Family Legacy Financial Solutions, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Family Legacy Financial Solutions, LLC reported 65 stock positions worth $164.0 million. Its top holding was Advanced Micro Devices (AMD) at 18.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 13.6%) and Schwab US Mid Cap ETF (SCHM, 8.2%). Compared with Q1 2026, it opened 23 new positions, sold out of 2, added to 12 and reduced 23. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +72%) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0002076068
- Portfolio Value
- $164.0M (Q2 2026)
- SEC Filing
- 0002076068-26-000003 ↗ filed Jul 14, 2026
Holdings Value
Holdings 65 stocks · $164.0M
| AMD Advanced Micro Devices | 18.87% | 59,760 | $30.9M | No change |
| SCHX Schwab US Large-Cap ETF | 13.63% | 759,646 | $22.4M | Add +4.7% |
| SCHM Schwab US Mid Cap ETF | 8.18% | 363,994 | $13.4M | Add +14.6% |
| STIP iShares 0-5 Year Tips Bond E | 7.16% | 114,882 | $11.7M | Add +72.4% |
| LLY Eli Lilly & Co. | 6.16% | 8,341 | $10.1M | Reduce -3.7% |
| SCHA Schwab US Small-Cap ETF | 5.00% | 226,936 | $8.2M | Add +4.5% |
| USFR Wisdomtree Floating Rate Tre | 4.66% | 151,682 | $7.6M | Reduce -28.0% |
| RVTY Revvity Inc. | 3.76% | 54,208 | $6.2M | No change |
| SCHF Schwab Intl Equity ETF | 2.92% | 172,961 | $4.8M | Add +17.8% |
| QQQM Invesco Nasdaq 100 ETF | 2.86% | 15,470 | $4.7M | Add +29.8% |
| DHR Danaher Corp. | 2.78% | 23,009 | $4.6M | No change |
| SYK Stryker Corp. | 2.18% | 10,946 | $3.6M | No change |
| PANW Palo Alto Networks Inc. | 2.18% | 10,430 | $3.6M | Reduce -58.5% |
| NVDA Nvidia Corp. | 1.85% | 15,170 | $3.0M | Reduce -3.4% |
| MRVL Marvell Technology Inc. | 1.57% | 9,176 | $2.6M | Reduce -28.5% |
| WM Waste Management Inc. | 1.08% | 7,950 | $1.8M | Add +2.1% |
| COST Costco Wholesale Corp. | 1.06% | 1,859 | $1.7M | Add +40.7% |
| DOV Dover Corp. | 1.01% | 7,373 | $1.7M | Add +1.9% |
| MSFT Microsoft Corp. | 0.99% | 4,368 | $1.6M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.83% | 2,431 | $1.4M | Reduce -5.5% |
| ADI Analog Devices Inc. | 0.79% | 3,422 | $1.3M | Reduce -62.7% |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | 0.58% | 35,650 | $950K | Reduce -3.3% |
| SAP Sap SE-Sponsored ADR | 0.57% | 5,762 | $934K | New |
| VRT Vertiv Holdings Co. Class A | 0.54% | 2,654 | $888K | Reduce -99.5% |
| CMI Cummins Inc. | 0.54% | 1,238 | $883K | Reduce -11.4% |
| CARR Carrier Global Corp. | 0.48% | 10,743 | $788K | Reduce -42.3% |
| GOOG Alphabet Inc. Class C | 0.47% | 2,183 | $771K | New |
| FTV Fortive Corp. | 0.44% | 11,505 | $721K | Reduce -17.0% |
| VLTO Veralto Corp. | 0.43% | 7,669 | $710K | Reduce -7.9% |
| TSLA Tesla Inc. | 0.41% | 1,670 | $678K | Reduce -30.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 855 | $638K | Reduce -19.8% |
| LITE Lumentum Holdings Inc. | 0.37% | 834 | $607K | New |
| IVV iShares Core S&P 500 ETF | 0.36% | 792 | $593K | No change |
| GEV GE Vernova Inc. | 0.36% | 499 | $586K | New |
| Q Qnity Electronics Inc. | 0.32% | 3,252 | $531K | New |
| LIN Linde PLC | 0.31% | 974 | $505K | Add +62.6% |
| AAPL Apple Inc. | 0.30% | 1,703 | $493K | Reduce -1.9% |
| UDEC Innovator U.S. Equity Ultra | 0.28% | 11,100 | $463K | Reduce -20.1% |
| IUSG iShares Core S&P U.S. Growth | 0.25% | 2,188 | $411K | Reduce -3.0% |
| ABBV Abbvie Inc. | 0.24% | 1,567 | $394K | Add +0.1% |
| RDDT Reddit Inc. Class A | 0.22% | 2,070 | $359K | Reduce -12.9% |
| DOCS Doximity Inc. Class A | 0.22% | 17,256 | $358K | Reduce -70.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 650 | $325K | No change |
| RAL Ralliant Corp. | 0.16% | 3,835 | $262K | New |
| ZJUN Innova Eqty Def Prot 1YR Jun | 0.15% | 9,000 | $247K | No change |
| TECH Bio-Techne Corp. | 0.15% | 3,360 | $238K | New |
| ABT Abbott Laboratories | 0.14% | 2,355 | $225K | New |
| D Dominion Energy Inc. | 0.13% | 3,120 | $213K | Reduce -79.0% |
| ARM Arm Holdings PLC-ADR | 0.13% | 600 | $213K | New |
| IWM iShares Russell 2000 ETF | 0.11% | 588 | $177K | New |
| AMZN Amazon.com Inc. | 0.10% | 713 | $170K | New |
| ED Consolidated Edison Inc. | 0.10% | 1,484 | $164K | Reduce -38.4% |
