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Family Legacy Financial Solutions, LLC

Q4 2025 13F Holdings

  • Location
    cary, NC
  • Num holdings

    54

  • Value ($000)

    $130

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0002076068
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
808524201
$19.27K
15 %

716,115

U
USFR

WISDOMTREE FLOATING RATE TREASURY FUND

ETF
97717Y527
$16.38K
13 %

325,598

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$13.85K
11 %

59,847

L
LLY

ELI LILLY & CO

COM
532457108
$9.02K
7 %

8,608

S
SCHM

SCHWAB U.S. MID-CAP ETF

ETF
808524508
$8.09K
6 %

269,093

P
PKN

REVVITY INC

COM
714046109
$6.06K
5 %

54,208

S
SCHA

SCHWAB U.S. SMALL-CAP ETF

ETF
808524607
$5.94K
5 %

208,431

D
DHR

DANAHER CORPORATION

COM
235851102
$5.89K
5 %

25,004

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$5.52K
4 %

53,899

S
SYK

STRYKER CORP

COM
863667101
$3.94K
3 %

10,946

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