Family Legacy Financial Solutions
Latest statistics and disclosures from Family Legacy Financial Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMD, SCHX, SCHM, STIP, LLY, and represent 54.00% of Family Legacy Financial Solutions's stock portfolio.
- Added to shares of these 10 stocks: STIP, SCHM, QQQM, SCHX, SAP, GOOG, SCHF, LITE, GEV, Q.
- Started 23 new stock positions in SAP, XMAG, VOO, TECH, ARM, ABT, BLDR, DYNF, CRWD, RAL. P, GRMN, GOOG, IWM, GEV, XLV, AMZN, DAL, FBTC, IVW, CEG, LITE, Q.
- Reduced shares in these 10 stocks: VRT (-$176M), PANW (-$5.0M), USFR, ADI, MRVL, DOCS, D, , LUMN, CARR.
- Sold out of its positions in LUMN, SWKS.
- Family Legacy Financial Solutions was a net seller of stock by $-176M.
- Family Legacy Financial Solutions has $164M in assets under management (AUM), dropping by 31.78%.
- Central Index Key (CIK): 0002076068
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Portfolio Holdings for Family Legacy Financial Solutions
Family Legacy Financial Solutions holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 18.9 | $31M | 60k | 517.82 |
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| Schwab Strategic Tr us lrg cap etf (SCHX) | 13.6 | $22M | +4% | 760k | 29.43 |
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| Sch Us Mid-cap Etf etf (SCHM) | 8.2 | $13M | +14% | 364k | 36.87 |
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| Ishares Tr cmn (STIP) | 7.2 | $12M | +72% | 115k | 102.16 |
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| Eli Lilly & Co. (LLY) | 6.2 | $10M | -3% | 8.3k | 1211.05 |
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| Schwab U S Small Cap ETF (SCHA) | 5.0 | $8.2M | +4% | 227k | 36.13 |
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| Wisdomtree Floating Rate Treasury Fund (USFR) | 4.7 | $7.6M | -28% | 152k | 50.35 |
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| PerkinElmer (RVTY) | 3.8 | $6.2M | 54k | 113.76 |
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| Schwab International Equity ETF (SCHF) | 2.9 | $4.8M | +17% | 173k | 27.70 |
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| Invesco Nasdaq 100 Etf (QQQM) | 2.9 | $4.7M | +29% | 16k | 302.97 |
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| Danaher Corporation (DHR) | 2.8 | $4.6M | 23k | 197.93 |
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| Stryker Corporation (SYK) | 2.2 | $3.6M | 11k | 326.54 |
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| Palo Alto Networks (PANW) | 2.2 | $3.6M | -58% | 10k | 342.36 |
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| NVIDIA Corporation (NVDA) | 1.9 | $3.0M | -3% | 15k | 200.09 |
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| Marvell Technology (MRVL) | 1.6 | $2.6M | -28% | 9.2k | 280.22 |
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| Waste Management (WM) | 1.1 | $1.8M | +2% | 8.0k | 222.88 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.7M | +40% | 1.9k | 935.35 |
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| Dover Corporation (DOV) | 1.0 | $1.7M | 7.4k | 224.28 |
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| Microsoft Corporation (MSFT) | 1.0 | $1.6M | +5% | 4.4k | 373.05 |
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| Meta Platforms Cl A (META) | 0.8 | $1.4M | -5% | 2.4k | 563.25 |
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| Analog Devices (ADI) | 0.8 | $1.3M | -62% | 3.4k | 377.16 |
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| Intr Eqt Def Pro Etf - 1 Y A (ZAPR) | 0.6 | $950k | -3% | 36k | 26.64 |
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| Sap Se Ordf (SAP) | 0.6 | $934k | NEW | 5.8k | 162.02 |
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| Vertiv Holdings Cl A (VRT) | 0.5 | $889k | -99% | 2.7k | 334.76 |
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| Cummins (CMI) | 0.5 | $883k | -11% | 1.2k | 712.96 |
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| Carrier Global Corporation (CARR) | 0.5 | $788k | -42% | 11k | 73.35 |
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| Alphabet Inc Class C cs (GOOG) | 0.5 | $772k | NEW | 2.2k | 353.39 |
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| Fortive Corp Disc (FTV) | 0.4 | $721k | -16% | 12k | 62.65 |
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| Veralto Corp (VLTO) | 0.4 | $710k | -7% | 7.7k | 92.55 |
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| Tesla Motors (TSLA) | 0.4 | $678k | -30% | 1.7k | 405.97 |
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| Spdr S&p 500 Etf (SPY) | 0.4 | $638k | -19% | 855.00 | 746.47 |
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| Lumentum Hldgs (LITE) | 0.4 | $607k | NEW | 834.00 | 728.32 |
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| iShares S&P 500 Index (IVV) | 0.4 | $593k | 792.00 | 749.04 |
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| Ge Vernova (GEV) | 0.4 | $586k | NEW | 499.00 | 1174.86 |
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| Qnity Electronics (Q) | 0.3 | $531k | NEW | 3.3k | 163.31 |
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| Linde SHS (LIN) | 0.3 | $505k | +62% | 974.00 | 518.69 |
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| Apple (AAPL) | 0.3 | $493k | 1.7k | 289.28 |
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| Innovator Etfs Tr s&p 500 ultra (UDEC) | 0.3 | $463k | -20% | 11k | 41.68 |
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| iShares Russell 3000 Growth Index (IUSG) | 0.3 | $412k | -2% | 2.2k | 188.06 |
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| Abbvie (ABBV) | 0.2 | $394k | 1.6k | 251.71 |
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| Reddit Cl A (RDDT) | 0.2 | $359k | -12% | 2.1k | 173.58 |
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| Doximity Cl A (DOCS) | 0.2 | $358k | -70% | 17k | 20.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $325k | 650.00 | 500.39 |
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| Ralliant Corp (RAL) | 0.2 | $262k | NEW | 3.8k | 68.36 |
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| Innovator Etfs Trust (ZJUN) | 0.2 | $247k | 9.0k | 27.39 |
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| Bio-techne Corporation (TECH) | 0.1 | $238k | NEW | 3.4k | 70.83 |
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| Abbott Laboratories (ABT) | 0.1 | $225k | NEW | 2.4k | 95.40 |
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| Dominion Resources (D) | 0.1 | $213k | -79% | 3.1k | 68.30 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $213k | NEW | 600.00 | 354.57 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $177k | NEW | 588.00 | 300.59 |
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| Amazon (AMZN) | 0.1 | $170k | NEW | 713.00 | 238.34 |
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| Consolidated Edison (ED) | 0.1 | $164k | -38% | 1.5k | 110.60 |
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| Everpure Cl A (P) | 0.1 | $161k | NEW | 2.0k | 78.79 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $161k | NEW | 234.00 | 686.76 |
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| Garmin SHS (GRMN) | 0.1 | $157k | NEW | 662.00 | 237.62 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $156k | -31% | 1.2k | 126.55 |
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| Builders FirstSource (BLDR) | 0.1 | $143k | NEW | 1.6k | 89.48 |
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| Health Care SPDR (XLV) | 0.1 | $135k | NEW | 852.00 | 158.69 |
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| Tidal Tr Ii (XMAG) | 0.1 | $124k | NEW | 4.7k | 26.08 |
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| Delta Air Lines Com New (DAL) | 0.1 | $122k | NEW | 1.3k | 93.66 |
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| Blackrock Etf Trust us eqt factor (DYNF) | 0.1 | $122k | NEW | 1.8k | 68.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $118k | NEW | 155.00 | 763.14 |
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| iShares S&P 500 Growth Index (IVW) | 0.1 | $105k | NEW | 766.00 | 137.53 |
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| Constellation Energy (CEG) | 0.1 | $103k | NEW | 415.00 | 248.56 |
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| Fidelity Wise Origin Bitcoin (FBTC) | 0.1 | $102k | NEW | 2.0k | 51.05 |
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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 2026 Q2 filed July 14, 2026
- Family Legacy Financial Solutions 2026 Q1 filed April 15, 2026
- 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