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Family Legacy Financial Solutions, LLC

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13F filer, CIK 2076068, CARY, NC

Family Legacy Financial Solutions, LLC reported $123,719,287 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 69.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002076068-26-000002

Period
2026-03-31
Reported value
$124M
Holdings
44
Top 10 weight
69.74%
New
1
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQMnew+11,916$2.87M
PANWadded+13,827$2.22M
SCHMadded+48,630$1.52M
STIPadded+12,728$1.31M
ADIadded+5,762$1.3M

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

SecurityShares changeApprox. value
USFRreduced-114,911-$5.78M
SAPexited-5,762-$1.3M
TIPexited-7,129-$784K
SPYreduced-953-$625K
LINreduced-1,155-$571K

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002076068-26-000002, largest first. % of portfolio is the value over $123,449,729, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 419,345 shares; 2025Q3: 480,613 shares; 2025Q4: 716,115 shares; 2026Q1: 725,397 shares 725,397$18.7M15.18%+9,282Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 59,903 shares; 2025Q3: 59,863 shares; 2025Q4: 59,847 shares; 2026Q1: 59,760 shares 59,760$12.2M9.85%-87Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 377,362 shares; 2025Q3: 425,668 shares; 2025Q4: 325,598 shares; 2026Q1: 210,687 shares 210,687$10.6M8.59%-114,911Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 191,950 shares; 2025Q3: 224,899 shares; 2025Q4: 269,093 shares; 2026Q1: 317,723 shares 317,723$9.93M8.04%+48,630Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,593 shares; 2025Q3: 8,783 shares; 2025Q4: 8,608 shares; 2026Q1: 8,664 shares 8,664$8.27M6.7%+56Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 42,535 shares; 2025Q3: 47,347 shares; 2025Q4: 53,899 shares; 2026Q1: 66,627 shares 66,627$6.87M5.57%+12,728Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 190,269 shares; 2025Q3: 215,663 shares; 2025Q4: 208,431 shares; 2026Q1: 217,140 shares 217,140$6.37M5.16%+8,709Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,208 shares; 2025Q3: 54,208 shares; 2025Q4: 54,208 shares; 2026Q1: 54,208 shares 54,208$4.75M3.85%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,410 shares; 2025Q3: 26,071 shares; 2025Q4: 25,004 shares; 2026Q1: 23,009 shares 23,009$4.36M3.53%-1,995Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,275 shares; 2025Q3: 11,199 shares; 2025Q4: 11,293 shares; 2026Q1: 25,120 shares 25,120$4.04M3.27%+13,827Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 77,853 shares; 2025Q3: 92,934 shares; 2025Q4: 111,817 shares; 2026Q1: 146,851 shares 146,851$3.69M2.99%+35,034Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,946 shares; 2025Q3: 10,946 shares; 2025Q4: 10,946 shares; 2026Q1: 10,946 shares 10,946$3.6M2.91%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,916 shares 11,916$2.87M2.32%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,517 shares; 2025Q3: 14,245 shares; 2025Q4: 14,287 shares; 2026Q1: 15,699 shares 15,699$2.76M2.24%+1,412Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares; 2026Q1: 9,184 shares 9,184$2.08M1.68%+5,762Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,791 shares; 2025Q3: 7,330 shares; 2025Q4: 7,326 shares; 2026Q1: 7,788 shares 7,788$1.8M1.46%+462Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,481 shares; 2025Q3: 2,567 shares; 2025Q4: 2,750 shares; 2026Q1: 4,127 shares 4,127$1.52M1.23%+1,377Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,336 shares; 2025Q3: 5,371 shares; 2025Q4: 5,669 shares; 2026Q1: 7,234 shares 7,234$1.5M1.21%+1,565Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 408 shares; 2025Q3: 532 shares; 2025Q4: 1,374 shares; 2026Q1: 2,571 shares 2,571$1.49M1.21%+1,197Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,902 shares; 2025Q3: 18,234 shares; 2025Q4: 16,969 shares; 2026Q1: 12,837 shares 12,837$1.37M1.11%-4,132Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,793 shares; 2025Q3: 26,546 shares; 2025Q4: 33,869 shares; 2026Q1: 57,526 shares 57,526$1.32M1.07%+23,657Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,141 shares; 2025Q3: 1,391 shares; 2025Q4: 1,442 shares; 2026Q1: 1,321 shares 1,321$1.32M1.07%-121Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,825 shares; 2025Q3: 19,249 shares; 2025Q4: 18,963 shares; 2026Q1: 18,619 shares 18,619$1.06M0.86%-344Timeline
ZAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 67,811 shares; 2025Q4: 58,529 shares; 2026Q1: 36,850 shares 36,850$962K0.78%-21,679Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,404 shares; 2025Q3: 7,944 shares; 2025Q4: 8,879 shares; 2026Q1: 14,884 shares 14,884$924K0.75%+6,005Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,524 shares; 2025Q3: 1,563 shares; 2025Q4: 1,610 shares; 2026Q1: 2,418 shares 2,418$922K0.75%+808Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,505 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,860 shares 13,860$878K0.71%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,189 shares; 2025Q3: 2,258 shares; 2025Q4: 2,191 shares; 2026Q1: 1,397 shares 1,397$769K0.62%-794Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,324 shares; 2025Q3: 10,863 shares; 2025Q4: 9,599 shares; 2026Q1: 8,325 shares 8,325$733K0.59%-1,274Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,036 shares; 2025Q3: 2,032 shares; 2025Q4: 2,019 shares; 2026Q1: 1,066 shares 1,066$699K0.57%-953Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,792 shares; 2025Q3: 11,792 shares; 2025Q4: 11,792 shares; 2026Q1: 11,792 shares 11,792$631K0.51%0Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 834 shares; 2026Q1: 834 shares 834$586K0.47%0Timeline
UDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 181,756 shares; 2025Q3: 171,080 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares 13,900$542K0.44%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 514 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792$521K0.42%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,412 shares; 2025Q3: 2,913 shares; 2025Q4: 2,699 shares; 2026Q1: 1,736 shares 1,736$444K0.36%-963Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,525 shares; 2025Q3: 2,447 shares; 2025Q4: 2,384 shares; 2026Q1: 2,255 shares 2,255$355K0.29%-129Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,565 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566$337K0.27%0Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 800 shares; 2025Q3: 654 shares; 2025Q4: 1,287 shares; 2026Q1: 2,376 shares 2,376$324K0.26%+1,089Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 659 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 650 shares 650$311K0.25%-2Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,103 shares; 2025Q3: 2,362 shares; 2025Q4: 1,754 shares; 2026Q1: 599 shares 599$296K0.24%-1,155Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,107 shares; 2025Q3: 3,445 shares; 2025Q4: 2,934 shares; 2026Q1: 2,408 shares 2,408$274K0.22%-526Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 529,519 shares 529,519$270K+528,517Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.Timeline
ZJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000$243K0.2%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,544 shares; 2025Q3: 2,503 shares; 2025Q4: 2,457 shares; 2026Q1: 1,787 shares 1,787$234K0.19%-670Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SAPSAP SE5,762$1.3Mshares
TIPISHARES TR7,129$784Kshares
JNJJOHNSON & JOHNSON1,620$335Kshares
FFORD MTR CO25,375$333Kshares
LMTLOCKHEED MARTIN CORP564$273Kshares
AMZNAMAZON COM INC1,137$262Kshares
HOLXHOLOGIC INC3,277$246Kshares
UHSUNIVERSAL HLTH SVCS INC1,217$243Kshares
CRMSALESFORCE INC908$240Kshares
TECHBIO-TECHNE CORP3,360$233Kshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002076068-26-000002 base2026-04-15acceptance time not in the bulk data set