Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Legacy Financial Solutions, LLC (CIK 2076068) reported $123.7M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($18.7M, 15.15%), AMD ($12.2M, 9.83%), USFR ($10.6M, 8.57%), SCHM ($9.9M, 8.03%), LLY ($8.3M, 6.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $18.7M | 15.15% | 725,397 | Added |
| 2 | AMD | ADVANCED MICRO DEVIC | $12.2M | 9.83% | 59,760 | Trimmed |
| 3 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $10.6M | 8.57% | 210,687 | Trimmed |
| 4 | SCHM | SCHWAB U.S. MID-CAP ETF | $9.9M | 8.03% | 317,723 | Added |
| 5 | LLY | ELI LILLY & CO COM | $8.3M | 6.68% | 8,664 | Added |
| 6 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $6.9M | 5.55% | 66,627 | Added |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $6.4M | 5.15% | 217,140 | Added |
| 8 | RVTY | REVVITY INC | $4.7M | 3.84% | 54,208 | Hold |
| 9 | DHR | DANAHER CORPORATION COM | $4.4M | 3.53% | 23,009 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC COM | $4.0M | 3.26% | 25,120 | Added |
| 11 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.7M | 2.98% | 146,851 | Added |
| 12 | SYK | STRYKER CORP | $3.6M | 2.91% | 10,946 | Hold |
| 13 | QQQM | INVESCO NASDAQ 100 ETF | $2.9M | 2.32% | 11,916 | New |
| 14 | NVDA | NVIDIA CORPORATION COM | $2.8M | 2.23% | 15,699 | Added |
| 15 | ADI | ANALOG DEVICES INC | $2.1M | 1.68% | 9,184 | Added |
| 16 | WM | WASTE MGMT INC DEL COM | $1.8M | 1.45% | 7,788 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $1.5M | 1.23% | 4,127 | Added |
| 18 | DOV | DOVER CORP COM | $1.5M | 1.21% | 7,234 | Added |
| 19 | META | META PLATFORMS INC CL A | $1.5M | 1.20% | 2,571 | Added |
| 20 | MRVL | MARVELL TECHNOLOGY INC COM | $1.4M | 1.11% | 12,837 | Trimmed |
| 21 | DOCS | DOXIMITY INC CL A | $1.3M | 1.07% | 57,526 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION COM | $1.3M | 1.06% | 1,321 | Trimmed |
| 23 | CARR | CARRIER GLOBAL CORPORATION COM | $1.1M | 0.86% | 18,619 | Trimmed |
| 24 | ZAPR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $961,785 | 0.78% | 36,850 | Trimmed |
| 25 | D | DOMINION ENERGY INC COM | $923,609 | 0.75% | 14,884 | Added |
Source: SEC Form 13F filings · as of 2026-03-31