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, AMD, USFR, SCHM, LLY, and represent 47.97% of Family Legacy Financial Solutions's stock portfolio.
- Added to shares of these 10 stocks: QQQM, PANW, ADI, SCHM, STIP, SCHF, META, DOCS, MSFT, D.
- Started 1 new stock position in QQQM.
- Reduced shares in these 10 stocks: USFR (-$5.8M), SAP, TIP, SPY, LIN, ZAPR, MRVL, CMI, DHR, JNJ.
- Sold out of its positions in AMZN, TECH, F, Hologic, TIP, JNJ, LMT, CRM, SAP, UHS.
- Family Legacy Financial Solutions was a net buyer of stock by $965k.
- Family Legacy Financial Solutions has $125M in assets under management (AUM), dropping by -3.94%.
- Central Index Key (CIK): 0002076068
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Portfolio Holdings for Family Legacy Financial Solutions
Family Legacy Financial Solutions holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 15.1 | $19M | 725k | 25.84 |
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| Advanced Micro Devic Equity (AMD) | 9.8 | $12M | 60k | 203.43 |
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| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 8.5 | $11M | -35% | 211k | 50.34 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 8.0 | $9.9M | +18% | 318k | 31.25 |
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| Eli Lilly & Co Stock (LLY) | 6.6 | $8.3M | 8.7k | 954.57 |
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| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 5.5 | $6.9M | +23% | 67k | 103.12 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 5.1 | $6.4M | +4% | 217k | 29.35 |
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| Revvity Equity (RVTY) | 3.8 | $4.7M | 54k | 87.61 |
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| Danaher Corporation Equity (DHR) | 3.5 | $4.4M | -7% | 23k | 189.60 |
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| Palo Alto Networks Stock (PANW) | 3.2 | $4.0M | +122% | 25k | 160.68 |
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| Schwab International Equity Etf Etf (SCHF) | 3.0 | $3.7M | +31% | 147k | 25.14 |
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| Stryker Corp Equity (SYK) | 2.9 | $3.6M | 11k | 328.59 |
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| Analog Devices Equity (ADI) | 2.3 | $2.9M | +168% | 9.2k | 318.14 |
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| Invesco Nasdaq 100 Etf Etf (QQQM) | 2.3 | $2.9M | NEW | 12k | 240.57 |
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| Nvidia Corporation Stock (NVDA) | 2.2 | $2.8M | +9% | 16k | 175.76 |
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| Waste Mgmt Inc Del Stock (WM) | 1.4 | $1.8M | +6% | 7.8k | 231.01 |
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| Microsoft Corp Stock (MSFT) | 1.2 | $1.5M | +50% | 4.1k | 369.41 |
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| Dover Corp Stock (DOV) | 1.2 | $1.5M | +27% | 7.2k | 207.33 |
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| Meta Platforms Inc Cl A Stock (META) | 1.2 | $1.5M | +87% | 2.6k | 579.43 |
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| Marvell Technology Stock (MRVL) | 1.1 | $1.4M | -24% | 13k | 106.71 |
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| Doximity Inc Cl A Stock (DOCS) | 1.1 | $1.3M | +69% | 58k | 22.93 |
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| Costco Wholesale Corporation Stock (COST) | 1.1 | $1.3M | -8% | 1.3k | 996.91 |
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| Carrier Global Corporation Stock (CARR) | 0.9 | $1.1M | 19k | 56.90 |
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| Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR) | 0.8 | $962k | -37% | 37k | 26.10 |
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| Dominion Energy Stock (D) | 0.7 | $924k | +67% | 15k | 62.05 |
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| Tesla Stock (TSLA) | 0.7 | $922k | +50% | 2.4k | 381.26 |
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| Cummins Stock (CMI) | 0.6 | $769k | -36% | 1.4k | 550.16 |
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| Fortive Corp Disc Equity (FTV) | 0.6 | $766k | 14k | 55.28 |
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| Veralto Corp Stock (VLTO) | 0.6 | $733k | -13% | 8.3k | 88.07 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.6 | $699k | -47% | 1.1k | 655.57 |
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| Skyworks Solutions Equity (SWKS) | 0.5 | $632k | 12k | 53.55 |
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| Lumentum Hldgs Equity (LUMN) | 0.5 | $586k | 834.00 | 702.76 |
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| Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) | 0.4 | $542k | 14k | 39.00 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $521k | 792.00 | 658.19 |
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| Apple Stock (AAPL) | 0.4 | $444k | -35% | 1.7k | 255.70 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.3 | $355k | -5% | 2.3k | 157.24 |
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| Abbvie Stock (ABBV) | 0.3 | $337k | 1.6k | 215.10 |
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| Reddit Inc Cl A Stock (RDDT) | 0.3 | $324k | +84% | 2.4k | 136.18 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $311k | 650.00 | 478.50 |
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| Linde Stock (LIN) | 0.2 | $296k | -65% | 599.00 | 494.26 |
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| Consolidated Edison Stock (ED) | 0.2 | $274k | -17% | 2.4k | 113.91 |
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| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.2 | $270k | +52746% | 530k | 0.51 |
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| Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN) | 0.2 | $243k | 9.0k | 26.96 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $234k | -27% | 1.8k | 130.97 |
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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 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