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Family Legacy Financial Solutions, LLC — 13F Holdings & Portfolio

CIK 2076068 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Family Legacy Financial Solutions, LLC manages $164.0M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMD (18.87%), SCHX (13.63%), SCHM (8.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 2, added to 22, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6501 WESTON PKWY #300
CARY, NC 27513
Phone
(919) 379-9000
Filing Manager
Family Legacy Financial Solutions, LLC
CARY, NC
Signatory
Todd Iglehart
CCO
Loading holdings…
AUM

$164.0M

Long-equity book

Holdings

65

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+23 / −2 / ↑22 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES I$18.8M +154.5%
  • ISHARES 0-5 YEAR TIPS BOND ETF$4.9M +70.8%
  • SCHWAB U.S. LARGE-CAP ETF$3.6M +19.3%
  • SCHWAB U.S. MID-CAP ETF$3.5M +35.2%
  • ELI LILLY & CO$1.8M +22.1%
Show all 22 →

Top Trims

  • WISDOMTREE FLOATING RATE TREASURY FUND-$3.0M -28.0%
  • DOXIMITY INC-$961.2K -72.9%
  • ANALOG DEVICES INC-$784.5K -37.8%
  • DOMINION ENERGY INC-$710.5K -76.9%
  • PALO ALTO NETWORKS INC-$465.4K -11.5%
Show all 13 →

New Positions

  • SAP SE$933.6K
  • ALPHABET INC CAP STK CL C$771.5K
  • LUMENTUM HLDGS INC$607.4K
  • GE VERNOVA INC$586.3K
  • QNITY ELECTRONICS INC$531.1K
Show all 23 →

Exited Positions

  • SKYWORKS SOLUTIONS INC$631.5K
  • LUMENTUM HLDGS INC$586.1K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ADVANCED MICRO DEVICES I AMD 007903107 $30.9M 18.87% 59,760 SH
2 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $22.4M 13.63% 759,646 SH
3 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $13.4M 8.18% 363,994 SH
4 ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 $11.7M 7.16% 114,882 SH
5 ELI LILLY & CO LLY 532457108 $10.1M 6.16% 8,341 SH
6 SCHWAB U.S. SMALL-CAP ETF SCHA 808524607 $8.2M 5.00% 226,936 SH
7 WISDOMTREE FLOATING RATE TREASURY FUND USFR 97717Y527 $7.6M 4.66% 151,682 SH
8 REVVITY INC RVTY 714046109 $6.2M 3.76% 54,208 SH
9 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $4.8M 2.92% 172,961 SH
10 INVESCO NASDAQ 100 ETF QQQM 46138G649 $4.7M 2.86% 15,470 SH
11 DANAHER CORP DHR 235851102 $4.6M 2.78% 23,009 SH
12 STRYKER CORP SYK 863667101 $3.6M 2.18% 10,946 SH
13 PALO ALTO NETWORKS INC PANW 697435105 $3.6M 2.18% 10,430 SH
14 NVIDIA CORPORATION NVDA 67066G104 $3.0M 1.85% 15,170 SH
15 MARVELL TECHNOLOGY INC MRVL 573874104 $2.6M 1.57% 9,176 SH
16 WASTE MGMT INC DEL WM 94106L109 $1.8M 1.08% 7,950 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.7M 1.06% 1,859 SH
18 DOVER CORP DOV 260003108 $1.7M 1.01% 7,373 SH
19 MICROSOFT CORP MSFT 594918104 $1.6M 0.99% 4,368 SH
20 META PLATFORMS INC META 30303M102 $1.4M 0.83% 2,431 SH
21 ANALOG DEVICES INC ADI 032654105 $1.3M 0.79% 3,422 SH
22 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL ZAPR 45784N726 $949.7K 0.58% 35,650 SH
23 SAP SE SAP 803054204 $933.6K 0.57% 5,762 SH
24 VERTIV HOLDINGS CO VRT 92537N108 $888.5K 0.54% 2,654 SH
25 CUMMINS INC CMI 231021106 $882.6K 0.54% 1,238 SH
26 CARRIER GLOBAL CORPORATION CARR 14448C104 $788.0K 0.48% 10,743 SH
27 ALPHABET INC CAP STK CL C GOOG 02079K107 $771.5K 0.47% 2,183 SH
28 FORTIVE CORP FTV 34959J108 $720.8K 0.44% 11,505 SH
29 VERALTO CORP VLTO 92338C103 $709.8K 0.43% 7,669 SH
30 TESLA INC TSLA 88160R101 $678.0K 0.41% 1,670 SH
31 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $638.2K 0.39% 855 SH
32 LUMENTUM HLDGS INC LITE 55024U109 $607.4K 0.37% 834 SH
33 ISHARES CORE S&P 500 ETF IVV 464287200 $593.2K 0.36% 792 SH
34 GE VERNOVA INC GEV 36828A101 $586.3K 0.36% 499 SH
35 QNITY ELECTRONICS INC Q 74743L100 $531.1K 0.32% 3,252 SH
36 LINDE PLC LIN G54950103 $505.2K 0.31% 974 SH
37 APPLE INC AAPL 037833100 $492.6K 0.30% 1,703 SH
38 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER UDEC 45782C532 $462.6K 0.28% 11,100 SH
39 ISHARES CORE S&P U.S. GROWTH ETF IUSG 464287671 $411.5K 0.25% 2,188 SH
40 ABBVIE INC ABBV 00287Y109 $394.4K 0.24% 1,567 SH
41 REDDIT INC RDDT 75734B100 $359.3K 0.22% 2,070 SH
42 DOXIMITY INC DOCS 26622P107 $357.9K 0.22% 17,256 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $325.3K 0.20% 650 SH
44 RALLIANT CORP RAL 750940108 $262.2K 0.16% 3,835 SH
45 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE ZJUN 45784N643 $246.6K 0.15% 9,000 SH
46 BIO-TECHNE CORP TECH 09073M104 $238.0K 0.15% 3,360 SH
47 ABBOTT LABS ABT 002824100 $224.7K 0.14% 2,355 SH
48 DOMINION ENERGY INC D 25746U109 $213.1K 0.13% 3,120 SH
49 ARM HOLDINGS PLC ARM 042068205 $212.7K 0.13% 600 SH
50 ISHARES RUSSELL 2000 ETF IWM 464287655 $176.7K 0.11% 588 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $164.0M 65 0002076068-26-000003
2026-03-31 2026-04-15 $123.7M 48 0002076068-26-000002
2025-12-31 2026-01-20 $129.7K 54 0002076068-26-000001