Family Legacy Financial Solutions, LLC

Q2 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$164,005
Net value change ($000)
+40,286 (32.6%)
New positions
23
Sold out positions
2
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 18,788 154.5%
STIP 4,865 70.8%
SCHX 3,612 19.3%
SCHM 3,491 35.2%
LLY 1,831 22.1%
SCHA 1,826 28.7%
QQQM 1,820 63.5%
RVTY 1,418 29.9%
MRVL 1,201 87.7%
SCHWAB STRATEGIC TRUST 1,099 29.8%
Top Reduces (Value $000, Stocks/ETFs)
USFR -2,969 -28.0%
DOCS -961 -72.9%
D -711 -76.9%
SWKS -631 -100.0%
LUMN -586 -100.0%
PANW -465 -11.5%
CARR -271 -25.6%
TSLA -244 -26.5%
META -121 -8.1%
ED -110 -40.1%
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