Q3 2026 13F · SEC CIK 2076068

Family Legacy Financial Solutions, LLC

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $172.7M
Reported positions: 51
Holdings vs S&P 500, 3 yrs: —
Assets under management: $174.5M

Family Legacy Financial Solutions, LLC is a wealth manager that reported 51 positions worth $172.7M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Advanced Micro Devices Inc (AMD, 21.2%), Schwab Strategic Tr (SCHX, 13.6%), Schwab Strategic Tr (SCHM, 7.4%).

Family Legacy Financial Solutions, LLC holdings largest 50 of 51 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family Legacy Financial Solutions, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	21.2%	18.9%	59,760	+0.0%	$36.6M
SCHXSchwab Strategic Tr	13.6%	13.6%	784,296	+3.2%	$23.5M
SCHMSchwab Strategic Tr	7.4%	8.2%	378,054	+3.9%	$12.9M
STIPIshares Tr	7.4%	7.2%	128,404	+11.8%	$12.8M
LLYEli Lilly & Co	5.6%	6.2%	8,331	-0.1%	$9.6M
RVTYRevvity Inc	4.8%	3.8%	54,208	+0.0%	$8.3M
SCHASchwab Strategic Tr	4.4%	5.0%	232,715	+2.5%	$7.6M
USFRWisdomtree Tr	4.0%	4.7%	138,051	-9.0%	$7.0M
DHRDanaher Corp Del	3.0%	2.8%	23,009	+0.0%	$5.1M
SCHFSchwab Strategic Tr	2.8%	2.9%	176,874	+2.3%	$4.9M
QQQMInvesco Exch Traded Fd Tr II	2.8%	2.9%	15,775	+2.0%	$4.8M
PANWPalo Alto Networks Inc	2.2%	2.2%	9,766	-6.4%	$3.9M
NVDANvidia Corporation	2.1%	1.9%	16,229	+7.0%	$3.7M
SYKStryker Corporation	1.7%	2.2%	10,946	+0.0%	$3.0M
MRVLMarvell Technology Inc	1.4%	1.6%	9,048	-1.4%	$2.4M
METAMeta Platforms Inc	1.1%	0.8%	2,673	+10.0%	$1.9M
COSTCostco Wholesale Corporation	1.0%	1.1%	1,926	+3.6%	$1.8M
MSFTMicrosoft Corp	1.0%	1.0%	3,305	-24.3%	$1.7M
WMWaste Mgmt Inc Del	1.0%	1.1%	8,188	+3.0%	$1.7M
DOVDover Corp	0.8%	1.0%	7,566	+2.6%	$1.4M
ADIAnalog Devices Inc	0.8%	0.8%	3,422	+0.0%	$1.4M
GEVGe Vernova Inc	0.7%	0.4%	1,347	+169.9%	$1.3M
VRTVertiv Holdings Co	0.7%	0.5%	5,292	+99.4%	$1.3M
SAPGFSap SE	0.7%	0.6%	5,762	+0.0%	$1.2M
ZAPRInnovator Etfs Trust	0.5%	0.6%	33,500	-6.0%	$906K
GOOGAlphabet Inc	0.5%	0.5%	2,400	+9.9%	$818K
LITELumentum Hldgs Inc	0.5%	0.4%	834	+0.0%	$810K
VLTOVeralto Corp	0.4%	0.4%	7,669	+0.0%	$723K
SPCXSpace Exploration Techn Corp	0.4%	—	4,792	—	$723K
QQnity Electronics Inc Common Stock	0.4%	0.3%	5,341	+64.2%	$672K
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	856	+0.1%	$653K
AAPLApple Inc	0.4%	0.3%	1,908	+12.0%	$635K
CMICummins Inc	0.4%	0.5%	1,227	-0.9%	$634K
FTVFortive Corp	0.4%	0.4%	11,505	+0.0%	$631K
IVVIshares Tr	0.4%	0.4%	792	+0.0%	$607K
TSLATesla Inc	0.3%	0.4%	1,670	+0.0%	$593K
LINLinde PLC	0.3%	0.3%	1,084	+11.3%	$515K
UDECInnovator Etfs Trust	0.3%	0.3%	11,100	+0.0%	$475K
CARRCarrier Global Corporation	0.3%	0.5%	8,307	-22.7%	$456K
RDDTReddit Inc	0.3%	0.2%	3,070	+48.3%	$437K
IUSGIshares Tr	0.2%	0.3%	2,190	+0.1%	$424K
ABBVAbbvie Inc	0.2%	0.2%	1,568	+0.1%	$410K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	650	+0.0%	$324K
PSTGEverpure Inc	0.2%	—	2,113	—	$276K
RALRalliant Corp	0.2%	0.2%	3,835	+0.0%	$265K
ZJUNInnovator Etfs Trust	0.1%	0.1%	9,000	+0.0%	$250K
TECHBio-Techne Corp	0.1%	0.1%	3,360	+0.0%	$243K
ABTAbbott Laboratories	0.1%	0.1%	2,355	+0.0%	$233K
UHSUniversal Hlth Svcs Inc	0.1%	—	1,217	—	$212K
AMZNAmazon Com Inc	0.1%	—	712	—	$177K

