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CIK: 0002076068
Total reported value
$164.0M
$164.0M
257 檔
34.8%
In Q3 2025, Family Legacy Financial Solutions, LLC's U.S. equity holdings reached a combined market value of $164.0M, distributed across 257 disclosed stock positions.
During Q3 2025, Family Legacy Financial Solutions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 16.38% | -3.95% | +12.80% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.69% | -1.59% | +14.61% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 7.41% | +9.00% | -0.07% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.13% | -0.56% | +2.21% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 5.10% | +0.12% | +17.17% | |
| 6 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 5.03% | -0.16% | -5.87% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.61% | -0.18% | +13.35% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 3.96% | -0.76% | -1.28% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.75% | +1.58% | +11.31% | |
| 10 | RVTY | Revvity Inc | Stock-Healthcare | 3.64% | -0.10% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.10% | -0.74% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | -0.39% | +13.81% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.75% | -1.10% | +8.99% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.66% | -0.08% | +19.37% | |
| 15 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.49% | -0.85% | +11.57% | |
| 16 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-Other | 1.32% | -0.20% | — | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.24% | -0.38% | +7.94% | |
| 18 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.18% | +0.57% | NEW | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.17% | +0.46% | -12.76% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.18% | -0.20% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.25% | +3.47% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.01% | +21.91% | |
| 23 | VLTO | Veralto CORP | Stock-Industrials | 0.89% | -0.17% | -4.07% | |
| 24 | CARR | Carrier Global CORP | Stock-Industrials | 0.88% | -0.38% | +7.99% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.86% | +0.07% | +12.32% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.78% | — | -15.25% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 0.73% | -0.08% | +3.15% | |
| 28 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.69% | -0.51% | EXIT | |
| 29 | DOV | Dover CORP | Stock-Industrials | 0.69% | -0.21% | +61.00% | |
| 30 | FTV | Fortive CORP | Stock-Tech | 0.67% | -0.27% | +20.47% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | -0.90% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.06% | -14.62% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.34% | +2.56% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.06% | +54.09% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.37% | -0.62% | +7.29% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | — | -22.40% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | -0.04% | -3.09% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.38% | +30.39% | |
| 39 | F | Ford Motor Co | Stock-Consumer Disc | 0.30% | — | -34.44% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | -0.03% | +0.06% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | — | -30.19% | |
| 42 | ED | Consolidated Edison Inc | Stock-Utilities | 0.27% | -0.12% | -16.12% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.05% | -1.06% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.24% | -0.09% | -1.61% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.10% | NEW | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.20% | — | -13.60% | |
| 47 | UHS | Universal Health Services-b | Stock-Healthcare | 0.19% | — | — | |
| 48 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-Other | 0.18% | -0.05% | — | |
| 49 | SCHH | Schwab US Reit ETF | ETF-Other | 0.18% | — | -7.57% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | — | -8.64% |
According to official SEC Form 13F filings, Family Legacy Financial Solutions, LLC reported a total U.S. public equity portfolio value of $164.0M across 257 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, SCHX, AMD) accounted for 34.8% of total reported equity market value during Q3 2025.
During Q3 2025, Family Legacy Financial Solutions, LLC's top holdings by market value included USFR (16.4%)、SCHX (9.7%)、AMD (7.4%). The largest single position, USFR, represented 16.4% of total portfolio value.
In Q3 2025, Family Legacy Financial Solutions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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