Family Legacy Financial Solutions
Family Legacy Financial Solutions reported 51 stocks worth $173M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are AMD (21.2%), SCHX (13.6%) and SCHM (7.5%). Compared with Q2 2026, the fund opened new positions in SPCX, UHS and BLLN, added to SCHX, SCHM and STIP, trimmed LLY, USFR and PANW and sold out of DOCS, D and ARM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMD Advanced Micro Devices Inc | $36.6M | 21.2% | 60K | No change | 6 of 6 | |
| 2 |  SCHX Schwab US Large Cap ETF | $23.5M | 13.6% | 784K | +25K (+3%) | 6 of 6 | |
| 3 |  SCHM Schwab Strategic TR | $12.9M | 7.5% | 378K | +14K (+4%) | 6 of 6 | |
| 4 |  STIP Ishares 0-5 | $12.8M | 7.4% | 128K | +14K (+12%) | 6 of 6 | |
| 5 |  LLY Eli Lilly & Co | $9.6M | 5.6% | 8,331 | −10 (−0%) | 6 of 6 | |
| 6 |  RVTY Revvity Inc | $8.3M | 4.8% | 54K | No change | 6 of 6 | |
| 7 |  SCHA Schwab US Small Cap ETF | $7.6M | 4.4% | 233K | +5,779 (+3%) | 6 of 6 | |
| 8 |  USFR Wisdomtree TR | $7M | 4.0% | 138K | −14K (−9%) | 6 of 6 | |
| 9 |  DHR Danaher Corp | $5.1M | 3.0% | 23K | No change | 6 of 6 | |
| 10 |  SCHF Schwab International | $4.9M | 2.8% | 177K | +3,913 (+2%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DOCS Doximity Inc | $358K | 17K |
 D Dominion Energy Inc | $213K | 3,120 |
 ARM Arm Hldgs PLC Equity A F | $213K | 600 |
 IWM Ishares TR | $177K | 588 |
 ED Consolidated Edison Inc | $164K | 1,484 |
🔒 Free account: see all 17.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Family Legacy Financial Solutions 13F FAQ
What does Family Legacy Financial Solutions own?
Family Legacy Financial Solutions reported 51 stocks worth $173M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are AMD (21.2%), SCHX (13.6%) and SCHM (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Family Legacy Financial Solutions buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 20 added to, 9 trimmed and 17 sold out. New positions include SPCX, UHS and BLLN. It sold all of DOCS, D and ARM.
When will Family Legacy Financial Solutions file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Family Legacy Financial Solutions's portfolio worth?
The Q3 2026 filing reports $173M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.