Filed: 1/20/2026ACC: 0002076068-26-000001
📋 What this filing means
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $129.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$129.7K
Total AUM (reported)
2.16M
Total Shares
Allocation by class
ETF$63.3K48.8%
COM$59.7K46.0%
CL A$2.8K2.2%
SHS$1.7K1.3%
ORD$1.3K1.0%
CL B$571.000.4%
COM NEW$288.000.2%
Portfolio Concentration
Top 3$49.5K38.2%
4–10$44.5K34.3%
11–25$22.9K17.7%
Rest$12.8K9.9%
Top 3 weight
38.2%
Top 10 weight
72.4%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Sole
Full voting authority
2.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
SCHWAB U.S. LARGE-CAP ETF
SOLEShares716.12K
TypeSH
Market value$19.3K
14.86%
Sole
716.12K
Shared
0.00
None
0.00
WISDOMTREE FLOATING RATE TREASURY FUND
SOLEShares325.60K
TypeSH
Market value$16.4K
12.63%
Sole
325.60K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares59.85K
TypeSH
Market value$13.9K
10.68%
Sole
59.85K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares8.61K
TypeSH
Market value$9.0K
6.95%
Sole
8.61K
Shared
0.00
None
0.00
SCHWAB U.S. MID-CAP ETF
SOLEShares269.09K
TypeSH
Market value$8.1K
6.24%
Sole
269.09K
Shared
0.00
None
0.00
REVVITY INC
SOLEShares54.21K
TypeSH
Market value$6.1K
4.67%
Sole
54.21K
Shared
0.00
None
0.00
SCHWAB U.S. SMALL-CAP ETF
SOLEShares208.43K
TypeSH
Market value$5.9K
4.58%
Sole
208.43K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares25K
TypeSH
Market value$5.9K
4.54%
Sole
25K
Shared
0.00
None
0.00
ISHARES 0-5 YEAR TIPS BOND ETF
SOLEShares53.90K
TypeSH
Market value$5.5K
4.25%
Sole
53.90K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares10.95K
TypeSH
Market value$3.9K
3.04%
Sole
10.95K
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares111.82K
TypeSH
Market value$2.7K
2.07%
Sole
111.82K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares14.29K
TypeSH
Market value$2.7K
2.05%
Sole
14.29K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares11.29K
TypeSH
Market value$2.1K
1.60%
Sole
11.29K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares7.33K
TypeSH
Market value$1.6K
1.24%
Sole
7.33K
Shared
0.00
None
0.00
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL
SOLEShares58.53K
TypeSH
Market value$1.5K
1.16%
Sole
58.53K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares33.87K
TypeSH
Market value$1.5K
1.15%
Sole
33.87K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares16.97K
TypeSH
Market value$1.4K
1.10%
Sole
16.97K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares2.02K
TypeSH
Market value$1.4K
1.06%
Sole
2.02K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.75K
TypeSH
Market value$1.3K
1.03%
Sole
2.75K
Shared
0.00
None
0.00
SAP SE
SOLEShares5.76K
TypeSH
Market value$1.3K
1.01%
Sole
5.76K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares1.44K
TypeSH
Market value$1.2K
0.96%
Sole
1.44K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares2.19K
TypeSH
Market value$1.1K
0.86%
Sole
2.19K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares5.67K
TypeSH
Market value$1.1K
0.85%
Sole
5.67K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares3.42K
TypeSH
Market value$1.0K
0.78%
Sole
3.42K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares18.96K
TypeSH
Market value$1.0K
0.77%
Sole
18.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 716.12K | SH | $19.3K 14.86% | 716.12K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | ETF | 325.60K | SH | $16.4K 12.63% | 325.60K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 59.85K | SH | $13.9K 10.68% | 59.85K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.61K | SH | $9.0K 6.95% | 8.61K | 0.00 | 0.00 |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 269.09K | SH | $8.1K 6.24% | 269.09K | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 54.21K | SH | $6.1K 4.67% | 54.21K | 0.00 | 0.00 |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 208.43K | SH | $5.9K 4.58% | 208.43K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 25K | SH | $5.9K 4.54% | 25K | 0.00 | 0.00 |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 53.90K | SH | $5.5K 4.25% | 53.90K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 10.95K | SH | $3.9K 3.04% | 10.95K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 111.82K | SH | $2.7K 2.07% | 111.82K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 14.29K | SH | $2.7K 2.05% | 14.29K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 11.29K | SH | $2.1K 1.60% | 11.29K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 7.33K | SH | $1.6K 1.24% | 7.33K | 0.00 | 0.00 |
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRILSOLE | ETF | 58.53K | SH | $1.5K 1.16% | 58.53K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 33.87K | SH | $1.5K 1.15% | 33.87K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 16.97K | SH | $1.4K 1.10% | 16.97K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 2.02K | SH | $1.4K 1.06% | 2.02K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.75K | SH | $1.3K 1.03% | 2.75K | 0.00 | 0.00 |
SAP SESOLE | ORD | 5.76K | SH | $1.3K 1.01% | 5.76K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.44K | SH | $1.2K 0.96% | 1.44K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 2.19K | SH | $1.1K 0.86% | 2.19K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 5.67K | SH | $1.1K 0.85% | 5.67K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 3.42K | SH | $1.0K 0.78% | 3.42K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 18.96K | SH | $1.0K 0.77% | 18.96K | 0.00 | 0.00 |
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