Family Legacy Financial Solutions, LLC
Follow13F filer, CIK 2076068, CARY, NC
Family Legacy Financial Solutions, LLC reported $129,718,121 across 53 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-20. Its ten largest share positions make up 72.43% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002076068-26-000001
- Period
- 2025-12-31
- Reported value
- $130M
- Holdings
- 53
- Top 10 weight
- 72.43%
- New
- 0
- Sold out
- 204
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHXadded | +235,502 | $6.34M |
| SCHMadded | +44,194 | $1.33M |
| STIPadded | +6,552 | $671K |
| METAadded | +842 | $539K |
| SCHFadded | +18,883 | $454K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UDECreduced | -157,180 | -$6.23M |
| USFRreduced | -100,070 | -$5.04M |
| LINreduced | -608 | -$259K |
| DHRreduced | -1,067 | -$251K |
| ZAPRreduced | -9,282 | -$239K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 53 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SCHHSCHWAB STRATEGIC TR | 10,743 | $232K | shares |
| SCHESCHWAB STRATEGIC TR | 6,860 | $229K | shares |
| RACEFERRARI N V | 427 | $207K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 1,604 | $194K | shares |
| GRMNGARMIN LTD | 762 | $188K | shares |
| PEPPEPSICO INC | 1,175 | $165K | shares |
| BSVVANGUARD BD INDEX FDS | 1,851 | $146K | shares |
| VOOVANGUARD INDEX FDS | 233 | $143K | shares |
| IWMISHARES TR | 588 | $142K | shares |
| XMAGTIDAL TRUST II | 6,165 | $137K | shares |
| VTIVANGUARD INDEX FDS | 408 | $134K | shares |
| GLDSPDR GOLD TR | 365 | $130K | shares |
| RDNTRADNET INC | 1,600 | $122K | shares |
| XLVSELECT SECTOR SPDR TR | 850 | $118K | shares |
| DYNFBLACKROCK ETF TRUST | 1,786 | $106K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 358 | $103K | shares |
| DVNDEVON ENERGY CORP NEW | 2,856 | $100K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 1,000 | $99.8K | shares |
| IVWISHARES TR | 770 | $92.9K | shares |
| NOCNORTHROP GRUMMAN CORP | 150 | $91.4K | shares |
| DALDELTA AIR LINES INC | 1,555 | $88.2K | shares |
| VBVANGUARD INDEX FDS | 336 | $85.6K | shares |
| ARMARM HOLDINGS PLC | 600 | $84.9K | shares |
| MOATVANECK ETF TRUST | 838 | $83.1K | shares |
| ORCLORACLE CORP | 275 | $77.3K | shares |
| DTDWISDOMTREE TR | 913 | $76.7K | shares |
| IOTSAMSARA INC | 2,000 | $74.5K | shares |
| AIC3 AI INC | 4,200 | $72.8K | shares |
| EFVISHARES TR | 1,058 | $71.8K | shares |
| CVXCHEVRON CORPORATION | 457 | $71K | shares |
| XLKSELECT SECTOR SPDR TR | 233 | $65.6K | shares |
| DXCMDEXCOM INC | 971 | $65.3K | shares |
| NOWSERVICENOW INC | 68 | $62.6K | shares |
| TLTISHARES TR | 635 | $56.8K | shares |
| SCHDSCHWAB STRATEGIC TR | 2,002 | $54.6K | shares |
| BCRXBIOCRYST PHARMACEUTICALS INC | 6,926 | $52.6K | shares |
