Family Legacy Financial Solutions, LLC reported 38 positions worth $96.01M for the quarter ended Sep 30, 2026, up 10.3% on the prior quarter. It opened 3 new positions, added to 14, trimmed 7 and exited 11. Its largest holding is Advanced Micro Devices Inc at 38.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | +848 | +169.9% | $806.14K | 1.33% |
| SPCX Space Exploration Technologies Corp | +4,792 | – | $722.88K | 0.753% |
| VRT Vertiv Holdings Co | +2,638 | +99.4% | $636.53K | 1.33% |
| Q Qnity Electronics, Inc. | +2,089 | +64.2% | $262.65K | 0.699% |
| NVDA Nvidia Corp | +1,059 | +7.0% | $241.86K | 3.86% |
| UHS Universal Health Services Inc | +1,217 | – | $212.07K | 0.221% |
| META Meta Platforms, Inc. | +242 | +10.0% | $175.49K | 2.02% |
| RDDT Reddit, Inc. | +1,000 | +48.3% | $142.44K | 0.455% |
| GOOG Alphabet Inc. | +217 | +9.9% | $73.93K | 0.852% |
| AAPL Apple Inc. | +205 | +12.0% | $68.27K | 0.662% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -1,063 | -24.3% | $545.18K | 1.77% |
| DOCS Doximity, Inc. | -17.3K | -100.0% | $357.89K | Exited |
| PANW Palo Alto Networks Inc | -664 | -6.4% | $263.81K | 4.04% |
| D Dominion Energy, Inc | -3,120 | -100.0% | $213.10K | Exited |
| ARM Arm Holdings Plc | -600 | -100.0% | $212.74K | Exited |
| ED Consolidated Edison Inc | -1,484 | -100.0% | $164.13K | Exited |
| GRMN Garmin Ltd | -662 | -100.0% | $157.30K | Exited |
| DUK Duke Energy CORP | -1,232 | -100.0% | $155.91K | Exited |
| BLDR Builders FirstSource, Inc. | -1,596 | -100.0% | $142.81K | Exited |
| CARR CARRIER GLOBAL Corp | -2,436 | -22.7% | $133.63K | 0.475% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DOCS Doximity, Inc. | -17.3K | $357.89K | 0.411% |
| D Dominion Energy, Inc | -3,120 | $213.10K | 0.245% |
| ARM Arm Holdings Plc | -600 | $212.74K | 0.244% |
| ED Consolidated Edison Inc | -1,484 | $164.13K | 0.189% |
| GRMN Garmin Ltd | -662 | $157.30K | 0.181% |
| DUK Duke Energy CORP | -1,232 | $155.91K | 0.179% |
| BLDR Builders FirstSource, Inc. | -1,596 | $142.81K | 0.164% |
| DAL Delta Air Lines, Inc. | -1,305 | $122.22K | 0.14% |
| CRWD CrowdStrike Holdings, Inc. | -620 | $118.29K | 0.136% |
| CEG Constellation Energy Corp | -415 | $103.15K | 0.118% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 59.8K | $36.56M | 38.08% | 0 | 0.0% | Unchanged | 0% |
| 2 | LLY ELI LILLY & Co | Healthcare | 8,331 | $9.64M | 10.04% | -10 | -0.1% | Reduced | 0% |
| 3 | RVTY Revvity, Inc. | Healthcare | 54.2K | $8.29M | 8.63% | 0 | 0.0% | Unchanged | 0.05% |
| 4 | DHR Danaher Corp | Healthcare | 23.0K | $5.10M | 5.31% | 0 | 0.0% | Unchanged | 0% |
| 5 | PANW Palo Alto Networks Inc | Technology | 9,766 | $3.88M | 4.04% | -664 | -6.4% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 16.2K | $3.71M | 3.86% | +1,059 | +7.0% | Added | 0% |
| 7 | SYK Stryker Corp | Healthcare | 10.9K | $3.01M | 3.14% | 0 | 0.0% | Unchanged | 0% |
| 8 | MRVL Marvell Technology, Inc. | Technology | 9,048 | $2.39M | 2.49% | -128 | -1.4% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,673 | $1.94M | 2.02% | +242 | +10.0% | Added | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 1,926 | $1.75M | 1.83% | +67 | +3.6% | Added | 0% |
| 11 | MSFT Microsoft Corp | Technology | 3,305 | $1.70M | 1.77% | -1,063 | -24.3% | Reduced | 0% |
| 12 | WM Waste Management Inc | Industrials | 8,188 | $1.67M | 1.74% | +238 | +3.0% | Added | 0% |
| 13 | DOV DOVER Corp | Industrials | 7,566 | $1.42M | 1.47% | +193 | +2.6% | Added | 0.01% |
| 14 | ADI Analog Devices Inc | Technology | 3,422 | $1.36M | 1.41% | 0 | 0.0% | Unchanged | 0% |
| 15 | GEV GE Vernova Inc. | Industrials | 1,347 | $1.28M | 1.33% | +848 | +169.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Family Legacy Financial Solutions.
As of its Q3 2026 13F filing, Family Legacy Financial Solutions, LLC’s five largest positions were Advanced Micro Devices Inc (AMD) at 38.1%, ELI LILLY & Co (LLY) at 10.0%, Revvity, Inc. (RVTY) at 8.6%, Danaher Corp (DHR) at 5.3%, Palo Alto Networks Inc (PANW) at 4.0% of the reported portfolio.
Family Legacy Financial Solutions, LLC reported a 13F portfolio worth $96.01M across 38 positions for Q3 2026. That is up 10.3% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($806.14K), Space Exploration Technologies Corp ($722.88K), Vertiv Holdings Co ($636.53K). It opened 3 new positions.
Its largest sales by value were Microsoft Corp ($545.18K), Doximity, Inc. ($357.89K), Palo Alto Networks Inc ($263.81K). It exited 11 positions entirely.
From the Form 13F-HR reports Family Legacy Financial Solutions, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.