Family Legacy Financial Solutions, LLC Portfolio Holdings

Family Legacy Financial Solutions, LLC

  • $131 Billion
  • Q3 2025

Family Legacy Financial Solutions, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $21.4B, Schwab Strategic Tr Us Large C with a value of $12.7B, Advanced Micro Devices Inc with a value of $9.69B, Eli Lilly & CO with a value of $6.7B, and Schwab Strategic U.S. Mid Cap with a value of $6.67B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $118B to 131B.

Family Legacy Financial Solutions, LLC is based out at Cary, NC

Below you can find more details about Family Legacy Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $66.5 Billion
Healthcare: $24.2 Billion
Technology: $23.4 Billion
Industrials: $5.76 Billion
Consumer Cyclical: $1.72 Billion
Consumer Defensive: $1.55 Billion
Utilities: $1.15 Billion
Financial Services: $678 Million
Other: $751 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.4 Billion 16.38% of portfolio
425,668
Q3 2025 Added 12.8%
$0
$12.7 Billion 9.69% of portfolio
480,613
Q3 2025 Added 14.61%
$388B
$9.69 Billion 7.41% of portfolio
59,863
Q3 2025 Reduced 0.07%
$971B
$6.7 Billion 5.13% of portfolio
8,783
Q3 2025 Added 2.21%
$0
$6.67 Billion 5.1% of portfolio
224,899
Q3 2025 Added 17.17%
$0
$6.56 Billion 5.03% of portfolio
171,080
Q3 2025 Reduced 5.87%
$0
$6.02 Billion 4.61% of portfolio
215,663
Q3 2025 Added 13.35%
$160B
$5.17 Billion 3.96% of portfolio
26,071
Q3 2025 Reduced 1.28%
$0
$4.89 Billion 3.75% of portfolio
47,347
Q3 2025 Added 11.31%
$15.3B
$4.75 Billion 3.64% of portfolio
54,208
Q2 2025 New
$136B
$4.05 Billion 3.1% of portfolio
10,946
Q2 2025 New
$465B
$2.66 Billion 2.03% of portfolio
14,245
Q3 2025 Added 13.81%
$61.4B
$2.28 Billion 1.75% of portfolio
11,199
Q3 2025 Added 8.99%
$0
$2.16 Billion 1.66% of portfolio
92,934
Q3 2025 Added 19.37%
$5.2B
$1.94 Billion 1.49% of portfolio
26,546
Q3 2025 Added 11.57%
Innovator Equity Defined Protection ETF 1 Yr April
-
$1.73 Billion 1.32% of portfolio
-
Q3 2025 New
$279B
$1.54 Billion 1.18% of portfolio
5,762
Q3 2025 Reduced 1.32%
$73.7B
$1.53 Billion 1.17% of portfolio
18,234
Q3 2025 Reduced 12.76%
$0
$1.35 Billion 1.04% of portfolio
2,032
Q3 2025 Reduced 0.2%
$3.78T
$1.33 Billion 1.02% of portfolio
2,567
Q3 2025 Added 3.47%
$404B
$1.29 Billion 0.99% of portfolio
1,391
Q3 2025 Added 21.91%
Veralto Corp Com Shs
-
$1.16 Billion 0.89% of portfolio
-
Q3 2025 Reduced 4.07%
$45.2B
$1.15 Billion 0.88% of portfolio
19,249
Q3 2025 Added 7.99%
Linde PLC Shs
-
$1.12 Billion 0.86% of portfolio
-
Q3 2025 Added 12.32%
$0
$1.02 Billion 0.78% of portfolio
9,167
Q3 2025 Reduced 15.25%
$65.2B
$954 Million 0.73% of portfolio
2,258
Q3 2025 Added 3.15%
$10.7B
$908 Million 0.69% of portfolio
11,792
Q2 2025 New
$25.7B
$896 Million 0.69% of portfolio
5,371
Q3 2025 Added 61.0%
$18.3B
$879 Million 0.67% of portfolio
13,860
Q3 2025 Added 20.47%
$118B
$841 Million 0.64% of portfolio
3,422
Q2 2025 New
$4.3T
$742 Million 0.57% of portfolio
2,913
Q3 2025 Reduced 14.62%
$1.29T
$695 Million 0.53% of portfolio
1,563
Q3 2025 Added 2.56%
$0
$530 Million 0.41% of portfolio
792
Q3 2025 Added 54.09%
$50.4B
$486 Million 0.37% of portfolio
7,944
Q3 2025 Added 7.29%
$123B
$406 Million 0.31% of portfolio
814
Q3 2025 Reduced 22.4%
$0
$403 Million 0.31% of portfolio
2,447
Q3 2025 Reduced 3.09%
$1.37T
$391 Million 0.3% of portfolio
532
Q3 2025 Added 30.39%
$52.1B
$387 Million 0.3% of portfolio
32,317
Q3 2025 Reduced 34.44%
$414B
$363 Million 0.28% of portfolio
1,566
Q3 2025 Added 0.06%
$36B
$346 Million 0.27% of portfolio
3,445
Q3 2025 Reduced 16.12%
$522B
$358 Million 0.27% of portfolio
1,931
Q3 2025 Reduced 30.19%
$662B
$328 Million 0.25% of portfolio
652
Q3 2025 Reduced 1.06%
$96.4B
$310 Million 0.24% of portfolio
2,503
Q3 2025 Reduced 1.61%
$2.39T
$268 Million 0.2% of portfolio
1,219
Q3 2025 Reduced 15.29%
$237B
$260 Million 0.2% of portfolio
1,099
Q3 2025 Reduced 13.6%
$14.8B
$249 Million 0.19% of portfolio
1,217
Q2 2025 New
$0
$229 Million 0.18% of portfolio
6,860
Q3 2025 Reduced 8.64%
$0
$232 Million 0.18% of portfolio
10,743
Q3 2025 Reduced 7.57%
Innovator Equity Defined Protection ETF 1 Yr June
-
$238 Million 0.18% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $131 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 49 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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