112k | 24.04 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $2.7M | 14k | 185.97 |
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| Palo Alto Networks (PANW) | 1.6 | $2.1M | 11k | 184.27 |
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| Waste Management (WM) | 1.2 | $1.6M | 7.3k | 219.77 |
|
|
| Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR) | 1.2 | $1.5M | -13% | 59k | 25.78 |
|
| Doximity Cl A (DOCS) | 1.1 | $1.5M | +27% | 34k | 43.87 |
|
| Marvell Technology (MRVL) | 1.1 | $1.4M | -6% | 17k | 84.04 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.1 | $1.4M | 2.0k | 682.02 |
|
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| Microsoft Corporation (MSFT) | 1.0 | $1.3M | +7% | 2.8k | 483.64 |
|
| Sap Se Ord (SAP) | 1.0 | $1.3M | 5.8k | 226.31 |
|
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| Costco Wholesale Corporation (COST) | 1.0 | $1.2M | +3% | 1.4k | 862.00 |
|
| Cummins (CMI) | 0.9 | $1.1M | -2% | 2.2k | 510.73 |
|
| Dover Corporation (DOV) | 0.9 | $1.1M | +5% | 5.7k | 195.27 |
|
| Analog Devices (ADI) | 0.8 | $1.0M | 3.4k | 294.56 |
|
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| Carrier Global Corporation (CARR) | 0.8 | $1.0M | 19k | 52.84 |
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| Veralto Corp SHS (VLTO) | 0.7 | $968k | -11% | 9.6k | 100.84 |
|
| Meta Platforms Cl A (META) | 0.7 | $879k | +158% | 1.4k | 639.74 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.6 | $784k | -22% | 7.1k | 109.97 |
|
| Linde SHS (LIN) | 0.6 | $748k | -25% | 1.8k | 426.45 |
|
| Fortive (FTV) | 0.6 | $735k | 14k | 53.02 |
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|
| Apple (AAPL) | 0.6 | $734k | -7% | 2.7k | 271.95 |
|
| Tesla Motors (TSLA) | 0.5 | $699k | +3% | 1.6k | 434.16 |
|
| Skyworks Solutions (SWKS) | 0.5 | $675k | 12k | 57.24 |
|
|
| Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) | 0.4 | $551k | -91% | 14k | 39.64 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $543k | 792.00 | 685.61 |
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| Dominion Resources (D) | 0.4 | $520k | +11% | 8.9k | 58.57 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.3 | $400k | -2% | 2.4k | 167.79 |
|
| Abbvie (ABBV) | 0.3 | $358k | 1.6k | 228.61 |
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| Johnson & Johnson (JNJ) | 0.3 | $335k | -16% | 1.6k | 206.79 |
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| Ford Motor Company (F) | 0.3 | $333k | -21% | 25k | 13.12 |
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| Berkshire Hathaway Inc Del CL B (BRK.B) | 0.3 | $328k | 652.00 | 503.07 |
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| Reddit Cl A (RDDT) | 0.2 | $292k | +96% | 1.3k | 226.88 |
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| Lumen Technologies (LUMN) | 0.2 | $291k | +6850% | 834.00 | 348.92 |
|
| Consolidated Edison (ED) | 0.2 | $291k | -14% | 2.9k | 99.18 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $288k | 2.5k | 117.22 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $273k | -30% | 564.00 | 484.04 |
|
| Amazon (AMZN) | 0.2 | $262k | -6% | 1.1k | 230.43 |
|
| Hologic (HOLX) | 0.2 | $246k | 3.3k | 75.07 |
|
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| Universal Health Svcs CL B (UHS) | 0.2 | $243k | 1.2k | 199.67 |
|
|
| Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN) | 0.2 | $242k | 9.0k | 26.89 |
|
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| salesforce (CRM) | 0.2 | $240k | -17% | 908.00 | 264.32 |
|
| Bio-techne Corporation (TECH) | 0.2 | $233k | 3.4k | 69.35 |
|
|
| Vertiv Holdings Cl A (VRT) | 0.1 | $162k | 1.0k | 161.68 |
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Past Filings by Family Legacy Financial Solutions
SEC 13F filings are viewable for Family Legacy Financial Solutions going back to 2025
- Family Legacy Financial Solutions 2025 Q4 filed Jan. 20, 2026
- Family Legacy Financial Solutions 2025 Q3 filed Oct. 7, 2025
- Family Legacy Financial Solutions 2025 Q2 filed July 10, 2025