Long-term investor

Family Legacy Financial Solutions, LLC @familylegacyfinancialsol

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002076068).

Record

  • Tracked since 2025-06-30 (431 days), 120 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.9% · 6 months +13.1% · 1 year +17.0% · all +17.0%
  • Max drawdown -5.3% · Sharpe 0.79 · win rate 46% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMD · 18.9% · long · since 2025-06-30
  • 808524201 · 13.6% · long · since 2025-06-30
  • 808524508 · 8.2% · long · since 2025-06-30
  • 46429B747 · 7.2% · long · since 2025-06-30
  • LLY · 6.2% · long · since 2025-06-30
  • 808524607 · 5.0% · long · since 2025-06-30
  • 97717Y527 · 4.7% · long · since 2025-06-30
  • RVTY · 3.8% · long · since 2025-06-30
  • 808524805 · 2.9% · long · since 2025-06-30
  • 46138G649 · 2.9% · long · since 2026-03-31
  • DHR · 2.8% · long · since 2025-06-30
  • SYK · 2.2% · long · since 2025-06-30

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