| CSCOCISCO SYS INC | 742 | $50.7K | shares |
| SPYVSPDR SERIES TRUST | 898 | $49.7K | shares |
| VOVANGUARD INDEX FDS | 167 | $49K | shares |
| OEFISHARES TR | 147 | $48.9K | shares |
| QUALISHARES TR | 246 | $47.8K | shares |
| EFGISHARES TR | 411 | $46.8K | shares |
| MTBM & T BK CORP | 236 | $46.6K | shares |
| THROBLACKROCK ETF TRUST | 1,226 | $46.4K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 1,174 | $46K | shares |
| VUGVANGUARD INDEX FDS | 95 | $45.6K | shares |
| KOCOCA COLA CO | 647 | $42.9K | shares |
| WFCWELLS FARGO & CO | 500 | $41.9K | shares |
| COFCAPITAL ONE FINL CORP | 196 | $41.7K | shares |
| XLBSELECT SECTOR SPDR TR | 458 | $41.1K | shares |
| VTVVANGUARD INDEX FDS | 217 | $40.5K | shares |
| CATCATERPILLAR INC | 82 | $39.2K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 200 | $36.5K | shares |
| GLDMWORLD GOLD TR | 475 | $36.3K | shares |
| MSMORGAN STANLEY | 213 | $33.8K | shares |
| MCDMCDONALDS CORP | 111 | $33.7K | shares |
| JPMJPMORGAN CHASE & CO | 104 | $32.8K | shares |
| EMXCISHARES INC | 464 | $31.3K | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 875 | $30K | shares |
| ICLNISHARES TR | 1,928 | $29.8K | shares |
| DRLLEA SERIES TRUST | 1,029 | $29.6K | shares |
| IEURISHARES TR | 425 | $29K | shares |
| BBUSJ P MORGAN EXCHANGE TRADED F | 238 | $28.7K | shares |
| GOOGALPHABET INC | 115 | $27.9K | shares |
| IEFAISHARES TR | 319 | $27.9K | shares |
| CRWVCOREWEAVE INC | 200 | $27.4K | shares |
| VVISA INC | 78 | $26.8K | shares |
| PNCPNC FINL SVCS GROUP INC | 131 | $26.3K | shares |
| MAMASTERCARD INCORPORATED | 46 | $26.2K | shares |
| HBANHUNTINGTON BANCSHARES INC | 1,487 | $25.7K | shares |
| MTUMISHARES TR | 100 | $25.6K | shares |
| SHOPSHOPIFY INC | 170 | $25.3K | shares |
| DIASTATE STR SPDR DOW JONES IND | 53 | $24.6K | shares |
| TTDTHE TRADE DESK INC | 500 | $24.5K | shares |
| GOOGLALPHABET INC | 101 | $24.5K | shares |
| FDXFEDEX CORP | 100 | $23.6K | shares |
| MPMP MATERIALS CORP | 350 | $23.5K | shares |
| SBUXSTARBUCKS CORP | 264 | $22.4K | shares |
| BACBANK OF AMER CORP | 430 | $22.2K | shares |
| BABOEING CO | 100 | $21.6K | shares |
| MUBISHARES TR | 192 | $20.4K | shares |
| IEMGISHARES INC | 301 | $19.8K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 40 | $19.6K | shares |
| BHPBHP BILLITON LIMITED | 341 | $19K | shares |
| SCHVSCHWAB STRATEGIC TR | 653 | $19K | shares |
| QSQUANTUMSCAPE CORP | 1,400 | $17.2K | shares |
| WMTWALMART INC | 162 | $16.7K | shares |
| VBKVANGUARD INDEX FDS | 55 | $16.4K | shares |
| HEFAISHARES TR | 412 | $16.3K | shares |
| USMVISHARES TR | 164 | $15.6K | shares |
| HDHOME DEPOT INC | 38 | $15.3K | shares |
| VLUEISHARES TR | 120 | $15K | shares |
| XOMEXXON MOBIL CORP | 133 | $15K | shares |
