Family Legacy Financial Solutions, LLC ETF holdings
Cary, NC
Reported $77.1M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$77.1M
ETFs held
20
Change from prior quarter
+23.5%
With price moves
ETFs as a share of its 13F
47.0%
of $164.0M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $22.4M | 759,646 | +34,249 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $13.4M | 363,994 | +46,271 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $11.7M | 114,882 | +48,255 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $8.2M | 226,936 | +9,796 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $7.6M | 151,682 | −59,005 shares |
| SCHF | Schwab International Equity ETF | $4.8M | 172,961 | +26,110 shares |
| QQQM | Invesco NASDAQ 100 ETF | $4.7M | 15,470 | +3,554 shares |
| ZAPR | Innovator Equity Defined Protection ETF - 1 Yr April | $950K | 35,650 | −1,200 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $638K | 855 | −211 shares |
| IVV | iShares Core S&P 500 ETF | $593K | 792 | No change |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002076068. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Family Legacy Financial Solutions, LLC own?
Family Legacy Financial Solutions, LLC reported 20 ETF positions worth $77.1M in its Form 13F for June 30, 2026. The largest was SCHX, at $22.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.