Family Legacy Financial Solutions, LLC - Portfolio overview

Family Legacy Financial Solutions, LLC has 256 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB U.S. LARGE-CAP ETF, 14.33%
2. AMD - ADVANCED MICRO DEVIC, 9.30%
3. USFR - WISDOMTREE FLOATING RATE TREASURY FUND, 8.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.