Family Legacy Financial Solutions, LLC
Q4 2025 13F Holdings
- Locationcary, NC
- Num holdings
54
- Value ($000)
$130
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $19.27 K | 15 % | 716,115 | ||
U WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $16.38 K | 13 % | 325,598 | ||
A ADVANCED MICRO DEVICES INC | COM | 007903107 | $13.85 K | 11 % | 59,847 | ||
L ELI LILLY & CO | COM | 532457108 | $9.02 K | 7 % | 8,608 | ||
S SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | $8.09 K | 6 % | 269,093 | ||
P REVVITY INC | COM | 714046109 | $6.06 K | 5 % | 54,208 | ||
S SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | $5.94 K | 5 % | 208,431 | ||
D DANAHER CORPORATION | COM | 235851102 | $5.89 K | 5 % | 25,004 | ||
S ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $5.52 K | 4 % | 53,899 | ||
S STRYKER CORP | COM | 863667101 | $3.94 K | 3 % | 10,946 |
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