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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Family Legacy Financial Solutions, LLC

Quarter ended Q3 2025 · Filed October 7, 2025 · Accession 0002076068-25-000002

Total Value
$130.6M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE FLOATING RATE TREASURY FUNDWT425,668$21.4M16.38%
2SCHWAB U.S. LARGE-CAP ETF808524201480,613$12.7M9.69%
3ADVANCED MICRO DEVICES INC COMAMD59,863$9.7M7.41%
4ELI LILLY & CO COMLLY8,783$6.7M5.13%
5SCHWAB U.S. MID-CAP ETF808524508224,899$6.7M5.10%
6INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERINHD171,080$6.6M5.03%
7SCHWAB U.S. SMALL-CAP ETF808524607215,663$6.0M4.61%
8DANAHER CORPORATION COM23585110226,071$5.2M3.96%
9ISHARES 0-5 YEAR TIPS BOND ETF46429B74747,347$4.9M3.75%
10REVVITY INCRVTY54,208$4.8M3.64%
11STRYKER CORPSYK10,946$4.0M3.10%
12NVIDIA CORPORATION COMNVDA14,245$2.7M2.03%
13PALO ALTO NETWORKS INC COMPANW11,199$2.3M1.75%
14SCHWAB INTERNATIONAL EQUITY ETF80852480592,934$2.2M1.66%
15DOXIMITY INC CL ADOCS26,546$1.9M1.49%
16INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRILINHD67,811$1.7M1.32%
17WASTE MGMT INC DEL COM94106L1097,330$1.6M1.24%
18SAP SE ORDFSAPGF5,762$1.5M1.18%
19MARVELL TECHNOLOGY INC COMMRVL18,234$1.5M1.17%
20SPDR S&P 500 ETF TRUSTSPY2,032$1.4M1.04%
21MICROSOFT CORP COMMSFT2,567$1.3M1.02%
22COSTCO WHSL CORP NEW COM22160K1051,391$1.3M0.99%
23VERALTO CORP COM SHSVLTO10,863$1.2M0.89%
24CARRIER GLOBAL CORPORATION COMCARR19,249$1.1M0.88%
25LINDE PLC SHSLIN2,362$1.1M0.86%
26ISHARES TIPS BOND ETF4642871769,167$1.0M0.78%
27CUMMINS INC COMCMI2,258$953,5790.73%
28SKYWORKS SOLUTIONS INCSWKS11,792$907,7480.69%
29DOVER CORP COMDOV5,371$896,0830.69%
30ANALOG DEVICES INCADI3,422$840,7850.64%
31APPLE INC COMAAPL2,913$741,6320.57%
32TESLA INC COMTSLA1,563$695,0970.53%
33FORTIVE CORP DISCFTV11,505$563,6300.43%
34ISHARES CORE S&P 500 ETF464287200792$530,1910.41%
35DOMINION ENERGY INC COMD7,944$485,9280.37%
36LOCKHEED MARTIN CORP COMLMT814$406,2180.31%
37ISHARES CORE S&P U.S. GROWTH ETF4642876712,447$402,5980.31%
38META PLATFORMS INC CL AMETA532$390,5420.30%
39FORD MTR CO COM34537086032,317$386,5120.30%
40ABBVIE INC COMABBV1,566$362,5760.28%
41JOHNSON & JOHNSON COMJNJ1,931$358,0760.27%
42CONSOLIDATED EDISON INC COMED3,445$346,3230.27%
43BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A652$327,6370.25%
44ABBOTT LABSFTV2,355$315,4290.24%
45DUKE ENERGY CORP NEW COM NEWDUKB2,503$309,7180.24%
46AMAZON COM INC COMAMZN1,219$267,6560.20%
47SALESFORCE INC COMCRM1,099$260,4410.20%
48UNIVERSAL HEALTH SVCS INCLASS B9139031001,217$248,8030.19%
49INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNEINHD9,000$238,3650.18%
50SCHWAB U.S. REIT ETF80852484710,743$231,7200.18%
51SCHWAB EMERGING MARKETS EQUITY ETF8085247066,860$228,9190.18%
52HOLOGIC INCHOLX3,277$221,1650.17%
53FERRARI N V COMRACE427$207,1890.16%
54BUILDERS FIRSTSOURCE INC COMBLDR1,604$194,4850.15%
55GARMIN LTD SHSGRMN762$187,6740.14%
56BIO-TECHNE CORPTECH3,360$186,9170.14%
57PEPSICO INC COMPEP1,175$164,9940.13%
58VERTIV HOLDINGS CO COM CL AVRT1,002$151,1050.12%
59REDDIT INC CL ARDDT654$150,4130.12%
60VANGUARD SHORT-TERM BOND ETF9219378271,851$146,0770.11%
61VANGUARD S&P 500 ETF922908363233$142,8830.11%
62ISHARES RUSSELL 2000 ETF464287655588$142,2170.11%
63DEFIANCE LARGE CAP EX-MAG 7 ETF88636R7436,165$136,5510.10%
64VANGUARD TOTAL STOCK MARKET ETF922908769408$133,8920.10%
65SPDR GOLD SHARESGLD365$129,7470.10%
66RADNET INC COMRDNT1,600$121,9360.09%
67HEALTH CARE SELECT SECTOR SPDR FUND81369Y209850$118,3040.09%
68ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK1,786$105,7310.08%
69HUNTINGTON INGALLS INDS INC COM446413106358$102,9950.08%
70DEVON ENERGY CORP NEW COM25179M1032,856$100,1240.08%
71FIDELITY WISE ORIGIN BITCOIN FUNDFBTC1,000$99,8100.08%
72ISHARES S&P 500 GROWTH ETF464287309770$92,9320.07%
73NORTHROP GRUMMAN CORP COMNOC150$91,3980.07%
74DELTA AIR LINES INC DEL COM NEWDAL1,555$88,2440.07%
75VANGUARD SMALL-CAP ETF922908751336$85,5620.07%
76ARM HOLDINGS PLC SPONSORED ADS042068205600$84,8940.06%
77VANECK MORNINGSTAR WIDE MOAT ETF92189F643838$83,0720.06%
78ORACLE CORP COMORCL-PD275$77,3410.06%
79WISDOMTREE U.S. TOTAL DIVIDEND FUNDWT913$76,7310.06%
80SAMSARA INC COM CL AIOT2,000$74,5000.06%
81C3 AI INC CL AAI4,200$72,8280.06%
82ISHARES MSCI EAFE VALUE ETF4642888771,058$71,7640.05%
83CHEVRON CORP NEW COMCVX457$70,9830.05%
84TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803233$65,5890.05%
85DEXCOM INC COMDXCM971$65,3390.05%
86SERVICENOW INC COMNOW68$62,5790.05%
87ISHARES 20 YEAR TREASURY BOND ETF464287432635$56,7500.04%
88SCHWAB US DIVIDEND EQUITY ETF8085247972,002$54,6500.04%
89BIOCRYST PHARMACEUTICALS INC COMBCRX6,926$52,5680.04%
90CISCO SYS INC COMCSCO742$50,7480.04%
91SPDR PORTFOLIO S&P 500 VALUE ETF78464A508898$49,6860.04%
92VANGUARD MID-CAP ETF922908629167$48,9790.04%
93ISHARES S&P 100 ETF464287101147$48,9270.04%
94ISHARES MSCI USA QUALITY FACTOR ETF46432F339246$47,8470.04%
95ISHARES MSCI EAFE GROWTH ETF464288885411$46,8050.04%
96M & T BK CORP COM55261F104236$46,6380.04%
97ISHARES U.S. THEMATIC ROTATION ACTIVE ETFBLK1,226$46,4160.04%
98CHIPOTLE MEXICAN GRILL INC COMCMG1,174$46,0090.04%
99VANGUARD GROWTH ETF92290873695$45,5630.03%
100COCA COLA CO COMKO647$42,8920.03%
