13F Insight
DOSSIER · 13F-HR · Q2 2026

Family Legacy Financial Solutions, LLC

$164M in tracked AUM across 65 positions as of Q2 2026.

FL
CIK 0002076068 · last filed Jun 30, 2026
Total AUM
$164M
as of Q2 2026
Holdings
65
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Family Legacy Financial Solutions, LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 136.9%, rising from $54.76M to $129.72M in the quarter ending December 31, 2025. The portfolio consists of 54 holdings, indicating a diversified approach. The massive increase in AUM suggests a substantial inflow of new capital rather than merely market appreciation, as the broad market would have had to rally sig...

The portfolio composition reflects a "Core and Satellite" structure. The "Core" is comprised of broad-market, beta-tracking ETFs (primarily from Schwab and iShares), while the "Satellites" are concentrated positions in specific sectors, particularly Technology and Healthcare. The allocation strategy is heavily skewed toward domestic equities (approx. 80% of the listed top holdings) with a modest allocation to international equities and fixed income. The firm appears to prioritize liquidity and cost-efficiency, utilizing low-expense ratio ETFs for market exposure while selecting individual stocks for alpha generation.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMD
ADVANCED MICRO DEVICES I
$31M60K18.9%02
SCHX
SCHWAB U.S. LARGE-CAP ETF
$22M760K13.6%03
SCHM
SCHWAB U.S. MID-CAP ETF
$13M364K8.2%04
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$12M115K7.2%05
LLY
ELI LILLY & CO
$10M8K6.2%06
SCHA
SCHWAB U.S. SMALL-CAP ETF
$8M227K5.0%07
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
$8M152K4.7%08
RVTY
REVVITY INC
$6M54K3.8%09
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
$5M173K2.9%10
QQQM
INVESCO NASDAQ 100 ETF
$5M15K2.9%

Filing history

2026Q2Jun 30
$164M▲ 32.6%
65 positionsView →2026Q1Mar 31
$124M▼ 4.6%
48 positionsView →2025Q4Dec 31
$130M▲ 136.9%
54 positionsView →2025Q3Sep 30
$55M▼ 53.6%
120 positionsView →2025Q2Jun 30
$118M—
247 positionsLocked