Family Legacy Financial Solutions, LLC — Q4 2025 13F Holdings

Name: Family Legacy Financial Solutions, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002076068

Total reported value

$123.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHX	Schwab US Large-cap ETF	ETF-Other	14.86%	+0.29%	+49.00%
2	USFR	Wisdomtree Floating Rate Tre	ETF-Other	12.63%	-4.06%	-23.51%
3	AMD	Advanced Micro Devices	Stock-Tech	10.68%	-0.85%	-0.03%
4	LLY	Eli Lilly & Co	Stock-Healthcare	6.95%	-0.27%	-1.99%
5	SCHM	Schwab US Mid Cap ETF	ETF-Other	6.24%	+1.79%	+19.65%
6	RVTY	Revvity INC	Stock-Healthcare	4.67%	-0.83%	—
7	SCHA	Schwab US Small-cap ETF	ETF-Other	4.58%	+0.57%	-3.35%
8	DHR	Danaher CORP	Stock-Healthcare	4.54%	-1.01%	-4.09%
9	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.25%	+1.30%	+13.84%
10	SYK	Stryker CORP	Stock-Healthcare	3.04%	-0.13%	—
11	SCHF	Schwab Intl Equity ETF	ETF-Other	2.07%	+0.91%	+20.32%
12	NVDA	Nvidia CORP	Stock-Tech	2.05%	+0.18%	+0.29%
13	PANW	Palo Alto Networks INC	Stock-Tech	1.60%	+1.66%	+0.84%
14	WM	Waste Management INC	Stock-Industrials	1.24%	+0.21%	-0.05%
15	ZAPR	Intr Eqt Def Pro ETF - 1 Y A	ETF-Other	1.16%	-0.38%	-13.69%
16	DOCS	Doximity Inc-class A	Stock-Healthcare	1.15%	-0.08%	+27.59%
17	MRVL	Marvell Technology INC	Stock-Tech	1.10%	+0.01%	-6.94%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.06%	-0.50%	-0.64%
19	MSFT	Microsoft CORP	Stock-Tech	1.03%	+0.20%	+7.13%
20	SAP	Sap Se-sponsored Adr	Stock-Tech	1.01%	-1.01%	EXIT
21	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.96%	+0.10%	+3.67%
22	CMI	Cummins INC	Stock-Industrials	0.86%	-0.24%	-2.97%
23	DOV	Dover CORP	Stock-Industrials	0.85%	+0.36%	+5.55%
24	ADI	Analog Devices INC	Stock-Tech	0.78%	+0.90%	—
25	CARR	Carrier Global CORP	Stock-Industrials	0.77%	+0.09%	-1.49%
26	VLTO	Veralto CORP	Stock-Industrials	0.75%	-0.16%	-11.64%
27	FTV	Fortive CORP	Stock-Tech	0.69%	+0.02%	—
28	META	Meta Platforms Inc-class A	Stock-Comm Services	0.68%	+0.52%	+158.27%
29	TIP	Ishares Tips Bond ETF	ETF-Other	0.60%	-0.60%	EXIT
30	LIN	Linde plc	Stock-Materials	0.58%	-0.34%	-25.74%
31	AAPL	Apple INC	Stock-Tech	0.57%	-0.21%	-7.35%
32	TSLA	Tesla INC	Stock-Consumer Disc	0.54%	+0.21%	+3.01%
33	SWKS	Skyworks Solutions INC	Stock-Tech	0.52%	-0.01%	—
34	UDEC	Innovator U.s. Equity Ultra	ETF-Other	0.42%	—	-91.88%
35	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.42%	—	—
36	D	Dominion Energy INC	Stock-Utilities	0.40%	+0.35%	+11.77%
37	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.31%	-0.02%	-2.57%
38	ABBV	Abbvie INC	Stock-Healthcare	0.28%	-0.01%	—
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.26%	-0.26%	EXIT
40	F	Ford Motor Co	Stock-Consumer Disc	0.26%	-0.26%	EXIT
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.25%	—	—
42	RDDT	Reddit Inc-cl A	Stock-Comm Services	0.23%	+0.03%	+96.79%
43	LUMN	Lumen Technologies INC	Stock-Comm Services	0.22%	+0.25%	+6850.00%
44	ED	Consolidated Edison INC	Stock-Utilities	0.22%	—	-14.83%
45	DUK	Duke Energy CORP	Stock-Utilities	0.22%	-0.03%	-1.84%
46	LMT	Lockheed Martin CORP	Stock-Industrials	0.21%	-0.21%	EXIT
47	AMZN	Amazon.com INC	Stock-Consumer Disc	0.20%	-0.20%	EXIT
48	HO1	Hologic INC	Stock-Other	0.19%	-0.19%	EXIT
49	UHS	Universal Health Services-b	Stock-Healthcare	0.19%	-0.19%	EXIT
50	ZJUN	Innova Eqty Def Prot 1yr Jun	ETF-Other	0.19%	—	—

