Family Legacy Financial Solutions, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Family Legacy Financial Solutions, LLC reported 244 stock positions worth $117.9 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 16.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 8.7%) and Advanced Micro Devices (AMD, 7.2%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0002076068
- Portfolio Value
- $117.9M (Q2 2025)
- SEC Filing
- 0002076068-25-000001 ↗ filed Jul 10, 2025
Holdings Value
Holdings 244 stocks · $117.9M
| USFR Wisdomtree Floating Rate Tre | 16.10% | 377,362 | $19.0M | — |
| SCHX Schwab US Large-Cap ETF | 8.69% | 419,345 | $10.2M | — |
| AMD Advanced Micro Devices | 7.21% | 59,903 | $8.5M | — |
| LLY Eli Lilly & Co. | 5.68% | 8,593 | $6.7M | — |
| UDEC Innovator U.S. Equity Ultra | 5.62% | 181,756 | $6.6M | — |
| SCHM Schwab US Mid Cap ETF | 4.57% | 191,950 | $5.4M | — |
| RVTY Revvity Inc. | 4.54% | 54,208 | $5.4M | — |
| DHR Danaher Corp. | 4.42% | 26,410 | $5.2M | — |
| SCHA Schwab US Small-Cap ETF | 4.08% | 190,269 | $4.8M | — |
| STIP iShares 0-5 Year Tips Bond E | 3.71% | 42,535 | $4.4M | — |
| SYK Stryker Corp. | 3.63% | 10,946 | $4.3M | — |
| PANW Palo Alto Networks Inc. | 1.78% | 10,275 | $2.1M | — |
| NVDA Nvidia Corp. | 1.68% | 12,517 | $2.0M | — |
| SAP Sap SE-Sponsored ADR | 1.50% | 5,839 | $1.8M | — |
| SCHF Schwab Intl Equity ETF | 1.46% | 77,853 | $1.7M | — |
| MRVL Marvell Technology Inc. | 1.37% | 20,902 | $1.6M | — |
| WM Waste Management Inc. | 1.32% | 6,791 | $1.6M | — |
| DOCS Doximity Inc. Class A | 1.24% | 23,793 | $1.5M | — |
| CARR Carrier Global Corp. | 1.11% | 17,825 | $1.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 2,036 | $1.3M | — |
| MSFT Microsoft Corp. | 1.05% | 2,481 | $1.2M | — |
| TIP iShares Tips Bond ETF | 1.01% | 10,816 | $1.2M | — |
| VLTO Veralto Corp. | 0.97% | 11,324 | $1.1M | — |
| COST Costco Wholesale Corp. | 0.96% | 1,141 | $1.1M | — |
| LIN Linde PLC | 0.84% | 2,103 | $987K | — |
| SWKS Skyworks Solutions Inc. | 0.77% | 11,792 | $904K | — |
| ADI Analog Devices Inc. | 0.70% | 3,422 | $828K | — |
| CMI Cummins Inc. | 0.61% | 2,189 | $717K | — |
| AAPL Apple Inc. | 0.59% | 3,412 | $700K | — |
| DOV Dover Corp. | 0.52% | 3,336 | $611K | — |
| FTV Fortive Corp. | 0.52% | 11,505 | $608K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.45% | 49,297 | $535K | — |
| LMT Lockheed Martin Corp. | 0.41% | 1,049 | $486K | — |
| TSLA Tesla Inc. | 0.41% | 1,524 | $484K | — |
| JNJ Johnson & Johnson | 0.36% | 2,766 | $423K | — |
| D Dominion Energy Inc. | 0.35% | 7,404 | $419K | — |
| ED Consolidated Edison Inc. | 0.35% | 4,107 | $412K | — |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 2,525 | $380K | — |
| CRM Salesforce Inc. | 0.29% | 1,272 | $347K | — |
| ABT Abbott Laboratories | 0.28% | 2,433 | $331K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 659 | $320K | — |
| IVV iShares Core S&P 500 ETF | 0.27% | 514 | $319K | — |
| AMZN Amazon.com Inc. | 0.27% | 1,439 | $316K | — |
| META Meta Platforms Inc. Class A | 0.26% | 408 | $301K | — |
| DUK Duke Energy Corp. | 0.25% | 2,544 | $300K | — |
| ABBV Abbvie Inc. | 0.25% | 1,565 | $291K | — |
| PEP Pepsico Inc. | 0.22% | 1,932 | $255K | — |
| SCHH Schwab US REIT ETF | 0.21% | 11,623 | $246K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.19% | 7,509 | $226K | — |
| UHS Universal Health Services-B | 0.19% | 1,217 | $221K | — |
| HOLX Hologic Inc. | 0.18% | 3,277 | $211K | — |
| GRMN Garmin Ltd. | 0.17% | 962 | $201K | — |
| BLDR Builders Firstsource Inc. | 0.16% | 1,604 | $187K | — |
| RAL Ralliant Corp. | 0.15% | 3,835 | $178K | — |
| TECH Bio-Techne Corp. | 0.15% | 3,360 | $173K | — |