101WELLS FARGO CO NEW COM949746101500$41,9100.03%
102CAPITAL ONE FINL CORP COM14040H105196$41,6940.03%
103MATERIALS SELECT SECTOR SPDR FUND81369Y100458$41,0800.03%
104VANGUARD VALUE ETF922908744217$40,4680.03%
105CATERPILLAR INC COMCAT82$39,1800.03%
106PALANTIR TECHNOLOGIES INC CL APLTR200$36,4840.03%
107SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW475$36,3140.03%
108MORGAN STANLEY COM NEWMS-PQ213$33,7840.03%
109MCDONALDS CORP COMMCD111$33,7320.03%
110JPMORGAN CHASE & CO. COMVYLD104$32,8050.03%
111ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764464$31,3250.02%
112GRAYSCALE ETHEREUM TRUST ETF389638107875$29,9860.02%
113ISHARES GLOBAL CLEAN ENERGY ETF4642882241,928$29,8410.02%
114STRIVE U.S. ENERGY ETF02072L7221,029$29,5900.02%
115ISHARES CORE MSCI EUROPE ETF46434V738425$28,9510.02%
116JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q399238$28,7170.02%
117ALPHABET INC CAP STK CL CGOOG115$27,9490.02%
118ISHARES CORE MSCI EAFE ETF46432F842319$27,8840.02%
119COREWEAVE INC COM CL ACRWV200$27,3700.02%
120VISA INC COM CL AV78$26,7630.02%
121PNC FINL SVCS GROUP INC COM693475105131$26,3220.02%
122MASTERCARD INCORPORATED CL AMA46$26,2070.02%
123HUNTINGTON BANCSHARES INC COMHBANP1,487$25,6820.02%
124ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396100$25,6450.02%
125SHOPIFY INC CL A SUB VTG SHSSHOP170$25,2640.02%
126SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10953$24,6090.02%
127THE TRADE DESK INC COM CL A88339J105500$24,5050.02%
128ALPHABET INC CAP STK CL AGOOG101$24,4730.02%
129FEDEX CORP COMFDX100$23,5810.02%
130MP MATERIALS CORP COM CL AMP350$23,4740.02%
131STARBUCKS CORP COMSBUX264$22,3510.02%
132BANK AMERICA CORP COM060505104430$22,1840.02%
133BOEING CO COMBA-PA100$21,5830.02%
134ISHARES NATIONAL MUNI BOND ETF464288414192$20,4460.02%
135ISHARES CORE MSCI EMERGING MARKETS ETF46434G103301$19,8420.02%
136CROWDSTRIKE HLDGS INC CL ACRWD40$19,6150.02%
137BHP GROUP LTD SPONSORED ADSBHPLF341$19,0330.01%
138SCHWAB U.S. LARGE-CAP VALUE ETF808524409653$19,0190.01%
139QUANTUMSCAPE CORP COM CL AQS1,400$17,2480.01%
140WALMART INC COMWMT162$16,6960.01%
141VANGUARD SMALL-CAP GROWTH ETF92290859555$16,3690.01%
142ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803412$16,3190.01%
143ISHARES MSCI USA MIN VOL FACTOR ETF46429B697164$15,6030.01%
144HOME DEPOT INC COMHD38$15,2530.01%
145ISHARES MSCI USA VALUE FACTOR ETF46432F388120$15,0060.01%
146EXXON MOBIL CORP COMXOM133$14,9690.01%
147ISHARES BITCOIN TRUST ETFIBIT229$14,8850.01%
148INTERNATIONAL BUSINESS MACHS COMINTR50$14,1080.01%
149PHILLIPS 66 COMPSX100$13,6020.01%
150ABRDN ASIA PACIFIC INCOME FUND COM NEWABAKF811$13,2110.01%
151CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308168$13,1590.01%
152VANGUARD SMALL CAP VALUE ETF92290861161$12,7310.01%
153UIPATH INC CL APATH950$12,7110.01%
154QUALCOMM INC COMQCOM72$11,9980.01%
155ETSY INC COMETSY177$11,7510.01%
156INVESCO PREFERRED ETFIVZ1,000$11,6000.01%
157COINBASE GLOBAL INC COM CL ACOIN34$11,4750.01%
158CNX RES CORP COMCNX347$11,1460.01%
159PACKAGING CORP AMER COM69515610950$10,8960.01%
160ISHARES CORE S&P US VALUE ETF464287663107$10,6950.01%
161ABBOTT LABS COMABLZF78$10,4470.01%
162CONOCOPHILLIPS COMCOP100$9,4590.01%
163DISNEY WALT CO COM25468710682$9,3630.01%
164ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715063$9,1760.01%
165ISHARES CORE MSCI PACIFIC ETF46434V696124$9,1050.01%
166PPL CORP COMPPLC245$9,1040.01%
167JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q134119$8,7510.01%
168KELLANOVA COMBEKE100$8,2020.01%
169VANGUARD EXTENDED MARKET ETF92290865239$8,1640.01%
170PAYPAL HLDGS INC COMPYPL118$7,9130.01%
171EMERSON ELEC CO COMEMR57$7,4770.01%
172VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271852$7,4130.01%
173ISHARES HIGH YIELD MUNI ACTIVE ETFBLK143$7,0340.01%
174SCHWAB U.S. LARGE-CAP GROWTH ETF808524300200$6,3880.00%
175VANGUARD REAL ESTATE ETF92290855369$6,3080.00%
176RIGETTI COMPUTING INC COMMON STOCKRGTIW205$6,1070.00%
177CHUBB LIMITED COMCB21$5,9270.00%
178AT&T INC COMT-PC205$5,7810.00%
179VANGUARD FTSE DEVELOPED MARKETS ETF92194385891$5,4530.00%
180JPMORGAN BETABUILDERS CANADA ETF46641Q22562$5,4080.00%
181HELIX ENERGY SOLUTIONS GRP INC COM42330P107781$5,1230.00%
182GENERAL MLS INC COM370334104100$5,0420.00%
183JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF46641Q37371$4,9790.00%
184MONDELEZ INTL INC CL A60920710579$4,9560.00%
185SPDR S&P DIVIDEND ETF78464A76335$4,9020.00%
186PROCTER AND GAMBLE CO COM74271810931$4,7420.00%
187STANTEC INC COMSTN42$4,5280.00%
188BLOOM ENERGY CORP COM CL ABE52$4,3980.00%
189VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267692$4,3920.00%
190NORFOLK SOUTHN CORP COM65584410814$4,2060.00%
191PRUDENTIAL FINL INC COMPUKPF40$4,1500.00%
192SOUNDHOUND AI INC CLASS A COMSOUNW250$4,0200.00%
193UNITY SOFTWARE INC COMU100$4,0040.00%
194NUCOR CORP COMNUE29$3,9270.00%
195KENVUE INC COMKVUE240$3,8950.00%
196OKTA INC CL AOKTA41$3,7600.00%
197IONQ INC COMIONQ-WT60$3,6900.00%
198PPG INDS INC COM69350610735$3,6460.00%
199VANGUARD RUSSELL 2000 ETF92206C66437$3,6190.00%
200PFIZER INC COMPFE141$3,5930.00%
201CAL MAINE FOODS INC COM NEWCALM38$3,5780.00%
202GRAYSCALE ETHEREUM MINI TRUST ETF38964R20387$3,4090.00%
203TE CONNECTIVITY PLC ORD SHSTEL15$3,2930.00%
