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Family Legacy Financial Solutions, LLC

CIK 2076068 · latest 13F filed 7 October 2026 · Read the filing on EDGAR

Family Legacy Financial Solutions, LLC reported 51 US-listed holdings worth $172.7 million in its 13F for the quarter ended 30 September 2026, filed 7 October 2026. Its largest: Advanced Micro Devices Inc. (21.2%), Schwab US Large Cap (13.6%) and Schwab US Mid-Cap ETF (7.4%). Against the quarter before, it opened 3 positions, added to 20, trimmed 9 and sold out of 17.

Reported holdings$172.7M+5.3% on Q2 2026
Positions51-14 on Q2 2026
The largest ten74.2%of its reported holdings
Latest 13FQ3 2026filed 7 October 2026
Where the money is
Added toHeldTrimmed
AMD21.2%SCHX13.6%SCHM7.4%STIP7.4%LLY5.6%RVTY4.8%SCHA4.4%USFR4.0%DHR3.0%SCHF2.8%QQQM2.8%PANW2.2%NVDA2.1%SYK1.7%37 more16.9%

The 14 largest of its 51 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q2 2025: $117.9 million in 246 positions$118MQ2 25Q3 2025: $130.6 million in 257 positions$131MQ3 25Q4 2025: $129.7 million in 53 positions$130MQ4 25Q1 2026: $123.7 million in 44 positions$124MQ1 26Q2 2026: $164.0 million in 65 positions$164MQ2 26Q3 2026: $172.7 million in 51 positions$173MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 20Held 19Trimmed 9Sold out 17
Opened: 3Added: 20Held: 19Trimmed: 9Sold out: 17

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Space Exploration Techn Corp. Class A Com STK SPCX$722,879
  2. Universal Health Services Inc. UHS$212,074
  3. Billiontoone Inc. BLLN$53,220

Added to 20

  1. iShares Trust STIP+13,522 shares · +12%
  2. GE Vernova Inc. GEV+848 shares · +170%
  3. Schwab US Large Cap SCHX+24,650 shares · +3%
  4. Vertiv Holdings Co. VRT+2,638 shares · +99%
  5. Schwab US Mid-Cap ETF SCHM+14,060 shares · +4%
  6. Qnity Electronics, Inc. Q+2,089 shares · +64%
  7. NVIDIA Corp. NVDA+1,059 shares · +7%
  8. Schwab Strategic Trust SCHA+5,779 shares · +3%

and 12 more in the table below

Trimmed 9

  1. Wisdomtree Trust USFR-13,631 shares · -9%
  2. Microsoft Corp. MSFT-1,063 shares · -24%
  3. Palo Alto Networks Inc. PANW-664 shares · -6%
  4. Carrier Global Corp. CARR-2,436 shares · -23%
  5. Intr Eqt Def Pro ETF - 1 Y A ZAPR-2,150 shares · -6%
  6. Marvell Technology, Inc. MRVL-128 shares · -1%
  7. Eli Lilly & Co. LLY-10 shares · -0%
  8. Cummins Inc. CMI-11 shares · -1%

and 1 more in the table below

Sold out of 17

  1. Doximity, Inc. DOCS$357,889 last quarter
  2. Dominion Energy, Inc. D$213,099 last quarter
  3. Arm Holdings plc ARM$212,742 last quarter
  4. iShares Russell 2000 ETF IWM$176,749 last quarter
  5. Consolidated Edison Inc. ED$164,128 last quarter
  6. Vanguard S&P 500 VOO$160,702 last quarter
  7. Garmin Ltd. GRMN$157,304 last quarter
  8. Duke Energy Corp. DUK$155,914 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Advanced Micro Devices Inc. AMD59.8K$36.6 million21.16%no change
Schwab US Large Cap SCHX784.3K$23.5 million13.62%+24.6K
Schwab US Mid-Cap ETF SCHM378.1K$12.9 million7.45%+14.1K
iShares Trust STIP128.4K$12.8 million7.41%+13.5K
Eli Lilly & Co. LLY8.3K$9.6 million5.58%-10
Revvity, Inc. RVTY54.2K$8.3 million4.80%no change
Schwab Strategic Trust SCHA232.7K$7.6 million4.40%+5.8K
Wisdomtree Trust USFR138.1K$7.0 million4.03%-13.6K
Danaher Corp. DHR23.0K$5.1 million2.95%no change
Schwab Strategic Trust SCHF176.9K$4.9 million2.81%+3.9K
Invesco Exch Traded FD Trust II QQQM15.8K$4.8 million2.78%+305
Palo Alto Networks Inc. PANW9.8K$3.9 million2.25%-664
NVIDIA Corp. NVDA16.2K$3.7 million2.15%+1.1K
Stryker Corp. SYK10.9K$3.0 million1.75%no change
Marvell Technology, Inc. MRVL9.0K$2.4 million1.38%-128
Meta Platforms, Inc. META2.7K$1.9 million1.12%+242
Costco Wholesale Corp. COST1.9K$1.8 million1.01%+67
Microsoft Corp. MSFT3.3K$1.7 million0.98%-1.1K
Waste Management Inc. WM8.2K$1.7 million0.97%+238
Dover Corp. DOV7.6K$1.4 million0.82%+193
Analog Devices Inc. ADI3.4K$1.4 million0.79%no change
GE Vernova Inc. GEV1.3K$1.3 million0.74%+848
Vertiv Holdings Co. VRT5.3K$1.3 million0.74%+2.6K
SAP SE SAP5.8K$1.2 million0.70%no change
Intr Eqt Def Pro ETF - 1 Y A ZAPR33.5K$905,9710.52%-2.1K
Alphabet Inc. GOOG2.4K$817,7110.47%+217
Lumentum Holdings Inc. LITE834$810,0310.47%no change
Veralto Corp. VLTO7.7K$723,3400.42%no change
Space Exploration Techn Corp. Class A Com STK SPCX4.8K$722,8790.42%new
Qnity Electronics, Inc. Q5.3K$671,5270.39%+2.1K
SPDR S&P 500 SPY856$652,9300.38%+1
Apple Inc. AAPL1.9K$635,3820.37%+205
Cummins Inc. CMI1.2K$633,6500.37%-11
Fortive Corp. FTV11.5K$630,5890.37%no change
iShares Core S&P 500 ETF IVV792$606,6740.35%no change
Tesla, Inc. TSLA1.7K$592,5330.34%no change
Linde plc LIN1.1K$514,6820.30%+110
Innovator Etfs Trust UDEC11.1K$475,3300.28%no change
Carrier Global Corp. CARR8.3K$455,7000.26%-2.4K
Reddit, Inc. RDDT3.1K$437,2910.25%+1.0K
iShares Trust IUSG2.2K$424,2830.25%+2
AbbVie Inc. ABBV1.6K$410,1570.24%+1
Berkshire Hathaway Inc. Class B BRKB650$323,6680.19%no change
Everpure, Inc. P2.1K$276,3290.16%+73
Ralliant Corp. RAL3.8K$265,2670.15%no change
Innovator Etfs Trust ZJUN9.0K$249,5700.14%no change
Bio-Techne Corp. TECH3.4K$243,4990.14%no change
Abbott Laboratories ABT2.4K$232,7450.13%no change
Universal Health Services Inc. UHS1.2K$212,0740.12%new
Amazon.com Inc. AMZN712$177,3950.10%-1
Billiontoone Inc. BLLN500$53,2200.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 17 it sold out of are in the box above.