Family Legacy Financial Solutions, LLC
RIA/Wealth
Family Legacy Financial Solutions, LLC is a RIA/Wealth based in Cary, NC led by Joshua Anthony Stubbolo, reporting $140.0M in AUM as of Q3 2025 with 52% ETF concentration, 66% concentrated in top 10 holdings, and 17% allocation to USFR.
Managing PartnerJoshua Anthony Stubbolo
- Portfolio Value
- $128.5M
- Positions
- 251
- Top Holding
- USFR at 16.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Family Legacy Financial Solutions, LLC's portfolio (65.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.4M | 16.65% | +$2.4M Bought | — 425.7K shares | |
ETF ETF | $12.7M | 9.85% | +$1.6M Bought | — 480.6K shares | |
Semiconductors Technology | $9.7M | 7.54% | -$6.5K Sold | 0.00% 59.9K shares | |
Drug Manufacturers - General Healthcare | $6.7M | 5.21% | +$145.0K Bought | 0.00% 8.8K shares | |
ETF ETF | $6.7M | 5.19% | +$976.6K Bought | — 224.9K shares | |
ETF ETF | $6.6M | 5.11% | -$409.6K Sold | — 171.1K shares | |
ETF ETF | $6.0M | 4.68% | +$708.5K Bought | — 215.7K shares | |
Medical - Diagnostics & Research Healthcare | $5.2M | 4.02% | -$67.2K Sold | 0.00% 26.1K shares | |
ETF ETF | $4.9M | 3.81% | +$497.4K Bought | — 47.3K shares | |
Medical - Diagnostics & Research Healthcare | $4.8M | 3.70% | — | 0.05% 54.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Family Legacy Financial Solutions, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Family Legacy Financial Solutions, LLC
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