Family Legacy Financial Solutions, LLC

Q1 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$123,719
Net value change ($000)
-6,001 (-4.6%)
New positions
1
Sold out positions
10
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
QQQM 2,867 NEW
PANW 1,955 93.9%
SCHM 1,837 22.7%
STIP 1,352 24.5%
SCHWAB STRATEGIC TRUST 1,004 37.4%
META 611 69.5%
SCHA 437 7.4%
D 404 77.7%
DOV 393 35.5%
LUMN 295 101.4%
Top Reduces (Value $000, Stocks/ETFs)
USFR -5,778 -35.3%
AMD -1,694 -12.2%
DHR -1,524 -25.9%
RVTY -1,308 -21.6%
SAP -1,304 -100.0%
TIP -784 -100.0%
LLY -749 -8.3%
SPY -678 -49.2%
ZAPR -547 -36.2%
SCHX -527 -2.7%
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