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Home > Institutional Investor > Family Legacy Financial Solutions, Llc > Profile

Instuitional Investor - Family Legacy Financial Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Family Legacy Financial Solutions, Llc
Portfolio Value $129,718,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 716,115 $19,271 14.86%
2.
Wisdomtree Floating Rate Treasury Fund - ETF
 325,598 $16,384 12.63%
3.
Advanced Micro Devices Inc
 AMD 59,847 $13,851 10.68%
4.
Eli Lilly & Co
 LLY 8,608 $9,019 6.95%
5.
Schwab Strategic Trust
 FNDF 269,093 $8,092 6.24%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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