Family Legacy Financial Solutions, LLC
Q3 2026 13F filing
Updated 29 days ago51 disclosed positions worth $172.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ADVANCED MICRO DEVICES I | $36.6M | 59.8K | 21.16% | Unchanged |
| 2 | S SCHWAB U.S. LARGE-CAP ETF | $23.5M | 784.3K | 13.62% | Added(+3.2%) |
| 3 | S SCHWAB U.S. MID-CAP ETF | $12.9M | 378.1K | 7.45% | Added(+3.9%) |
| 4 | E ISHARES 0-5 YEAR TIPS BOND ETF | $12.8M | 128.4K | 7.41% | Added(+11.8%) |
| 5 | L ELI LILLY & CO | $9.6M | 8.3K | 5.58% | Trimmed(-0.1%) |
| 6 | R REVVITY INC | $8.3M | 54.2K | 4.80% | Unchanged |
| 7 | S SCHWAB U.S. SMALL-CAP ETF | $7.6M | 232.7K | 4.40% | Added(+2.5%) |
| 8 | B WISDOMTREE FLOATING RATE TREASURY FUND | $7M | 138.1K | 4.03% | Trimmed(-9.0%) |
| 9 | D DANAHER CORP | $5.1M | 23.0K | 2.95% | Unchanged |
| 10 | S SCHWAB INTERNATIONAL EQUITY ETF | $4.9M | 176.9K | 2.81% | Added(+2.3%) |
| 11 | E INVESCO NASDAQ 100 ETF | $4.8M | 15.8K | 2.78% | Added(+2.0%) |
| 12 | P PALO ALTO NETWORKS INC | $3.9M | 9.8K | 2.25% | Trimmed(-6.4%) |
| 13 | N NVIDIA CORPORATION | $3.7M | 16.2K | 2.15% | Added(+7.0%) |
| 14 | S STRYKER CORP | $3M | 10.9K | 1.75% | Unchanged |
| 15 | M MARVELL TECHNOLOGY INC | $2.4M | 9.0K | 1.38% | Trimmed(-1.4%) |
| 16 | M META PLATFORMS INC | $1.9M | 2.7K | 1.12% | Added(+9.9%) |
| 17 | C COSTCO WHOLESALE CORPORATION | $1.8M | 1.9K | 1.01% | Added(+3.6%) |
| 18 | M MICROSOFT CORP | $1.7M | 3.3K | 0.98% | Trimmed(-24.3%) |
| 19 | W WASTE MGMT INC DEL | $1.7M | 8.2K | 0.97% | Added(+3.0%) |
| 20 | D DOVER CORP | $1.4M | 7.6K | 0.82% | Added(+2.6%) |
| 21 | A ANALOG DEVICES INC | $1.4M | 3.4K | 0.79% | Unchanged |
| 22 | G GE VERNOVA INC | $1.3M | 1.3K | 0.74% | Added(+169.9%) |
| 23 | V VERTIV HOLDINGS CO | $1.3M | 5.3K | 0.74% | Added(+99.4%) |
| 24 | S SAP SE | $1.2M | 5.8K | 0.70% | Unchanged |
| 25 | ? N/A INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $906K | 33.5K | 0.52% | Trimmed(-6.0%) |
| 26 | G ALPHABET INC CAP STK CL C | $818K | 2.4K | 0.47% | Added(+9.9%) |
| 27 | L LUMENTUM HLDGS INC | $810K | 834 | 0.47% | Unchanged |
| 28 | V VERALTO CORP | $723K | 7.7K | 0.42% | Unchanged |
| 29 | S SPACE EXPLORATION TECHN CORP | $723K | 4.8K | 0.42% | — |
| 30 | Q QNITY ELECTRONICS INC | $672K | 5.3K | 0.39% | Added(+64.2%) |
| 31 | S STATE STREET SPDR S&P 500 ETF | $653K | 856 | 0.38% | Added(+0.1%) |
| 32 | A APPLE INC | $635K | 1.9K | 0.37% | Added(+12.0%) |
| 33 | C CUMMINS INC | $634K | 1.2K | 0.37% | Trimmed(-0.9%) |
| 34 | F FORTIVE CORP | $631K | 11.5K | 0.37% | Unchanged |
| 35 | E ISHARES CORE S&P 500 ETF | $607K | 792 | 0.35% | Unchanged |
| 36 | T TESLA INC | $593K | 1.7K | 0.34% | Unchanged |
| 37 | L LINDE PLC | $515K | 1.1K | 0.30% | Added(+11.3%) |
| 38 | ? N/A INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $475K | 11.1K | 0.28% | Unchanged |
| 39 | C CARRIER GLOBAL CORPORATION | $456K | 8.3K | 0.26% | Trimmed(-22.7%) |
| 40 | R REDDIT INC | $437K | 3.1K | 0.25% | Added(+48.3%) |
| 41 | I ISHARES CORE S&P U.S. GROWTH ETF | $424K | 2.2K | 0.25% | Added(+0.1%) |
| 42 | A ABBVIE INC | $410K | 1.6K | 0.24% | Added(+0.1%) |
| 43 | B BERKSHIRE HATHAWAY INC DEL | $324K | 650 | 0.19% | Unchanged |
| 44 | E EVERPURE INC | $276K | 2.1K | 0.16% | Added(+3.6%) |
| 45 | R RALLIANT CORP | $265K | 3.8K | 0.15% | Unchanged |
| 46 | ? N/A INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $250K | 9.0K | 0.14% | Unchanged |
| 47 | T BIO-TECHNE CORP | $243K | 3.4K | 0.14% | Unchanged |
| 48 | A ABBOTT LABS | $233K | 2.4K | 0.13% | Unchanged |
| 49 | U UNIVERSAL HEALTH SVCS INC | $212K | 1.2K | 0.12% | — |
| 50 | A AMAZON COM INC | $177K | 712 | 0.10% | Trimmed(-0.1%) |