§ 13F · FUND PROFILE
Family Legacy Financial Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117.9T (13F)Positions · 247Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 716K | $19.3B | 14.9% | +49% |
| 2 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 326K | $16.4B | 12.6% | −24% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 60K | $13.9B | 10.7% | ±0% |
| 4 | LLY | ELI LILLY & CO | 9K | $9.0B | 7.0% | −2% |
| 5 | SCHM | SCHWAB U.S. MID-CAP ETF | 269K | $8.1B | 6.2% | +20% |
| 6 | RVTY | REVVITY INC | 54K | $6.1B | 4.7% | ±0% |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | 208K | $5.9B | 4.6% | −3% |
| 8 | DHR | DANAHER CORPORATION | 25K | $5.9B | 4.5% | −4% |
| 9 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 54K | $5.5B | 4.3% | +14% |
| 10 | SYK | STRYKER CORP | 11K | $3.9B | 3.0% | ±0% |
§ 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 $117907.8 trillion in assets. The fund runs a broad portfolio of 247 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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