Family Legacy
Latest statistics and disclosures from Family Legacy's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, JPM, CAT, GOOGL, and represent 13.34% of Family Legacy's stock portfolio.
- Added to shares of these 10 stocks: NVDA, AVAV, GEV, RBLX, ETN, UNH, ELV, FDX, FITB, BRK.B.
- Started 1 new stock position in AVAV.
- Reduced shares in these 10 stocks: ORCL, TSM, JPM, MSFT, CAT, LW, VMC, DFIV, GOOGL, CAG.
- Family Legacy was a net seller of stock by $-1.8M.
- Family Legacy has $327M in assets under management (AUM), dropping by 6.36%.
- Central Index Key (CIK): 0001706016
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Portfolio Holdings for Family Legacy
Family Legacy holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.1 | $10M | 40k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.1 | $10M | -2% | 20k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $8.1M | -7% | 26k | 315.43 |
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| Caterpillar (CAT) | 2.4 | $7.7M | -3% | 16k | 477.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.6M | 31k | 243.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $7.4M | -9% | 27k | 279.29 |
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| Oracle Corporation (ORCL) | 2.2 | $7.1M | -17% | 25k | 281.24 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.1 | $6.9M | 150k | 46.12 |
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| Vulcan Materials Company (VMC) | 2.1 | $6.9M | 22k | 307.62 |
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| Duke Energy Corp Com New (DUK) | 1.9 | $6.2M | 50k | 123.75 |
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| Wal-Mart Stores (WMT) | 1.9 | $6.2M | 60k | 103.06 |
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| Home Depot (HD) | 1.9 | $6.2M | 15k | 405.20 |
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| Arthur J. Gallagher & Co. (AJG) | 1.9 | $6.2M | 20k | 309.74 |
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| Johnson & Johnson (JNJ) | 1.8 | $6.0M | 32k | 185.42 |
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| Lowe's Companies (LOW) | 1.8 | $5.8M | 23k | 251.31 |
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| Amazon (AMZN) | 1.8 | $5.8M | 26k | 219.57 |
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| Visa Com Cl A (V) | 1.8 | $5.7M | 17k | 341.39 |
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| Ge Vernova (GEV) | 1.7 | $5.6M | +9% | 9.2k | 614.90 |
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| Eli Lilly & Co. (LLY) | 1.7 | $5.5M | 7.3k | 763.01 |
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| Applied Materials (AMAT) | 1.7 | $5.5M | 27k | 204.74 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.7 | $5.4M | 297k | 18.24 |
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| Coca-Cola Company (KO) | 1.7 | $5.4M | 82k | 66.32 |
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| Costco Wholesale Corporation (COST) | 1.6 | $5.2M | 5.7k | 925.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $5.1M | 8.4k | 600.38 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $5.0M | 17k | 293.74 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $4.9M | 18k | 271.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $4.9M | 7.3k | 666.22 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $4.6M | 156k | 29.73 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $4.4M | 56k | 78.09 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $4.3M | 8.7k | 499.19 |
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| Procter & Gamble Company (PG) | 1.3 | $4.3M | 28k | 153.65 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $4.2M | -2% | 62k | 68.08 |
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| Ge Aerospace Com New (GE) | 1.3 | $4.1M | 14k | 300.81 |
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| Northrop Grumman Corporation (NOC) | 1.1 | $3.7M | 6.1k | 609.34 |
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| Amgen (AMGN) | 1.1 | $3.7M | 13k | 282.21 |
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| Deere & Company (DE) | 1.1 | $3.6M | 7.9k | 457.28 |
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| Southern Company (SO) | 1.0 | $3.4M | 36k | 94.77 |
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| Waste Management (WM) | 1.0 | $3.3M | 15k | 220.83 |
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| NVIDIA Corporation (NVDA) | 1.0 | $3.3M | +33% | 17k | 186.58 |
