Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC reported 65 holdings worth US$164M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Family Legacy Financial Solutions, LLC reported 65 holdings worth US$164M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Eli Lilly And Company and Revvity, Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$164M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 59,760 | US$30.9M | 18.9% |
| Eli Lilly And Company | 8,341 | US$10.1M | 6.2% |
| Revvity, Inc. | 54,208 | US$6.17M | 3.8% |
| Danaher Corporation | 23,009 | US$4.55M | 2.8% |
| Stryker Corporation | 10,946 | US$3.57M | 2.2% |
| Palo Alto Networks, Inc. | 10,430 | US$3.57M | 2.2% |
| Nvidia Corporation | 15,170 | US$3.04M | 1.9% |
| Marvell Technology, Inc. | 9,176 | US$2.57M | 1.6% |
| Waste Management, Inc. | 7,950 | US$1.77M | 1.1% |
| Costco Wholesale Corporation | 1,859 | US$1.74M | 1.1% |
| Dover Corporation | 7,373 | US$1.65M | 1.0% |
| Microsoft Corp. | 4,368 | US$1.63M | 0.99% |
| Meta Platforms, Inc. | 2,431 | US$1.37M | 0.83% |
| Analog Devices, Inc. | 3,422 | US$1.29M | 0.79% |
| Sap Se | 5,762 | US$934K | 0.57% |
| Vertiv Holdings, Llc | 2,654 | US$888K | 0.54% |
| Cummins Inc. | 1,238 | US$883K | 0.54% |
| Carrier Global Corporation | 10,743 | US$788K | 0.48% |
| Alphabet Inc (google) Class C | 2,158 | US$771K | 0.47% |
| Fortive Corporation | 11,505 | US$721K | 0.44% |
| Veralto Corp | 7,669 | US$710K | 0.43% |
| Tesla, Inc. | 1,670 | US$678K | 0.41% |
| Lumentum Holdings Inc. | 834 | US$607K | 0.37% |
| Ge Vernova Inc. | 499 | US$586K | 0.36% |
| Qnity Electronics, Inc. | 3,252 | US$531K | 0.32% |
| Apple Inc | 1,703 | US$493K | 0.30% |
| Abbvie Inc. | 1,567 | US$394K | 0.24% |
| Reddit, Inc. | 2,070 | US$359K | 0.22% |
| Doximity, Inc. | 17,256 | US$358K | 0.22% |
| Berkshire Hathaway Inc. | 650 | US$325K | 0.20% |
| Ralliant Corporation | 3,835 | US$262K | 0.16% |
| Bio-techne Corp | 3,360 | US$238K | 0.15% |
| Abbott Laboratories | 2,355 | US$225K | 0.14% |
| Dominion Energy, Inc. | 3,120 | US$213K | 0.13% |
| Amazon.com, Inc. | 713 | US$170K | 0.10% |
| Consolidated Edison, Inc. | 1,484 | US$164K | 0.10% |
| Everpure, Inc. | 2,040 | US$161K | 0.10% |
| Duke Energy Corporation (holding Company) | 1,232 | US$156K | 0.10% |
| Builders Firstsource, Inc. | 1,596 | US$143K | 0.09% |
| Delta Air Lines, Inc. | 1,305 | US$122K | 0.07% |
| Crowdstrike Holdings, Inc. | 155 | US$118K | 0.07% |
| Constellation Energy Corporation | 415 | US$103K | 0.06% |
| Skyworks Solutions, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related