§ 13F · FUND PROFILE
Family Legacy Financial Solutions, LLC.
AUM · $164M (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES I | 60K | $31M | 18.9% | ±0% |
| 2 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 760K | $22M | 13.6% | +5% |
| 3 | SCHM | SCHWAB U.S. MID-CAP ETF | 364K | $13M | 8.2% | +15% |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 115K | $12M | 7.2% | +72% |
| 5 | LLY | ELI LILLY & CO | 8K | $10M | 6.2% | −4% |
| 6 | SCHA | SCHWAB U.S. SMALL-CAP ETF | 227K | $8M | 5.0% | +5% |
| 7 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 152K | $8M | 4.7% | −28% |
| 8 | RVTY | REVVITY INC | 54K | $6M | 3.8% | ±0% |
| 9 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 173K | $5M | 2.9% | +18% |
| 10 | QQQM | INVESCO NASDAQ 100 ETF | 15K | $5M | 2.9% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Legacy Financial Solutions, LLC is a Other fund managing $164 million in assets. The fund runs a portfolio of 65 positions.
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