Skip to content
Disclosery

13F-HR filed by Family Legacy Financial Solutions, LLC

Family Legacy Financial Solutions, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-15, with 44 holding rows worth $123,719,287.

Accession
0002076068-26-000002
Filer
CIK 2076068
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 48 entries on the cover page, a total value of $123,719,287 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,719,287 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS725,397$18,744,270dollars as filed
Advanced Micro Devices,Inc.007903107COM59,760$12,156,977dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA210,687$10,605,986dollars as filed
Schwab US Mid-Cap ETF808524508SHS317,723$9,928,858dollars as filed
Eli Lilly and Company532457108COM8,664$8,270,423dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS66,627$6,870,585dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS217,140$6,373,064dollars as filed
REVVITY INC714046109COM54,208$4,749,163dollars as filed
Danaher Corporation235851102COM23,009$4,362,506dollars as filed
PALO ALTO NETWORKS INC697435105COM25,120$4,036,180dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF146,851$3,691,835dollars as filed
Stryker Corporation863667101COM10,946$3,596,746dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM11,916$2,866,632dollars as filed
NVIDIA Corp67066G104COM15,699$2,759,257dollars as filed
Analog Devices,Inc.032654105COM9,184$2,075,187dollars as filed
Waste Management, Inc.94106L109COM7,788$1,799,095dollars as filed
Microsoft Corp594918104COM4,127$1,524,550dollars as filed
DOVER CORP COM260003108Stock7,234$1,499,810dollars as filed
META PLATFORMS INC CL A30303M102COM2,571$1,489,706dollars as filed
MARVELL TECHNOLOGY INC573874104COM12,837$1,369,885dollars as filed
DOXIMITY INC CL A26622P107Stock57,526$1,319,071dollars as filed
Costco Wholesale Corporation22160K105COM1,321$1,316,915dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock18,619$1,059,475dollars as filed
INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR APRIL45784N726ETF36,850$961,785dollars as filed
DOMINION ENERGY INC COM25746U109Stock14,884$923,609dollars as filed
Tesla Motors, Inc88160R101COM2,418$921,886dollars as filed
FORTIVE CORP COM34959J108Stock13,860$877,784dollars as filed
CUMMINS INC COM231021106Stock1,397$768,576dollars as filed
VERALTO CORP COM SHS92338C103Stock8,325$733,177dollars as filed
SPY78462F103SHS1,066$698,834dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock11,792$631,462dollars as filed
LUMEN TECHNOLOGIES INC550241103COM834$586,102dollars as filed
INNOVATOR ETFS TRUST45782C532US EQTY ULTRA B13,900$542,100dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS792$521,288dollars as filed
Apple Inc037833100COM1,736$443,889dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF2,255$354,575dollars as filed
AbbVie,Inc.00287Y109COM1,566$336,853dollars as filed
REDDIT INC CL A75734B100Stock2,376$323,564dollars as filed
Berkshire Hathaway Inc084670702COM650$311,025dollars as filed
Linde plcG54950103COM599$296,063dollars as filed
CONSOLIDATED EDISON INC209115104COM2,408$274,299dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock529,519$269,558dollars as filedValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
INNOVATOR ETFS TRUST45784N643EQUITY DEFND 1YR9,000$242,640dollars as filed
Duke Energy Corporation26441C204COM1,787$234,042dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002076068-26-000002this filing2026-04-15acceptance time not in the bulk data set