Q2 2026 13F · SEC CIK 2076068

Family Legacy Financial Solutions, LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $164.0M
Reported positions: 65
Holdings vs S&P 500, 3 yrs: —
Assets under management: $174.5M

Family Legacy Financial Solutions, LLC is a wealth manager that reported 65 positions worth $164.0M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Advanced Micro Devices Inc (AMD, 18.9%), Schwab Stratgc Tr (SCHX, 13.6%), Schwab Strategic Tr (SCHM, 8.2%).

Family Legacy Financial Solutions, LLC holdings largest 50 of 65 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family Legacy Financial Solutions, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	18.9%	9.8%	59,760	+0.0%	$30.9M
SCHXSchwab Stratgc Tr	13.6%	15.2%	759,646	+4.7%	$22.4M
SCHMSchwab Strategic Tr	8.2%	8.0%	363,994	+14.6%	$13.4M
STIPIshares Tr	7.2%	5.6%	114,882	+72.4%	$11.7M
LLYLilly Eli & Co	6.2%	6.7%	8,341	-3.7%	$10.1M
SCHASchwab U.s. Small-Cap ETF	5.0%	5.2%	226,936	+4.5%	$8.2M
USFRWisdomtree Tr	4.7%	8.6%	151,682	-28.0%	$7.6M
RVTYRevvity Inc	3.8%	3.8%	54,208	+0.0%	$6.2M
SCHFSchwab Intl Equity	2.9%	3.0%	172,961	+17.8%	$4.8M
QQQMInvesco Nasdaq 100 ETF	2.9%	2.3%	15,470	+29.8%	$4.7M
DHRDanaher Corporation	2.8%	3.5%	23,009	+0.0%	$4.6M
SYKStryker Corporation	2.2%	2.9%	10,946	+0.0%	$3.6M
PANWPalo Alto Networks Inc	2.2%	3.3%	10,430	-58.5%	$3.6M
NVDANvidia Corporation Com	1.9%	2.2%	15,170	-3.4%	$3.0M
MRVLMarvell Technology Inc	1.6%	1.1%	9,176	-28.5%	$2.6M
WMWaste Mgmt Inc Del	1.1%	1.5%	7,950	+2.1%	$1.8M
COSTCostco Whsl Corp New	1.1%	1.1%	1,859	+40.7%	$1.7M
DOVDover Corp Common	1.0%	1.2%	7,373	+1.9%	$1.7M
MSFTMicrosoft Corp	1.0%	1.2%	4,368	+5.8%	$1.6M
METAMeta Platforms Inc Class A	0.8%	1.2%	2,431	-5.4%	$1.4M
ADIAnalog Devices Inc	0.8%	1.7%	3,422	-62.7%	$1.3M
ZAPRInnovator Etfs Trust	0.6%	0.8%	35,650	-3.3%	$950K
SAPGFSap SE	0.6%	New	5,762	—	$934K
VRTVertiv Holdings Co	0.5%	0.2%	2,654	-99.5%	$888K
CMICummins Inc	0.5%	0.6%	1,238	-11.4%	$883K
CARRCarrier Global Corporation	0.5%	0.9%	10,743	-42.3%	$788K
GOOGAlphabet Inc	0.5%	New	2,183	—	$771K
FTVFortive Corp	0.4%	0.7%	11,505	-17.0%	$721K
VLTOVeralto Corp	0.4%	0.6%	7,669	-7.9%	$710K
TSLATesla Inc Com	0.4%	0.7%	1,670	-30.9%	$678K
SPYSpdr S&p 500 ETF Tr	0.4%	0.6%	855	-19.8%	$638K
LITELumentum Hldgs Inc Com	0.4%	New	834	—	$607K
IVVIshares Core S&p 500 ETF	0.4%	0.4%	792	+0.0%	$593K
GEVGe Vernova Inc	0.4%	New	499	—	$586K
QQnity Electronics Inc	0.3%	New	3,252	—	$531K
LINLinde PLC	0.3%	0.2%	974	+62.6%	$505K
AAPLApple Inc	0.3%	0.4%	1,703	-1.9%	$493K
UDECInnovator Etfs Trust	0.3%	0.4%	11,100	-20.1%	$463K
IUSGiShares ETFs/USA	0.3%	0.3%	2,188	-3.0%	$411K
ABBVAbbvie Inc	0.2%	0.3%	1,567	+0.1%	$394K
RDDTReddit Inc	0.2%	0.3%	2,070	-12.9%	$359K
DOCSDoximity Inc	0.2%	1.1%	17,256	-70.0%	$358K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	650	+0.0%	$325K
RALRalliant Corp	0.2%	New	3,835	—	$262K
ZJUNInnovator Etfs Trust	0.1%	0.2%	9,000	+0.0%	$247K
TECHBio-Techne Corp	0.1%	New	3,360	—	$238K
ABTAbbott Laboratories	0.1%	New	2,355	—	$225K
DDominion Energy Inc	0.1%	0.7%	3,120	-79.0%	$213K
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.1%	New	600	—	$213K
IWMIshares	0.1%	New	588	—	$177K

