13F-HR filed by Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-07 18:15:09 UTC, with 51 holding rows worth $172,735,345.
- Accession
- 0002076068-26-000004
- Filer
- CIK 2076068
- Filed
- 2026-10-07
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 51 entries on the cover page, a total value of $172,735,345 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,735,345 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Advanced Micro Devices,Inc. | 007903107 | COM | 59,760 | $36,558,778 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 784,296 | $23,528,888 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 378,054 | $12,861,412 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 128,404 | $12,801,910 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 8,331 | $9,639,902 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 54,208 | $8,287,861 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 232,715 | $7,593,506 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 138,051 | $6,956,368 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 23,009 | $5,098,564 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 176,874 | $4,858,740 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 15,775 | $4,805,628 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 9,766 | $3,880,110 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,229 | $3,706,429 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 10,946 | $3,014,419 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 9,048 | $2,390,636 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,673 | $1,938,343 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,926 | $1,752,895 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,305 | $1,695,021 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 8,188 | $1,669,689 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 7,566 | $1,415,265 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 3,422 | $1,357,542 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,347 | $1,280,513 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 5,292 | $1,276,923 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 5,762 | $1,211,576 | dollars as filed | |
| INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR APRIL | 45784N726 | ETF | 33,500 | $905,971 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,400 | $817,711 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 834 | $810,031 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 7,669 | $723,340 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 4,792 | $722,879 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 5,341 | $671,527 | dollars as filed | |
| SPY | 78462F103 | SHS | 856 | $652,930 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,908 | $635,382 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 1,227 | $633,650 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 11,505 | $630,589 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 792 | $606,674 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,670 | $592,533 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,084 | $514,682 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C532 | US EQTY ULTRA B | 11,100 | $475,330 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 8,307 | $455,700 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 3,070 | $437,291 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 2,190 | $424,283 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,568 | $410,157 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 650 | $323,668 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 2,113 | $276,329 | dollars as filed | |
| RALLIANT CORP | 750940108 | COM | 3,835 | $265,267 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N643 | EQUITY DEFND 1YR | 9,000 | $249,570 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 3,360 | $243,499 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,355 | $232,745 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 1,217 | $212,074 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 712 | $177,395 | dollars as filed | |
| BILLIONTOONE INC | 090168105 | CL A | 500 | $53,220 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002076068-26-000004 | this filing | 2026-10-07 |