You're signed outSign in or to get full access.
Family Legacy Financial Solutions, LLC
Family Legacy Financial Solutions, LLC is a Cary, North Carolina-based registered investment adviser founded by an experienced uncle-nephew duo, Todd Iglehart and Josh Stubbolo, to provide comprehensive financial planning and investment advisory services. The firm serves professionals and families in the Raleigh-Durham-Triangle area, offering personalized financial plans, tax strategies, and risk management. As of 2025, Family Legacy manages $140 million in assets and has 4 employees focused on client-centric holistic advisory. They emphasize lifelong relationships, helping clients navigate all major financial decisions, and act as a trusted financial partner for hundreds of families and professionals.
Investment Strategy
Family Legacy Financial Solutions focuses on providing individualized investment and financial planning services. Their strategy is rooted in a holistic, client-centered approach, where advisors work closely with families and professionals to craft comprehensive financial plans—covering investment management, tax strategies, estate planning, budgeting, and risk management. Rejecting one-size-fits-all solutions, they emphasize flexible, long-term planning tailored to each client’s unique circumstances and life goals. Their investment philosophy is guided by the belief that every family’s needs are different, and that personalized, ongoing advice creates lasting positive outcomes for clients’ financial futures and legacies.
Latest 13F Filing Activity
Family Legacy Financial Solutions, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 251 equity positions with a total 13F market value of $131B. The fund increased holdings in Wisdomtree Floating Rate Treasury Fund, Schwab U.s. Large-cap Etf, Schwab U.s. Mid-cap Etf among other positions. Family Legacy Financial Solutions, LLC reduced exposure to Abbott Labs Com, Stryker Corp., Sap SE Ordf among others.
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 16.38% | $21.40B | 425,668 | $50.31 | $50.27 | +$2.41B |
S SCHX | SCHWAB U.S. LARGE-CAP ETF | 9.69% | $12.66B | 480,613 | $24.68 | $26.34 | +$2.41B |
A AMD | ADVANCED MICRO DEVICES INC COM | 7.41% | $9.69B | 59,863 | $141.90 | $161.79 | +$1.19B |
L LLY | ELI LILLY & CO COM | 5.13% | $6.70B | 8,783 | $779.17 | $763.00 | +$2.5M |
S SCHM | SCHWAB U.S. MID-CAP ETF | 5.10% | $6.67B | 224,899 | $28.28 | $29.64 | +$1.28B |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more