204DUPONT DE NEMOURS INC COMDD42$3,2720.00%
205VANGUARD FTSE EMERGING MARKETS ETF92204285858$3,1420.00%
206KINDER MORGAN INC DEL COMEP-PC109$3,0860.00%
207SCHWAB CHARLES CORP COMSCHW-PJ32$3,0550.00%
208LOWES COS INC COM54866110712$3,0160.00%
209RIVIAN AUTOMOTIVE INC COM CL ARIVN200$2,9360.00%
210CORTEVA INC COMCTVA42$2,8400.00%
211SYSCO CORP COMSYY34$2,7840.00%
212US BANCORP DEL COM NEWUSB-PS57$2,7740.00%
213COLGATE PALMOLIVE CO COMCL35$2,7600.00%
214KRAFT HEINZ CO COMKHC100$2,6040.00%
215WINGSTOP INC COMWING10$2,5370.00%
216KIMBERLY-CLARK CORP COMKMB20$2,5190.00%
217EXPAND ENERGY CORPORATION COMEXE22$2,3540.00%
218HONEYWELL INTL INC COM43851610611$2,3160.00%
219DEERE & CO COMDE5$2,2860.00%
220FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF88636423189$2,2240.00%
221MERCK & CO INC COMMRK24$2,0140.00%
222LAMB WESTON HLDGS INC COMLW33$1,9170.00%
223D-WAVE QUANTUM INC COMQBTS75$1,8530.00%
224BRISTOL-MYERS SQUIBB CO COMCELG-RI41$1,8490.00%
225BLOCK INC CL ABSQKZ25$1,8070.00%
226WP CAREY INC COM92936U10926$1,7570.00%
227CONSTELLATION BRANDS INC CL ASTZ12$1,6770.00%
228BIGBEAR AI HLDGS INC COMBBAI-WT250$1,6300.00%
229AMERICAN FINL GROUP INC OHIO COM02593210411$1,6250.00%
230JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q87832$1,5040.00%
231EOG RES INC COMEOG13$1,4580.00%
232ISHARES 10-20 YEAR TREASURY BOND ETF46428865314$1,4420.00%
233DOCUSIGN INC COMDOCU19$1,3700.00%
234DRAFTKINGS INC NEW COM CL ADKNG35$1,3090.00%
235CERENCE INC COMCRNC100$1,2460.00%
236ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68912$1,0180.00%
237WARNER BROS DISCOVERY INC COM SER AWBD48$9370.00%
238ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF46428862017$8880.00%
239KURA ONCOLOGY INC COMKURA100$8850.00%
240FIDELITY ENHANCED LARGE CAP GROWTH ETF31609A30517$7020.00%
241GENIUS SPORTS LIMITED SHARES CL AGENI50$6190.00%
242SCHWAB U.S. BROAD MARKET ETF80852410222$5710.00%
243MARKETAXESS HLDGS INC COMMKTX3$5590.00%
244HUBSPOT INC COMHUBS1$4680.00%
245DICKS SPORTING GOODS INC COM2533931022$4650.00%
246AMERICAN ELEC PWR CO INC COM0255371014$4500.00%
247PATTERSON-UTI ENERGY INC COMPTEN71$3700.00%
248KYNDRYL HLDGS INC COMMON STOCKKD10$3000.00%
249CVS HEALTH CORP COMCVS3$2590.00%
250OPENDOOR TECHNOLOGIES INC COMOPENZ25$1990.00%
251IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNVXZ6$1990.00%
252COLUMBIA SELIGM PREM TECH GRW COM19842X1095$1890.00%
253ENPHASE ENERGY INC COMENPH5$1770.00%
254VIATRIS INC COMVTRS12$1190.00%
255LUMEN TECHNOLOGIES INC COMLUMN12$730.00%
256WOLFSPEED INC COMWOLF2$570.00%
257LUCID GROUP INC COM NEWLCID2$480.00%
258OCCIDENTAL PETE CORP WT EXP 0803276745991621$260.00%