What Family Legacy Financial Solutions, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GEV Ge Vernova Inc+169.9% shares
VRT Vertiv Holdings Co+99.4% shares
Q Qnity Electronics Inc Common Stock+64.2% shares
RDDT Reddit Inc+48.3% shares
AAPL Apple Inc+12.0% shares
STIP Ishares Tr+11.8% shares
LIN Linde PLC+11.3% shares
META Meta Platforms Inc+10.0% shares

Reduced

MSFT Microsoft Corp-24.3% shares
CARR Carrier Global Corporation-22.7% shares
USFR Wisdomtree Tr-9.0% shares
PANW Palo Alto Networks Inc-6.4% shares
ZAPR Innovator Etfs Trust-6.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +36.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$172.7M	51
Q2 2026	$164.0M	65
Q1 2026	$123.7M	44
Q4 2025	$129.7M	53
Q3 2025	$130.6M	257
Q2 2025	$117.9M	246

Questions about Family Legacy Financial Solutions, LLC's portfolio

What stocks does Family Legacy Financial Solutions, LLC own?

Family Legacy Financial Solutions, LLC's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 51 positions worth $172.7M. The largest are Advanced Micro Devices Inc (AMD) at 21.2%, Schwab Strategic Tr (SCHX) at 13.6%, Schwab Strategic Tr (SCHM) at 7.4%, Ishares Tr (STIP) at 7.4% and Eli Lilly & Co (LLY) at 5.6%.

What did Family Legacy Financial Solutions, LLC buy last quarter?

In Q3 2026, Family Legacy Financial Solutions, LLC added Ge Vernova Inc (GEV) (+169.9% shares), Vertiv Holdings Co (VRT) (+99.4% shares) and Qnity Electronics Inc Common Stock (Q) (+64.2% shares), compared with its Q2 2026 filing.

What did Family Legacy Financial Solutions, LLC sell last quarter?

In Q3 2026, Family Legacy Financial Solutions, LLC cut from its top 50 Doximity Inc-Class A (DOCS), cut from its top 50 Dominion Energy Inc (D), cut from its top 50 Arm Holdings PLC (ARM), cut from its top 50 Ishares Tr (IWM), Microsoft Corp (MSFT) (-24.3% shares), Carrier Global Corporation (CARR) (-22.7% shares) and Wisdomtree Tr (USFR) (-9.0% shares), compared with its Q2 2026 filing.

When is Family Legacy Financial Solutions, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Family Legacy Financial Solutions, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Family Legacy Financial Solutions, LLC manage?

Family Legacy Financial Solutions, LLC reported $174.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $172.7M.