Family Legacy Financial Solutions, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Family Legacy Financial Solutions, LLC held in its portfolio 54 assets valued at $129,718,121 (i.e. $129.72M).
The most valuable assets in the portfolio included: SCHWAB U.S. LARGE-CAP ETF ($19.27K), WISDOMTREE FLOATING RATE TREASURY FUND ($16.38K), and ADVANCED MICRO DEVICES INC ($13.85K).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family Legacy Financial Solutions, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | 716115 | 19271 | ETF |
| WISDOMTREE FLOATING RATE TREASURY FUND | 325598 | 16384 | ETF |
| ADVANCED MICRO DEVICES INC | 59847 | 13851 | COM |
| ELI LILLY & CO | 8608 | 9019 | COM |
| SCHWAB U.S. MID-CAP ETF | 269093 | 8092 | ETF |
| REVVITY INC | 54208 | 6057 | COM |
| SCHWAB U.S. SMALL-CAP ETF | 208431 | 5936 | ETF |
| DANAHER CORPORATION | 25004 | 5887 | COM |
| ISHARES 0-5 YEAR TIPS BOND ETF | 53899 | 5519 | ETF |
| STRYKER CORP | 10946 | 3944 | COM |
| SCHWAB INTERNATIONAL EQUITY ETF | 111817 | 2688 | ETF |
| NVIDIA CORPORATION | 14287 | 2657 | COM |
| PALO ALTO NETWORKS INC | 11293 | 2081 | COM |
| WASTE MGMT INC DEL | 7326 | 1610 | COM |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | 58529 | 1509 | ETF |
| DOXIMITY INC | 33869 | 1486 | CL A |
| MARVELL TECHNOLOGY INC | 16969 | 1426 | COM |
| SPDR S&P 500 ETF TRUST | 2019 | 1377 | ETF |
| MICROSOFT CORP | 2750 | 1330 | COM |
| SAP SE | 5762 | 1304 | ORD |
| COSTCO WHOLESALE CORPORATION | 1442 | 1243 | COM |
| CUMMINS INC | 2191 | 1119 | COM |
| DOVER CORP | 5669 | 1107 | COM |
| ANALOG DEVICES INC | 3422 | 1008 | COM |
| CARRIER GLOBAL CORPORATION | 18963 | 1002 | COM |
| VERALTO CORP COM | 9599 | 968 | SHS |
| META PLATFORMS INC | 1374 | 879 | CL A |
| ISHARES TIPS BOND ETF | 7129 | 784 | ETF |
| LINDE PLC | 1754 | 748 | SHS |
| APPLE INC | 2699 | 734 | COM |
| TESLA INC | 1610 | 699 | COM |
| SKYWORKS SOLUTIONS INC | 11792 | 675 | COM |
| FORTIVE CORP DISC | 11505 | 610 | COM |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | 13900 | 551 | ETF |
| ISHARES CORE S&P 500 ETF | 792 | 543 | ETF |
| DOMINION ENERGY INC | 8879 | 520 | COM |
| ISHARES CORE S&P U.S. GROWTH ETF | 2384 | 400 | ETF |
| ABBVIE INC | 1566 | 358 | COM |
| JOHNSON & JOHNSON | 1620 | 335 | COM |
| FORD MTR CO | 25375 | 333 | COM |
| BERKSHIRE HATHAWAY INC DEL | 652 | 328 | CL B |
| REDDIT INC | 1287 | 292 | CL A |
| CONSOLIDATED EDISON INC | 2934 | 291 | COM |
| LUMEN TECHNOLOGIES INC | 834 | 291 | COM |
| DUKE ENERGY CORP NEW | 2457 | 288 | COM NEW |
| ABBOTT LABS | 2355 | 285 | COM |
| LOCKHEED MARTIN CORP | 564 | 273 | COM |
| AMAZON COM INC | 1137 | 262 | COM |
| HOLOGIC INC | 3277 | 246 | COM |
| UNIVERSAL HEALTH SVCS | 1217 | 243 | CL B |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | 9000 | 242 | ETF |
| SALESFORCE INC | 908 | 240 | COM |
| BIO-TECHNE CORP | 3360 | 233 | COM |
| VERTIV HOLDINGS CO COM | 1002 | 162 | CL A |
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