Holdings of Family Legacy Financial Solutions, LLC
39 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.5 % of the equity sleeve
Sector breakdown
- Technology 21.8 %
- Health care 15.5 %
- Industrials 5.6 %
- Communication 1.3 %
- Utilities 1.3 %
- Consumer staples 1.2 %
- Consumer discretionary 0.8 %
- Funds 0.5 %
- Financials 0.3 %
- Unattributed 51.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 39 | 111.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab U.S. Large-Cap ETF | 725,397 | 18.7M $ | |
| 2 | Advanced Micro Devices Inc | 59,760 | 12.2M $ | |
| 3 | WisdomTree Trust | 210,687 | 10.6M $ | |
| 4 | Eli Lilly & Co | 8,664 | 8.3M $ | |
| 5 | iShares 0-5 Year TIPS Bond ETF | 66,627 | 6.9M $ | |
| 6 | Schwab U.S. Small-Cap ETF | 217,140 | 6.4M $ | |
| 7 | Revvity Inc | 54,208 | 4.7M $ | |
| 8 | Danaher Corp | 23,009 | 4.4M $ | |
| 9 | Palo Alto Networks Inc | 25,120 | 4M $ | |
| 10 | Schwab International Equity ETF | 146,851 | 3.7M $ | |
| 11 | Stryker Corp | 10,946 | 3.6M $ | |
| 12 | INVESCO EXCHANGE-TRADED FUND TRUST II | 11,916 | 2.9M $ | |
| 13 | NVIDIA Corp | 15,699 | 2.8M $ | |
| 14 | Analog Devices Inc | 9,184 | 2.1M $ | |
| 15 | Waste Management Inc | 7,788 | 1.8M $ | |
| 16 | Microsoft Corp | 4,127 | 1.5M $ | |
| 17 | Dover Corp | 7,234 | 1.5M $ | |
| 18 | Meta Platforms Inc | 2,571 | 1.5M $ | |
| 19 | Marvell Technology Inc | 12,837 | 1.4M $ | |
| 20 | Doximity Inc | 57,526 | 1.3M $ | |
| 21 | Costco Wholesale Corp | 1,321 | 1.3M $ | |
| 22 | Carrier Global Corp | 18,619 | 1.1M $ | |
| 23 | Dominion Energy Inc | 14,884 | 923.6K $ | |
| 24 | Tesla Inc | 2,418 | 921.9K $ | |
| 25 | Fortive Corp | 13,860 | 877.8K $ | |
| 26 | Cummins Inc | 1,397 | 768.6K $ | |
| 27 | Veralto Corp | 8,325 | 733.2K $ | |
| 28 | State Street SPDR S&P 500 ETF Trust | 1,066 | 698.8K $ | |
| 29 | Skyworks Solutions Inc | 11,792 | 631.5K $ | |
| 30 | Lumen Technologies Inc | 834 | 586.1K $ | |
| 31 | iShares Core S&P 500 ETF | 792 | 521.3K $ | |
| 32 | Apple Inc | 1,736 | 443.9K $ | |
| 33 | iShares Core S&P U.S. Growth ETF | 2,255 | 354.6K $ | |
| 34 | AbbVie Inc | 1,566 | 336.9K $ | |
| 35 | Reddit Inc | 2,376 | 323.6K $ | |
| 36 | Berkshire Hathaway Inc | 650 | 311K $ | |
| 37 | Consolidated Edison Inc | 2,408 | 274.3K $ | |
| 38 | Vertiv Holdings Co | 529,519 | 269.6K $ | |
| 39 | Duke Energy Corp | 1,787 | 234K $ | |