Family Legacy Financial Solutions, LLC
•CIK: 2076068•Filing: Q4 2025
**Family Legacy Financial Solutions, LLC** manages $130M across a diversified portfolio of 53 positions. The fund exhibits significant concentration in sector-specific ETFs and technology leaders, notably allocating $19.3M to SCHX and $16.4M to USFR. Top holdings further include substantial positions in AMD ($13.9M) and LLY ($9.0M), suggesting a strategic focus on growth and established market leaders. This allocation profile indicates a conviction-driven approach targeting outsized returns within key US market segments.
Total AUM
$129.7M
QoQ Performance
-0.7%
Positions
53
Top 10 Concentration
72.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
USFR
AMD
LLY
SCHM
SCHX14.9%
USFR12.6%
AMD10.7%
LLY7.0%
SCHM6.2%
PKN4.7%
SCHA4.6%
DHR4.5%
📈 Biggest Buys
📉 Biggest Sells
UDEC
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
-91.9%
0.4% of portfolio
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-23.5%
12.6% of portfolio
LIN
LINDE PLC
-25.7%
0.6% of portfolio
DHR
DANAHER CORPORATION
-4.1%
4.5% of portfolio
ZAPR
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL
-13.7%
1.2% of portfolio
Sector Breakdown
Other67.7%
Technology15.2%
Healthcare12.0%
Consumer1.7%
ETF1.5%
Utilities0.8%
Materials0.6%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
+199 more exited positions
Changes from Q3 2025
↑15 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025