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Family Legacy Financial Solutions, LLC

Q3 2025 Holdings

Filed 2025-10-07 | 258 holdings | $130.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
CNX RES Corp COM(CNX)Stock12653C108$11.1K3470.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$11.5K340.0%
Invesco Preferred ETF(PGX)ETF46138E511$11.6K1,0000.0%
Etsy Inc COM(ETSY)Stock29786A106$11.8K1770.0%
Qualcomm Inc COM(QCOM)Stock747525103$12.0K720.0%
Uipath Inc CL A(PATH)Stock90364P105$12.7K9500.0%
Vanguard Small Cap Value ETF(VBR)ETF922908611$12.7K610.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$13.2K1680.0%
Abrdn Asia Pacific Income Fund COM New(FAX)CEF003009867$13.2K8110.0%
Phillips 66 COM(PSX)Stock718546104$13.6K1000.0%
International Business Machs COM(IBM)Stock459200101$14.1K500.0%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$14.9K2290.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$15.0K1330.0%
Ishares Msci USA Value Factor ETF(VLUE)ETF46432F388$15.0K1200.0%
Home Depot Inc COM(HD)Stock437076102$15.3K380.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$15.6K1640.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$16.3K4120.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$16.4K550.0%
Walmart Inc COM(WMT)Stock931142103$16.7K1620.0%
Quantumscape Corp COM CL A(QS)Stock74767V109$17.2K1,4000.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$19.0K6530.0%
BHP Group LTD Sponsored ADS(BHP)ADR088606108$19.0K3410.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$19.6K400.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$19.8K3010.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$20.4K1920.0%
Boeing Co COM(BA)Stock097023105$21.6K1000.0%
Bank America Corp COM(BAC)Stock060505104$22.2K4300.0%
Starbucks Corp COM(SBUX)Stock855244109$22.4K2640.0%
MP Materials Corp COM CL A(MP)Stock553368101$23.5K3500.0%
Fedex Corp COM(FDX)Stock31428X106$23.6K1000.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$24.5K1010.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$24.5K5000.0%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$24.6K530.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$25.3K1700.0%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$25.6K1000.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$25.7K1,4870.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$26.2K460.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$26.3K1310.0%
Visa Inc COM CL A(V)Stock92826C839$26.8K780.0%
Coreweave Inc COM CL A(CRWV)Stock21873S108$27.4K2000.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$27.9K3190.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$27.9K1150.0%
JPMorgan Betabuilders U.S. Equity ETF(BBUS)ETF46641Q399$28.7K2380.0%
Ishares Core Msci Europe ETF(IEUR)ETF46434V738$29.0K4250.0%
Strive U.S. Energy ETF(DRLL)ETF02072L722$29.6K1,0290.0%
Ishares Global Clean Energy ETF(ICLN)ETF464288224$29.8K1,9280.0%
Grayscale Ethereum Trust ETF(ETHE)ETF389638107$30.0K8750.0%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$31.3K4640.0%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$32.8K1040.0%
Mcdonalds Corp COM(MCD)Stock580135101$33.7K1110.0%
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