§ 13F · FUND PROFILE
Family Legacy Financial Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $131M (13F)Positions · 258Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 725K | $19M | 15.2% | +1% |
| 2 | AMD | ADVANCED MICRO DEVIC | 60K | $12M | 9.8% | ±0% |
| 3 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 211K | $11M | 8.6% | −35% |
| 4 | SCHM | SCHWAB U.S. MID-CAP ETF | 318K | $10M | 8.0% | +18% |
| 5 | LLY | ELI LILLY & CO COM | 9K | $8M | 6.7% | +1% |
| 6 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 67K | $7M | 5.6% | +24% |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | 217K | $6M | 5.2% | +4% |
| 8 | RVTY | REVVITY INC | 54K | $5M | 3.8% | ±0% |
| 9 | DHR | DANAHER CORPORATION COM | 23K | $4M | 3.5% | −8% |
| 10 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 147K | $4M | 3.0% | +31% |
§ 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 $131 million in assets. The fund runs a broad portfolio of 258 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed