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 $164.0M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($30.9M, 18.87%), SCHX ($22.4M, 13.63%), SCHM ($13.4M, 8.18%), STIP ($11.7M, 7.16%), LLY ($10.1M, 6.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES I | $30.9M | 18.87% | 59,760 | Hold |
| 2 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $22.4M | 13.63% | 759,646 | Added |
| 3 | SCHM | SCHWAB U.S. MID-CAP ETF | $13.4M | 8.18% | 363,994 | Added |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $11.7M | 7.16% | 114,882 | Added |
| 5 | LLY | ELI LILLY & CO | $10.1M | 6.16% | 8,341 | Trimmed |
| 6 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $8.2M | 5.00% | 226,936 | Added |
| 7 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $7.6M | 4.66% | 151,682 | Trimmed |
| 8 | RVTY | REVVITY INC | $6.2M | 3.76% | 54,208 | Hold |
| 9 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.8M | 2.92% | 172,961 | Added |
| 10 | QQQM | INVESCO NASDAQ 100 ETF | $4.7M | 2.86% | 15,470 | Added |
| 11 | DHR | DANAHER CORP | $4.6M | 2.78% | 23,009 | Hold |
| 12 | SYK | STRYKER CORP | $3.6M | 2.18% | 10,946 | Hold |
| 13 | PANW | PALO ALTO NETWORKS INC | $3.6M | 2.18% | 10,430 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $3.0M | 1.85% | 15,170 | Trimmed |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $2.6M | 1.57% | 9,176 | Trimmed |
| 16 | WM | WASTE MGMT INC DEL | $1.8M | 1.08% | 7,950 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 1.06% | 1,859 | Added |
| 18 | DOV | DOVER CORP | $1.7M | 1.01% | 7,373 | Added |
| 19 | MSFT | MICROSOFT CORP | $1.6M | 0.99% | 4,368 | Added |
| 20 | META | META PLATFORMS INC | $1.4M | 0.83% | 2,431 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $1.3M | 0.79% | 3,422 | Trimmed |
| 22 | ZAPR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | $949,716 | 0.58% | 35,650 | Trimmed |
| 23 | SAP | SAP SE | $933,567 | 0.57% | 5,762 | New |
| 24 | VRT | VERTIV HOLDINGS CO | $888,453 | 0.54% | 2,654 | Trimmed |
| 25 | CMI | CUMMINS INC | $882,642 | 0.54% | 1,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30