Family Legacy Financial Solutions, LLC
Q3 2025 13F Holdings
- Locationcary, NC
- Num holdings
258
- Value ($000)
$130,632
- Date Filed10/07/2025
- Form type13F-HR
- CIK0002076068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $21.40 M | 16 % | 425,668 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $12.66 M | 10 % | 480,613 | ||
AMD ADVANCED MICRO DEVICES INC COM | STOCK | 007903107 | $9.69 M | 7 % | 59,863 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $6.70 M | 5 % | 8,783 | ||
SCHM SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | $6.67 M | 5 % | 224,899 | ||
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | ETF | 45782C532 | $6.56 M | 5 % | 171,080 | ||
SCHA SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $6.02 M | 5 % | 215,663 | ||
DHR DANAHER CORPORATION COM | STOCK | 235851102 | $5.17 M | 4 % | 26,071 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $4.89 M | 4 % | 47,347 | ||
PKN REVVITY INC | STOCK | 714046109 | $4.75 M | 4 % | 54,208 |
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