Family Legacy Financial Solutions as of Dec. 31, 2025
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 | 716k | 26.91 | |
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 12.6 | $16M | 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 | |
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 6.2 | $8.1M | 269k | 30.07 | |
| PerkinElmer (RVTY) | 4.7 | $6.1M | 54k | 111.74 | |
| Schwab U.s. Small-cap Etf Etf (SCHA) | 4.6 | $5.9M | 208k | 28.48 | |
| Danaher Corporation (DHR) | 4.5 | $5.9M | 25k | 235.44 | |
| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 4.3 | $5.5M | 54k | 102.40 | |
| Stryker Corporation (SYK) | 3.0 | $3.9M | 11k | 360.31 | |
| Schwab International Equity Etf Etf (SCHF) | 2.1 | $2.7M | 112k | 24.04 | |
| NVIDIA Corporation (NVDA) | 2.1 | $2.7M | 14k | 185.97 | |
| Palo Alto Networks (PANW) | 1.6 | $2.1M | 11k | 184.27 | |
| 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 | 59k | 25.78 | |
| Doximity Cl A (DOCS) | 1.1 | $1.5M | 34k | 43.87 | |
| Marvell Technology (MRVL) | 1.1 | $1.4M | 17k | 84.04 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.1 | $1.4M | 2.0k | 682.02 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.3M | 2.8k | 483.64 | |
| Sap Se Ord (SAP) | 1.0 | $1.3M | 5.8k | 226.31 | |
| Costco Wholesale Corporation (COST) | 1.0 | $1.2M | 1.4k | 862.00 | |
| Cummins (CMI) | 0.9 | $1.1M | 2.2k | 510.73 | |
| Dover Corporation (DOV) | 0.9 | $1.1M | 5.7k | 195.27 | |
| Analog Devices (ADI) | 0.8 | $1.0M | 3.4k | 294.56 | |
| Carrier Global Corporation (CARR) | 0.8 | $1.0M | 19k | 52.84 | |
| Veralto Corp SHS (VLTO) | 0.7 | $968k | 9.6k | 100.84 | |
| Meta Platforms Cl A (META) | 0.7 | $879k | 1.4k | 639.74 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.6 | $784k | 7.1k | 109.97 | |
| Linde SHS (LIN) | 0.6 | $748k | 1.8k | 426.45 | |
| Fortive (FTV) | 0.6 | $735k | 14k | 53.02 | |
| Apple (AAPL) | 0.6 | $734k | 2.7k | 271.95 | |
| Tesla Motors (TSLA) | 0.5 | $699k | 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 | 14k | 39.64 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $543k | 792.00 | 685.61 | |
| Dominion Resources (D) | 0.4 | $520k | 8.9k | 58.57 | |
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.3 | $400k | 2.4k | 167.79 | |
| Abbvie (ABBV) | 0.3 | $358k | 1.6k | 228.61 | |
| Johnson & Johnson (JNJ) | 0.3 | $335k | 1.6k | 206.79 | |
| Ford Motor Company (F) | 0.3 | $333k | 25k | 13.12 | |
| Berkshire Hathaway Inc Del CL B (BRK.B) | 0.3 | $328k | 652.00 | 503.07 | |
| Reddit Cl A (RDDT) | 0.2 | $292k | 1.3k | 226.88 | |
| Lumen Technologies (LUMN) | 0.2 | $291k | 834.00 | 348.92 | |
| Consolidated Edison (ED) | 0.2 | $291k | 2.9k | 99.18 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $288k | 2.5k | 117.22 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $273k | 564.00 | 484.04 | |
| Amazon (AMZN) | 0.2 | $262k | 1.1k | 230.43 | |
| Hologic | 0.2 | $246k | 3.3k | 75.07 | |
| 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 | |
| salesforce (CRM) | 0.2 | $240k | 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 |
