Family Legacy Financial Solutions, LLC Top Holdings and 13F Report (2025) About Family Legacy Financial Solutions, LLCInvestment ActivityFamily Legacy Financial Solutions, LLC has $117.91 million in total holdings as of June 30, 2025.Family Legacy Financial Solutions, LLC owns shares of 247 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Floating Rate Treasury Fund $18,985,115Schwab US Large-Cap ETF $10,248,812Advanced Micro Devices $8,500,235Eli Lilly and Company $6,698,619Innovator U.S. Equity Ultra Buffer ETF - December $6,623,188 Sector AllocationMap of 500 Largest Holdings ofFamily Legacy Financial Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$18,985,115377,36216.1%FinanceSCHXSchwab US Large-Cap ETF$10,248,812419,3458.7%ETFAMDAdvanced Micro Devices$8,500,23559,9037.2%Computer and TechnologyLLYEli Lilly and Company$6,698,6198,5935.7%MedicalUDECInnovator U.S. Equity Ultra Buffer ETF - December$6,623,188181,7565.6%ETFSCHMSchwab U.S. Mid-Cap ETF$5,384,216191,9504.6%ETFRVTYRevvity$5,350,60054,2084.5%MedicalDHRDanaher$5,217,04026,4104.4%MedicalSCHASchwab US Small-Cap ETF$4,813,821190,2694.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,377,29442,5353.7%ETFSYKStryker$4,284,15410,9463.6%MedicalPANWPalo Alto Networks$2,102,83910,2751.8%Computer and TechnologyNVDANVIDIA$1,977,57212,5171.7%Computer and TechnologySAPSAP$1,748,2485,7621.5%Computer and TechnologySCHFSchwab International Equity ETF$1,720,55177,8531.5%ETFMRVLMarvell Technology$1,617,84020,9021.4%Computer and TechnologyWMWaste Management$1,553,9956,7911.3%Business ServicesDOCSDoximity$1,459,46223,7931.2%MedicalCARRCarrier Global$1,304,62617,8251.1%ConstructionSPYSPDR S&P 500 ETF Trust$1,258,0622,0361.1%FinanceMSFTMicrosoft$1,234,3972,4811.0%Computer and TechnologyTIPiShares TIPS Bond ETF$1,190,25010,8161.0%ETFVERALTO CORP COM SHS$1,143,16511,3241.0%StockCOSTCostco Wholesale$1,130,4811,1411.0%Retail/WholesaleLINDE PLC SHS$986,8072,1030.8%StockSWKSSkyworks Solutions$903,97411,7920.8%Computer and TechnologyADIAnalog Devices$827,6273,4220.7%Computer and TechnologyCMICummins$717,2242,1890.6%Auto/Tires/TrucksAAPLApple$700,0503,4120.6%Computer and TechnologyDOVDover$611,2713,3360.5%IndustrialsFTVFortive$607,98111,5050.5%Computer and TechnologyFFord Motor$534,88049,2970.5%Auto/Tires/TrucksLMTLockheed Martin$485,8411,0490.4%AerospaceTSLATesla$484,1131,5240.4%Auto/Tires/TrucksJNJJohnson & Johnson$422,6112,7660.4%MedicalDDominion Energy$418,5157,4040.4%UtilitiesEDConsolidated Edison$412,2084,1070.3%UtilitiesIUSGiShares Core S&P U.S. Growth ETF$379,7642,5250.3%ManufacturingCRMSalesforce$347,0051,2720.3%Computer and TechnologyABTAbbott Laboratories$330,9122,4330.3%MedicalBRK.BBerkshire Hathaway$320,4636590.3%FinanceIVViShares Core S&P 500 ETF$319,2405140.3%ETFAMZNAmazon.com$315,7021,4390.3%Retail/WholesaleMETAMeta Platforms$301,4624080.3%Computer and TechnologyDUKDuke Energy$300,2082,5440.3%UtilitiesABBVAbbVie$290,5691,5650.2%MedicalPEPPepsiCo$255,1461,9320.2%Consumer StaplesSCHHSchwab U.S. REIT ETF$245,95511,6230.2%ETFSCHESchwab Emerging Markets Equity ETF$226,3337,5090.2%ETFUHSUniversal Health Services$221,3481,2170.2%MedicalHOLXHologic$210,9733,2770.2%MedicalGRMNGarmin$200,8349620.2%Computer and TechnologyBLDRBuilders FirstSource$187,1701,6040.2%Retail/WholesaleRALLIANT CORP$177,9053,8350.2%StockTECHBio-Techne$173,0233,3600.1%MedicalDVNDevon Energy$161,7025,0830.1%EnergyRACEFerrari$145,2592960.1%Auto/Tires/TrucksBSVVanguard Short-Term Bond ETF$144,8851,8400.1%ETFCMGChipotle Mexican Grill$140,2062,4970.1%Retail/WholesaleVOOVanguard S&P 500 ETF$132,4362330.1%ETFDEFIANCE LARGE CAP EX-MAG 7 ETF$130,7536,1640.1%ETFIWMiShares Russell 2000 ETF$129,0025970.1%FinanceVRTVertiv$128,5831,0010.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$123,8324070.1%ETFREDDIT INC CL A$120,4568000.1%StockNOWServiceNow$116,1731130.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$114,4788490.1%ETFGLDSPDR Gold Shares$111,5673660.1%FinanceAIC3.ai$103,1944,2000.1%Computer and TechnologyDXCMDexCom$100,2081,1480.1%MedicalARM HOLDINGS PLC SPONSORED ADS$97,0446000.1%ADRFIDELITY WISE ORIGIN BITCOIN FUND$93,9901,0000.1%ETFBDXBecton, Dickinson and Company$92,4915330.1%MedicalRDNTRadNet$85,3651,5000.1%MedicalVBVanguard Small-Cap ETF$80,4243390.1%ETFVONTIER CORP$79,6442,1020.1%StockADBEAdobe$79,5042110.1%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$78,6128380.1%ETFLITELumentum$76,1418340.1%Computer and TechnologyNOCNorthrop Grumman$74,9971500.1%AerospaceDTDWisdomTree U.S. Total Dividend Fund$72,2719080.1%FinanceBCRXBioCryst Pharmaceuticals$71,9128,0260.1%MedicalCRLCharles River Laboratories International$70,7284590.1%MedicalSCHDSchwab US Dividend Equity ETF$68,0112,5660.1%ETFCVXChevron$65,9434600.1%EnergyDALDelta Air Lines$64,1771,3040.1%TransportationXLKTechnology Select Sector SPDR Fund$63,1972490.1%ETFORCLOracle$60,1232750.1%Computer and TechnologyIYZiShares U.S. Telecommunications ETF$56,3431,8910.0%ETFCSCOCisco Systems$51,2727390.0%Computer and TechnologyTUSITouchstone Ultra Short Income ETF$50,5791,9970.0%ETFVOVanguard Mid-Cap ETF$46,4821660.0%ETFMTBM&T Bank$45,7812360.0%FinanceKOCocaCola$45,5356430.0%Consumer StaplesVIAVViavi Solutions$42,6364,1520.0%Computer and TechnologyCOFCapital One Financial$41,6171950.0%FinanceXLBMaterials Select Sector SPDR Fund$40,0854560.0%ETFWFCWells Fargo & Company$40,0605000.0%FinanceIOTSamsara$39,7801,0000.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$35,2774220.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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