Family Legacy Financial Solutions, LLC
SEC Form 13F institutional filer · CIK 0002076068
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
81.5%
Family Legacy Financial Solutions, LLC — $103M AUM allocation strategy
Family Legacy Financial Solutions, LLC files SEC Form 13F and reports $103M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 37.8%, followed by Information Technology 23.3% and Health Care 20.5%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Family Legacy Financial Solutions, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$103M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VRT +529K sh · +$269K+$SCHW +102K sh · +$38.7M+$PANW +13.8K sh · +$4.03M
Biggest trims (shares)
−$MRVL −4.13K sh · +$1.37M−$DHR −2K sh · +$4.36M−$VLTO −1.27K sh · +$732K
Exited to nil (held last quarter, gone now)
$JNJ ($335 last qtr)$F ($333 last qtr)$LMT ($273 last qtr)$AMZN ($262 last qtr)$UHS ($243 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage37.8%—
- Semiconductors17.9%—
- Health Care Equipment8.2%—
- Pharmaceuticals8.1%—
- Systems Software5.4%—
- Life Sciences Tools & Services4.2%—
- Industrial Machinery & Supplies & Components2.3%—
- Environmental & Facilities Services1.8%—
- Other holdings14.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.41M | $38.7M | +102K | 37.8% |
| $AMD | Advanced Micro Devices Inc | 59.8K | $12.2M | -87 | 11.8% |
| $LLY | Eli Lilly and Company | 8.66K | $8.27M | +56 | 8.1% |
| $RVTY | Revvity Inc | 54.2K | $4.75M | +0 | 4.6% |
| $DHR | Danaher Corporation | 23K | $4.36M | -2K | 4.3% |
| $PANW | Palo Alto Networks Inc | 25.1K | $4.04M | +13.8K | 3.9% |
| $SYK | Stryker Corporation | 10.9K | $3.6M | +0 | 3.5% |
| $NVDA | NVIDIA Corporation | 15.7K | $2.76M | +1.41K | 2.7% |
| $ADI | Analog Devices Inc | 9.18K | $2.08M | +5.76K | 2.0% |
…and 24 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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