Family Legacy Financial Solutions, LLC

Q3 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$172,735
Net value change ($000)
+8,730 (5.3%)
New positions
3
Sold out positions
17
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 5,614 18.1%
RVTY 2,121 34.4%
SCHX 1,173 5.2%
STIP 1,066 9.1%
SPACE EXPLORATION TECHN CORP 723 NEW
GEV 695 118.6%
NVDA 671 22.1%
META 569 41.6%
DHR 545 12.0%
VRT 389 43.8%
Top Reduces (Value $000, Stocks/ETFs)
USFR -681 -8.9%
SCHA -605 -7.4%
SYK -560 -15.7%
SCHM -559 -4.2%
LLY -461 -4.6%
DOCS -358 -100.0%
CARR -332 -42.1%
CMI -249 -28.2%
DOV -239 -14.4%
ARM -213 -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