| IBITISHARES BITCOIN TRUST ETF | 229 | $14.9K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 50 | $14.1K | shares |
| PSXPHILLIPS 66 | 100 | $13.6K | shares |
| FAXABRDN ASIA PACIFIC INCOME FU | 811 | $13.2K | shares |
| XLPSELECT SECTOR SPDR TR | 168 | $13.2K | shares |
| VBRVANGUARD INDEX FDS | 61 | $12.7K | shares |
| PATHUIPATH INC | 950 | $12.7K | shares |
| QCOMQUALCOMM INC | 72 | $12K | shares |
| ETSYETSY INC | 177 | $11.8K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 1,000 | $11.6K | shares |
| COINCOINBASE GLOBAL INC | 34 | $11.5K | shares |
| CNXCNX RES CORP | 347 | $11.1K | shares |
| PKGPACKAGING CORP AMER | 50 | $10.9K | shares |
| IUSVISHARES TR | 107 | $10.7K | shares |
| ABTABBOTT LABORATORIES | 78 | $10.4K | shares |
| COPCONOCOPHILLIPS | 100 | $9.46K | shares |
| DISDISNEY WALT CO | 82 | $9.36K | shares |
| ITOTISHARES TR | 63 | $9.18K | shares |
| IPACISHARES TR | 124 | $9.11K | shares |
| PPLPPL CORP | 245 | $9.1K | shares |
| JIREJ P MORGAN EXCHANGE TRADED F | 119 | $8.75K | shares |
| KKELLANOVA | 100 | $8.2K | shares |
| VXFVANGUARD INDEX FDS | 39 | $8.16K | shares |
| PYPLPAYPAL HLDGS INC | 118 | $7.91K | shares |
| EMREMERSON ELEC CO | 57 | $7.48K | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 52 | $7.41K | shares |
| HIMUBLACKROCK ETF TRUST II | 143 | $7.03K | shares |
| SCHGSCHWAB STRATEGIC TR | 200 | $6.39K | shares |
| VNQVANGUARD INDEX FDS | 69 | $6.31K | shares |
| RGTIRIGETTI COMPUTING INC | 205 | $6.11K | shares |
| CBCHUBB LIMITED | 21 | $5.93K | shares |
| TAT&T INC | 205 | $5.78K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 91 | $5.45K | shares |
| BBCAJ P MORGAN EXCHANGE TRADED F | 62 | $5.41K | shares |
| HOSHORNBECK OFFSHORE SERVICES I | 781 | $5.12K | shares |
| GISGENERAL MILLS INC | 100 | $5.04K | shares |
| BBINJ P MORGAN EXCHANGE TRADED F | 71 | $4.98K | shares |
| MDLZMONDELEZ INTL INC | 79 | $4.96K | shares |
| SDYSPDR SERIES TRUST | 35 | $4.9K | shares |
| PGPROCTER & GAMBLE CO | 31 | $4.74K | shares |
| STNSTANTEC INC | 42 | $4.53K | shares |
| BEBLOOM ENERGY CORP | 52 | $4.4K | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 92 | $4.39K | shares |
| NSCNORFOLK SOUTHN CORP | 14 | $4.21K | shares |
| PRUPRUDENTIAL FINL INC | 40 | $4.15K | shares |
| SOUNSOUNDHOUND AI INC | 250 | $4.02K | shares |
| UUNITY SOFTWARE INC | 100 | $4K | shares |
| NUENUCOR CORP | 29 | $3.93K | shares |
| KVUEKENVUE INC | 240 | $3.9K | shares |
| OKTAOKTA INC | 41 | $3.76K | shares |
| IONQIONQ INC | 60 | $3.69K | shares |
| PPGPPG INDS INC | 35 | $3.65K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 37 | $3.62K | shares |
| PFEPFIZER INC | 141 | $3.59K | shares |
| CALMCAL MAINE FOODS INC | 38 | $3.58K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 87 | $3.41K | shares |
| TELTE CONNECTIVITY PLC | 15 | $3.29K | shares |
