Family Legacy Financial Solutions, LLC holds a focused book of 65 stocks worth $164.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2076068/holdings"
Use Arkolith to show Family Legacy Financial Solutions, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.