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Todd Iglehart

Family Legacy Financial Solutions, Llc

Assets Managed
$164.005M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
32.57%(2Q avg: 13.97%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Legacy Financial Solutions, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Family Legacy Financial Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 164.005M in assets, with a quarterly growth rate of 32.57% and a 2-quarter average growth rate of 13.97%. The portfolio is managed by Todd Iglehart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMD
Advanced Micro Devices
Recent Activity
18.87%
$30.945M
59,760 shares@ $517.82 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.73%
13.64%
$22.356M
759,646 shares@ $29.43 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 14.57%
8.19%
$13.42M
363,994 shares@ $36.88 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 72.43%
7.16%
$11.736M
114,882 shares@ $102.17 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.72%
6.16%
$10.101M
8,341 shares@ $1211.06 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 4.52%
5%
$8.199M
226,936 shares@ $36.13 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -28%
4.66%
$7.637M
151,682 shares@ $50.36 avg price
RVTY
Revvity Inc
Recent Activity
3.77%
$6.167M
54,208 shares@ $113.76 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 17.78%
2.93%
$4.791M
172,961 shares@ $27.71 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 29.83%
2.86%
$4.687M
15,470 shares@ $302.98 avg price

1-10 of 65