What Family Legacy Financial Solutions, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

STIP Ishares Tr+72.4% shares
LIN Linde PLC+62.6% shares
COST Costco Whsl Corp New+40.7% shares
QQQM Invesco Nasdaq 100 ETF+29.8% shares
SCHF Schwab Intl Equity+17.8% shares
SCHM Schwab Strategic Tr+14.6% shares
MSFT Microsoft Corp+5.8% shares

Reduced

VRT Vertiv Holdings Co-99.5% shares
D Dominion Energy Inc-79.0% shares
DOCS Doximity Inc-70.0% shares
ADI Analog Devices Inc-62.7% shares
PANW Palo Alto Networks Inc-58.5% shares
CARR Carrier Global Corporation-42.3% shares
TSLA Tesla Inc Com-30.9% shares
MRVL Marvell Technology Inc-28.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +36.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$164.0M	65
Q1 2026	$123.7M	44
Q4 2025	$129.7M	53
Q3 2025	$130.6M	257
Q2 2025	$117.9M	246

Questions about Family Legacy Financial Solutions, LLC's portfolio

What stocks does Family Legacy Financial Solutions, LLC own?

Family Legacy Financial Solutions, LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 65 positions worth $164.0M. The largest are Advanced Micro Devices Inc (AMD) at 18.9%, Schwab Stratgc Tr (SCHX) at 13.6%, Schwab Strategic Tr (SCHM) at 8.2%, Ishares Tr (STIP) at 7.2% and Lilly Eli & Co (LLY) at 6.2%.

What did Family Legacy Financial Solutions, LLC buy last quarter?

In Q2 2026, Family Legacy Financial Solutions, LLC added a new position in Sap SE (SAPGF), a new position in Alphabet Inc (GOOG), a new position in Lumentum Hldgs Inc Com (LITE), a new position in Ge Vernova Inc (GEV), a new position in Qnity Electronics Inc (Q), Ishares Tr (STIP) (+72.4% shares), Linde PLC (LIN) (+62.6% shares) and Costco Whsl Corp New (COST) (+40.7% shares), compared with its Q1 2026 filing.

What did Family Legacy Financial Solutions, LLC sell last quarter?

In Q2 2026, Family Legacy Financial Solutions, LLC cut from its top 50 Skyworks Solutions Inc (SWKS), cut from its top 50 Lumen Technologies Inc (LUMN), cut from its top 50 Consolidated Edison Inc (ED), cut from its top 50 Duke Energy (DUK), Vertiv Holdings Co (VRT) (-99.5% shares), Dominion Energy Inc (D) (-79.0% shares) and Doximity Inc (DOCS) (-70.0% shares), compared with its Q1 2026 filing.

When is Family Legacy Financial Solutions, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Family Legacy Financial Solutions, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Family Legacy Financial Solutions, LLC manage?

Family Legacy Financial Solutions, LLC reported $174.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $164.0M.