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| TransDigm Group Incorporated (TDG) | 1.0 | $3.1M | 2.4k | 1317.98 |
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| Bank of America Corporation (BAC) | 1.0 | $3.1M | 60k | 51.59 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.0 | $3.1M | 38k | 82.73 |
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| General Dynamics Corporation (GD) | 0.9 | $3.1M | 9.0k | 341.00 |
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| Merck & Co (MRK) | 0.9 | $3.0M | 35k | 83.93 |
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| Boeing Company (BA) | 0.9 | $2.9M | 14k | 215.83 |
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| UnitedHealth (UNH) | 0.9 | $2.9M | +3% | 8.3k | 345.30 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $2.8M | 30k | 91.42 |
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| Starbucks Corporation (SBUX) | 0.8 | $2.6M | 31k | 84.60 |
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| Abbvie (ABBV) | 0.7 | $2.4M | 11k | 231.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.4M | 4.8k | 502.74 |
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| CSX Corporation (CSX) | 0.7 | $2.4M | 68k | 35.51 |
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| Anthem (ELV) | 0.7 | $2.4M | +3% | 7.4k | 323.12 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $2.4M | -3% | 11k | 209.25 |
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| Cisco Systems (CSCO) | 0.7 | $2.3M | 33k | 68.42 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $2.2M | 25k | 89.62 |
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| Pepsi (PEP) | 0.7 | $2.2M | 16k | 140.44 |
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| Prologis (PLD) | 0.7 | $2.2M | 19k | 114.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.1M | 10k | 208.70 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.1M | 8.7k | 236.37 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.9M | 25k | 78.91 |
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| Cigna Corp (CI) | 0.6 | $1.9M | 6.6k | 288.23 |
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| Chubb (CB) | 0.6 | $1.9M | 6.7k | 282.26 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.6 | $1.9M | 24k | 79.95 |
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| Norfolk Southern (NSC) | 0.6 | $1.8M | 6.1k | 300.43 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.5 | $1.8M | 24k | 73.43 |
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| Intuit (INTU) | 0.5 | $1.8M | 2.6k | 682.95 |
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| Capital One Financial (COF) | 0.5 | $1.7M | 8.0k | 212.58 |
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| Rio Tinto Sponsored Adr (RIO) | 0.5 | $1.7M | 25k | 66.01 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.6M | +6% | 4.4k | 374.25 |
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| McDonald's Corporation (MCD) | 0.5 | $1.6M | +2% | 5.3k | 303.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | 2.00 | 754200.00 |
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| Darden Restaurants (DRI) | 0.5 | $1.5M | +2% | 7.9k | 190.35 |
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| Walt Disney Company (DIS) | 0.4 | $1.4M | 13k | 114.50 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.3M | 2.7k | 485.06 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.3k | 568.85 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.4 | $1.3M | 41k | 31.35 |
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| Chevron Corporation (CVX) | 0.4 | $1.3M | 8.1k | 155.30 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $1.2M | 16k | 75.10 |
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| First Solar (FSLR) | 0.4 | $1.2M | 5.4k | 220.53 |
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| Danaher Corporation (DHR) | 0.4 | $1.2M | 6.0k | 198.25 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $1.2M | 43k | 27.29 |
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| Abbott Laboratories (ABT) | 0.4 | $1.2M | 8.7k | 133.95 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 13k | 83.82 |
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| Tractor Supply Company (TSCO) | 0.3 | $1.0M | 18k | 56.87 |
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| Public Storage (PSA) | 0.3 | $943k | 3.3k | 288.85 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $897k | 16k | 55.49 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $873k | +78% | 6.3k | 138.52 |
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| Gaming & Leisure Pptys (GLPI) | 0.3 | $866k | 19k | 46.61 |
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| Fifth Third Ban (FITB) | 0.3 | $862k | +5% | 19k | 44.55 |
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| National Health Investors (NHI) | 0.2 | $743k | 9.3k | 79.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $720k | 12k | 62.47 |
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| AeroVironment (AVAV) | 0.2 | $716k | NEW | 2.3k | 314.89 |
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| American Electric Power Company (AEP) | 0.2 | $713k | 6.3k | 112.50 |
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| CVS Caremark Corporation (CVS) | 0.2 | $704k | 9.3k | 75.39 |
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| Citigroup Com New (C) | 0.2 | $688k | 6.8k | 101.49 |
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| Electronic Arts (EA) | 0.2 | $682k | 3.4k | 201.70 |
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| General Motors Company (GM) | 0.2 | $673k | -5% | 11k | 60.97 |
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| Realty Income (O) | 0.2 | $607k | 10k | 60.79 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $602k | 6.3k | 95.47 |
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| FedEx Corporation (FDX) | 0.2 | $585k | +8% | 2.5k | 235.83 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $563k | 13k | 42.79 |
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| American Water Works (AWK) | 0.2 | $525k | 3.8k | 139.19 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $424k | 8.5k | 49.79 |
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| Rollins (ROL) | 0.1 | $423k | 7.2k | 58.74 |
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| ConAgra Foods (CAG) | 0.1 | $346k | -24% | 19k | 18.31 |
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| Wp Carey (WPC) | 0.1 | $340k | 5.0k | 67.57 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $333k | 2.4k | 139.67 |
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| Builders FirstSource (BLDR) | 0.1 | $312k | -5% | 2.6k | 121.25 |
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| American Tower Reit (AMT) | 0.1 | $299k | 1.6k | 192.32 |
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| Kroger (KR) | 0.1 | $295k | +8% | 4.4k | 67.41 |
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| United Parcel Service CL B (UPS) | 0.1 | $293k | 3.5k | 83.53 |
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| AFLAC Incorporated (AFL) | 0.1 | $291k | 2.6k | 111.70 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $279k | -3% | 2.0k | 140.05 |
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| Paychex (PAYX) | 0.1 | $274k | 2.2k | 126.76 |
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| Truist Financial Corp equities (TFC) | 0.1 | $268k | 5.9k | 45.72 |
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| LeMaitre Vascular (LMAT) | 0.1 | $263k | 3.0k | 87.51 |
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| Lamb Weston Hldgs (LW) | 0.1 | $255k | -50% | 4.4k | 58.08 |
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| Steel Dynamics (STLD) | 0.1 | $249k | 1.8k | 139.43 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $236k | +5% | 2.4k | 99.53 |
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| Robert Half International (RHI) | 0.1 | $232k | -8% | 6.8k | 33.98 |
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| Medtronic SHS (MDT) | 0.1 | $228k | 2.4k | 95.22 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $224k | 4.9k | 45.84 |
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Past Filings by Family Legacy
SEC 13F filings are viewable for Family Legacy going back to 2017
- Family Legacy 2025 Q3 filed Nov. 13, 2025
- Family Legacy 2025 Q2 filed July 23, 2025
- Family Legacy 2025 Q1 filed April 23, 2025
- Family Legacy 2024 Q4 filed Feb. 12, 2025
- Family Legacy 2024 Q3 filed Oct. 15, 2024
- Family Legacy 2024 Q2 filed July 24, 2024
- Family Legacy 2024 Q1 filed April 24, 2024
- Family Legacy 2023 Q4 filed Jan. 17, 2024
- Family Legacy 2023 Q3 filed Oct. 13, 2023
- Family Legacy 2023 Q2 filed Aug. 7, 2023
- Family Legacy 2023 Q1 filed May 15, 2023
- Family Legacy 2022 Q4 filed Feb. 14, 2023
- Family Legacy 2022 Q3 filed Nov. 14, 2022
- Family Legacy 2022 Q2 filed July 22, 2022
- Family Legacy 2022 Q1 restated filed April 18, 2022
- Family Legacy 2022 Q1 filed April 14, 2022