SEC Form 13F

Family Legacy Financial Solutions, LLC 13F Holdings

Inspect Family Legacy Financial Solutions, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-15
Reported value
$164,004,780
Positions
65

Read this manager's filing book

Step 1 of 3

Disclosed positions

Family Legacy Financial Solutions, LLC: source evidence dated 2026-07-15T03:59:59.999Z.

Issuer
ADVANCED MICRO DEVICES I
Ticker
AMD
Class
COM
Reported value
$30,944,923
Reported amount
59,760
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002076068-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
ADVANCED MICRO DEVICES IAMDCOM$30,944,92359,760SHNone
SCHWAB U.S. LARGE-CAP ETFSCHXCOM$22,356,368759,646SHNone
SCHWAB U.S. MID-CAP ETFSCHMCOM$13,420,465363,994SHNone
ISHARES 0-5 YEAR TIPS BOND ETFSTIPCOM$11,736,395114,882SHNone
ELI LILLY & COLLYCOM$10,101,4018,341SHNone
SCHWAB U.S. SMALL-CAP ETFSCHACOM$8,199,184226,936SHNone
WISDOMTREE FLOATING RATE TREASURY FUNDUSFRCOM$7,637,190151,682SHNone
REVVITY INCRVTYCOM$6,166,70254,208SHNone
SCHWAB INTERNATIONAL EQUITY ETFSCHFCOM$4,791,026172,961SHNone
INVESCO NASDAQ 100 ETFQQQMCOM$4,686,96115,470SHNone
DANAHER CORPDHRCOM$4,554,17123,009SHNone
STRYKER CORPSYKCOM$3,574,30710,946SHNone
PALO ALTO NETWORKS INCPANWCOM$3,570,77610,430SHNone
NVIDIA CORPORATIONNVDACOM$3,035,29115,170SHNone
MARVELL TECHNOLOGY INCMRVLCOM$2,571,3179,176SHNone
WASTE MGMT INC DELWMCOM$1,771,8867,950SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$1,738,8121,859SHNone
DOVER CORPDOVCOM$1,653,6507,373SHNone
MICROSOFT CORPMSFTCOM$1,629,4944,368SHNone
META PLATFORMS INCMETACL A$1,369,2652,431SHNone
ANALOG DEVICES INCADICOM$1,290,6423,422SHNone
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRILZAPRCOM$949,71635,650SHNone
SAP SESAPORDF$933,5675,762SHNone
VERTIV HOLDINGS COVRTCL A$888,4532,654SHNone
CUMMINS INCCMICOM$882,6421,238SHNone
CARRIER GLOBAL CORPORATIONCARRCOM$787,98410,743SHNone
ALPHABET INC CAP STK CL CGOOGCOM$771,4552,183SHNone
FORTIVE CORPFTVDISC$720,78811,505SHNone
VERALTO CORPVLTOCOM$709,7667,669SHNone
TESLA INCTSLACOM$677,9671,670SHNone
STATE STREET SPDR S&P 500 ETFSPYCOM$638,235855SHNone
LUMENTUM HLDGS INCLITECOM$607,419834SHNone
ISHARES CORE S&P 500 ETFIVVCOM$593,239792SHNone
GE VERNOVA INCGEVCOM$586,255499SHNone
QNITY ELECTRONICS INCQCOM$531,0793,252SHNone
LINDE PLCLINSHS$505,204974SHNone
APPLE INCAAPLCOM$492,6371,703SHNone
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERUDECCOM$462,64911,100SHNone
ISHARES CORE S&P U.S. GROWTH ETFIUSGCOM$411,4712,188SHNone
ABBVIE INCABBVCOM$394,4371,567SHNone
REDDIT INCRDDTCL A$359,3112,070SHNone
DOXIMITY INCDOCSCL A$357,88917,256SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$325,254650SHNone
RALLIANT CORPRALCOM$262,1613,835SHNone
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNEZJUNCOM$246,5559,000SHNone
BIO-TECHNE CORPTECHCOM$237,9893,360SHNone
ABBOTT LABSABTCOM$224,6672,355SHNone
DOMINION ENERGY INCDCOM$213,0993,120SHNone
ARM HOLDINGS PLCARMSPONSORED ADS$212,742600SHNone
ISHARES RUSSELL 2000 ETFIWMCOM$176,749588SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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