Family Legacy Financial Solutions, LLC

CIK

2076068

Location

CARY, NC

Portfolio Value

Micro $90,334,206

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,271 / 8,645 ▲ 704

Top Industry

Semiconductors 46.9%

3Y Alpha vs SPY

+31.5%

Period ended 52 days ago

Filed Jul 14, 2026 · 38d

5 quarters · since Jun 2025

Clone Performance

Aug 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+51.1%

SPY

+18.2%

Annualised alpha

+32.1%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.4%

+18.7 pts

Top 5

65.0%

+11.0 pts

Top 10

79.1%

+4.7 pts

HHI

1,746

Moderately concentrated+907

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	56.7%	$51,202,261	16
Healthcare	27.8%	$25,067,904	8
Industrials	8.3%	$7,516,453	9
Consumer Defensive	1.9%	$1,739,038	1
Communication Services	1.9%	$1,728,667	2
Consumer Cyclical	1.0%	$872,338	2
Unclassified	0.8%	$740,588	2
Utilities	0.7%	$636,257	4
Basic Materials	0.6%	$505,447	1
Financial Services	0.4%	$325,253	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	+538	1,859	$1,739,038
LIN	Linde PLC	+375	974	$505,447
MSFT	Microsoft Corp	+241	4,368	$1,629,351
WM	Waste Management Inc	+162	7,950	$1,771,896
DOV	DOVER Corp	+139	7,373	$1,653,616
ABBV	AbbVie Inc.	+1	1,567	$394,319
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
VRT	Vertiv Holdings Co	−526,865	2,654	$888,612
DOCS	Doximity, Inc.	−40,270	17,256	$357,889
PANW	Palo Alto Networks Inc	−14,690	10,430	$3,556,838
D	Dominion Energy, Inc	−11,764	3,120	$213,064
CARR	CARRIER GLOBAL Corp	−7,876	10,743	$787,999
ADI	Analog Devices Inc	−5,762	3,422	$1,359,115
MRVL	Marvell Technology, Inc.	−3,661	9,176	$2,733,438
FTV	Fortive Corp	−2,355	11,505	$702,840
ED	Consolidated Edison Inc	−924	1,484	$164,174
TSLA	Tesla, Inc.	−748	1,670	$702,402
VLTO	Veralto Corp	−656	7,669	$680,086
DUK	Duke Energy CORP	−555	1,232	$155,946
NVDA	Nvidia Corp	−529	15,170	$3,035,365
LLY	ELI LILLY & Co	−323	8,341	$10,004,446
RDDT	Reddit, Inc.	−306	2,070	$359,310
SPY	Spdr S&P 500 ETF Trust	−211	855	$638,488
CMI	Cummins Inc	−159	1,238	$882,953
META	Meta Platforms, Inc.	−140	2,431	$1,369,357
AAPL	Apple Inc.	−33	1,703	$492,780
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SAP	Sap SE	5,762	$887,981
LITE	Lumentum Holdings Inc.	834	$715,622
GEV	GE Vernova Inc.	499	$586,255
Q	Qnity Electronics, Inc.	3,252	$531,084
RAL	Ralliant Corp	3,835	$282,371
TECH	BIO-TECHNE Corp	3,360	$237,384
ABT	Abbott Laboratories	2,355	$213,692
ARM	Arm Holdings PLC /Uk	600	$212,742
AMZN	Amazon Com Inc	713	$169,936
P	Everpure, Inc.	2,040	$160,731
GRMN	Garmin Ltd	662	$157,251
BLDR	Builders FirstSource, Inc.	1,596	$142,810
DAL	Delta Air Lines, Inc.	1,305	$122,226
CEG	Constellation Energy Corp	415	$103,073
FBTC	Fidelity Wise Origin Bitcoin Fund	2,000	$102,100
CRWD	CrowdStrike Holdings, Inc.	155	$29,571
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SWKS	Skyworks Solutions, Inc.	11,792	$631,461
LUMN	Lumen Technologies, Inc.	834	$5,796
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $90,334,206 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Held	59,760	0	$34,715,181	+185.6%	38.43%
LLY	ELI LILLY & Co Healthcare	Reduced	8,341	-323	$10,004,446	+25.5%	11.07%
RVTY	Revvity, Inc. Healthcare	Held	54,208	0	$6,031,182	+27.0%	6.68%
