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CIK: 0002076068
Total reported value
$164.0M
$164.0M
53 檔
40.6%
According to the latest 13F quarterly dataset, Family Legacy Financial Solutions, LLC managed an equity portfolio of $164.0M at the end of Q4 2025, spanning 53 distinct U.S. exchange-listed positions.
In Q4 2025, Family Legacy Financial Solutions, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.86% | -1.59% | +49.00% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 12.63% | -3.95% | -23.51% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 10.68% | +9.00% | -0.03% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.95% | -0.56% | -1.99% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.24% | +0.12% | +19.65% | |
| 6 | RVTY | Revvity Inc | Stock-Healthcare | 4.67% | -0.10% | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.58% | -0.18% | -3.35% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 4.54% | -0.76% | -4.09% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.25% | +1.58% | +13.84% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.04% | -0.74% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.07% | -0.08% | +20.32% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | -0.39% | +0.29% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | -1.10% | +0.84% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.24% | -0.38% | -0.05% | |
| 15 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-Other | 1.16% | -0.20% | -13.69% | |
| 16 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.15% | -0.85% | +27.59% | |
| 17 | MRVL | Marvell Technology Inc | Stock-Tech | 1.10% | +0.46% | -6.94% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.18% | -0.64% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.25% | +7.13% | |
| 20 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.01% | +0.57% | NEW | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.01% | +3.67% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 0.86% | -0.08% | -2.97% | |
| 23 | DOV | Dover CORP | Stock-Industrials | 0.85% | -0.21% | +5.55% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.78% | -0.90% | — | |
| 25 | CARR | Carrier Global CORP | Stock-Industrials | 0.77% | -0.38% | -1.49% | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 0.75% | -0.17% | -11.64% | |
| 27 | FTV | Fortive CORP | Stock-Tech | 0.69% | -0.27% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.38% | +158.27% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.60% | — | -22.23% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.58% | +0.07% | -25.74% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.06% | -7.35% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.34% | +3.01% | |
| 33 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.52% | -0.51% | EXIT | |
| 34 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.42% | -0.16% | -91.88% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.06% | — | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.40% | -0.62% | +11.77% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | -0.04% | -2.57% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | -0.03% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | — | -16.11% | |
| 40 | F | Ford Motor Co | Stock-Consumer Disc | 0.26% | — | -21.48% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.05% | — | |
| 42 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.23% | -0.04% | +96.79% | |
| 43 | LUMN | Lumen Technologies Inc | Stock-Comm Services | 0.22% | — | EXIT | |
| 44 | ED | Consolidated Edison Inc | Stock-Utilities | 0.22% | -0.12% | -14.83% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.22% | -0.09% | -1.84% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.21% | — | -30.71% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.10% | NEW | |
| 48 | HO1 | Hologic Inc | Stock-Other | 0.19% | — | — | |
| 49 | UHS | Universal Health Services-b | Stock-Healthcare | 0.19% | — | — | |
| 50 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-Other | 0.19% | -0.05% | — |
| # | 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 |
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 53 disclosed positions in Q4 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 SCHX, USFR, AMD) accounted for 40.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SCHH
前期市值: $231.7K
During Q4 2025, Family Legacy Financial Solutions, LLC's top holdings by market value included SCHX (14.9%)、USFR (12.6%)、AMD (10.7%). The largest single position, SCHX, represented 14.9% of total portfolio value.
In Q4 2025, Family Legacy Financial Solutions, LLC made 45 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 13 holdings, and fully liquidating 22 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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