Go Pro

Family Legacy Financial Solutions, LLC Top Holdings and 13F Report (2026)

About Family Legacy Financial Solutions, LLC

Investment Activity

  • Family Legacy Financial Solutions, LLC has $164.00 million in total holdings as of June 30, 2026.
  • Family Legacy Financial Solutions, LLC owns shares of 65 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 10.67% of the portfolio was purchased this quarter.
  • About 116.66% of the portfolio was sold this quarter.
  • This quarter, Family Legacy Financial Solutions, LLC has purchased 44 new stocks and bought additional shares in 13 stocks.
  • Family Legacy Financial Solutions, LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

803054204 - SAP
$933,567 Holding
02079K107 - Alphabet
$771,455 Holding
55024U109 - Lumentum
$607,419 Holding
36828A101 - GE VERNOVA INC
$586,255 Holding
74743L100 - QNITY ELECTRONICS INC
$531,079 Holding

Largest Purchases this Quarter

iShares 0-5 Year TIPS Bond ETF
48,255 shares (about $4.93M)
Schwab U.S. Mid-Cap ETF
46,271 shares (about $1.71M)
Invesco NASDAQ 100 ETF
3,554 shares (about $1.08M)
Schwab US Large-Cap ETF
34,249 shares (about $1.01M)
SAP
5,762 shares (about $933.57K)

Largest Sales this Quarter

Vertiv
526,865 shares (about $176.37M)
Palo Alto Networks
14,690 shares (about $5.03M)
WisdomTree Floating Rate Treasury Fund
59,005 shares (about $2.97M)
Marvell Technology
3,661 shares (about $1.03M)
Analog Devices
2,340 shares (about $882.55K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Legacy Financial Solutions, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$30,944,9230.0%59,76018.9%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$22,356,368$1,007,947 â–²4.7%759,64613.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,420,465$1,706,013 â–²14.6%363,9948.2%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$11,736,395$4,929,752 â–²72.4%114,8827.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,101,401$391,170 â–¼-3.7%8,3416.2%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$8,199,184$353,929 â–²4.5%226,9365.0%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$7,637,190$2,970,902 â–¼-28.0%151,6824.7%Finance
Revvity Inc. stock logo
RVTY
Revvity
$6,166,7020.0%54,2083.8%Medical
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,791,026$723,248 â–²17.8%172,9612.9%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,686,961$1,076,759 â–²29.8%15,4702.9%ETF
Danaher Corporation stock logo
DHR
Danaher
$4,554,1710.0%23,0092.8%Medical
Stryker Corporation stock logo
SYK
Stryker
$3,574,3070.0%10,9462.2%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,570,776$5,029,214 â–¼-58.5%10,4302.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,035,291$105,845 â–¼-3.4%15,1701.9%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,571,317$1,025,893 â–¼-28.5%9,1761.6%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$1,771,886$36,106 â–²2.1%7,9501.1%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,738,812$503,217 â–²40.7%1,8591.1%Retail/Wholesale
Dover Corporation stock logo
DOV
Dover
$1,653,650$31,176 â–²1.9%7,3731.0%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$1,629,494$89,906 â–²5.8%4,3681.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,369,265$78,855 â–¼-5.4%2,4310.8%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,290,642$882,555 â–¼-40.6%3,4220.8%Computer and Technology
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL
$949,716$31,968 â–¼-3.3%35,6500.6%COM
SAP SE stock logo
SAP
SAP
$933,567$933,567 â–²New Holding5,7620.6%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$888,453$176,373,319 â–¼-99.5%2,6540.5%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$882,642$113,360 â–¼-11.4%1,2380.5%Auto/Tires/Trucks
Carrier Global Corporation stock logo
CARR
Carrier Global
$787,984$577,694 â–¼-42.3%10,7430.5%Construction
Alphabet Inc. stock logo
GOOG
Alphabet
$771,455$771,455 â–²New Holding2,1830.5%Computer and Technology
Fortive Corporation stock logo
FTV
Fortive
$720,788$573,247 â–²388.5%11,5050.4%Computer and Technology
VERALTO CORP
$709,766$60,713 â–¼-7.9%7,6690.4%COM
Tesla, Inc. stock logo
TSLA
Tesla
$677,967$303,664 â–¼-30.9%1,6700.4%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$638,235$157,506 â–¼-19.8%8550.4%Finance
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$607,419$607,419 â–²New Holding8340.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$593,2390.0%7920.4%ETF
GE VERNOVA INC
$586,255$586,255 â–²New Holding4990.4%COM
QNITY ELECTRONICS INC
$531,079$531,079 â–²New Holding3,2520.3%COM
LINDE PLC
$505,204$194,509 â–²62.6%9740.3%SHS
Apple Inc. stock logo
AAPL
Apple
$492,637$9,546 â–¼-1.9%1,7030.3%Computer and Technology
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
$462,649$116,704 â–¼-20.1%11,1000.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$411,471$12,600 â–¼-3.0%2,1880.3%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$394,437$252 â–²0.1%1,5670.2%Medical
REDDIT INC
$359,311$53,116 â–¼-12.9%2,0700.2%CL A
DOXIMITY INC
$357,889$835,199 â–¼-70.0%17,2560.2%CL A
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$325,2540.0%6500.2%Finance
RALLIANT CORP
$262,161$262,161 â–²New Holding3,8350.2%COM
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE
$246,5550.0%9,0000.2%COM
Bio-Techne Corp stock logo
TECH
Bio-Techne
$237,989$237,989 â–²New Holding3,3600.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$224,667$224,667 â–²New Holding2,3550.1%Medical
Dominion Energy Inc. stock logo
D
Dominion Energy
$213,099$803,493 â–¼-79.0%3,1200.1%Utilities
ARM HOLDINGS PLC
$212,742$212,742 â–²New Holding6000.1%SPONSORED ADS
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$176,749$176,749 â–²New Holding5880.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$169,936$169,936 â–²New Holding7130.1%Retail/Wholesale
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$164,128$102,193 â–¼-38.4%1,4840.1%Utilities
EVERPURE INC
$160,732$160,732 â–²New Holding2,0400.1%CL A
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$160,702$160,702 â–²New Holding2340.1%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$157,304$157,304 â–²New Holding6620.1%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$155,914$70,237 â–¼-31.1%1,2320.1%Utilities
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$142,810$142,810 â–²New Holding1,5960.1%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$135,205$135,205 â–²New Holding8520.1%ETF
DEFIANCE LARGE CAP EX-MAG 7 ETF
$123,865$123,865 â–²New Holding4,7490.1%COM
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$122,223$122,223 â–²New Holding1,3050.1%Transportation
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$121,466$121,466 â–²New Holding1,7860.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$118,287$118,287 â–²New Holding1550.1%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$105,351$105,351 â–²New Holding7660.1%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$103,152$103,152 â–²New Holding4150.1%Energy
FIDELITY WISE ORIGIN BITCOIN FUND
$102,100$102,100 â–²New Holding2,0000.1%COM
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$0$631,462 â–¼-100.0%00.0%Computer and Technology
Lumen Technologies, Inc. stock logo
LUMN
Lumen Technologies
$0$586,102 â–¼-100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data