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The Analysis of Family Legacy Financial Solutions, LLC's Holdings & P&L

Currently, Family Legacy Financial Solutions, LLC holds 44 types of securities in its portfolio with a total value $123.7M. In the most recent quarter, they have increased their positions in QQQM (+11.9K shares, valued at $2.9M), PANW (+13.8K shares, valued at $2.2M), SCHM (+48.6K shares, valued at $1.5M); decreased their positions in USFR (-114.9K shares, valued at $5.8M), SPY (-953 shares, valued at $624.8K), N/A (-1.2K shares, valued at $570.9K); initiated new positions in QQQM (+11.9K shares, valued at $2.9M).

1M P&L

+18.7M+6.17%

3M P&L

+65.9M+25.73%

HY P&L

+106.5M+49.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A62.4M

51.4%

2Semiconductors17.6M

14.5%

3Diagnostics & Research9.1M

7.5%

Top Industries by Stock Count

1N/A13 stocks

32.5%

2Semiconductors4 stocks

10.0%

3Drug Manufacturers - General2 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB U.S. LARGE-CAP ETF725.4K shares1.30%2026-03-312026-04-15

AMD ADVANCED MICRO DEVIC59.8K shares-0.15%2026-03-312026-04-15

USFR WISDOMTREE FLOATING RATE TREASURY FUND210.7K shares-35.29%2026-03-312026-04-15

SCHM SCHWAB U.S. MID-CAP ETF317.7K shares18.07%2026-03-312026-04-15

LLY ELI LILLY & CO COM8.7K shares0.65%2026-03-312026-04-15

STIP ISHARES 0-5 YEAR TIPS BOND ETF66.6K shares23.61%2026-03-312026-04-15

SCHA SCHWAB U.S. SMALL-CAP ETF217.1K shares4.18%2026-03-312026-04-15

RVTY REVVITY INC54.2K shares0.00%2026-03-312026-04-15

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DHR DANAHER CORPORATION COM23.0K shares-7.98%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC COM25.1K shares122.44%2026-03-312026-04-15

SCHF SCHWAB INTERNATIONAL EQUITY ETF146.9K shares31.33%2026-03-312026-04-15

SYK STRYKER CORP10.9K shares0.00%2026-03-312026-04-15

QQQM INVESCO NASDAQ 100 ETF11.9K sharesnew addition2026-03-312026-04-15

NVDA NVIDIA CORPORATION COM15.7K shares9.88%2026-03-312026-04-15

ADI ANALOG DEVICES INC9.2K shares168.38%2026-03-312026-04-15

WM WASTE MGMT INC DEL COM7.8K shares6.31%2026-03-312026-04-15

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MSFT MICROSOFT CORP COM4.1K shares50.07%2026-03-312026-04-15

DOV DOVER CORP COM7.2K shares27.61%2026-03-312026-04-15

META META PLATFORMS INC CL A2.6K shares87.12%2026-03-312026-04-15

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM12.8K shares-24.35%2026-03-312026-04-15

DOCS DOXIMITY INC CL A57.5K shares69.85%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION COM1.3K shares-8.39%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION COM18.6K shares-1.81%2026-03-312026-04-15

ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL36.9K shares-37.04%2026-03-312026-04-15

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D DOMINION ENERGY INC COM14.9K shares67.63%2026-03-312026-04-15

TSLA TESLA INC COM2.4K shares50.19%2026-03-312026-04-15

FTV FORTIVE CORP DISC13.9K shares0.00%2026-03-312026-04-15

CMI CUMMINS INC COM1.4K shares-36.24%2026-03-312026-04-15

VLTO VERALTO CORP COM SHS8.3K shares-13.27%2026-03-312026-04-15

SPY STATE STREET SPDR S&P 500 ETF1.1K shares-47.20%2026-03-312026-04-15

SWKS SKYWORKS SOLUTIONS INC11.8K shares0.00%2026-03-312026-04-15

LUMN LUMENTUM HLDGS INC834 shares0.00%2026-03-312026-04-15

Sponsored

UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER13.9K shares0.00%2026-03-312026-04-15

IVV ISHARES CORE S&P 500 ETF792 shares0.00%2026-03-312026-04-15

AAPL APPLE INC COM1.7K shares-35.68%2026-03-312026-04-15

IUSG ISHARES CORE S&P U.S. GROWTH ETF2.3K shares-5.41%2026-03-312026-04-15

ABBV ABBVIE INC COM1.6K shares0.00%2026-03-312026-04-15

RDDT REDDIT INC CL A2.4K shares84.62%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW650 shares-0.31%2026-03-312026-04-15

LINDE PLC SHS LINDE PLC SHS599 shares-65.85%2026-03-312026-04-15

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ED CONSOLIDATED EDISON INC COM2.4K shares-17.93%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO COM CL A529.5K shares52746.21%2026-03-312026-04-15

ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE9.0K shares0.00%2026-03-312026-04-15

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW1.8K shares-27.27%2026-03-312026-04-15

SCHX

SCHWAB U.S. LARGE-CAP ETF

1.30%

Shares725.4K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVIC

-0.15%

Shares59.8K

Event2026-03-31

Filed2026-04-15

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-35.29%

Shares210.7K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB U.S. MID-CAP ETF

18.07%

Shares317.7K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO COM

0.65%

Shares8.7K

Event2026-03-31

Filed2026-04-15

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

23.61%

Shares66.6K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB U.S. SMALL-CAP ETF

4.18%

Shares217.1K

Event2026-03-31

Filed2026-04-15

RVTY

REVVITY INC

0.00%

Shares54.2K

Event2026-03-31

Filed2026-04-15

DHR

DANAHER CORPORATION COM

-7.98%

Shares23.0K

Event2026-03-31

Filed2026-04-15

PANW

PALO ALTO NETWORKS INC COM

122.44%

Shares25.1K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

31.33%

Shares146.9K

Event2026-03-31

Filed2026-04-15

SYK

STRYKER CORP

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO NASDAQ 100 ETF

New

Shares11.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION COM

9.88%

Shares15.7K

Event2026-03-31

Filed2026-04-15

ADI

ANALOG DEVICES INC

168.38%

Shares9.2K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL COM

6.31%

Shares7.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP COM

50.07%

Shares4.1K

Event2026-03-31

Filed2026-04-15

DOV

DOVER CORP COM

27.61%

Shares7.2K

Event2026-03-31

Filed2026-04-15