Family Legacy Financial Solutions, LLC

Q3 2025 13F-HR Holdings

Location
Cary, NC
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
257
Total value ($000)
$130,632
Net value change ($000)
+12,724 (10.8%)
New positions
49
Sold out positions
38
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USFR 2,413 12.7%
SCHX 2,410 23.5%
ZAPR 1,725 NEW
SCHM 1,282 23.8%
SCHA 1,203 25.0%
AMD 1,185 13.9%
NVDA 680 34.4%
STIP 517 11.8%
DOCS 483 33.1%
SCHWAB STRATEGIC TRUST 442 25.7%
Top Reduces (Value $000, Stocks/ETFs)
RVTY -598 -11.2%
ABT -321 -97.0%
SYK -238 -5.6%
SAP -232 -13.1%
RAL -178 -100.0%
TIP -170 -14.3%
CARR -156 -12.0%
F -148 -27.7%
CMG -94 -67.1%
BDX -92 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type