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CIK 0002076068 • 5 13F filings • Jul 10, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $285 | 0.0%Prev: 0.1% | 2,355 SH | Decreased |
| ABBVIE INC | COM | $358 | 0.0%Prev: 0.2% | 1,566 SH | Decreased-2 SH |
| ADVANCED MICRO DEVICES INC | COM | $14K | 0.0% | 59,847 SH | New |
| AMAZON COM INC | COM | $262 | 0.0%Prev: 0.1% | 1,137 SH | Decreased+425 SH |
| ANALOG DEVICES INC | COM | $1K | 0.0%Prev: 0.8% | 3,422 SH | Decreased |
| APPLE INC | COM | $734 | 0.0%Prev: 0.4% | 2,699 SH | Decreased+791 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B | $328 | 0.0% | 652 SH | New |
| BIO-TECHNE CORP | COM | $233 | 0.0%Prev: 0.1% | 3,360 SH | Decreased |
| CARRIER GLOBAL CORPORATION | COM | $1K | 0.0%Prev: 0.3% | 18,963 SH | Decreased+10,656 SH |
| CONSOLIDATED EDISON INC | COM | $291 | 0.0% | 2,934 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $1K | 0.0%Prev: 1.0% | 1,442 SH | Decreased-484 SH |
| CUMMINS INC | COM | $1K | 0.0%Prev: 0.4% | 2,191 SH | Decreased+964 SH |
| DANAHER CORPORATION | COM | $6K | 0.0% | 25,004 SH | New |
| DOMINION ENERGY INC | COM | $520 | 0.0% | 8,879 SH | New |
| DOVER CORP | COM | $1K | 0.0%Prev: 0.8% | 5,669 SH | Decreased-1,897 SH |
| DOXIMITY INC | CL A | $1K | 0.0% | 33,869 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $288 | 0.0% | 2,457 SH | New |
| ELI LILLY & CO | COM | $9K | 0.0%Prev: 5.6% | 8,608 SH | Decreased+277 SH |
| FORD MTR CO | COM | $333 | 0.0% | 25,375 SH | New |
| FORTIVE CORP DISC | COM | $610 | 0.0% | 11,505 SH | New |
| HOLOGIC INC | COM | $246 | 0.0% | 3,277 SH | New |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL | ETF | $2K | 0.0% | 58,529 SH | New |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | ETF | $242 | 0.0% | 9,000 SH | New |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | ETF | $551 | 0.0% | 13,900 SH | New |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $6K | 0.0% | 53,899 SH | New |
| ISHARES CORE S&P 500 ETF | ETF | $543 | 0.0% | 792 SH | New |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | $400 | 0.0% | 2,384 SH | New |
| ISHARES TIPS BOND ETF | ETF | $784 | 0.0% | 7,129 SH | New |
| JOHNSON & JOHNSON | COM | $335 | 0.0% | 1,620 SH | New |
| LINDE PLC | SHS | $748 | 0.0%Prev: 0.3% | 1,754 SH | Decreased+670 SH |
| LOCKHEED MARTIN CORP | COM | $273 | 0.0% | 564 SH | New |
| LUMEN TECHNOLOGIES INC | COM | $291 | 0.0% | 834 SH | New |
| MARVELL TECHNOLOGY INC | COM | $1K | 0.0%Prev: 1.4% | 16,969 SH | Decreased+7,921 SH |
| META PLATFORMS INC | CL A | $879 | 0.0%Prev: 1.1% | 1,374 SH | Decreased-1,299 SH |
| MICROSOFT CORP | COM | $1K | 0.0%Prev: 1.0% | 2,750 SH | Decreased-555 SH |
| NVIDIA CORPORATION | COM | $3K | 0.0%Prev: 2.1% | 14,287 SH | Decreased-1,942 SH |
| PALO ALTO NETWORKS INC | COM | $2K | 0.0%Prev: 2.2% | 11,293 SH | Decreased+1,527 SH |
| REDDIT INC | CL A | $292 | 0.0%Prev: 0.3% | 1,287 SH | Decreased-1,783 SH |
| REVVITY INC | COM | $6K | 0.0%Prev: 4.8% | 54,208 SH | Decreased |
| SALESFORCE INC | COM | $240 | 0.0% | 908 SH | New |
| SAP SE | ORD | $1K | 0.0% | 5,762 SH | New |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $3K | 0.0% | 111,817 SH | New |
| SCHWAB U.S. LARGE-CAP ETF | ETF | $19K | 0.0% | 716,115 SH | New |
| SCHWAB U.S. MID-CAP ETF | ETF | $8K | 0.0% | 269,093 SH | New |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $6K | 0.0% | 208,431 SH | New |
| SKYWORKS SOLUTIONS INC | COM | $675 | 0.0% | 11,792 SH | New |
| SPDR S&P 500 ETF TRUST | ETF | $1K | 0.0% | 2,019 SH | New |
| STRYKER CORP | COM | $4K | 0.0%Prev: 1.7% | 10,946 SH | Decreased |
| TESLA INC | COM | $699 | 0.0%Prev: 0.3% | 1,610 SH | Decreased-60 SH |
| UNIVERSAL HEALTH SVCS | CL B | $243 | 0.0% | 1,217 SH | New |
| VERALTO CORP COM | SHS | $968 | 0.0% | 9,599 SH | New |
| VERTIV HOLDINGS CO COM | CL A | $162 | 0.0% | 1,002 SH | New |
| WASTE MGMT INC DEL | COM | $2K | 0.0%Prev: 1.0% | 7,326 SH | Decreased-862 SH |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | $16K | 0.0% | 325,598 SH | New |
| Q3 2025 |
| 13F-HR |
| 0002076068-25-000002 |
| $130.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002076068-26-000003 | $164.0M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0002076068-25-000001 | $117.9M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002076068-26-000002 | $123.7M | View |