Family Legacy Financial Solutions, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 51 distinct companies, with the total value of the equity portfolio listed as $1,727,353,45.
The largest position in the portfolio is Eli Lilly & Co., for which the filer holds 8,331 shares valued at $9,639,902. Other significant holdings include Danaher Corp., with 23,009 shares valued at $5,098,564, and Marvell Technology Inc., with 9,048 shares valued at $2,390,636.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The Schwab U.S. Large-Cap ETF is the largest holding, with 784,296 shares valued at $23,528,888. Other notable ETF positions include the Schwab U.S. Mid-Cap ETF (378,054 shares) and the Schwab U.S. Small-Cap ETF (232,715 shares). The fund also holds substantial positions in the iShares 0-5 Year TIPS Bond ETF (128,404 shares) and the Schwab International Equity ETF (176,874 shares).
Among individual equities, the top holdings include Microsoft (3,305 shares), Meta Platforms (2,673 shares), and Amazon (712 shares). The filing indicates that all positions are held as sole voting and dispositive power.
