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 $123.72 million in total holdings as of March 31, 2026.
Family Legacy Financial Solutions, LLC owns shares of 46 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 11.14% of the portfolio was purchased this quarter.
About 7.67% of the portfolio was sold this quarter.
This quarter, Family Legacy Financial Solutions, LLC has purchased 55 new stocks and bought additional shares in 19 stocks.
Family Legacy Financial Solutions, LLC sold shares of 16 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $18,744,270
Advanced Micro Devices: $12,156,977
WisdomTree Floating Rate Treasury Fund: $10,605,986
Schwab U.S. Mid-Cap ETF: $9,928,858
Eli Lilly and Company: $8,270,423

Largest New Holdings this Quarter

46138G649 - Invesco NASDAQ 100 ETF: $2,866,632 Holding

Largest Purchases this Quarter

Invesco NASDAQ 100 ETF: 11,916 shares (about $2.87M)
Palo Alto Networks: 13,827 shares (about $2.22M)
Schwab U.S. Mid-Cap ETF: 48,630 shares (about $1.52M)
iShares 0-5 Year TIPS Bond ETF: 12,728 shares (about $1.31M)
Schwab International Equity ETF: 35,034 shares (about $880.75K)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund: 114,911 shares (about $5.78M)
SPDR S&P 500 ETF Trust: 953 shares (about $624.75K)
LINDE PLC SHS: 1,155 shares (about $570.87K)
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL: 21,679 shares (about $565.82K)
Marvell Technology: 4,132 shares (about $440.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$18,744,270	$239,847 ▲	1.3%	725,397	15.2%	ETF
AMD Advanced Micro Devices	$12,156,977	$17,698 ▼	-0.1%	59,760	9.8%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$10,605,986	$5,784,621 ▼	-35.3%	210,687	8.6%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$9,928,858	$1,519,690 ▲	18.1%	317,723	8.0%	ETF
LLY Eli Lilly and Company	$8,270,423	$53,456 ▲	0.7%	8,664	6.7%	Medical
STIP iShares 0-5 Year TIPS Bond ETF	$6,870,585	$1,312,513 ▲	23.6%	66,627	5.6%	ETF
SCHA Schwab US Small-Cap ETF	$6,373,064	$255,609 ▲	4.2%	217,140	5.2%	ETF
RVTY Revvity	$4,749,163		0.0%	54,208	3.8%	Medical
DHR Danaher	$4,362,506	$378,252 ▼	-8.0%	23,009	3.5%	Medical
PANW Palo Alto Networks	$4,036,180	$2,221,666 ▲	122.4%	25,120	3.3%	Computer and Technology
SCHF Schwab International Equity ETF	$3,691,835	$880,755 ▲	31.3%	146,851	3.0%	ETF
SYK Stryker	$3,596,746		0.0%	10,946	2.9%	Medical
QQQM Invesco NASDAQ 100 ETF	$2,866,632	$2,866,632 ▲	New Holding	11,916	2.3%	ETF
NVDA NVIDIA	$2,759,257	$248,173 ▲	9.9%	15,699	2.2%	Computer and Technology
WM Waste Management	$1,799,095	$106,726 ▲	6.3%	7,788	1.5%	Business Services
MSFT Microsoft	$1,524,550	$508,676 ▲	50.1%	4,127	1.2%	Computer and Technology
DOV Dover	$1,499,810	$324,468 ▲	27.6%	7,234	1.2%	Industrials
META Meta Platforms	$1,489,706	$693,574 ▲	87.1%	2,571	1.2%	Computer and Technology
MRVL Marvell Technology	$1,369,885	$440,941 ▼	-24.4%	12,837	1.1%	Computer and Technology
DOXIMITY INC CL A	$1,319,071	$542,455 ▲	69.8%	57,526	1.1%	Stock
COST Costco Wholesale	$1,316,915	$120,626 ▼	-8.4%	1,321	1.1%	Retail/Wholesale
ADI Analog Devices	$1,088,675		0.0%	3,422	0.9%	Computer and Technology
CARR Carrier Global	$1,059,475	$19,575 ▼	-1.8%	18,619	0.9%	Construction
ADI Analog Devices	$986,512	$400,631 ▲	68.4%	5,762	0.8%	Computer and Technology
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL	$961,785	$565,822 ▼	-37.0%	36,850	0.8%	ETF
D Dominion Energy	$923,609	$372,633 ▲	67.6%	14,884	0.7%	Utilities
TSLA Tesla	$921,886	$308,058 ▲	50.2%	2,418	0.7%	Auto/Tires/Trucks
CMI Cummins	$768,576	$436,828 ▼	-36.2%	1,397	0.6%	Auto/Tires/Trucks
VERALTO CORP COM SHS	$733,177	$112,200 ▼	-13.3%	8,325	0.6%	Stock
SPY SPDR S&P 500 ETF Trust	$698,834	$624,755 ▼	-47.2%	1,066	0.6%	Finance
FTV Fortive	$635,996	$505,812 ▲	388.5%	11,505	0.5%	Computer and Technology
SWKS Skyworks Solutions	$631,462		0.0%	11,792	0.5%	Computer and Technology
LUMN Lumen Technologies	$586,102		0.0%	834	0.5%	Utilities
UDEC Innovator U.S. Equity Ultra Buffer ETF - December	$542,100		0.0%	13,900	0.4%	ETF
IVV iShares Core S&P 500 ETF	$521,288		0.0%	792	0.4%	ETF
AAPL Apple	$443,889	$246,236 ▼	-35.7%	1,736	0.4%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$354,575	$20,284 ▼	-5.4%	2,255	0.3%	Manufacturing
ABBV AbbVie	$336,853		0.0%	1,566	0.3%	Medical
REDDIT INC CL A	$323,564	$148,300 ▲	84.6%	2,376	0.3%	Stock
BRK.B Berkshire Hathaway	$311,025	$957 ▼	-0.3%	650	0.3%	Finance
LINDE PLC SHS	$296,063	$570,873 ▼	-65.8%	599	0.2%	Stock
ED Consolidated Edison	$274,299	$59,917 ▼	-17.9%	2,408	0.2%	Utilities
VRT Vertiv	$269,558	$269,048 ▲	52,746.2%	529,519	0.2%	Computer and Technology
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE	$242,640		0.0%	9,000	0.2%	ETF
FTV Fortive	$241,788		0.0%	2,355	0.2%	Computer and Technology
DUK Duke Energy	$234,042	$87,749 ▼	-27.3%	1,787	0.2%	Utilities
SAP SAP	$0	$1,304 ▼	-100.0%	0	0.0%	Computer and Technology
TIP iShares TIPS Bond ETF	$0	$784 ▼	-100.0%	0	0.0%	ETF
JNJ Johnson & Johnson	$0	$335 ▼	-100.0%	0	0.0%	Medical
F Ford Motor	$0	$333 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
LMT Lockheed Martin	$0	$273 ▼	-100.0%	0	0.0%	Aerospace
AMZN Amazon.com	$0	$262 ▼	-100.0%	0	0.0%	Retail/Wholesale
HOLX Hologic	$0	$246 ▼	-100.0%	0	0.0%	Medical
UHS Universal Health Services	$0	$243 ▼	-100.0%	0	0.0%	Medical
CRM Salesforce	$0	$240 ▼	-100.0%	0	0.0%	Computer and Technology
TECH Bio-Techne	$0	$233 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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

About Family Legacy Financial Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Family Legacy Financial Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Legacy Financial Solutions, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

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