account_balance
Investment manager · 13F filer · SEC CIK 2076068
Family Legacy Financial Solutions, LLC
Reported value$173Mas of Sep 30, 2026
Positions51 3 new, 17 sold out
Top 10 weight74.2%AMD alone is 21%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
21.2%
SCHXSchwab U.S. Large-Cap ETF
13.6%Added +3%
SCHMSchwab U.S. Mid-Cap ETF
7.4%Added +4%
STIPiShares 0-5 Year Tips Bond ETF
7.4%Added +12%
LLYELI Lilly & Co
5.6%
RVTYRevvity, Inc.
4.8%
SCHASchwab U.S. Small-Cap ETF
4.4%Added +3%
USFRWisdomtree Floating Rate Treasury Fund
4.0%Trimmed −9%
DHRDanaher Corp
3.0%
SCHFSchwab International Equity ETF
2.8%Added +2%
QQQMInvesco Nasdaq 100 ETF
2.8%
PANWPalo Alto Networks Inc
2.2%−6%
AMDAdvanced Micro Devices Inc
21.2%
SCHXSchwab U.S. Large-Cap ETF
13.6%+3%
SCHMSchwab U.S. Mid-Cap ETF
7.4%
STIPiShares 0-5 Year Tips Bond ETF
7.4%
LLYELI Lilly & Co
5.6%
RVTYRevvity, Inc.
4.8%
SCHASchwab U.S. Small-Cap ETF
4.4%
USFR4.0%
DHR3.0%SCHF
QQQM
PANWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 21.2% Held
SCHX Schwab U.S. Large-Cap ETF 13.6% Added +3%
SCHM Schwab U.S. Mid-Cap ETF 7.4% Added +4%
STIP iShares 0-5 Year Tips Bond ETF 7.4% Added +12%
LLY ELI Lilly & Co 5.6% HeldRVTY Revvity, Inc. 4.8% HeldSCHA Schwab U.S. Small-Cap ETF 4.4% Added +3%
USFR Wisdomtree Floating Rate Treasury Fund 4.0% Trimmed −9%
DHR Danaher Corp 3.0% HeldSCHF Schwab International Equity ETF 2.8% Added +2%
QQQM Invesco Nasdaq 100 ETF 2.8% Held
PANW Palo Alto Networks Inc 2.2% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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