Family Legacy Financial Solutions, LLC 13F Holdings

CIK 0002076068 · CARY, NC

As of Sep 30, 2025, Family Legacy Financial Solutions, LLC reported 258 positions worth 30.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—425,668$21.4M16.39%
SCHWAB US LARGE-CAP ETFSCHXEquity480,613 2.7M9.70%
ADVANCED MICRO DEVICES INCAMDEquity59,863$9.7M7.42%
ELI LILLY & COLLYHealthcare8,783$6.7M5.13%
SCHWAB US MID-CAP ETFSCHMEquity224,899$6.7M5.11%
INNOVATOR US EQUITY ULTRA BUFFER ETF - DECEMBERUDEC—171,080$6.6M5.03%
SCHWAB US SMALL-CAP ETFSCHA—215,663$6.0M4.61%
DANAHER CORPDHRHealthcare26,071$5.2M3.96%
ISHARES 0-5 YEAR TIPS BOND ETFSTIP—47,347$4.9M3.75%
REVVITY INCRVTYHealthcare54,208$4.8M3.64%
STRYKER CORPSYKHealthcare10,946$4.0M3.10%
NVIDIA CORPNVDATechnology14,245$2.7M2.04%
PALO ALTO NETWORKS INCPANWTechnology11,199$2.3M1.75%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—92,934$2.2M1.66%
DOXIMITY INCDOCSHealthcare26,546 .9M1.49%
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRILZAPR—67,811 .7M1.32%
WASTE MANAGEMENT INCWMIndustrials7,330 .6M1.24%
SAP SESAPEquity5,762 .5M1.18%
MARVELL TECHNOLOGY INCMRVLTechnology18,234 .5M1.17%
SPDR S&P 500 ETF TRUSTSPY—2,032 .4M1.04%
MICROSOFT CORPMSFTTechnology2,567 .3M1.02%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,391 .3M0.99%
VERALTO CORPVLTOIndustrials10,863 .2M0.89%
CARRIER GLOBAL CORPCARRBasic Materials19,249 .1M0.88%
LINDE PLCLINBasic Materials2,362 .1M0.86%