1–50 of 53

Holding changes this quarter

Position changes disclosed by Family Legacy Financial Solutions, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	+5.2%	+49.00%	Add
2	AMD	Advanced Micro Devices	+3.3%	-0.03%	Trim
3	LLY	Eli Lilly & Co	+1.8%	-1.99%	Trim
4	SCHM	Schwab US Mid Cap ETF	+1.1%	+19.65%	Add
5	RVTY	Revvity INC	+1%	—	Unchanged
6	DHR	Danaher CORP	+0.6%	-4.09%	Trim
7	STIP	Ishares 0-5 Year Tips Bond E	+0.5%	+13.84%	Add
8	SCHF	Schwab Intl Equity ETF	+0.4%	+20.32%	Add
9	META	Meta Platforms Inc-class A	+0.4%	+158.27%	Add
10	LUMN	Lumen Technologies INC	+0.2%	+6850.00%	Add
11	DOV	Dover CORP	+0.2%	+5.55%	Add
12	ADI	Analog Devices INC	+0.1%	—	Unchanged
13	CMI	Cummins INC	+0.1%	-2.97%	Trim
14	RDDT	Reddit Inc-cl A	+0.1%	+96.79%	Add
15	SYK	Stryker CORP	-0.1%	—	Unchanged
16	MRVL	Marvell Technology INC	-0.1%	-6.94%	Trim
17	LMT	Lockheed Martin CORP	-0.1%	-30.71%	Trim
18	CARR	Carrier Global CORP	-0.1%	-1.49%	Trim
19	VLTO	Veralto CORP	-0.1%	-11.64%	Trim
20	PANW	Palo Alto Networks INC	-0.2%	+0.84%	Add
21	ZAPR	Intr Eqt Def Pro ETF - 1 Y A	-0.2%	-13.69%	Trim
22	SAP	Sap Se-sponsored Adr	-0.2%	—	Unchanged
23	SWKS	Skyworks Solutions INC	-0.2%	—	Unchanged
24	TIP	Ishares Tips Bond ETF	-0.2%	-22.23%	Trim
25	LIN	Linde plc	-0.3%	-25.74%	Trim
26	DOCS	Doximity Inc-class A	-0.3%	+27.59%	Add
27	USFR	Wisdomtree Floating Rate Tre	-3.8%	-23.51%	Trim
28	UDEC	Innovator U.s. Equity Ultra	-4.6%	-91.88%	Trim
29	SCHH	Schwab US Reit ETF	—	EXIT	Sold out
30	SCHE	Schwab Emrg Mrkts Eqty ETF	—	EXIT	Sold out
31	RACE	Ferrari N.V.	—	EXIT	Sold out
32	BLDR	Builders Firstsource INC	—	EXIT	Sold out
33	GRMN	Garmin Ltd.	—	EXIT	Sold out
34	PEP	Pepsico INC	—	EXIT	Sold out
35	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
36	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
37	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
38	XMAG	Defiance Le Cap Ex-mag 7 ETF	—	EXIT	Sold out
39	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
40	GLD	Spdr Gold Shares	—	EXIT	Sold out
41	RDNT	Radnet INC	—	EXIT	Sold out
42	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
43	DYNF	Ishrs US E F R A Etf-usd INC	—	EXIT	Sold out
44	HII	Huntington Ingalls Industrie	—	EXIT	Sold out
45	DVN	Devon Energy CORP	—	EXIT	Sold out
46	FBTC	Fidelity Wise Origin Bitcoin	—	EXIT	Sold out
47	IVW	Ishares S&p 500 Growth ETF	—	EXIT	Sold out
48	NOC	Northrop Grumman CORP	—	EXIT	Sold out
49	DAL	Delta Air Lines INC	—	EXIT	Sold out
50	VB	Vanguard Small-cap ETF	—	EXIT	Sold out