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CIK: 0002076068
Total reported value
$164.0M
$164.0M
44 檔
36.4%
As reported in its official Q1 2026 Form 13F filing, Family Legacy Financial Solutions, LLC's tracked investment portfolio stood at $164.0M with 44 total positions.
In Q1 2026, Family Legacy Financial Solutions, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 10 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 | 15.22% | -1.59% | +1.30% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 9.87% | +9.00% | -0.15% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.61% | -3.95% | -35.29% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.06% | +0.12% | +18.07% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.72% | -0.56% | +0.65% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.58% | +1.58% | +23.61% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.18% | -0.18% | +4.18% | |
| 8 | RVTY | Revvity Inc | Stock-Healthcare | 3.86% | -0.10% | — | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 3.54% | -0.76% | -7.98% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.28% | -1.10% | +122.44% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.00% | -0.08% | +31.33% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.92% | -0.74% | — | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.33% | +0.53% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | -0.39% | +9.88% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 1.69% | -0.90% | +168.38% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.46% | -0.38% | +6.31% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.25% | +50.07% | |
| 18 | DOV | Dover CORP | Stock-Industrials | 1.22% | -0.21% | +27.61% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.38% | +87.12% | |
| 20 | MRVL | Marvell Technology Inc | Stock-Tech | 1.11% | +0.46% | -24.35% | |
| 21 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.07% | -0.85% | +69.85% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.01% | -8.39% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 0.86% | -0.38% | -1.81% | |
| 24 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-Other | 0.78% | -0.20% | -37.04% | |
| 25 | D | Dominion Energy Inc | Stock-Utilities | 0.75% | -0.62% | +67.63% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.34% | +50.19% | |
| 27 | FTV | Fortive CORP | Stock-Tech | 0.71% | -0.27% | — | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.62% | -0.08% | -36.24% | |
| 29 | VLTO | Veralto CORP | Stock-Industrials | 0.60% | -0.17% | -13.27% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.18% | -47.20% | |
| 31 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.51% | -0.51% | EXIT | |
| 32 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.44% | -0.16% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.06% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.36% | -0.06% | -35.68% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | -0.04% | -5.41% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.03% | — | |
| 37 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.26% | -0.04% | +84.62% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.05% | -0.31% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.24% | +0.07% | -65.85% | |
| 40 | ED | Consolidated Edison Inc | Stock-Utilities | 0.22% | -0.12% | -17.93% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.22% | +0.32% | +52746.21% | |
| 42 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-Other | 0.20% | -0.05% | — | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.19% | -0.09% | -27.27% | |
| 44 | LUMN | Lumen Technologies Inc | Stock-Comm Services | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +2.3% | NEW | New buy |
| 2 | SCHM | Schwab US Mid Cap ETF | +1.8% | +18.07% | Add |
| 3 | PANW | Palo Alto Networks Inc | +1.7% | +122.44% | Add |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | +1.3% | +23.61% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.9% | +31.33% | Add |
| 6 | ADI | Analog Devices Inc | +0.9% | +168.38% | Add |
| 7 | SCHA | Schwab US Small-cap ETF | +0.6% | +4.18% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +87.12% | Add |
| 9 | DOV | Dover CORP | +0.4% | +27.61% | Add |
| 10 | SCHX | Schwab US Large-cap ETF | +0.4% | +1.30% | Add |
| 11 | D | Dominion Energy Inc | +0.4% | +67.63% | Add |
| 12 | WM | Waste Management Inc | +0.2% | +6.31% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | +50.19% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +50.07% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +9.88% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | -8.39% | Trim |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +52746.21% | Add |
| 18 | CARR | Carrier Global CORP | +0.1% | -1.81% | Trim |
| 19 | RDDT | Reddit Inc-cl A | 0% | +84.62% | Add |
| 20 | FTV | Fortive CORP | 0% | — | Unchanged |
| 21 | UDEC | Innovator U.s. Equity Ultra | 0% | — | Unchanged |
| 22 | MRVL | Marvell Technology Inc | 0% | -24.35% | Trim |
| 23 | ZJUN | Innova Eqty Def Prot 1yr Jun | 0% | — | Unchanged |
| 24 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.31% | Trim |
| 26 | ED | Consolidated Edison Inc | — | -17.93% | Trim |
| 27 | SWKS | Skyworks Solutions Inc | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | IUSG | Ishares Core S&p U.s. Growth | 0% | -5.41% | Trim |
| 30 | DUK | Duke Energy CORP | 0% | -27.27% | Trim |
| 31 | DOCS | Doximity Inc-class A | -0.1% | +69.85% | Add |
| 32 | SYK | Stryker CORP | -0.1% | — | Unchanged |
| 33 | VLTO | Veralto CORP | -0.2% | -13.27% | Trim |
| 34 | CRM | Salesforce Inc | -0.2% | EXIT | Sold out |
| 35 | TECH | Bio-techne CORP | -0.2% | EXIT | Sold out |
| 36 | HO1 | Hologic Inc | -0.2% | EXIT | Sold out |
| 37 | UHS | Universal Health Services-b | -0.2% | EXIT | Sold out |
| 38 | AMZN | Amazon.com Inc | -0.2% | EXIT | Sold out |
| 39 | AAPL | Apple Inc | -0.2% | -35.68% | Trim |
| 40 | LMT | Lockheed Martin CORP | -0.2% | EXIT | Sold out |
| 41 | LUMN | Lumen Technologies Inc | -0.2% | — | Unchanged |
| 42 | LLY | Eli Lilly & Co | -0.2% | +0.65% | Add |
| 43 | CMI | Cummins Inc | -0.2% | -36.24% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.3% | EXIT | Sold out |
| 45 | F | Ford Motor Co | -0.3% | EXIT | Sold out |
| 46 | LIN | Linde plc | -0.3% | -65.85% | Trim |
| 47 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | -0.4% | -37.04% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -47.20% | Trim |
| 49 | TIP | Ishares Tips Bond ETF | -0.6% | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | -0.8% | -0.15% | Trim |
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 44 disclosed positions in Q1 2026.
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, AMD, USFR) accounted for 36.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
QQQM
市值: $2.9M
Top Position Liquidated / Trimmed
SAP
前期市值: $1.3M
During Q1 2026, Family Legacy Financial Solutions, LLC's top holdings by market value included SCHX (15.2%)、AMD (9.9%)、USFR (8.6%). The largest single position, SCHX, represented 15.2% of total portfolio value.
In Q1 2026, Family Legacy Financial Solutions, LLC made 45 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 10 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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