← Every investor
Family Legacy Financial Solutions, LLC Portfolio
$172.7M across 51 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+41.0%
+26.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 5
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +37.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +5.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +3.2% | +7.8% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | $36.6M | 21.2% | 59,760 |
| SCHXSchwab U.S. Large-Cap ETF | $23.5M | 13.6% | 784,296 |
| SCHWAB U.S. MID-CAP ETF | $12.9M | 7.4% | 378,054 |
| STIPiShares 0-5 Year TIPS Bond ETF | $12.8M | 7.4% | 128,404 |
| LLYEli Lilly and Co | $9.6M | 5.6% | 8,331 |
| RVTYRevvity Inc | $8.3M | 4.8% | 54,208 |
| SCHASchwab U.S. Small-Cap ETF | $7.6M | 4.4% | 232,715 |
| USFRWISDOMTREE FLOATING RATE TREASURY FUND | $7M | 4.0% | 138,051 |
| DHRDanaher Corp | $5.1M | 3.0% | 23,009 |
| SCHFSchwab International Equity ETF | $4.9M | 2.8% | 176,874 |
| QQQMInvesco NASDAQ 100 ETF | $4.8M | 2.8% | 15,775 |
| PANWPalo Alto Networks Inc | $3.9M | 2.2% | 9,766 |
| NVDANVIDIA Corp | $3.7M | 2.1% | 16,229 |
| SYKStryker Corp | $3M | 1.7% | 10,946 |
| MRVLMarvell Technology Inc | $2.4M | 1.4% | 9,048 |
| METAMeta Platforms Inc | $1.9M | 1.1% | 2,673 |
| COSTCostco Wholesale Corp | $1.8M | 1.0% | 1,926 |
| MSFTMicrosoft Corp | $1.7M | 1.0% | 3,305 |
| WMWaste Management Inc | $1.7M | 1.0% | 8,188 |
| DOVDover Corp | $1.4M | 0.8% | 7,566 |
| ADIAnalog Devices Inc | $1.4M | 0.8% | 3,422 |
| GEVGE Vernova Inc | $1.3M | 0.7% | 1,347 |
| VRTVertiv Holdings Co | $1.3M | 0.7% | 5,292 |
| SAPSAP SE | $1.2M | 0.7% | 5,762 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $906K | 0.5% | 33,500 |
| GOOGAlphabet Inc | $817.7K | 0.5% | 2,400 |
| LITELumentum Holdings Inc | $810K | 0.5% | 834 |
| VLTOVeralto Corp | $723.3K | 0.4% | 7,669 |
| SPCXSpace Exploration Technologies Corp | $722.9K | 0.4% | 4,792 |
| QQnity Electronics Inc | $671.5K | 0.4% | 5,341 |
| SPYState Street SPDR S&P 500 ETF Trust | $652.9K | 0.4% | 856 |
| AAPLApple Inc | $635.4K | 0.4% | 1,908 |
| CMICummins Inc | $633.7K | 0.4% | 1,227 |
| FTVFortive Corp | $630.6K | 0.4% | 11,505 |
| IVViShares Core S&P 500 ETF | $606.7K | 0.4% | 792 |
| TSLATesla Inc | $592.5K | 0.3% | 1,670 |
| LINDE PLC | $514.7K | 0.3% | 1,084 |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $475.3K | 0.3% | 11,100 |
| CARRCarrier Global Corp | $455.7K | 0.3% | 8,307 |
| RDDTReddit Inc | $437.3K | 0.3% | 3,070 |
| IUSGiShares Core S&P U.S. Growth ETF | $424.3K | 0.2% | 2,190 |
| ABBVAbbVie Inc | $410.2K | 0.2% | 1,568 |
| BRK.BBerkshire Hathaway Inc | $323.7K | 0.2% | 650 |
| EVERPURE INC | $276.3K | 0.2% | 2,113 |
| RALRalliant Corp | $265.3K | 0.2% | 3,835 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $249.6K | 0.1% | 9,000 |
| TECHBio-Techne Corp | $243.5K | 0.1% | 3,360 |
| ABTAbbott Laboratories | $232.7K | 0.1% | 2,355 |
| UHSUniversal Health Services Inc | $212.1K | 0.1% | 1,217 |
| AMZNAmazon.com Inc | $177.4K | 0.1% | 712 |
| BILLIONTOONE INC | $53.2K | 0.0% | 500 |
Quarter ending 2026-09-30.
Follow Family Legacy Financial Solutions, LLC by email
Family Legacy Financial Solutions, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.