Family Legacy Financial Solutions, LLC Portfolio Holdings

Family Legacy Financial Solutions, LLC

  • $125 Million
  • Q4 2025

Family Legacy Financial Solutions, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $19M, Wisdomtree Floating Rate Treas with a value of $16.4M, Advanced Micro Devices Inc with a value of $14.4M, Eli Lilly & CO with a value of $8.79M, and Schwab Strategic U.S. Mid Cap with a value of $7.85M.

Examining the 13F form we can see an decrease of $131B in the current position value, from $131B to 125M.

Family Legacy Financial Solutions, LLC is based out at Cary, NC

Below you can find more details about Family Legacy Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $60.8 Million
Healthcare: $27.8 Million
Technology: $26.8 Million
Industrials: $4.96 Million
Consumer Defensive: $1.32 Million
Consumer Cyclical: $1.26 Million
Utilities: $1.14 Million
Communication Services: $843,000
Other: $331,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $125 Million
  • Prior Value $131 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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