Family Legacy Financial Solutions, LLC holds a focused book of 65 reported positions worth $164.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Sap SE-Sponsored ADR and trimmed Eli Lilly & Co. Their largest long position is Advanced Micro Devices at 19% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+19.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +25.8%, a 2.7-point gap that is the cost of the ~14-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Family Legacy Financial Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Family Legacy Financial Solutions, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 65 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 65 | $4.4B |
| Swiss Re Ltd | 27 / 65 | $1.0B |
| Prospect Hill Management, LLC | 6 / 65 | $225.7M |
| Hoffman, Alan N Investment Management | 7 / 65 | $147.2M |
| H&H International Investment, LLC | 6 / 65 | $16.1B |
| Greenbrier Partners Capital Management, LLC | 7 / 65 | $1.1B |
| Dumac, Inc. | 6 / 65 | $879.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Family Legacy Financial Solutions, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices I COM | $30.9M | 59.8K | 18.9% | —Held | |
| 2 | Schwab U.S. Large-Cap ETF COM | $22.4M | 759.6K | 13.6% | ▲+4.7% Added · +34K sh | |
| 3 | Schwab U.S. Mid-Cap ETF COM | $13.4M | 364.0K | 8.2% | ▲+15% Added · +46K sh | |
| 4 | Ishares 0-5 Year Tips Bond ETF COM | $11.7M | 114.9K | 7.2% | ▲+72% Added · +48K sh | |
| 5 | Eli Lilly & Co COM | $10.1M | 8.3K | 6.2% | ▼−3.7% Reduced · −323 sh | |
| 6 | Schwab U.S. Small-Cap ETF COM | $8.2M | 226.9K | 5.0% | ▲+4.5% Added · +10K sh | |
| 7 | Wisdomtree Floating Rate Treasury Fund COM | $7.6M | 151.7K | 4.7% | ▼−28% Reduced · −59K sh | |
| 8 | Revvity Inc COM | $6.2M | 54.2K | 3.8% | —Held | |
| 9 | Schwab International Equity ETF COM | $4.8M | 173.0K | 2.9% | ▲+18% Added · +26K sh | |
| 10 | Invesco Nasdaq 100 ETF COM | $4.7M | 15.5K | 2.9% | ▲+30% Added · +4K sh | |
| 11 | Danaher Corp COM | $4.6M | 23.0K | 2.8% | —Held | |
| 12 | Stryker Corp COM | $3.6M | 10.9K | 2.2% | —Held | |
| 13 | Palo Alto Networks Inc COM | $3.6M | 10.4K | 2.2% | ▼−58% Reduced · −15K sh | |
| 14 | Nvidia Corporation COM | $3.0M | 15.2K | 1.9% | ▼−3.4% Reduced · −529 sh | |
| 15 | Marvell Technology Inc COM | $2.6M | 9.2K | 1.6% | ▼−29% Reduced · −4K sh | |
| 16 | Waste Mgmt Inc Del COM | $1.8M | 8.0K | 1.1% | ▲+2.1% Added · +162 sh | |
| 17 | Costco Wholesale Corporation COM | $1.7M | 1.9K | 1.1% | ▲+41% Added · +538 sh | |
| 18 | Dover Corp COM | $1.7M | 7.4K | 1.0% | ▲+1.9% Added · +139 sh | |
| 19 | Microsoft Corp COM | $1.6M | 4.4K | 1.0% | ▲+5.8% Added · +241 sh | |
| 20 | Meta Platforms Inc CL A | $1.4M | 2.4K | 0.8% | ▼−5.4% Reduced · −140 sh | |
| 21 | Analog Devices Inc COM | $1.3M | 3.4K | 0.8% | ▼−63% Reduced · −6K sh | |
| 22 | Innovator Equity Defined Protection ETF - 1 Yr April COM | $950K | 35.6K | 0.6% | ▼−3.3% Reduced · −1K sh | |
| 23 | Sap SE ORDF | $934K | 5.8K | 0.6% | ▲New New position | |
| 24 | Vertiv Holdings Co CL A | $888K | 2.7K | 0.5% | ▼−99% Reduced · −527K sh | |
| 25 | Cummins Inc COM | $883K | 1.2K | 0.5% | ▼−11% Reduced · −159 sh | |
| 26 | Carrier Global Corporation COM | $788K | 10.7K | 0.5% | ▼−42% Reduced · −8K sh | |
| 27 | Alphabet Inc Cap STK CL C COM | $771K | 2.2K | 0.5% | ▲New New position | |
| 28 | Fortive Corp DISC | $721K | 11.5K | 0.4% | ▼−17% Reduced · −2K sh | |
| 29 | Veralto Corp COM | $710K | 7.7K | 0.4% | ▼−7.9% Reduced · −656 sh | |
| 30 | Tesla Inc COM | $678K | 1.7K | 0.4% | ▼−31% Reduced · −748 sh | |
| 31 | State Street SPDR S&P 500 ETF COM | $638K | 855 | 0.4% | ▼−20% Reduced · −211 sh | |
| 32 | Lumentum Hldgs Inc COM | $607K | 834 | 0.4% | ▲New New position | |
| 33 | Ishares Core S&P 500 ETF COM | $593K | 792 | 0.4% | —Held | |
| 34 | Ge Vernova Inc COM | $586K | 499 | 0.4% | ▲New New position | |
| 35 | Qnity Electronics Inc COM | $531K | 3.3K | 0.3% | ▲New New position | |
| 36 | Linde PLC SHS | $505K | 974 | 0.3% | ▲+63% Added · +375 sh | |
| 37 | Apple Inc COM | $493K | 1.7K | 0.3% | ▼−1.9% Reduced · −33 sh | |
| 38 | Innovator U.S. Equity Ultra Buffer ETF - December COM | $463K | 11.1K | 0.3% | ▼−20% Reduced · −3K sh | |
| 39 | Ishares Core S&P U.S. Growth ETF COM | $411K | 2.2K | 0.3% | ▼−3.0% Reduced · −67 sh | |
| 40 | Abbvie Inc COM | $394K | 1.6K | 0.2% | ▲+0.1% Added · +1 sh | |
| 41 | Reddit Inc CL A | $359K | 2.1K | 0.2% | ▼−13% Reduced · −306 sh | |
| 42 | Doximity Inc CL A | $358K | 17.3K | 0.2% | ▼−70% Reduced · −40K sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $325K | 650 | 0.2% | —Held | |
| 44 | Ralliant Corp COM | $262K | 3.8K | 0.2% | ▲New New position | |
| 45 | Innovator Equity Defined Protection ETF - 1 Yr June COM | $247K | 9.0K | 0.2% | —Held | |
| 46 | Bio-Techne Corp COM | $238K | 3.4K | 0.1% | ▲New New position | |
| 47 | Abbott Labs COM | $225K | 2.4K | 0.1% | ▲New New position | |
| 48 | Dominion Energy Inc COM | $213K | 3.1K | 0.1% | ▼−79% Reduced · −12K sh | |
| 49 | Arm Holdings PLC SPONSORED ADS | $213K | 600 | 0.1% | ▲New New position | |
| 50 | Ishares Russell 2000 ETF COM | $177K | 588 | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Family Legacy Financial Solutions, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.