13F-HR filed by Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 53 holding rows worth $129,718,121.
- Accession
- 0002076068-26-000001
- Filer
- CIK 2076068
- Filed
- 2026-01-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 54 entries on the cover page, a total value of $129,718,121 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,720,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-25650. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 716,115 | $19,271,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 325,598 | $16,384,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 59,847 | $13,851,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 8,608 | $9,019,000 | thousands, detected and multiplied | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 269,093 | $8,092,000 | thousands, detected and multiplied | |
| REVVITY INC | 714046109 | COM | 54,208 | $6,057,000 | thousands, detected and multiplied | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 208,431 | $5,936,000 | thousands, detected and multiplied | |
| Danaher Corporation | 235851102 | COM | 25,004 | $5,887,000 | thousands, detected and multiplied | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 53,899 | $5,519,000 | thousands, detected and multiplied | |
| Stryker Corporation | 863667101 | COM | 10,946 | $3,944,000 | thousands, detected and multiplied | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 111,817 | $2,688,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 14,287 | $2,657,000 | thousands, detected and multiplied | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 11,293 | $2,081,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 7,326 | $1,610,000 | thousands, detected and multiplied | |
| INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR APRIL | 45784N726 | ETF | 58,529 | $1,509,000 | thousands, detected and multiplied | |
| DOXIMITY INC CL A | 26622P107 | Stock | 33,869 | $1,486,000 | thousands, detected and multiplied | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 16,969 | $1,426,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 2,019 | $1,377,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 2,750 | $1,330,000 | thousands, detected and multiplied | |
| SAP SE SPON ADR | 803054204 | ADR | 5,762 | $1,304,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,442 | $1,243,000 | thousands, detected and multiplied | |
| CUMMINS INC COM | 231021106 | Stock | 2,191 | $1,119,000 | thousands, detected and multiplied | |
| DOVER CORP COM | 260003108 | Stock | 5,669 | $1,107,000 | thousands, detected and multiplied | |
| Analog Devices,Inc. | 032654105 | COM | 3,422 | $1,008,000 | thousands, detected and multiplied | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 18,963 | $1,002,000 | thousands, detected and multiplied | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 9,599 | $968,000 | thousands, detected and multiplied | |
| FORTIVE CORP COM | 34959J108 | Stock | 13,860 | $895,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,374 | $879,000 | thousands, detected and multiplied | |
| iShares TIPS Bond ETF | 464287176 | SHS | 7,129 | $784,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 1,754 | $748,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 2,699 | $734,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 1,610 | $699,000 | thousands, detected and multiplied | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 11,792 | $675,000 | thousands, detected and multiplied | |
| INNOVATOR ETFS TRUST | 45782C532 | US EQTY ULTRA B | 13,900 | $551,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 792 | $543,000 | thousands, detected and multiplied | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 8,879 | $520,000 | thousands, detected and multiplied | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 2,384 | $400,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 1,566 | $358,000 | thousands, detected and multiplied | |
| Johnson & Johnson | 478160104 | COM | 1,620 | $335,000 | thousands, detected and multiplied | |
| FORD MTR CO COM | 345370860 | Stock | 25,375 | $333,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 652 | $328,000 | thousands, detected and multiplied | |
| REDDIT INC CL A | 75734B100 | Stock | 1,287 | $292,000 | thousands, detected and multiplied | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,934 | $291,000 | thousands, detected and multiplied | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 834 | $291,000 | thousands, detected and multiplied | |
| Duke Energy Corporation | 26441C204 | COM | 2,457 | $288,000 | thousands, detected and multiplied | |
| Lockheed Martin Corporation | 539830109 | COM | 564 | $273,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 1,137 | $262,000 | thousands, detected and multiplied | |
| HOLOGIC INC | 436440101 | COM | 3,277 | $246,000 | thousands, detected and multiplied | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 1,217 | $243,000 | thousands, detected and multiplied | |
| INNOVATOR ETFS TRUST | 45784N643 | EQUITY DEFND 1YR | 9,000 | $242,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 908 | $240,000 | thousands, detected and multiplied | |
| BIO-TECHNE CORP | 09073M104 | COM | 3,360 | $233,000 | thousands, detected and multiplied | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,002 | $162,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002076068-26-000001 | this filing | 2026-01-20 | acceptance time not in the bulk data set |