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Family Legacy Financial Solutions, LLC

Q1 2026 13F Holdings

  • Location
    cary, NC
  • Num holdings

    46

  • Value ($000)

    $123,719

  • Date Filed
    04/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
808524201
$18.74M
15 %

725,397

A
AMD

ADVANCED MICRO DEVIC

EQUITY
007903107
$12.16M
10 %

59,760

U
USFR

WISDOMTREE FLOATING RATE TREASURY FUND

ETF
97717Y527
$10.61M
9 %

210,687

S
SCHM

SCHWAB U.S. MID-CAP ETF

ETF
808524508
$9.93M
8 %

317,723

L
LLY

ELI LILLY & CO COM

STOCK
532457108
$8.27M
7 %

8,664

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$6.87M
6 %

66,627

S
SCHA

SCHWAB U.S. SMALL-CAP ETF

ETF
808524607
$6.37M
5 %

217,140

P
PKN

REVVITY INC

EQUITY
714046109
$4.75M
4 %

54,208

D
DHR

DANAHER CORPORATION COM

EQUITY
235851102
$4.36M
4 %

23,009

P
PANW

PALO ALTO NETWORKS INC COM

STOCK
697435105
$4.04M
3 %

25,120

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