| DVN Devon Energy Corp. | 0.14% | 5,083 | $162K | — |
| RACE Ferrari NV | 0.12% | 296 | $145K | — |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 1,840 | $145K | — |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 2,497 | $140K | — |
| VOO Vanguard S&P 500 ETF | 0.11% | 233 | $132K | — |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.11% | 6,164 | $131K | — |
| IWM iShares Russell 2000 ETF | 0.11% | 597 | $129K | — |
| VRT Vertiv Holdings Co. Class A | 0.11% | 1,001 | $129K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 407 | $124K | — |
| RDDT Reddit Inc. Class A | 0.10% | 800 | $120K | — |
| NOW ServiceNow Inc. | 0.10% | 113 | $116K | — |
| XLV SS Health Care Select Sector | 0.10% | 849 | $114K | — |
| GLD SPDR Gold Shares | 0.09% | 366 | $112K | — |
| AI C3.AI Inc. Class A | 0.09% | 4,200 | $103K | — |
| DXCM Dexcom Inc. | 0.09% | 1,148 | $100K | — |
| ARM Arm Holdings PLC-ADR | 0.08% | 600 | $97K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 1,000 | $94K | — |
| BDX Becton Dickinson and Co. | 0.08% | 533 | $92K | — |
| RDNT Radnet Inc. | 0.07% | 1,500 | $85K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 339 | $80K | — |
| VNT Vontier Corp. | 0.07% | 2,102 | $80K | — |
| ADBE Adobe Inc. | 0.07% | 211 | $80K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 838 | $79K | — |
| LITE Lumentum Holdings Inc. | 0.06% | 834 | $76K | — |
| NOC Northrop Grumman Corp. | 0.06% | 150 | $75K | — |
| DTD Wisdomtree US Total Dividend | 0.06% | 908 | $72K | — |
| BCRX Biocryst Pharmaceuticals Inc. | 0.06% | 8,026 | $72K | — |
| CRL Charles River Laboratories | 0.06% | 459 | $71K | — |
| SCHD Schwab US DVD Equity ETF | 0.06% | 2,566 | $68K | — |
| CVX Chevron Corp. | 0.06% | 460 | $66K | — |
| DAL Delta Air Lines Inc. | 0.05% | 1,304 | $64K | — |
| XLK SS Technology Select Sector | 0.05% | 249 | $63K | — |
| ORCL Oracle Corp. | 0.05% | 275 | $60K | — |
| IYZ iShares US Telecommunication | 0.05% | 1,891 | $56K | — |
| CSCO Cisco Systems Inc. | 0.04% | 739 | $51K | — |
| TUSI Touchstone Ultra Short Incom | 0.04% | 1,997 | $51K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 166 | $46K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.04% | 236 | $46K | — |
| KO The Coca-Cola Co. | 0.04% | 643 | $46K | — |
| VIAV Viavi Solutions Inc. | 0.04% | 4,152 | $43K | — |
| COF Capital One Financial Corp. | 0.04% | 195 | $42K | — |
| XLB SS Materials Select Sector | 0.03% | 456 | $40K | — |
| WFC Wells Fargo & Co. | 0.03% | 500 | $40K | — |
| IOT Samsara Inc. Class A | 0.03% | 1,000 | $40K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 422 | $35K | — |
| EXEL Exelixis Inc. | 0.03% | 760 | $33K | — |
| MCD McDonald's Corp. | 0.03% | 111 | $32K | — |
| CAT Caterpillar Inc. | 0.03% | 81 | $32K | — |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 230 | $31K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 63 | $28K | — |
| V Visa Inc. Class A | 0.02% | 78 | $28K | — |
| DRLL Strive US Energy ETF | 0.02% | 1,021 | $28K | — |
| BBUS JPMorgan Betabuilders US Equ | 0.02% | 242 | $27K | — |
| PFEB Innovator U.S. Equity Power | 0.02% | 700 | $27K | — |
| MA Mastercard Inc. Class A | 0.02% | 46 | $26K | — |
| SHOP Shopify Inc. Class A | 0.02% | 220 | $25K | — |
| HBAN Huntington Bancshares Inc. | 0.02% | 1,514 | $25K | — |
| ICLN iShares Global Clean Energy | 0.02% | 1,927 | $25K | — |
| PNC PNC Financial Services Group | 0.02% | 131 | $24K | — |
| SBUX Starbucks Corp. | 0.02% | 262 | $24K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.02% | 100 | $24K | — |
| WING Wingstop Inc. | 0.02% | 70 | $24K | — |
| IUSV iShares Core S&P U.S. Value | 0.02% | 243 | $23K | — |
