Family Legacy Financial Solutions, LLC
Q2 2025 13F Holdings
- Locationcary, NC
- Num holdings
247
- Value ($000)
$117,908
- Date Filed07/10/2025
- Form type13F-HR
- CIK0002076068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $18.99M | 16 % | 377,362 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $10.25M | 9 % | 419,345 | ||
AMD ADVANCED MICRO DEVICES INC COM | STOCK | 007903107 | $8.50M | 7 % | 59,903 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $6.70M | 6 % | 8,593 | ||
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | ETF | 45782C532 | $6.62M | 6 % | 181,756 | ||
SCHM SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | $5.38M | 5 % | 191,950 | ||
PKN REVVITY INC | STOCK | 714046109 | $5.35M | 5 % | 54,208 | ||
DHR DANAHER CORPORATION COM | STOCK | 235851102 | $5.22M | 4 % | 26,410 | ||
SCHA SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $4.81M | 4 % | 190,269 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $4.38M | 4 % | 42,535 |
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