Family Legacy Financial Solutions, LLC
44 holdingsFiling period: 2026-03-31Current AUM: $156.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 725.4K | $18.7M | $21.5M | 13.75% | +9.3K | 2026-03-31 |
| 2 | AMD | ADVANCED MICRO DEVIC | 59.8K | $12.2M | $28.5M | 18.18% | -87 | 2026-03-31 |
| 3 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 210.7K | $10.6M | $10.6M | 6.78% | -114,911 | 2026-03-31 |
| 4 | SCHM | SCHWAB U.S. MID-CAP ETF | 317.7K | $9.9M | $11.1M | 7.11% | +48.6K | 2026-03-31 |
| 5 | LLY | ELI LILLY & CO COM | 8.7K | $8.3M | $10.3M | 6.60% | +56 | 2026-03-31 |
| 6 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 66.6K | $6.9M | $6.7M | 4.30% | +12.7K | 2026-03-31 |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | 217.1K | $6.4M | $7.4M | 4.70% | +8.7K | 2026-03-31 |
| 8 | RVTY | REVVITY INC | 54.2K | $4.7M | $6.1M | 3.90% | -- | 2026-03-31 |
| 9 | DHR | DANAHER CORPORATION COM | 23.0K | $4.4M | $4.5M | 2.87% | -1,995 | 2026-03-31 |
| 10 | PANW | PALO ALTO NETWORKS INC COM | 25.1K | $4.0M | $8.4M | 5.34% | +13.8K | 2026-03-31 |
| 11 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 146.9K | $3.7M | $4.1M | 2.61% | +35.0K | 2026-03-31 |
| 12 | SYK | STRYKER CORP | 10.9K | $3.6M | $3.6M | 2.28% | -- | 2026-03-31 |
| 13 | QQQM | INVESCO NASDAQ 100 ETF | 11.9K | $2.9M | $3.4M | 2.18% | -- | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION COM | 15.7K | $2.8M | $3.2M | 2.03% | +1.4K | 2026-03-31 |
| 15 | ADI | ANALOG DEVICES INC | 9.2K | $2.1M | $2.4M | 1.53% | +5.8K | 2026-03-31 |
| 16 | WM | WASTE MGMT INC DEL COM | 7.8K | $1.8M | $1.8M | 1.13% | +462 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP COM | 4.1K | $1.5M | $1.9M | 1.22% | +1.4K | 2026-03-31 |
| 18 | DOV | DOVER CORP COM | 7.2K | $1.5M | $1.5M | 0.94% | +1.6K | 2026-03-31 |
| 19 | META | META PLATFORMS INC CL A | 2.6K | $1.5M | $1.4M | 0.93% | +1.2K | 2026-03-31 |
| 20 | MRVL | MARVELL TECHNOLOGY INC COM | 12.8K | $1.4M | $2.6M | 1.66% | -4,132 | 2026-03-31 |
| 21 | DOCS | DOXIMITY INC CL A | 57.5K | $1.3M | $1.2M | 0.76% | +23.7K | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION COM | 1.3K | $1.3M | $1.3M | 0.80% | -121 | 2026-03-31 |
| 23 | CARR | CARRIER GLOBAL CORPORATION COM | 18.6K | $1.1M | $1.2M | 0.74% | -344 | 2026-03-31 |
| 24 | ZAPR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | 36.9K | $961K | $985K | 0.63% | -21,679 | 2026-03-31 |
| 25 | D | DOMINION ENERGY INC COM | 14.9K | $923K | $1.0M | 0.66% | +6.0K | 2026-03-31 |
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