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Family Legacy Financial Solutions, LLC

Q3 2025 13F Holdings

  • Location
    cary, NC
  • Num holdings

    258

  • Value ($000)

    $130,632

  • Date Filed
    10/07/2025
  • Form type
    13F-HR
  • CIK
    0002076068
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE FLOATING RATE TREASURY FUND

ETF
97717Y527
$21.4M
16 %

425,668

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
808524201
$12.66M
10 %

480,613

A
AMD

ADVANCED MICRO DEVICES INC COM

STOCK
007903107
$9.69M
7 %

59,863

L
LLY

ELI LILLY & CO COM

STOCK
532457108
$6.7M
5 %

8,783

S
SCHM

SCHWAB U.S. MID-CAP ETF

ETF
808524508
$6.67M
5 %

224,899

U
UDEC

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

ETF
45782C532
$6.56M
5 %

171,080

S
SCHA

SCHWAB U.S. SMALL-CAP ETF

ETF
808524607
$6.02M
5 %

215,663

D
DHR

DANAHER CORPORATION COM

STOCK
235851102
$5.17M
4 %

26,071

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$4.89M
4 %

47,347

P
PKN

REVVITY INC

STOCK
714046109
$4.75M
4 %

54,208

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