Institutions / Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC
CIK 2076068 · Institution · as of Dec 31, 2025
Portfolio value
$129.7K
Positions
53
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 53 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab U.S. Large-Cap ETF | $19.3K | 14.9% |
| WisdomTree Floating Rate Treasury Fund | $16.4K | 12.6% |
| Advanced Micro Devices Inc | $13.9K | 10.7% |
| ELI LILLY & Co | $9.0K | 7.0% |
| Schwab U.S. Mid-Cap ETF | $8.1K | 6.2% |
| Revvity, Inc. | $6.1K | 4.7% |
| Schwab U.S. Small-Cap ETF | $5.9K | 4.6% |
| Danaher Corp /De | $5.9K | 4.5% |
| iShares MSCI UAE ETF | $5.5K | 4.3% |
| Stryker Corp | $3.9K | 3.0% |
| Schwab International Equity ETF | $2.7K | 2.1% |
| NVIDIA Corp | $2.7K | 2.0% |
| Palo Alto Networks Inc | $2.1K | 1.6% |
| Waste Management Inc | $1.6K | 1.2% |
| Innovator Equity Defined Protection ETF - 1 Yr April | $1.5K | 1.2% |
| Doximity, Inc. | $1.5K | 1.1% |
| Marvell Technology, Inc. | $1.4K | 1.1% |
| SPDR S&P 500 ETF Trust | $1.4K | 1.1% |
| Microsoft Corp | $1.3K | 1.0% |
| Sap SE | $1.3K | 1.0% |
| Costco Wholesale Corp /New | $1.2K | 1.0% |
| Cummins Inc | $1.1K | 0.9% |
| DOVER Corp | $1.1K | 0.9% |
| Analog Devices Inc | $1.0K | 0.8% |
| CARRIER GLOBAL Corp | $1.0K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.