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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 $130,632,049
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Floating Rate Treasury Fund - ETF
 425,668 $21,398,325 16.38%
2.
Schwab Strategic Trust
 FNDF 480,613 $12,659,340 9.69%
3.
Advanced Micro Devices Inc
 AMD 59,863 $9,685,235 7.41%
4.
Eli Lilly & Co
 LLY 8,783 $6,701,077 5.13%
5.
Schwab Strategic Trust
 FNDF 224,899 $6,665,992 5.1%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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