Family Legacy Financial Solutions
$164M 13F equity value
67 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Family Legacy Financial Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES I | 59,760 | $31M | 18.9% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 759,646 | $22M | 13.6% |
| SCHM | SCHWAB U.S. MID-CAP ETF | 363,994 | $13M | 8.2% |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 114,882 | $12M | 7.2% |
| LLY | ELI LILLY & CO | 8,341 | $10M | 6.2% |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 226,936 | $8M | 5.0% |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 151,682 | $8M | 4.7% |
| RVTY | REVVITY INC | 54,208 | $6M | 3.8% |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 172,961 | $5M | 2.9% |
| QQQM | INVESCO NASDAQ 100 ETF | 15,470 | $5M | 2.9% |
Track Family Legacy Financial Solutions's 13F portfolio: $164M in reported holdings, 67 positions. Top holdings and quarterly changes on SentiSense.
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