Family Legacy Financial Solutions, LLC
Q3 2025 13F Holdings
- Locationcary, NC
- Num holdings
258
- Value ($000)
$130,632
- Date Filed 10/07/2025
- Form type13F-HR
- CIK 0002076068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
U WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $21.40M | 16 % | 425,668 | ||
S SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $12.66M | 10 % | 480,613 | ||
A ADVANCED MICRO DEVICES INC COM | STOCK | 007903107 | $9.69M | 7 % | 59,863 | ||
L ELI LILLY & CO COM | STOCK | 532457108 | $6.70M | 5 % | 8,783 | ||
S SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | $6.67M | 5 % | 224,899 | ||
U INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | ETF | 45782C532 | $6.56M | 5 % | 171,080 | ||
S SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $6.02M | 5 % | 215,663 | ||
D DANAHER CORPORATION COM | STOCK | 235851102 | $5.17M | 4 % | 26,071 | ||
S ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $4.89M | 4 % | 47,347 | ||
P REVVITY INC | STOCK | 714046109 | $4.75M | 4 % | 54,208 |
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