Family Legacy Financial Solutions, LLC Top Holdings and 13F Report (2025) About Family Legacy Financial Solutions, LLCInvestment ActivityFamily Legacy Financial Solutions, LLC has $130.63 million in total holdings as of September 30, 2025.Family Legacy Financial Solutions, LLC owns shares of 258 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.36% of the portfolio was purchased this quarter.About 3.60% of the portfolio was sold this quarter.This quarter, Family Legacy Financial Solutions, LLC has purchased 247 new stocks and bought additional shares in 64 stocks.Family Legacy Financial Solutions, LLC sold shares of 60 stocks and completely divested from 38 stocks this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $21,398,325Schwab US Large-Cap ETF $12,659,340Advanced Micro Devices $9,685,235Eli Lilly and Company $6,701,077Schwab U.S. Mid-Cap ETF $6,665,992 Largest New Holdings this Quarter 45784N726 - INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL $1,725,112 Holding45784N643 - INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE $238,365 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $105,731 Holding446413106 - Huntington Ingalls Industries $102,995 Holding464288877 - iShares MSCI EAFE Value ETF $71,764 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 48,306 shares (about $2.43M)INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL 67,811 shares (about $1.73M)Schwab US Large-Cap ETF 61,268 shares (about $1.61M)SAP 5,685 shares (about $1.52M)Schwab U.S. Mid-Cap ETF 32,949 shares (about $976.61K) Largest Sales this Quarter Fortive 9,150 shares (about $1.23M)Innovator U.S. Equity Ultra Buffer ETF - December 10,676 shares (about $409.64K)Abbott Laboratories 2,355 shares (about $315.42K)Marvell Technology 2,668 shares (about $224.29K)Ford Motor 16,980 shares (about $203.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Legacy Financial Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$21,398,325$2,428,342 ▲12.8%425,66816.4%FinanceSCHXSchwab US Large-Cap ETF$12,659,340$1,613,798 ▲14.6%480,6139.7%ETFAMDAdvanced Micro Devices$9,685,235$6,472 ▼-0.1%59,8637.4%Computer and TechnologyLLYEli Lilly and Company$6,701,077$144,962 ▲2.2%8,7835.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$6,665,992$976,606 ▲17.2%224,8995.1%ETFUDECInnovator U.S. Equity Ultra Buffer ETF - December$6,564,340$409,638 ▼-5.9%171,0805.0%ETFSCHASchwab US Small-Cap ETF$6,017,009$708,494 ▲13.3%215,6634.6%ETFDHRDanaher$5,168,854$67,210 ▼-1.3%26,0714.0%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$4,893,772$497,367 ▲11.3%47,3473.7%ETFRVTYRevvity$4,752,9570.0%54,2083.6%MedicalSYKStryker$4,046,4080.0%10,9463.1%MedicalNVDANVIDIA$2,657,796$322,406 ▲13.8%14,2452.0%Computer and TechnologyPANWPalo Alto Networks$2,280,435$188,153 ▲9.0%11,1991.7%Computer and TechnologySCHFSchwab International Equity ETF$2,163,499$351,085 ▲19.4%92,9341.7%ETFDOCSDoximity$1,941,840$201,382 ▲11.6%26,5461.5%MedicalINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL$1,725,112$1,725,112 ▲New Holding67,8111.3%ETFWMWaste Management$1,618,662$119,026 ▲7.9%7,3301.2%Business ServicesSAPSAP$1,539,664$1,519,089 ▲7,383.1%5,7621.2%Computer and TechnologyMRVLMarvell Technology$1,532,895$224,293 ▼-12.8%18,2341.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,353,652$2,665 ▼-0.2%2,0321.0%FinanceMSFTMicrosoft$1,329,459$44,540 ▲3.5%2,5671.0%Computer and TechnologyCOSTCostco Wholesale$1,287,953$231,480 ▲21.9%1,3911.0%Retail/WholesaleVERALTO CORP COM SHS$1,158,059$49,145 ▼-4.1%10,8630.9%StockCARRCarrier Global$1,149,162$85,013 ▲8.0%19,2490.9%ConstructionLINDE PLC SHS$1,121,931$123,023 ▲12.3%2,3620.9%StockTIPiShares TIPS Bond ETF$1,019,506$183,393 ▼-15.2%9,1670.8%ETFCMICummins$953,579$29,139 ▲3.2%2,2580.7%Auto/Tires/TrucksSWKSSkyworks Solutions$907,7480.0%11,7920.7%Computer and TechnologyDOVDover$896,083$339,514 ▲61.0%5,3710.7%IndustrialsADIAnalog Devices$840,7850.0%3,4220.6%Computer and TechnologyAAPLApple$741,632$127,042 ▼-14.6%2,9130.6%Computer and TechnologyTSLATesla$695,097$17,344 ▲2.6%1,5630.5%Auto/Tires/TrucksFTVFortive$563,6300.0%11,5050.4%Computer and