DHR	Danaher Corp /De/ Healthcare	Held	23,009	0	$4,382,754	+0.5%	4.85%
PANW	Palo Alto Networks Inc Technology	Reduced	10,430	-14,690	$3,556,838	−11.7%	3.94%
SYK	Stryker Corp Healthcare	Held	10,946	0	$3,446,238	−4.2%	3.81%
NVDA	Nvidia Corp Technology	Reduced	15,170	-529	$3,035,365	+10.9%	3.36%
MRVL	Marvell Technology, Inc. Technology	Reduced	9,176	-3,661	$2,733,438	+115.0%	3.03%
WM	Waste Management Inc Industrials	Added	7,950	+162	$1,771,896	−1.0%	1.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,859	+538	$1,739,038	+32.1%	1.93%
DOV	DOVER Corp Industrials	Added	7,373	+139	$1,653,616	+9.7%	1.83%
MSFT	Microsoft Corp Technology	Added	4,368	+241	$1,629,351	+6.7%	1.80%
META	Meta Platforms, Inc. Communication Services	Reduced	2,431	-140	$1,369,357	−6.9%	1.52%
ADI	Analog Devices Inc Technology	Reduced	3,422	-5,762	$1,359,115	−53.5%	1.50%
VRT	Vertiv Holdings Co Industrials	Reduced	2,654	-526,865	$888,612	+229.7%	0.98%
SAP	Sap SE Technology	NEW	5,762	NEW	$887,981	NEW	0.98%
CMI	Cummins Inc Industrials	Reduced	1,238	-159	$882,953	+17.5%	0.98%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	10,743	-7,876	$787,999	−24.8%	0.87%
LITE	Lumentum Holdings Inc. Technology	NEW	834	NEW	$715,622	NEW	0.79%
FTV	Fortive Corp Technology	Reduced	11,505	-2,355	$702,840	−8.3%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,670	-748	$702,402	−21.9%	0.78%
VLTO	Veralto Corp Industrials	Reduced	7,669	-656	$680,086	−7.6%	0.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	855	-211	$638,488	−7.9%	0.71%
GEV	GE Vernova Inc. Industrials	NEW	499	NEW	$586,255	NEW	0.65%
Q	Qnity Electronics, Inc. Technology	NEW	3,252	NEW	$531,084	NEW	0.59%
LIN	Linde PLC Basic Materials	Added	974	+375	$505,447	+70.2%	0.56%
AAPL	Apple Inc. Technology	Reduced	1,703	-33	$492,780	+11.8%	0.55%
ABBV	AbbVie Inc. Healthcare	Added	1,567	+1	$394,319	+15.8%	0.44%
RDDT	Reddit, Inc. Communication Services	Reduced	2,070	-306	$359,310	+12.3%	0.40%
DOCS	Doximity, Inc. Healthcare	Reduced	17,256	-40,270	$357,889	−73.3%	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	650	0	$325,253	+4.4%	0.36%
RAL	Ralliant Corp Technology	NEW	3,835	NEW	$282,371	NEW	0.31%
TECH	BIO-TECHNE Corp Healthcare	NEW	3,360	NEW	$237,384	NEW	0.26%
ABT	Abbott Laboratories Healthcare	NEW	2,355	NEW	$213,692	NEW	0.24%
D	Dominion Energy, Inc Utilities	Reduced	3,120	-11,764	$213,064	−76.8%	0.24%
ARM	Arm Holdings PLC /Uk Technology	NEW	600	NEW	$212,742	NEW	0.24%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	713	NEW	$169,936	NEW	0.19%
ED	Consolidated Edison Inc Utilities	Reduced	1,484	-924	$164,174	−39.8%	0.18%
P	Everpure, Inc. Technology	NEW	2,040	NEW	$160,731	NEW	0.18%
GRMN	Garmin Ltd Technology	NEW	662	NEW	$157,251	NEW	0.17%
DUK	Duke Energy CORP Utilities	Reduced	1,232	-555	$155,946	−33.4%	0.17%
BLDR	Builders FirstSource, Inc. Industrials	NEW	1,596	NEW	$142,810	NEW	0.16%
DAL	Delta Air Lines, Inc. Industrials	NEW	1,305	NEW	$122,226	NEW	0.14%
CEG	Constellation Energy Corp Utilities	NEW	415	NEW	$103,073	NEW	0.11%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	2,000	NEW	$102,100	NEW	0.11%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	155	NEW	$29,571	NEW	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.