Family Legacy Financial Solutions, LLC

Est. AUM

$119.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB U.S. LARGE-CAP ETF	ETF	$18.7M	725397	15.71%	SOLE
2	ADVANCED MICRO DEVIC	Equity	$12.2M	59760	10.19%	SOLE
3	WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$10.6M	210687	8.89%	SOLE
4	SCHWAB U.S. MID-CAP ETF	ETF	$9.9M	317723	8.32%	SOLE
5	ELI LILLY & CO COM	Stock	$8.3M	8664	6.93%	SOLE
6	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$6.9M	66627	5.76%	SOLE
7	SCHWAB U.S. SMALL-CAP ETF	ETF	$6.4M	217140	5.34%	SOLE
8	REVVITY INC	Equity	$4.7M	54208	3.98%	SOLE
9	DANAHER CORPORATION COM	Equity	$4.4M	23009	3.66%	SOLE
10	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$3.7M	146851	3.10%	SOLE
11	STRYKER CORP	Equity	$3.6M	10946	3.02%	SOLE
12	INVESCO NASDAQ 100 ETF	ETF	$2.9M	11916	2.40%	SOLE
13	NVIDIA CORPORATION COM	Stock	$2.8M	15699	2.31%	SOLE
14	PALO ALTO NETWORKS INC COM	Stock	$2.0M	12160	1.64%	SOLE
15	WASTE MGMT INC DEL COM	Stock	$1.8M	7788	1.51%	SOLE
16	MICROSOFT CORP COM	Stock	$1.5M	4127	1.28%	SOLE
17	DOVER CORP COM	Stock	$1.5M	7234	1.26%	SOLE
18	META PLATFORMS INC CL A	Stock	$1.5M	2571	1.25%	SOLE
19	MARVELL TECHNOLOGY INC COM	Stock	$1.4M	12837	1.15%	SOLE
20	DOXIMITY INC CL A	Stock	$1.3M	57526	1.11%	SOLE
21	COSTCO WHOLESALE CORPORATION COM	Stock	$1.3M	1321	1.10%	SOLE
22	CARRIER GLOBAL CORPORATION COM	Stock	$1.1M	18619	0.89%	SOLE
23	SAP SE ORDF	Equity	$987K	5762	0.83%	SOLE
24	INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL	ETF	$962K	36850	0.81%	SOLE
25	DOMINION ENERGY INC COM	Stock	$924K	14884	0.77%	SOLE
26	CUMMINS INC COM	Stock	$769K	1397	0.64%	SOLE
27	VERALTO CORP COM SHS	Stock	$733K	8325	0.61%	SOLE
28	STATE STREET SPDR S&P 500 ETF	ETF	$699K	1066	0.59%	SOLE
29	SKYWORKS SOLUTIONS INC	Equity	$631K	11792	0.53%	SOLE
30	LUMENTUM HLDGS INC	Equity	$586K	834	0.49%	SOLE
31	INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER	ETF	$542K	13900	0.45%	SOLE
32	ISHARES CORE S&P 500 ETF	ETF	$521K	792	0.44%	SOLE
33	APPLE INC COM	Stock	$444K	1736	0.37%	SOLE
34	ISHARES CORE S&P U.S. GROWTH ETF	ETF	$355K	2255	0.30%	SOLE
35	ABBVIE INC COM	Stock	$337K	1566	0.28%	SOLE
36	REDDIT INC CL A	Stock	$324K	2376	0.27%	SOLE
37	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$311K	650	0.26%	SOLE
38	LINDE PLC SHS	Stock	$296K	599	0.25%	SOLE
39	TESLA INC COM	Stock	$289K	759	0.24%	SOLE
40	CONSOLIDATED EDISON INC COM	Stock	$274K	2408	0.23%	SOLE
41	VERTIV HOLDINGS CO COM CL A	Stock	$270K	529519	0.23%	SOLE
42	INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE	ETF	$243K	9000	0.20%	SOLE
43	ABBOTT LABS	Equity	$242K	2355	0.20%	SOLE
44	DUKE ENERGY CORP NEW COM NEW	Stock	$234K	1787	0.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.