Family Legacy Financial Solutions, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$123.7M
Q ending 2026-03-31
Prior quarter
$129.7M
Q ending 2025-12-31
Change
-4.6% QoQ
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $18.7M | 725K |
| Advanced Micro Devic | AMD | Shares | $12.2M | 60K |
| Wisdomtree Floating Rate Treasury | USFR | Shares | $10.6M | 211K |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $9.9M | 318K |
| Eli Lilly & Co Com | LLY | Shares | $8.3M | 9K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $6.9M | 67K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $6.4M | 217K |
| Revvity Inc | RVTY | Shares | $4.7M | 54K |
| Danaher Corporation Com | DHR | Shares | $4.4M | 23K |
| Palo Alto Networks Inc Com | PANW | Shares | $4.0M | 25K |
| Schwab International Equity Etf | SCHF | Shares | $3.7M | 147K |
| Stryker Corp | SYK | Shares | $3.6M | 11K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $2.9M | 12K |
| Nvidia Corporation Com | NVDA | Shares | $2.8M | 16K |
| Analog Devices Inc | ADI | Shares | $2.1M | 9K |
| Waste Mgmt Inc Del Com | WM | Shares | $1.8M | 8K |
| Microsoft Corp Com | MSFT | Shares | $1.5M | 4K |
| Dover Corp Com | DOV | Shares | $1.5M | 7K |
| Meta Platforms Inc Cl A | META | Shares | $1.5M | 3K |
| Marvell Technology Inc Com | MRVL | Shares | $1.4M | 13K |
| Doximity Inc Cl A | DOCS | Shares | $1.3M | 58K |
| Costco Wholesale Corporation Com | COST | Shares | $1.3M | 1K |
| Carrier Global Corporation Com | CARR | Shares | $1.1M | 19K |
| Innovator Equity Defined Protectio | ZAPR | Shares | $962K | 37K |
| Dominion Energy Inc Com | D | Shares | $924K | 15K |
| Tesla Inc Com | TSLA | Shares | $922K | 2K |
| Fortive Corp Disc | FTV | Shares | $878K | 14K |
| Cummins Inc Com | CMI | Shares | $769K | 1K |
| Veralto Corp Com Shs | VLTO | Shares | $733K | 8K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $699K | 1K |
| Skyworks Solutions Inc | SWKS | Shares | $631K | 12K |
| Lumentum Hldgs Inc | LUMN | Shares | $586K | 834 |
| Innovator U.S. Equity Ultra Buffer | UDEC | Shares | $542K | 14K |
| Ishares Core S&P 500 Etf | IVV | Shares | $521K | 792 |
| Apple Inc Com | AAPL | Shares | $444K | 2K |
| Ishares Core S&P U.S. Growth Etf | IUSG | Shares | $355K | 2K |
| Abbvie Inc Com | ABBV | Shares | $337K | 2K |
| Reddit Inc Cl A | RDDT | Shares | $324K | 2K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $311K | 650 |
| Linde Plc Shs | Shares | $296K | 599 | |
| Consolidated Edison Inc Com | ED | Shares | $274K | 2K |
| Vertiv Holdings Co Com Cl A | VRT | Shares | $270K | 530K |
| Innovator Equity Defined Protectio | ZJUN | Shares | $243K | 9K |
| Duke Energy Corp New Com New | DUK | Shares | $234K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.