StockDriftsStockDriftsTop 50 Family Legacy Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES I | 21.16% | 59.8K | $36.6M | +0.00%(+0) | $122.56(+339.01%) | 2026-09-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 13.62% | 784.3K | $23.5M | +3.24%(+24.65K) | $24.81(+21.46%) | 2026-09-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 7.45% | 378.1K | $12.9M | +3.86%(+14.06K) | $29.10(+17.38%) | 2026-09-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 7.41% | 128.4K | $12.8M | +11.77%(+13.52K) | $102.73(-2.18%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 5.58% | 8.3K | $9.6M | -0.12%(-10) | $801.65(+54.72%) | 2026-09-30 | |
| RVTY | REVVITY INC | 4.8% | 54.2K | $8.3M | +0.00%(+0) | $101.17(+49.19%) | 2026-09-30 | |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 4.4% | 232.7K | $7.6M | +2.55%(+5.78K) | $25.36(+26.46%) | 2026-09-30 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 4.03% | 138.1K | $7.0M | -8.99%(-13.63K) | $50.31(+0.37%) | 2026-09-30 | |
| DHR | DANAHER CORP | 2.95% | 23.0K | $5.1M | +0.00%(+0) | $201.69(+11.27%) | 2026-09-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.81% | 176.9K | $4.9M | +2.26%(+3.91K) | $22.97(+17.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.35% |
Family Legacy Financial Solutions LLC reports $172.74M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are AMD (21.2%), SCHX (13.6%) and SCHM (7.5%). The top 20 holdings account for 89.42% of reported assets. Its disclosed equity book has returned +46.90% cumulatively over 5 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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