StockDriftsStockDriftsTop 50 Family Legacy Financial Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES I | 18.87% | 59.8K | $30.9M | +0.00%(+0) | $122.56(+317.97%) | 2026-06-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 13.63% | 759.6K | $22.4M | +4.72%(+34.25K) | $24.66(+23.75%) | 2026-06-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 8.18% | 364.0K | $13.4M | +14.56%(+46.27K) | $28.86(+27.18%) | 2026-06-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 7.16% | 114.9K | $11.7M | +72.43%(+48.26K) | $102.95(-2.14%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6.16% | 8.3K | $10.1M | -3.73%(-323) | $801.65(+47.12%) | 2026-06-30 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 5% | 226.9K | $8.2M | +4.51%(+9.80K) | $25.13(+42.14%) | 2026-06-30 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 4.66% | 151.7K | $7.6M | -28.01%(-59.01K) | $50.31(+0.28%) | 2026-06-30 | |
| RVTY | REVVITY INC | 3.76% | 54.2K | $6.2M | +0.00%(+0) | $101.17(+15.49%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.92% | 173.0K | $4.8M | +17.78%(+26.11K) | $22.87(+25.30%) | 2026-06-30 | |
| QQQM | INVESCO NASDAQ 100 ETF | 2.86% | 15.5K | $4.7M | +29.83%(+3.55K) | $250.13(+20.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.94% |
Family Legacy Financial Solutions, LLC reports $164.00M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are AMD (18.9%), SCHX (13.6%) and SCHM (8.2%). The top 20 holdings account for 88.73% of reported assets. Its disclosed equity book has returned +43.48% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Family Legacy Financial Solutions, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Family Legacy Financial Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2076068). View Family Legacy Financial Solutions, LLC’s 13F filings on SEC