IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Family Legacy Financial Solutions, LLC

Q3 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Morgan Stanley COM New(MS)Stock617446448$33.8K2130.0%
Spdr Gold Minishares Trust of Beneficial Interest(GLDM)ETF98149E303$36.3K4750.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$36.5K2000.0%
Caterpillar Inc COM(CAT)Stock149123101$39.2K820.0%
Vanguard Value ETF(VTV)ETF922908744$40.5K2170.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$41.1K4580.0%
Capital One Finl Corp COM(COF)Stock14040H105$41.7K1960.0%
Wells Fargo Co New COM(WFC)Stock949746101$41.9K5000.0%
Coca Cola Co COM(KO)Stock191216100$42.9K6470.0%
Vanguard Growth ETF(VUG)ETF922908736$45.6K950.0%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$46.0K1,1740.0%
Ishares U.S. Thematic Rotation Active ETF(THRO)ETF09290C806$46.4K1,2260.0%
M & T BK Corp COM(MTB)Stock55261F104$46.6K2360.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$46.8K4110.0%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$47.8K2460.0%
Ishares S&P 100 ETF(OEF)ETF464287101$48.9K1470.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$49.0K1670.0%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$49.7K8980.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$50.7K7420.0%
Biocryst Pharmaceuticals Inc COM(BCRX)Stock09058V103$52.6K6,9260.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$54.7K2,0020.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$56.8K6350.0%
Servicenow Inc COM(NOW)Stock81762P102$62.6K680.0%
Dexcom Inc COM(DXCM)Stock252131107$65.3K9710.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$65.6K2330.1%
Chevron Corp New COM(CVX)Stock166764100$71.0K4570.1%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$71.8K1,0580.1%
C3 AI Inc CL A(AI)Stock12468P104$72.8K4,2000.1%
Samsara Inc COM CL A(IOT)Stock79589L106$74.5K2,0000.1%
Wisdomtree U.S. Total Dividend Fund(DTD)ETF97717W109$76.7K9130.1%
Oracle Corp COM(ORCL)Stock68389X105$77.3K2750.1%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$83.1K8380.1%
ARM Holdings PLC Sponsored ADS(ARM)ADR042068205$84.9K6000.1%
Vanguard Small-Cap ETF(VB)ETF922908751$85.6K3360.1%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$88.2K1,5550.1%
Northrop Grumman Corp COM(NOC)Stock666807102$91.4K1500.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$92.9K7700.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$99.8K1,0000.1%
Devon Energy Corp New COM(DVN)Stock25179M103$100.1K2,8560.1%
Huntington Ingalls Inds Inc COM(HII)Stock446413106$103.0K3580.1%
Ishares U.S. Equity Factor Rotation Active ETF(DYNF)ETF09290C103$105.7K1,7860.1%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$118.3K8500.1%
Radnet Inc COM(RDNT)Stock750491102$121.9K1,6000.1%
Spdr Gold Shares(GLD)ETF78463V107$129.7K3650.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$133.9K4080.1%
Defiance Large Cap Ex-Mag 7 ETF(XMAG)ETF88636R743$136.6K6,1650.1%
Ishares Russell 2000 ETF(IWM)ETF464287655$142.2K5880.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$142.9K2330.1%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$146.1K1,8510.1%
Reddit Inc CL A(RDDT)Stock75734B100$150.4K6540.1%
PreviousPage 4 of 6Next