Family Legacy Financial Solutions, LLC
CIK 0002076068 · CARY, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.0M
2026 Q2
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMD
ADVANCED MICRO DEVICES I
18.9%
SCHX
SCHWAB U.S. LARGE-CAP ETF
13.6%
SCHM
SCHWAB U.S. MID-CAP ETF
8.2%
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
7.2%
LLY
ELI LILLY & CO
6.2%
SCHA
SCHWAB U.S. SMALL-CAP ETF
5.0%
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
4.7%
RVTY
REVVITY INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.