| FDX FedEx Corp. | 0.02% | 100 | $23K | — |
| GOOG Alphabet Inc. Class C | 0.02% | 119 | $21K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 40 | $20K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 430 | $20K | — |
| ETSY Etsy Inc. | 0.02% | 395 | $20K | — |
| ETHE Grayscale Ethereum Staking E | 0.02% | 890 | $19K | — |
| SCHV Schwab US Large-Cap Value | 0.02% | 650 | $18K | — |
| GOOGL Alphabet Inc. Class A | 0.01% | 100 | $18K | — |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 352 | $17K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 334 | $16K | — |
| WMT Walmart Inc. | 0.01% | 162 | $16K | — |
| MS Morgan Stanley | 0.01% | 111 | $16K | — |
| JPM JPMorgan Chase & Co. | 0.01% | 54 | $16K | — |
| XLP SS Consumer Staples Sel Sect | 0.01% | 181 | $15K | — |
| XOM Exxon Mobil Corp. | 0.01% | 131 | $14K | — |
| HD Home Depot Inc. | 0.01% | 38 | $14K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 190 | $14K | — |
| VLUE iShares MSCI USA Value Facto | 0.01% | 120 | $14K | — |
| CRWV Coreweave Inc. Class A | 0.01% | 75 | $12K | — |
| PATH Uipath Inc. Class A | 0.01% | 950 | $12K | — |
| PSX Phillips 66 | 0.01% | 100 | $12K | — |
| COIN Coinbase Global Inc. Class A | 0.01% | 34 | $12K | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 207 | $12K | — |
| CNX CNX Resources Corp. | 0.01% | 347 | $12K | — |
| MP MP Materials Corp. | 0.01% | 350 | $12K | — |
| QCOM Qualcomm Inc. | 0.01% | 72 | $11K | — |
| PYPL PayPal Holdings Inc. | 0.01% | 145 | $11K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 19 | $11K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 84 | $10K | — |
| KVUE Kenvue Inc. | 0.01% | 453 | $9K | — |
| PKG Packaging Corp. of America | 0.01% | 50 | $9K | — |
| GM General Motors Co. | 0.01% | 183 | $9K | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.01% | 200 | $9K | — |
| ITOT iShares Core S&P Total U.S. | 0.01% | 63 | $9K | — |
| JIRE JPMorgan Int Res Enh Eqty | 0.01% | 119 | $8K | — |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 62 | $8K | — |
| PPL PPL Corp. | 0.01% | 245 | $8K | — |
| IVW iShares S&P 500 Growth ETF | 0.01% | 74 | $8K | — |
| K Kellanova | 0.01% | 100 | $8K | — |
| EMR Emerson Electric Co. | 0.01% | 57 | $8K | — |
| VXF Vanguard Extended Market ETF | 0.01% | 39 | $8K | — |
| PFF iShares Preferred & Income S | 0.01% | 242 | $7K | — |
| FYC First Trust Small Cap Growth | 0.01% | 92 | $7K | — |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 84 | $7K | — |
| JNK SS SPDR BB High Yield Bond | 0.01% | 75 | $7K | — |
| CB Chubb Ltd. | 0.01% | 21 | $6K | — |
| CAVA Cava Group Inc. | 0.00% | 65 | $5K | — |
| MDLZ Mondelez International Inc. Class A | 0.00% | 81 | $5K | — |
| EFA iShares MSCI Eafe ETF | 0.00% | 60 | $5K | — |
| ARGT Global X MSCI Argentina ETF | 0.00% | 60 | $5K | — |
| PG The Procter & Gamble Co. | 0.00% | 30 | $5K | — |
| HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I | 0.00% | 781 | $5K | — |
| SE Sea Ltd.-ADR | 0.00% | 30 | $5K | — |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 71 | $5K | — |
| STN Stantec Inc. | 0.00% | 42 | $5K | — |
| GEV GE Vernova Inc. | 0.00% | 8 | $4K | — |
| OKTA Okta Inc. | 0.00% | 41 | $4K | — |
| PPG PPG Industries Inc. | 0.00% | 34 | $4K | — |
| NUE Nucor Corp. | 0.00% | 29 | $4K | — |
| SOUN Soundhound AI Inc. Class A | 0.00% | 349 | $4K | — |
| CALM Cal-Maine Foods Inc. | 0.00% | 37 | $4K | — |
| SMH Vaneck Semiconductor ETF | 0.00% | 13 | $4K | — |
| NSC Norfolk Southern Corp. | 0.00% | 14 | $4K | — |
| KMI Kinder Morgan Inc. | 0.00% | 109 | $3K | — |
| CTVA Corteva Inc. | 0.00% | 42 | $3K | — |
| CL Colgate-Palmolive Co. | 0.00% | 34 | $3K | — |
