Family Legacy Financial Solutions, LLC

Registered adviser

CIK

2076068

Location

CARY, NC

Portfolio Value

Small $147,129,386

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,934 / 8,807 ▲ 358 · as of Jun 2026

Top Industry

Semiconductors 45.8%

Period ended 20 days ago

Filed Oct 7, 2026 · 13d

6 quarters · since Jun 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 314351

Roster of Oct 1, 2026

Regulatory AUM

$174,530,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$174,530,000	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$140,000,000	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.4% of the book (60%+)

Turnover

Medium turnover

31.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.8 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 86.0%; sector active share 39.9% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

51 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.2%

+4.1 pts

Top 5

73.7%

+5.5 pts

Top 10

83.8%

+2.4 pts

HHI

1,840

Moderately concentrated+392

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.8%	$54,078,995	13
Unclassified	34.7%	$51,126,175	12
Healthcare	18.5%	$27,191,265	9
Industrials	5.6%	$8,178,052	8
Communication Services	2.2%	$3,193,472	3
Consumer Defensive	1.2%	$1,753,314	1
Consumer Cyclical	0.5%	$769,926	2
Basic Materials	0.3%	$514,520	1
Financial Services	0.2%	$323,667	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	+24,650	784,296	$23,528,880
SCHM	Schwab U.S. Mid-Cap ETF	+14,060	378,054	$12,861,397
STIP	iShares 0-5 Year TIPS Bond ETF	+13,522	128,404	$0
SCHA	Schwab U.S. Small-Cap ETF	+5,779	232,715	$7,593,490
SCHF	Schwab International Equity ETF	+3,913	176,874	$4,858,728
VRT	Vertiv Holdings Co	+2,638	5,292	$1,277,012
Q	Qnity Electronics, Inc.	+2,089	5,341	$671,577
NVDA	Nvidia Corp	+1,059	16,229	$3,706,379
RDDT	Reddit, Inc.	+1,000	3,070	$437,290
GEV	GE Vernova Inc.	+848	1,347	$1,280,310
QQQM	Invesco Ltd.	+305	15,775	$0
META	Meta Platforms, Inc.	+242	2,673	$1,938,406
WM	Waste Management Inc	+238	8,188	$1,669,696
GOOG	Alphabet Inc.	+217	2,400	$817,776
AAPL	Apple Inc.	+205	1,908	$635,402
DOV	DOVER Corp	+193	7,566	$1,415,220
LIN	Linde PLC	+110	1,084	$514,520
P	Everpure, Inc.	+73	2,113	$276,338
COST	Costco Wholesale Corp /New	+67	1,926	$1,753,314
IUSG	iShares Core S&P U.S. Growth ETF	+2	2,190	$0
SPY	Spdr S&P 500 ETF Trust	+1	856	$652,811
ABBV	AbbVie Inc.	+1	1,568	$410,173
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	−13,631	138,051	$0
CARR	CARRIER GLOBAL Corp	−2,436	8,307	$455,722
ZAPR		−2,150	33,500	$905,970
MSFT	Microsoft Corp	−1,063	3,305	$1,695,134
PANW	Palo Alto Networks Inc	−664	9,766	$3,880,129
MRVL	Marvell Technology, Inc.	−128	9,048	$2,390,572
CMI	Cummins Inc	−11	1,227	$633,831
LLY	ELI LILLY & Co	−10	8,331	$9,639,633
AMZN	Amazon Com Inc	−1	712	$177,394
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	4,792	$722,921
UHS	Universal Health Services Inc	1,217	$212,074
BLLN	BillionToOne, Inc.	500	$53,220
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
DOCS	Doximity, Inc.	17,256	$357,889
D	Dominion Energy, Inc	3,120	$213,064
ARM	Arm Holdings PLC /Uk	600	$212,742
IWM	iShares Russell 2000 ETF	588	$176,664
ED	Consolidated Edison Inc	1,484	$164,174
VOO	VANGUARD 500 INDEX FUND	234	$160,713
GRMN	Garmin Ltd	662	$157,251
DUK	Duke Energy CORP	1,232	$155,946
BLDR	Builders FirstSource, Inc.	1,596	$142,810
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	852	$135,178
DAL	Delta Air Lines, Inc.	1,305	$122,226
DYNF	iShares U.S. Equity Factor Rotation Active ETF	1,786	$121,465
CRWD	CrowdStrike Holdings, Inc.	155	$118,286
IVW	iShares S&P 500 Growth ETF	766	$105,347
CEG	Constellation Energy Corp	415	$103,073
FBTC	Fidelity Wise Origin Bitcoin Fund	2,000	$102,100
XMAG	Defiance Large Cap ex-Mag 7 ETF	4,749	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $147,129,386 total · filing declares 51 positions · $172,735,345 · as of Sep 30, 2026

