Family Legacy Financial Solutions, LLC Portfolio Holdings

Family Legacy Financial Solutions, LLC

  • $118 Billion
  • Q2 2025

Family Legacy Financial Solutions, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $19B, Schwab Strategic Tr Us Large C with a value of $10.2B, Advanced Micro Devices Inc with a value of $8.5B, Eli Lilly & CO with a value of $6.7B, and Innovator U.S. Equity Ultra Bu with a value of $6.62B.

Examining the 13F form we can see an increase of $118B in the current position value.

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 $118 Billion
ETFs: $57.4 Billion
Healthcare: $25.1 Billion
Technology: $21.5 Billion
Industrials: $5.21 Billion
Consumer Cyclical: $1.76 Billion
Consumer Defensive: $1.48 Billion
Utilities: $1.14 Billion
Financial Services: $629 Million
Other: $675 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 16.1% of portfolio
377,362
Q2 2025 New
$0
$10.2 Billion 8.69% of portfolio
419,345
Q2 2025 New
$223B
$8.5 Billion 7.21% of portfolio
59,903
Q2 2025 New
$748B
$6.7 Billion 5.68% of portfolio
8,593
Q2 2025 New
$0
$6.62 Billion 5.62% of portfolio
181,756
Q2 2025 New
$0
$5.38 Billion 4.57% of portfolio
191,950
Q2 2025 New
$15.3B
$5.35 Billion 4.54% of portfolio
54,208
Q2 2025 New
$146B
$5.22 Billion 4.42% of portfolio
26,410
Q2 2025 New
$0
$4.81 Billion 4.08% of portfolio
190,269
Q2 2025 New
$0
$4.38 Billion 3.71% of portfolio
42,535
Q2 2025 New
$148B
$4.28 Billion 3.63% of portfolio
10,946
Q2 2025 New
$61.7B
$2.1 Billion 1.78% of portfolio
10,275
Q2 2025 New
$406B
$1.98 Billion 1.68% of portfolio
12,517
Q2 2025 New
$365B
$1.77 Billion 1.5% of portfolio
5,839
Q2 2025 New
$0
$1.72 Billion 1.46% of portfolio
77,853
Q2 2025 New
$61.6B
$1.62 Billion 1.37% of portfolio
20,902
Q2 2025 New
$6.99B
$1.46 Billion 1.24% of portfolio
23,793
Q2 2025 New
$63.5B
$1.3 Billion 1.11% of portfolio
17,825
Q2 2025 New
$0
$1.26 Billion 1.07% of portfolio
2,036
Q2 2025 New
$3.75T
$1.23 Billion 1.05% of portfolio
2,481
Q2 2025 New
$0
$1.19 Billion 1.01% of portfolio
10,816
Q2 2025 New
Veralto Corp Com Shs
-
$1.14 Billion 0.97% of portfolio
-
Q2 2025 New
$435B
$1.13 Billion 0.96% of portfolio
1,141
Q2 2025 New
Linde PLC Shs
-
$987 Million 0.84% of portfolio
-
Q2 2025 New
$12.5B
$904 Million 0.77% of portfolio
11,792
Q2 2025 New
$125B
$828 Million 0.7% of portfolio
3,422
Q2 2025 New
$47.2B
$717 Million 0.61% of portfolio
2,189
Q2 2025 New
$3.39T
$700 Million 0.59% of portfolio
3,412
Q2 2025 New
$26.4B
$611 Million 0.52% of portfolio
3,336
Q2 2025 New
$18.7B
$608 Million 0.52% of portfolio
11,505
Q2 2025 New
$46.7B
$535 Million 0.45% of portfolio
49,297
Q2 2025 New
$121B
$486 Million 0.41% of portfolio
1,049
Q2 2025 New
$934B
$484 Million 0.41% of portfolio
1,524
Q2 2025 New
$409B
$423 Million 0.36% of portfolio
2,766
Q2 2025 New
$35.4B
$412 Million 0.35% of portfolio
4,107
Q2 2025 New
$47.6B
$419 Million 0.35% of portfolio
7,404
Q2 2025 New
$0
$380 Million 0.32% of portfolio
2,525
Q2 2025 New
$271B
$347 Million 0.29% of portfolio
1,272
Q2 2025 New
$233B
$331 Million 0.28% of portfolio
2,433
Q2 2025 New
$631B
$320 Million 0.27% of portfolio
659
Q2 2025 New
$0
$319 Million 0.27% of portfolio
514
Q2 2025 New
$2.27T
$316 Million 0.27% of portfolio
1,439
Q2 2025 New
$1.62T
$301 Million 0.26% of portfolio
408
Q2 2025 New
$90.2B
$300 Million 0.25% of portfolio
2,544
Q2 2025 New
$337B
$291 Million 0.25% of portfolio
1,565
Q2 2025 New
$185B
$255 Million 0.22% of portfolio
1,932
Q2 2025 New
$0
$246 Million 0.21% of portfolio
11,623
Q2 2025 New
$0
$226 Million 0.19% of portfolio
7,509
Q2 2025 New
$12B
$221 Million 0.19% of portfolio
1,217
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 246 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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