| SCHW Schwab (charles) Corp. | 0.00% | 32 | $3K | — |
| DD Dupont DE Nemours Inc. | 0.00% | 42 | $3K | — |
| MDY State Street SPDR S&P Midcap | 0.00% | 5 | $3K | — |
| USB US Bancorp | 0.00% | 61 | $3K | — |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 200 | $3K | — |
| LOW Lowe's Cos Inc. | 0.00% | 12 | $3K | — |
| KMB Kimberly-Clark Corp. | 0.00% | 20 | $3K | — |
| EXE Expand Energy Corp. | 0.00% | 22 | $3K | — |
| HON Honeywell International Inc. | 0.00% | 11 | $3K | — |
| SYY Sysco Corp. | 0.00% | 33 | $3K | — |
| DE Deere & Co. | 0.00% | 5 | $3K | — |
| TEL Te Connectivity PLC | 0.00% | 15 | $3K | — |
| OXY Occidental Petroleum Corp. | 0.00% | 60 | $3K | — |
| BOTZ Global X Robotics & Artifici | 0.00% | 75 | $2K | — |
| U Unity Software Inc. | 0.00% | 100 | $2K | — |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 39 | $2K | — |
| RGTI Rigetti Computing Inc. | 0.00% | 180 | $2K | — |
| ETH Grayscale Ethereum Staking M | 0.00% | 87 | $2K | — |
| STZ Constellation Brands Inc. Class A | 0.00% | 12 | $2K | — |
| USIG iShares Broad Usd Investment | 0.00% | 39 | $2K | — |
| SGMOQ Sangamo Therapeutics Inc. | 0.00% | 3,802 | $2K | — |
| MRK Merck & Co. Inc. | 0.00% | 24 | $2K | — |
| BMY Bristol-Myers Squibb Co. | 0.00% | 41 | $2K | — |
| LW Lamb Weston Holdings Inc. | 0.00% | 33 | $2K | — |
| XYZ Block Inc. | 0.00% | 25 | $2K | — |
| WPC WP Carey Inc. | 0.00% | 26 | $2K | — |
| DOCU Docusign Inc. | 0.00% | 20 | $2K | — |
| EOG EOG Resources Inc. | 0.00% | 13 | $2K | — |
| DKNG Draftkings Inc. Class A | 0.00% | 35 | $2K | — |
| BBHY JPMorgan Betabuilders Usd Hi | 0.00% | 32 | $1K | — |
| TLH iShares 10-20 Year Treasury | 0.00% | 14 | $1K | — |
| AFG American Financial Group Inc. | 0.00% | 11 | $1K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 56 | $1K | — |
| BE Bloom Energy Corp. Class A | 0.00% | 52 | $1K | — |
| PWP Perella Weinberg Partners | 0.00% | 64 | $1K | — |
| PFE Pfizer Inc. | 0.00% | 42 | $1K | — |
| ASC Ardmore Shipping Corp. | 0.00% | 100 | $960 | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 10 | $848 | — |
| MKTX Marketaxess Holdings Inc. | 0.00% | 3 | $713 | — |
| SCHG Schwab US Large-Cap Growth | 0.00% | 23 | $673 | — |
| IONQ Ionq Inc. | 0.00% | 15 | $644 | — |
| FELG Fidelity Enh LRG Cap GWTH | 0.00% | 17 | $631 | — |
| KURA Kura Oncology Inc. | 0.00% | 100 | $577 | — |
| HUBS HubSpot Inc. | 0.00% | 1 | $556 | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 22 | $527 | — |
| AEP American Electric Power | 0.00% | 5 | $518 | — |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 7 | $428 | — |
| PTEN Patterson-Uti Energy Inc. | 0.00% | 70 | $417 | — |
| DKS Dick's Sporting Goods Inc. | 0.00% | 2 | $411 | — |
| CVS CVS Health Corp. | 0.00% | 3 | $234 | — |
| GRNY Fundstr Gran SH US LRG Cap | 0.00% | 10 | $226 | — |
| ENPH Enphase Energy Inc. | 0.00% | 5 | $198 | — |
| STK Columbia Slgmn Prem Tech GR | 0.00% | 5 | $160 | — |
| T AT&T Inc. | 0.00% | 4 | $135 | — |
| WOLF Wolfspeed Inc. | 0.00% | 250 | $99 | — |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 2 | $95 | — |
| LOVE The Lovesac Co. | 0.00% | 3 | $54 | — |
| LUMN Lumen Technologies Inc. | 0.00% | 12 | $52 | — |
| LCID Lucid Group Inc. | 0.00% | 23 | $48 | — |
| ACB Aurora Cannabis Inc. | 0.00% | 3 | $12 | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $20 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1 | $20 | — |
Lines left out (1) · $23 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| LUV Southwest Airlines Co. | COM | 0 | $23 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $117.9M.
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.