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

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Held	59,760	0	$36,558,777	+5.3%	24.85%
SCHX	Schwab U.S. Large-Cap ETF	Added	784,296	+24,650	$23,528,880	+5.2%	15.99%
SCHM	Schwab U.S. Mid-Cap ETF	Added	378,054	+14,060	$12,861,397	−4.2%	8.74%
LLY	ELI LILLY & Co Healthcare	Reduced	8,331	-10	$9,639,633	−3.6%	6.55%
RVTY	Revvity, Inc. Healthcare	Held	54,208	0	$8,287,861	+37.4%	5.63%
SCHA	Schwab U.S. Small-Cap ETF	Added	232,715	+5,779	$7,593,490	−7.4%	5.16%
DHR	Danaher Corp /De/ Healthcare	Held	23,009	0	$5,097,643	+16.3%	3.46%
SCHF	Schwab International Equity ETF	Added	176,874	+3,913	$4,858,728	+1.4%	3.30%
PANW	Palo Alto Networks Inc Technology	Reduced	9,766	-664	$3,880,129	+9.1%	2.64%
NVDA	Nvidia Corp Technology	Added	16,229	+1,059	$3,706,379	+22.1%	2.52%
SYK	Stryker Corp Healthcare	Held	10,946	0	$3,014,418	−12.5%	2.05%
MRVL	Marvell Technology, Inc. Technology	Reduced	9,048	-128	$2,390,572	−12.5%	1.62%
META	Meta Platforms, Inc. Communication Services	Added	2,673	+242	$1,938,406	+41.6%	1.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,926	+67	$1,753,314	+0.8%	1.19%
MSFT	Microsoft Corp Technology	Reduced	3,305	-1,063	$1,695,134	+4.0%	1.15%
WM	Waste Management Inc Industrials	Added	8,188	+238	$1,669,696	−5.8%	1.13%
DOV	DOVER Corp Industrials	Added	7,566	+193	$1,415,220	−14.4%	0.96%
ADI	Analog Devices Inc Technology	Held	3,422	0	$1,357,541	−0.1%	0.92%
GEV	GE Vernova Inc. Industrials	Added	1,347	+848	$1,280,310	+118.4%	0.87%
VRT	Vertiv Holdings Co Industrials	Added	5,292	+2,638	$1,277,012	+43.7%	0.87%
SAP	Sap SE Technology	Held	5,762	0	$1,201,261	+35.3%	0.82%
ZAPR		Reduced	33,500	-2,150	$905,970	−4.6%	0.62%
GOOG	Alphabet Inc. Communication Services	Added	2,400	+217	$817,776	+6.0%	0.56%
LITE	Lumentum Holdings Inc. Technology	Held	834	0	$810,030	+13.2%	0.55%
VLTO	Veralto Corp Industrials	Held	7,669	0	$723,340	+6.4%	0.49%
SPCX	Space Exploration Technologies Corp Industrials	NEW	4,792	NEW	$722,921	NEW	0.49%
Q	Qnity Electronics, Inc. Technology	Added	5,341	+2,089	$671,577	+26.5%	0.46%
SPY	Spdr S&P 500 ETF Trust	Added	856	+1	$652,811	+2.2%	0.44%
AAPL	Apple Inc. Technology	Added	1,908	+205	$635,402	+28.9%	0.43%
CMI	Cummins Inc Industrials	Reduced	1,227	-11	$633,831	−28.2%	0.43%
FTV	Fortive Corp Technology	Held	11,505	0	$630,589	−10.3%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,670	0	$592,532	−15.6%	0.40%
LIN	Linde PLC Basic Materials	Added	1,084	+110	$514,520	+1.8%	0.35%
UDEC		Held	11,100	0	$475,329	+2.7%	0.32%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	8,307	-2,436	$455,722	−42.2%	0.31%
RDDT	Reddit, Inc. Communication Services	Added	3,070	+1,000	$437,290	+21.7%	0.30%
ABBV	AbbVie Inc. Healthcare	Added	1,568	+1	$410,173	+4.0%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	650	0	$323,667	−0.5%	0.22%
P	Everpure, Inc. Technology	Added	2,113	+73	$276,338	+71.9%	0.19%
RAL	Ralliant Corp Technology	Held	3,835	0	$265,266	−6.1%	0.18%
ZJUN		Held	9,000	0	$249,570	+1.2%	0.17%
TECH	BIO-TECHNE Corp Healthcare	Held	3,360	0	$243,499	+2.6%	0.17%
ABT	Abbott Laboratories Healthcare	Held	2,355	0	$232,744	+8.9%	0.16%
UHS	Universal Health Services Inc Healthcare	NEW	1,217	NEW	$212,074	NEW	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	712	-1	$177,394	+4.4%	0.12%
BLLN	BillionToOne, Inc. Healthcare	NEW	500	NEW	$53,220	NEW	0.04%
QQQM	Invesco Ltd. Financial Services	Added	15,775	+305	$0	−100.0%	0.00%
USFR	WisdomTree Floating Rate Treasury Fund	Reduced	138,051	-13,631	$0	−100.0%	0.00%
IUSG	iShares Core S&P U.S. Growth ETF	Added	2,190	+2	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Held	792	0	$0	−100.0%	0.00%

Showing the top 50 of 51 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.