TechnologyIVViShares Core S&P 500 ETF$530,191$186,102 ▲54.1%7920.4%ETFDDominion Energy$485,928$33,031 ▲7.3%7,9440.4%UtilitiesLMTLockheed Martin$406,218$117,274 ▼-22.4%8140.3%AerospaceIUSGiShares Core S&P U.S. Growth ETF$402,598$12,833 ▼-3.1%2,4470.3%ManufacturingMETAMeta Platforms$390,542$91,029 ▲30.4%5320.3%Computer and TechnologyFFord Motor$386,512$203,081 ▼-34.4%32,3170.3%Auto/Tires/TrucksABBVAbbVie$362,576$232 ▲0.1%1,5660.3%MedicalJNJJohnson & Johnson$358,076$154,839 ▼-30.2%1,9310.3%MedicalEDConsolidated Edison$346,323$66,550 ▼-16.1%3,4450.3%UtilitiesBRK.BBerkshire Hathaway$327,637$3,518 ▼-1.1%6520.3%FinanceFTVFortive$315,429$1,225,552 ▼-79.5%2,3550.2%Computer and TechnologyDUKDuke Energy$309,718$5,073 ▼-1.6%2,5030.2%UtilitiesAMZNAmazon.com$267,656$48,305 ▼-15.3%1,2190.2%Retail/WholesaleCRMSalesforce$260,441$40,998 ▼-13.6%1,0990.2%Computer and TechnologyUHSUniversal Health Services$248,8030.0%1,2170.2%MedicalINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE$238,365$238,365 ▲New Holding9,0000.2%ETFSCHHSchwab U.S. REIT ETF$231,720$18,981 ▼-7.6%10,7430.2%ETFSCHESchwab Emerging Markets Equity ETF$228,919$21,657 ▼-8.6%6,8600.2%ETFHOLXHologic$221,1650.0%3,2770.2%MedicalRACEFerrari$207,189$63,564 ▲44.3%4270.2%Auto/Tires/TrucksBLDRBuilders FirstSource$194,4850.0%1,6040.1%Retail/WholesaleGRMNGarmin$187,674$49,258 ▼-20.8%7620.1%Computer and TechnologyTECHBio-Techne$186,9170.0%3,3600.1%MedicalPEPPepsiCo$164,994$106,298 ▼-39.2%1,1750.1%Consumer StaplesVRTVertiv$151,105$151 ▲0.1%1,0020.1%Computer and TechnologyREDDIT INC CL A$150,413$33,578 ▼-18.3%6540.1%StockBSVVanguard Short-Term Bond ETF$146,077$868 ▲0.6%1,8510.1%ETFVOOVanguard S&P 500 ETF$142,8830.0%2330.1%ETFIWMiShares Russell 2000 ETF$142,217$2,177 ▼-1.5%5880.1%FinanceDEFIANCE LARGE CAP EX-MAG 7 ETF$136,551$22 ▲0.0%6,1650.1%ETFVTIVanguard Total Stock Market ETF$133,892$328 ▲0.2%4080.1%ETFGLDSPDR Gold Shares$129,747$355 ▼-0.3%3650.1%FinanceRDNTRadNet$121,936$7,621 ▲6.7%1,6000.1%MedicalXLVHealth Care Select Sector SPDR Fund$118,304$139 ▲0.1%8500.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$105,731$105,731 ▲New Holding1,7860.1%ETFHIIHuntington Ingalls Industries$102,995$102,995 ▲New Holding3580.1%AerospaceDVNDevon Energy$100,124$78,073 ▼-43.8%2,8560.1%EnergyFIDELITY WISE ORIGIN BITCOIN FUND$99,8100.0%1,0000.1%ETFIVWiShares S&P 500 Growth ETF$92,932$84,001 ▲940.5%7700.1%ETFNOCNorthrop Grumman$91,3980.0%1500.1%AerospaceDALDelta Air Lines$88,244$14,244 ▲19.2%1,5550.1%TransportationVBVanguard Small-Cap ETF$85,562$764 ▼-0.9%3360.1%ETFARM HOLDINGS PLC SPONSORED ADS$84,8940.0%6000.1%ADRMOATVanEck Morningstar Wide Moat ETF$83,0720.0%8380.1%ETFORCLOracle$77,3410.0%2750.1%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$76,731$420 ▲0.6%9130.1%FinanceIOTSamsara$74,500$37,250 ▲100.0%2,0000.1%Computer and TechnologyAIC3.ai$72,8280.0%4,2000.1%Computer and TechnologyEFViShares MSCI EAFE Value ETF$71,764$71,764 ▲New Holding1,0580.1%ETFCVXChevron$70,983$466 ▼-0.7%4570.1%EnergyXLKTechnology Select Sector SPDR Fund$65,589$4,504 ▼-6.4%2330.1%ETFDXCMDexCom$65,339$11,910 ▼-15.4%9710.1%MedicalNOWServiceNow$62,579$41,413 ▼-39.8%680.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$56,750$56,750 ▲New Holding6350.0%ETFSCHDSchwab US Dividend Equity ETF$54,650$15,396 ▼-22.0%2,0020.0%ETFBCRXBioCryst Pharmaceuticals$52,568$8,349 ▼-13.7%6,9260.0%MedicalCSCOCisco Systems$50,748$205 ▲0.4%7420.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$49,686$49,686 ▲New Holding8980.0%ETFVOVanguard Mid-Cap ETF$48,979$293 ▲0.6%1670.0%ETFOEFiShares S&P 100 ETF$48,927$48,927 ▲New Holding1470.0%ETFQUALiShares MSCI USA Quality Factor ETF$47,847$47,847 ▲New Holding2460.0%ETFEFGiShares MSCI EAFE Growth ETF$46,805$46,805 ▲New Holding4110.0%ETFMTBM&T Bank$46,6380.0%2360.0%FinanceBTHMBlackRock Future U.S. Themes ETF$46,416$46,416 ▲New Holding1,2260.0%ETFCMGChipotle Mexican Grill$46,009$51,848 ▼-53.0%1,1740.0%Retail/WholesaleVUGVanguard Growth ETF$45,563$45,563 ▲New Holding950.0%ETFKOCocaCola$42,892$265 ▲0.6%6470.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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