Institutional Fund
Family Legacy Financial Solutions, LLC
Cary, NCCIK 20760684 filings on record
Portfolio Value
$123.72M
Q1 2026
Holdings
44
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+95274.1%
from $129.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr15.2%
- Advanced Micro Devices Inc9.8%
- Wisdomtree Tr8.6%
- Schwab Strategic Tr8.0%
- Eli Lilly & Co6.7%
- Ishares Tr5.6%
- Other46.2%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 725.4K | $18.74M | 15.2% | +9.3K | Added |
| 2 | Advanced Micro Devices Inc | 59.8K | $12.16M | 9.8% | −87 | Reduced |
| 3 | Wisdomtree Tr | 210.7K | $10.61M | 8.6% | −114.9K | Reduced |
| 4 | Schwab Strategic Tr | 317.7K | $9.93M | 8.0% | +48.6K | Added |
| 5 | Eli Lilly & Co | 8.7K | $8.27M | 6.7% | +56 | Added |
| 6 | Ishares Tr | 66.6K | $6.87M | 5.6% | +12.7K | Added |
| 7 | Schwab Strategic Tr | 217.1K | $6.37M | 5.2% | +8.7K | Added |
| 8 | Revvity Inc | 54.2K | $4.75M | 3.8% | 0 | Held |
| 9 | Danaher Corporation | 23.0K | $4.36M | 3.5% | −2.0K | Reduced |
| 10 | Palo Alto Networks Inc | 25.1K | $4.04M | 3.3% | +13.8K | Added |
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