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Family Legacy Financial Solutions, LLC

Q2 2026 13F Holdings

  • Location
    cary, NC
  • Num holdings

    65

  • Value ($000)

    $164,005

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMD

ADVANCED MICRO DEVICES I

COM
007903107
$30.94M
19 %

59,760

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

COM
808524201
$22.36M
14 %

759,646

S
SCHM

SCHWAB U.S. MID-CAP ETF

COM
808524508
$13.42M
8 %

363,994

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

COM
46429B747
$11.74M
7 %

114,882

L
LLY

ELI LILLY & CO

COM
532457108
$10.1M
6 %

8,341

S
SCHA

SCHWAB U.S. SMALL-CAP ETF

COM
808524607
$8.2M
5 %

226,936

U
USFR

WISDOMTREE FLOATING RATE TREASURY FUND

COM
97717Y527
$7.64M
5 %

151,682

P
PKN

REVVITY INC

COM
714046109
$6.17M
4 %

54,208

S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

COM
808524805
$4.79M
3 %

172,961

Q
QQQM

INVESCO NASDAQ 100 ETF

COM
46138G649
$4.69M
3 %

15,470

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