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 (472 days), 142 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months +37.1% · 1 year +31.5% · all +31.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 21.2% · long · since 2025-09-30
- 808524201 · 13.6% · long · since 2025-09-30
- 808524508 · 7.4% · long · since 2025-09-30
- 46429B747 · 7.4% · long · since 2025-09-30
- LLY · 5.6% · long · since 2025-09-30
- RVTY · 4.8% · long · since 2025-09-30
- 808524607 · 4.4% · long · since 2025-09-30
- 97717Y527 · 4.0% · long · since 2025-09-30
- DHR · 3.0% · long · since 2025-09-30
- 808524805 · 2.8% · long · since 2025-09-30
- 46138G649 · 2.8% · long · since 2026-03-31
- PANW · 2.2% · long · since 2025-09-30