| P Everpure Inc. Class A | 0.10% | 2,040 | $161K | New |
| VOO Vanguard S&P 500 ETF | 0.10% | 234 | $161K | New |
| GRMN Garmin Ltd. | 0.10% | 662 | $157K | New |
| DUK Duke Energy Corp. | 0.10% | 1,232 | $156K | Reduce -31.1% |
| BLDR Builders Firstsource Inc. | 0.09% | 1,596 | $143K | New |
| XLV SS Health Care Select Sector | 0.08% | 852 | $135K | New |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.08% | 4,749 | $124K | New |
| DAL Delta Air Lines Inc. | 0.07% | 1,305 | $122K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.07% | 1,786 | $121K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 155 | $118K | New |
| IVW iShares S&P 500 Growth ETF | 0.06% | 766 | $105K | New |
| CEG Constellation Energy | 0.06% | 415 | $103K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 2,000 | $102K | New |
Portfolio Sells Q1 2026 → Q2 2026
| USFR Wisdomtree Floating Rate Tre | Reduce -28.0% | 4.66% | −3.96 |
| PANW Palo Alto Networks Inc. | Reduce -58.5% | 2.18% | −1.10 |
| ADI Analog Devices Inc. | Reduce -62.7% | 0.79% | −0.90 |
| DOCS Doximity Inc. Class A | Reduce -70.0% | 0.22% | −0.85 |
| D Dominion Energy Inc. | Reduce -79.0% | 0.13% | −0.62 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 6.16% | −0.56 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.51 |
| NVDA Nvidia Corp. | Reduce -3.4% | 1.85% | −0.39 |
| CARR Carrier Global Corp. | Reduce -42.3% | 0.48% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 0.83% | −0.37 |
| TSLA Tesla Inc. | Reduce -30.9% | 0.41% | −0.34 |
| FTV Fortive Corp. | Reduce -17.0% | 0.44% | −0.27 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | Reduce -3.3% | 0.58% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.8% | 0.39% | −0.18 |
| VLTO Veralto Corp. | Reduce -7.9% | 0.43% | −0.16 |
| UDEC Innovator U.S. Equity Ultra | Reduce -20.1% | 0.28% | −0.16 |
| ED Consolidated Edison Inc. | Reduce -38.4% | 0.10% | −0.12 |
| DUK Duke Energy Corp. | Reduce -31.1% | 0.10% | −0.10 |
| CMI Cummins Inc. | Reduce -11.4% | 0.54% | −0.09 |
| AAPL Apple Inc. | Reduce -1.9% | 0.30% | −0.06 |
| RDDT Reddit Inc. Class A | Reduce -12.9% | 0.22% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.0% | 0.25% | −0.04 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -99.5% | 0.54% | +0.32 |
| MRVL Marvell Technology Inc. | Reduce -28.5% | 1.57% | +0.46 |
Portfolio Buys Q1 2026 → Q2 2026
| STIP iShares 0-5 Year Tips Bond E | Add +72.4% | 7.16% | +1.58 |
| SAP Sap SE-Sponsored ADR | New | 0.57% | +0.57 |
| QQQM Invesco Nasdaq 100 ETF | Add +29.8% | 2.86% | +0.53 |
| GOOG Alphabet Inc. Class C | New | 0.47% | +0.47 |
| LITE Lumentum Holdings Inc. | New | 0.37% | +0.37 |
| GEV GE Vernova Inc. | New | 0.36% | +0.36 |
| Q Qnity Electronics Inc. | New | 0.32% | +0.32 |
| RAL Ralliant Corp. | New | 0.16% | +0.16 |
| TECH Bio-Techne Corp. | New | 0.15% | +0.15 |
| ABT Abbott Laboratories | New | 0.14% | +0.14 |
| ARM Arm Holdings PLC-ADR | New | 0.13% | +0.13 |
| SCHM Schwab US Mid Cap ETF | Add +14.6% | 8.18% | +0.12 |
| IWM iShares Russell 2000 ETF | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | New | 0.10% | +0.10 |
| P Everpure Inc. Class A | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | New | 0.10% | +0.10 |
| GRMN Garmin Ltd. | New | 0.10% | +0.10 |
| BLDR Builders Firstsource Inc. | New | 0.09% | +0.09 |
| XLV SS Health Care Select Sector | New | 0.08% | +0.08 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | New | 0.08% | +0.08 |
| DAL Delta Air Lines Inc. | New | 0.07% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.07% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| LIN Linde PLC | Add +62.6% | 0.31% | +0.07 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +40.7% | 1.06% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.24% | −0.03 |
| SCHF Schwab Intl Equity ETF | Add +17.8% | 2.92% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Add +4.5% | 5.00% | −0.18 |
| DOV Dover Corp. | Add +1.9% | 1.01% | −0.21 |
| MSFT Microsoft Corp. | Add +5.8% | 0.99% | −0.24 |
| WM Waste Management Inc. | Add +2.1% | 1.08% | −0.38 |
| SCHX Schwab US Large-Cap ETF | Add +4.7% | 13.63% | −1.59 |