Family Legacy Financial Solutions, LLC

CIK 0002076068 · Q2 2026

13F Equity AUM

$164.0M

+32.6% QoQ

Positions

+21 QoQ

AUM Rank

#8,858

Top 71%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 54.0%Top 10: 73.2%Top 20: 88.7%

AMD18.9%

SCHX13.6%

SCHM8.2%

STIP7.2%

LLY6.2%

SCHA5.0%

USFR4.7%

PKN3.8%

SCHF2.9%

QQQM2.9%

Others (55)26.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services46.5%

Technology28.6%

Healthcare15.6%

Industrials4.4%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 65Median: 0.36%Avg: 1.54%

0–0.5%

40(8.3%)

0.5–1%

7(4.8%)

1–3%

10(19.5%)

3–5%

3(13.4%)

5%+

5(54.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 65vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New23Increased12Decreased23Exited2

New Positions

SAP0.6%

+6K

GOOG0.5%

+2K

LITE0.4%

+834

GEV0.4%

+499

Q0.3%

+3K

RAL0.2%

+4K

TECH0.1%

+3K

ABT0.1%

+2K

ARM0.1%

+600

IWM0.1%

+588

Increased

STIP7.2%

+48K(+72%)

SCHM8.2%

+46K(+15%)

SCHX13.6%

+34K(+5%)

SCHF2.9%

+26K(+18%)

SCHA5.0%

+10K(+5%)

QQQM2.9%

+4K(+30%)

COST1.1%

+538(+41%)

LIN0.3%

+375(+63%)

MSFT1.0%

+241(+6%)

WM1.1%

+162(+2%)

Decreased

VRT0.5%

-526,865(-100%)

USFR4.7%

-59,005(-28%)

DOCS0.2%

-40,270(-70%)

PANW2.2%

-14,690(-58%)

D0.1%

-11,764(-79%)

CARR0.5%

-7,876(-42%)

ADI0.8%

-5,762(-63%)

MRVL1.6%

-3,661(-29%)

UDEC0.3%

-2,800(-20%)

FTV0.4%

-2,355(-17%)

Exited

AWM

-11,792

LUMN

-834

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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