Family Legacy Financial Solutions, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Family Legacy Financial Solutions, Llc disclosed 65 stock positions valued at approximately $164.00M as of quarter-end June 30, 2026. The largest holdings include ADVANCED MICRO DEVICES I, SCHWAB U.S. LARGE-CAP ETF, and SCHWAB U.S. MID-CAP ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 65
- Portfolio Value
- $164.00M
Holdings by Sector
Family Legacy Financial Solutions, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES I | AMD | Technology | 18.87% | 59,760 | - | - | $30,944,923 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 13.63% | 759,646 | +34,249 | +4.72% | $22,356,368 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 8.18% | 363,994 | +46,271 | +14.56% | $13,420,465 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 7.16% | 114,882 | +48,255 | +72.43% | $11,736,395 |
| ELI LILLY & CO | LLY | Healthcare | 6.16% | 8,341 | -323 | -3.73% | $10,101,401 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 5.00% | 226,936 | +9,796 | +4.51% | $8,199,184 |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | Other | 4.66% | 151,682 | -59,005 | -28.01% | $7,637,190 |
| REVVITY INC | RVTY | Healthcare | 3.76% | 54,208 | - | - | $6,166,702 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 2.92% | 172,961 | +26,110 | +17.78% | $4,791,026 |
| INVESCO NASDAQ 100 ETF | QQQM | Other | 2.86% | 15,470 | +3,554 | +29.83% | $4,686,961 |
| DANAHER CORP | DHR | Healthcare | 2.78% | 23,009 | - | - | $4,554,171 |
| STRYKER CORP | SYK | Healthcare | 2.18% | 10,946 | - | - | $3,574,307 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.18% | 10,430 | -14,690 | -58.48% | $3,570,776 |
| NVIDIA CORPORATION | NVDA | Technology | 1.85% | 15,170 | -529 | -3.37% | $3,035,291 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.57% | 9,176 | -3,661 | -28.52% | $2,571,317 |
| WASTE MGMT INC DEL | WM | Industrials | 1.08% | 7,950 | +162 | +2.08% | $1,771,886 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.06% | 1,859 | +538 | +40.73% | $1,738,812 |
| DOVER CORP | DOV | Industrials | 1.01% | 7,373 | +139 | +1.92% | $1,653,650 |
| MICROSOFT CORP | MSFT | Technology | 0.99% | 4,368 | +241 | +5.84% | $1,629,494 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 2,431 | -140 | -5.45% | $1,369,265 |
| ANALOG DEVICES INC | ADI | Technology | 0.79% | 3,422 | -2,340 | -40.61% | $1,290,642 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | ZAPR | Other | 0.58% | 35,650 | -1,200 | -3.26% | $949,716 |
| SAP SE | SAP | Technology | 0.57% | 5,762 | - | - | $933,567 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.54% | 2,654 | -526,865 | -99.50% | $888,453 |
| CUMMINS INC | CMI | Industrials | 0.54% | 1,238 | -159 | -11.38% | $882,642 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.48% | 10,743 | -7,876 | -42.30% | $787,984 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.47% | 2,183 | +2,183 | +100.00% | $771,455 |
| FORTIVE CORP | FTV | Technology | 0.44% | 11,505 | - | - | $720,788 |
| VERALTO CORP | VLTO | Industrials | 0.43% | 7,669 | -656 | -7.88% | $709,766 |
| TESLA INC | TSLA | Consumer Cyclical | 0.41% | 1,670 | -748 | -30.93% | $677,967 |
Showing 30 of 65 holdings in the latest reporting period.