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Family Legacy Financial Solutions, LLC

hedge fundUpdated 29 days ago

Managed by Family Legacy Financial Solutions, Llc • Latest filing Q3 2026

Portfolio value
$172.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
46.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$129.7M
Q1 2026$123.7M
Q2 2026$164M
Q3 2026$172.7M

Top holdings

51 positions as of Q3 2026

View filing
A

ADVANCED MICRO DEVICES I

Unchanged
Value
$36.6M
Shares
59.8K
% Port
21.16%
S

SCHWAB U.S. LARGE-CAP ETF

+3.2%
Value
$23.5M
Shares
784.3K
% Port
13.62%
S

SCHWAB U.S. MID-CAP ETF

+3.9%
Value
$12.9M
Shares
378.1K
% Port
7.45%
E

ISHARES 0-5 YEAR TIPS BOND ETF

+11.8%
Value
$12.8M
Shares
128.4K
% Port
7.41%
L

ELI LILLY & CO

-0.1%
Value
$9.6M
Shares
8.3K
% Port
5.58%
R

REVVITY INC

Unchanged
Value
$8.3M
Shares
54.2K
% Port
4.80%
S

SCHWAB U.S. SMALL-CAP ETF

+2.5%
Value
$7.6M
Shares
232.7K
% Port
4.40%
B

WISDOMTREE FLOATING RATE TREASURY FUND

-9.0%
Value
$7M
Shares
138.1K
% Port
4.03%
D

DANAHER CORP

Unchanged
Value
$5.1M
Shares
23.0K
% Port
2.95%
S

SCHWAB INTERNATIONAL EQUITY ETF

+2.3%
Value
$4.9M
Shares
176.9K
% Port
2.81%
E

INVESCO NASDAQ 100 ETF

+2.0%
Value
$4.8M
Shares
15.8K
% Port
2.78%
P

PALO ALTO NETWORKS INC

-6.4%
Value
$3.9M
Shares
9.8K
% Port
2.25%
N

NVIDIA CORPORATION

+7.0%
Value
$3.7M
Shares
16.2K
% Port
2.15%
S

STRYKER CORP

Unchanged
Value
$3M
Shares
10.9K
% Port
1.75%
M

MARVELL TECHNOLOGY INC

-1.4%
Value
$2.4M
Shares
9.0K
% Port
1.38%
M

META PLATFORMS INC

+9.9%
Value
$1.9M
Shares
2.7K
% Port
1.12%
C

COSTCO WHOLESALE CORPORATION

+3.6%
Value
$1.8M
Shares
1.9K
% Port
1.01%
M

MICROSOFT CORP

-24.3%
Value
$1.7M
Shares
3.3K
% Port
0.98%
W

WASTE MGMT INC DEL

+3.0%
Value
$1.7M
Shares
8.2K
% Port
0.97%
D

DOVER CORP

+2.6%
Value
$1.4M
Shares
7.6K
% Port
0.82%

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