Family Legacy Financial Solutions, LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 123,719
- Description
- Cary North Carolina based advisory led wealth manager with a limited liability advisory organization and a mandate specific and implementation minded investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through allocation committee oversight and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 46 | 123,719 | 13F-HR | Family Legacy Financial Solutions, LLC |
| Q4 2025 | 1/20/2026 | 54 | 129,720 | 13F-HR | Family Legacy Financial Solutions, LLC |
| Q3 2025 | 10/7/2025 | 257 | 130,632 | 13F-HR | Family Legacy Financial Solutions, LLC |
| Q2 2025 | 7/10/2025 | 246 | 117,908 | 13F-HR | Family Legacy Financial Solutions, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.32 K | 49.6% | 0 | 5.105 K | -5.105 K |
| ETFs | 62.4 K | 50.4% | 0 | 892 | -892 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
123,719
Holdings
46
QoQ value change ($000)
-6,001
(-4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.