Family Legacy Financial Solutions, LLC

Q4 2025 13F-HR Holdings

Location
Cary, NC
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$129,720
Net value change ($000)
-912 (-0.7%)
New positions
0
Sold out positions
204
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/7/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SCHX 6,612 52.2%
AMD 4,166 43.0%
LLY 2,318 34.6%
SCHM 1,426 21.4%
RVTY 1,304 27.4%
DHR 718 13.9%
STIP 625 12.8%
SCHWAB STRATEGIC TRUST 525 24.3%
META 488 124.8%
LUMN 291 NEW
Top Reduces (Value $000, Stocks/ETFs)
UDEC -6,013 -91.6%
USFR -5,014 -23.4%
FTV -594 -67.6%
DOCS -456 -23.5%
LIN -374 -33.3%
SAP -236 -15.3%
TIP -236 -23.1%
SWKS -233 -25.7%
SCHH -232 -100.0%
SCHE -229 -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