Family Legacy Financial Solutions

Family Legacy Financial Solutions as of June 30, 2026

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
Schwab Strategic Tr us lrg cap etf (SCHX) 13.6 $22M 760k 29.43
Sch Us Mid-cap Etf etf (SCHM) 8.2 $13M 364k 36.87
Ishares Tr cmn (STIP) 7.2 $12M 115k 102.16
Eli Lilly & Co. (LLY) 6.2 $10M 8.3k 1211.05
Schwab U S Small Cap ETF (SCHA) 5.0 $8.2M 227k 36.13
Wisdomtree Floating Rate Treasury Fund (USFR) 4.7 $7.6M 152k 50.35
PerkinElmer (RVTY) 3.8 $6.2M 54k 113.76
Schwab International Equity ETF (SCHF) 2.9 $4.8M 173k 27.70
Invesco Nasdaq 100 Etf (QQQM) 2.9 $4.7M 16k 302.97
Danaher Corporation (DHR) 2.8 $4.6M 23k 197.93
Stryker Corporation (SYK) 2.2 $3.6M 11k 326.54
Palo Alto Networks (PANW) 2.2 $3.6M 10k 342.36
NVIDIA Corporation (NVDA) 1.9 $3.0M 15k 200.09
Marvell Technology (MRVL) 1.6 $2.6M 9.2k 280.22
Waste Management (WM) 1.1 $1.8M 8.0k 222.88
Costco Wholesale Corporation (COST) 1.1 $1.7M 1.9k 935.35
Dover Corporation (DOV) 1.0 $1.7M 7.4k 224.28
Microsoft Corporation (MSFT) 1.0 $1.6M 4.4k 373.05
Meta Platforms Cl A (META) 0.8 $1.4M 2.4k 563.25
Analog Devices (ADI) 0.8 $1.3M 3.4k 377.16
Intr Eqt Def Pro Etf - 1 Y A (ZAPR) 0.6 $950k 36k 26.64
Sap Se Ordf (SAP) 0.6 $934k 5.8k 162.02
Vertiv Holdings Cl A (VRT) 0.5 $889k 2.7k 334.76
Cummins (CMI) 0.5 $883k 1.2k 712.96
Carrier Global Corporation (CARR) 0.5 $788k 11k 73.35
Alphabet Inc Class C cs (GOOG) 0.5 $772k 2.2k 353.39
Fortive Corp Disc (FTV) 0.4 $721k 12k 62.65
Veralto Corp (VLTO) 0.4 $710k 7.7k 92.55
Tesla Motors (TSLA) 0.4 $678k 1.7k 405.97
Spdr S&p 500 Etf (SPY) 0.4 $638k 855.00 746.47
Lumentum Hldgs (LITE) 0.4 $607k 834.00 728.32
iShares S&P 500 Index (IVV) 0.4 $593k 792.00 749.04
Ge Vernova (GEV) 0.4 $586k 499.00 1174.86
Qnity Electronics (Q) 0.3 $531k 3.3k 163.31
Linde SHS (LIN) 0.3 $505k 974.00 518.69
Apple (AAPL) 0.3 $493k 1.7k 289.28
Innovator Etfs Tr s&p 500 ultra (UDEC) 0.3 $463k 11k 41.68
iShares Russell 3000 Growth Index (IUSG) 0.3 $412k 2.2k 188.06
Abbvie (ABBV) 0.2 $394k 1.6k 251.71
Reddit Cl A (RDDT) 0.2 $359k 2.1k 173.58
Doximity Cl A (DOCS) 0.2 $358k 17k 20.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $325k 650.00 500.39
Ralliant Corp (RAL) 0.2 $262k 3.8k 68.36
Innovator Etfs Trust (ZJUN) 0.2 $247k 9.0k 27.39
Bio-techne Corporation (TECH) 0.1 $238k 3.4k 70.83
Abbott Laboratories (ABT) 0.1 $225k 2.4k 95.40
Dominion Resources (D) 0.1 $213k 3.1k 68.30
Arm Holdings Sponsored Ads (ARM) 0.1 $213k 600.00 354.57
iShares Russell 2000 Index (IWM) 0.1 $177k 588.00 300.59
Amazon (AMZN) 0.1 $170k 713.00 238.34
Consolidated Edison (ED) 0.1 $164k 1.5k 110.60
Everpure Cl A (P) 0.1 $161k 2.0k 78.79
Vanguard S&p 500 Etf idx (VOO) 0.1 $161k 234.00 686.76
Garmin SHS (GRMN) 0.1 $157k 662.00 237.62
Duke Energy Corp Com New (DUK) 0.1 $156k 1.2k 126.55
Builders FirstSource (BLDR) 0.1 $143k 1.6k 89.48
Health Care SPDR (XLV) 0.1 $135k 852.00 158.69
Tidal Tr Ii (XMAG) 0.1 $124k 4.7k 26.08
Delta Air Lines Com New (DAL) 0.1 $122k 1.3k 93.66
Blackrock Etf Trust us eqt factor (DYNF) 0.1 $122k 1.8k 68.01
Crowdstrike Hldgs Cl A (CRWD) 0.1 $118k 155.00 763.14
iShares S&P 500 Growth Index (IVW) 0.1 $105k 766.00 137.53
Constellation Energy (CEG) 0.1 $103k 415.00 248.56
Fidelity Wise Origin Bitcoin (FBTC) 0.1 $102k 2.0k 51.05