Family Legacy Financial Solutions

Family Legacy Financial Solutions as of March 31, 2026

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
Advanced Micro Devic Equity (AMD) 9.8 $12M 60k 203.43
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 8.5 $11M 211k 50.34
Schwab U.s. Mid-cap Etf Etf (SCHM) 8.0 $9.9M 318k 31.25
Eli Lilly & Co Stock (LLY) 6.6 $8.3M 8.7k 954.57
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 5.5 $6.9M 67k 103.12
Schwab U.s. Small-cap Etf Etf (SCHA) 5.1 $6.4M 217k 29.35
Revvity Equity (RVTY) 3.8 $4.7M 54k 87.61
Danaher Corporation Equity (DHR) 3.5 $4.4M 23k 189.60
Palo Alto Networks Stock (PANW) 3.2 $4.0M 25k 160.68
Schwab International Equity Etf Etf (SCHF) 3.0 $3.7M 147k 25.14
Stryker Corp Equity (SYK) 2.9 $3.6M 11k 328.59
Analog Devices Equity (ADI) 2.3 $2.9M 9.2k 318.14
Invesco Nasdaq 100 Etf Etf (QQQM) 2.3 $2.9M 12k 240.57
Nvidia Corporation Stock (NVDA) 2.2 $2.8M 16k 175.76
Waste Mgmt Inc Del Stock (WM) 1.4 $1.8M 7.8k 231.01
Microsoft Corp Stock (MSFT) 1.2 $1.5M 4.1k 369.41
Dover Corp Stock (DOV) 1.2 $1.5M 7.2k 207.33
Meta Platforms Inc Cl A Stock (META) 1.2 $1.5M 2.6k 579.43
Marvell Technology Stock (MRVL) 1.1 $1.4M 13k 106.71
Doximity Inc Cl A Stock (DOCS) 1.1 $1.3M 58k 22.93
Costco Wholesale Corporation Stock (COST) 1.1 $1.3M 1.3k 996.91
Carrier Global Corporation Stock (CARR) 0.9 $1.1M 19k 56.90
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR) 0.8 $962k 37k 26.10
Dominion Energy Stock (D) 0.7 $924k 15k 62.05
Tesla Stock (TSLA) 0.7 $922k 2.4k 381.26
Cummins Stock (CMI) 0.6 $769k 1.4k 550.16
Fortive Corp Disc Equity (FTV) 0.6 $766k 14k 55.28
Veralto Corp Stock (VLTO) 0.6 $733k 8.3k 88.07
State Street Spdr S&p 500 Etf Etf (SPY) 0.6 $699k 1.1k 655.57
Skyworks Solutions Equity (SWKS) 0.5 $632k 12k 53.55
Lumentum Hldgs Equity (LUMN) 0.5 $586k 834.00 702.76
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) 0.4 $542k 14k 39.00
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $521k 792.00 658.19
Apple Stock (AAPL) 0.4 $444k 1.7k 255.70
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $355k 2.3k 157.24
Abbvie Stock (ABBV) 0.3 $337k 1.6k 215.10
Reddit Inc Cl A Stock (RDDT) 0.3 $324k 2.4k 136.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $311k 650.00 478.50
Linde Stock (LIN) 0.2 $296k 599.00 494.26
Consolidated Edison Stock (ED) 0.2 $274k 2.4k 113.91
Vertiv Holdings Co Com Cl A Stock (VRT) 0.2 $270k 530k 0.51
Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN) 0.2 $243k 9.0k 26.96
Duke Energy Corp Stock (DUK) 0.2 $234k 1.8k 130.97