Family Legacy Financial Solutions, LLC - Portfolio Stock Holdings
Family Legacy Financial Solutions, LLC disclosed 68 stock positions in a recent SEC 13F filing. $172,724,236 of stock holdings were filed, with the largest holdings including AMD, SCHX, and SCHM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $174,530,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$172,724,236Top Stock Holdings By Sector
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Portfolio Stock Holdings - Family Legacy Financial Solutions, LLC
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