13F Filings History of Family Legacy Financial Solutions, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$129,144,000
Signature - Title
Todd Iglehart - CCO
Location
Cary, NC
Summary
This page shows a list of all the recent 13F filings made by Family Legacy Financial Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Legacy Financial Solutions, LLC reported 54 stock holdings with total value $129,144,000 as of Q4 2025. Top holdings included SCHX, USFR, AMD, LLY, and SCHM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $129,144,000 +$10,085,802 -$19,650,481 -$9,564,679 SCHX, USFR, AMD, LLY, SCHM 13F-HR 20 Jan 2026, 16:20
Q3 2025 258 $130,316,620 +$12,013,414 -$3,498,069 +$8,515,345 USFR, SCHX, AMD, LLY, SCHM 13F-HR 07 Oct 2025, 13:50
Q2 2025 245 $117,907,731 $0 $0 $0 USFR, SCHX, AMD, LLY, UDEC 13F-HR 10 Jul 2025, 09:57