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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

Institutional Manager · CIK 0002076068

Family Legacy Financial Solutions, LLC

CARY, NC · File #028-25650

Latest AUM
$129.7M
Positions
54
Top-10 Concentration
72.9%
Filings
3

Sector Allocation

Technology
19.2%$24,897
Healthcare
16.5%$21,432
Financials
12.6%$16,384
Industrials
3.6%$4,631
Materials
2.4%$3,050
Utilities
0.6%$811

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SCHWAB U.S. LARGE-CAP ETF808524201716,115$19,27114.96%
2WISDOMTREE FLOATING RATE TREASURY FUNDWT325,598$16,38412.72%
3ADVANCED MICRO DEVICES INCAMD59,847$13,85110.75%
4ELI LILLY & COLLY8,608$9,0197.00%
5SCHWAB U.S. MID-CAP ETF808524508269,093$8,0926.28%
6REVVITY INCRVTY54,208$6,0574.70%
7SCHWAB U.S. SMALL-CAP ETF808524607208,431$5,9364.61%
8DANAHER CORPORATION23585110225,004$5,8874.57%
9ISHARES 0-5 YEAR TIPS BOND ETF46429B74753,899$5,5194.28%
10STRYKER CORPSYK10,946$3,9443.06%
11SCHWAB INTERNATIONAL EQUITY ETF808524805111,817$2,6882.09%
12NVIDIA CORPORATIONNVDA14,287$2,6572.06%
13PALO ALTO NETWORKS INCPANW11,293$2,0811.62%
14WASTE MGMT INC DEL94106L1097,326$1,6101.25%
15INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRILINHD58,529$1,5091.17%
16DOXIMITY INCDOCS33,869$1,4861.15%
17MARVELL TECHNOLOGY INCMRVL16,969$1,4261.11%
18SPDR S&P 500 ETF TRUSTSPY2,019$1,3771.07%
19MICROSOFT CORPMSFT2,750$1,3301.03%
20SAP SESAPGF5,762$1,3041.01%