| DDDUPONT DE NEMOURS INC | 42 | $3.27K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 58 | $3.14K | shares |
| KMIKINDER MORGAN INC DEL | 109 | $3.09K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 32 | $3.06K | shares |
| LOWLOWES COS INC | 12 | $3.02K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 200 | $2.94K | shares |
| CTVACORTEVA INC | 42 | $2.84K | shares |
| SYYSYSCO CORP | 34 | $2.78K | shares |
| USBUS BANCORP | 57 | $2.77K | shares |
| CLCOLGATE PALMOLIVE CO | 35 | $2.76K | shares |
| KHCKRAFT HEINZ CO | 100 | $2.6K | shares |
| WINGWINGSTOP INC | 10 | $2.54K | shares |
| KMBKIMBERLY-CLARK CORP | 20 | $2.52K | shares |
| EXEEXPAND ENERGY CORPORATION | 22 | $2.35K | shares |
| HONHONEYWELL INTL INC | 11 | $2.32K | shares |
| DEDEERE & CO | 5 | $2.29K | shares |
| GRNYTIDAL TRUST I | 89 | $2.22K | shares |
| MRKMERCK & CO INC | 24 | $2.01K | shares |
| LWLAMB WESTON HLDGS INC | 33 | $1.92K | shares |
| QBTSD-WAVE QUANTUM INC | 75 | $1.85K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 41 | $1.85K | shares |
| XYZBLOCK INC | 25 | $1.81K | shares |
| WPCWP CAREY INC | 26 | $1.76K | shares |
| STZCONSTELLATION BRANDS INC | 12 | $1.68K | shares |
| BBAIBIGBEAR AI HLDGS INC | 250 | $1.63K | shares |
| AFGAMERICAN FINANCIAL GROUP INC | 11 | $1.62K | shares |
| BBHYJ P MORGAN EXCHANGE TRADED F | 32 | $1.5K | shares |
| EOGEOG RES INC | 13 | $1.46K | shares |
| TLHISHARES TR | 14 | $1.44K | shares |
| DOCUDOCUSIGN INC | 19 | $1.37K | shares |
| DKNGDRAFTKINGS INC NEW | 35 | $1.31K | shares |
| CRNCCERENCE INC | 100 | $1.25K | shares |
| EFAVISHARES TR | 12 | $1.02K | shares |
| WBDWARNER BROS DISCOVERY INC | 48 | $937 | shares |
| USIGISHARES TR | 17 | $888 | shares |
| KURAKURA ONCOLOGY INC | 100 | $885 | shares |
| FELGFIDELITY COVINGTON TRUST | 17 | $702 | shares |
| GENIGENIUS SPORTS LIMITED | 50 | $619 | shares |
| SCHBSCHWAB STRATEGIC TR | 22 | $571 | shares |
| MKTXMARKETAXESS HLDGS INC | 3 | $559 | shares |
| HUBSHUBSPOT INC | 1 | $468 | shares |
| DKSDICKS SPORTING GOODS INC | 2 | $465 | shares |
| AEPAMERICAN ELEC PWR CO INC | 4 | $450 | shares |
| PTENPATTERSON-UTI ENERGY INC | 71 | $370 | shares |
| KDKYNDRYL HLDGS INC | 10 | $300 | shares |
| CVSCVS HEALTH CORP | 3 | $259 | shares |
| OPENOPENDOOR TECHNOLOGIES INC | 25 | $199 | shares |
| VXXBARCLAYS BANK PLC | 6 | $199 | shares |
| STKCOLUMBIA SELIGM PREM TECH GR | 5 | $189 | shares |
| ENPHENPHASE ENERGY INC | 5 | $177 | shares |
| VTRSVIATRIS INC | 12 | $119 | shares |
| WOLFWOLFSPEED INC | 2 | $57 | shares |
| LCIDLUCID GROUP INC | 2 | $48 | shares |
| OXY/WSOCCIDENTAL PETE CORP | 1 | $26 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002076068-26-000001 | base | 2026-01-20 | acceptance time not in the bulk data set |