Family Legacy Financial Solutions, LLC 13F Holdings · Q3 2026
Family Legacy Financial Solutions, LLC reported 51 securities worth $172.74M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AMD (21.16%), SCHX (13.62%), SCHM (7.45%). Among its top 25 positions this quarter: 13 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES I | $36.6M | 21.16% | 59,760 | Hold |
| 2 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $23.5M | 13.62% | 784,296 | Added |
| 3 | SCHM | SCHWAB U.S. MID-CAP ETF | $12.9M | 7.45% | 378,054 | Added |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $12.8M | 7.41% | 128,404 | Added |
| 5 | LLY | ELI LILLY & CO | $9.6M | 5.58% | 8,331 | Trimmed |
| 6 | RVTY | REVVITY INC | $8.3M | 4.80% | 54,208 | Hold |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $7.6M | 4.40% | 232,715 | Added |
| 8 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $7.0M | 4.03% | 138,051 | Trimmed |
| 9 | DHR | DANAHER CORP | $5.1M | 2.95% | 23,009 | Hold |
| 10 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.9M | 2.81% | 176,874 | Added |
| 11 | QQQM | INVESCO NASDAQ 100 ETF | $4.8M | 2.78% | 15,775 | Added |
| 12 | PANW | PALO ALTO NETWORKS INC | $3.9M | 2.25% | 9,766 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $3.7M | 2.15% | 16,229 | Added |
| 14 | SYK | STRYKER CORP | $3.0M | 1.75% | 10,946 | Hold |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $2.4M | 1.38% | 9,048 | Trimmed |
| 16 | META | META PLATFORMS INC | $1.9M | 1.12% | 2,673 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $1.8M | 1.01% | 1,926 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.7M | 0.98% | 3,305 | Trimmed |
| 19 | WM | WASTE MGMT INC DEL | $1.7M | 0.97% | 8,188 | Added |
| 20 | DOV | DOVER CORP | $1.4M | 0.82% | 7,566 | Added |
| 21 | ADI | ANALOG DEVICES INC | $1.4M | 0.79% | 3,422 | Hold |
| 22 | GEV | GE VERNOVA INC | $1.3M | 0.74% | 1,347 | Added |
| 23 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.74% | 5,292 | Added |
| 24 | SAP | SAP SE | $1.2M | 0.70% | 5,762 | Hold |
| 25 | ZAPR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $905,971 | 0.52% | 33,500 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR