Family Legacy
Latest statistics and disclosures from Family Legacy's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, CAT, JPM, and represent 13.91% of Family Legacy's stock portfolio.
- Added to shares of these 10 stocks: XLB, FDT, BRK.B, HON, ETN, IMCG, DGRO, VO, VNQ, VBR.
- Started 2 new stock positions in FDT, HON.
- Reduced shares in these 10 stocks: TSM, CAG, GOOGL, CAT, LW, RHI, MSFT, AAPL, WFC, ORCL.
- Sold out of its positions in CAG, LW, RHI.
- Family Legacy was a net seller of stock by $-440k.
- Family Legacy has $334M in assets under management (AUM), dropping by 2.12%.
- Central Index Key (CIK): 0001706016
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Portfolio Holdings for Family Legacy
Family Legacy holds 121 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.2 | $11M | 39k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $9.4M | -3% | 30k | 313.00 |
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| Microsoft Corporation (MSFT) | 2.8 | $9.2M | -2% | 19k | 483.62 |
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| Caterpillar (CAT) | 2.7 | $9.0M | -2% | 16k | 572.89 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $8.2M | 26k | 322.22 |
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| Eli Lilly & Co. (LLY) | 2.3 | $7.7M | 7.2k | 1074.70 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $7.7M | -4% | 25k | 303.89 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.2 | $7.4M | 149k | 49.90 |
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| Applied Materials (AMAT) | 2.0 | $6.8M | 26k | 256.99 |
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| Johnson & Johnson (JNJ) | 2.0 | $6.6M | 32k | 206.95 |
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| Wal-Mart Stores (WMT) | 2.0 | $6.6M | -2% | 59k | 111.41 |
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| Vulcan Materials Company (VMC) | 1.9 | $6.2M | -2% | 22k | 285.22 |
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| Amazon (AMZN) | 1.8 | $6.1M | 26k | 230.82 |
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| Ge Vernova (GEV) | 1.8 | $6.0M | 9.1k | 653.57 |
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| Visa Com Cl A (V) | 1.8 | $5.9M | 17k | 350.72 |
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| Duke Energy Corp Com New (DUK) | 1.8 | $5.9M | 50k | 117.21 |
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| Coca-Cola Company (KO) | 1.7 | $5.7M | 81k | 69.91 |
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| Lowe's Companies (LOW) | 1.7 | $5.5M | 23k | 241.16 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.6 | $5.4M | 298k | 18.22 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.6 | $5.4M | 18k | 301.14 |
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| Home Depot (HD) | 1.6 | $5.3M | 15k | 344.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $5.2M | 8.4k | 614.34 |
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| Arthur J. Gallagher & Co. (AJG) | 1.5 | $5.2M | 20k | 258.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $5.0M | 7.3k | 681.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $5.0M | 17k | 290.22 |
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| Costco Wholesale Corporation (COST) | 1.5 | $4.9M | 5.6k | 862.29 |
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| Oracle Corporation (ORCL) | 1.4 | $4.8M | -3% | 25k | 194.91 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $4.6M | 157k | 29.36 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $4.4M | 56k | 77.88 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $4.4M | 63k | 69.42 |
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| Amgen (AMGN) | 1.3 | $4.2M | 13k | 327.32 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $4.2M | 8.7k | 483.65 |
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| Ge Aerospace Com New (GE) | 1.3 | $4.2M | 14k | 308.02 |
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| Procter & Gamble Company (PG) | 1.2 | $4.0M | 28k | 143.31 |
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| Merck & Co (MRK) | 1.1 | $3.7M | 35k | 105.26 |
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| Deere & Company (DE) | 1.1 | $3.7M | 7.9k | 465.59 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $3.5M | 6.1k | 570.24 |
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| Bank of America Corporation (BAC) | 1.0 | $3.3M | 61k | 55.00 |
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| Waste Management (WM) | 1.0 | $3.3M | 15k | 219.72 |
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| NVIDIA Corporation (NVDA) | 1.0 | $3.2M | 17k | 186.50 |
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| TransDigm Group Incorporated (TDG) | 1.0 | $3.2M | 2.4k | 1329.81 |
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| Southern Company (SO) | 0.9 | $3.1M | 36k | 87.20 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.9 | $3.1M | +2% | 39k | 79.84 |
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| General Dynamics Corporation (GD) | 0.9 | $3.0M | 8.9k | 336.66 |
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| Boeing Company (BA) | 0.9 | $3.0M | 14k | 217.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | +15% | 5.6k | 502.65 |
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| UnitedHealth (UNH) | 0.8 | $2.8M | 8.4k | 330.11 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $2.7M | 31k | 88.49 |
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| Starbucks Corporation (SBUX) | 0.8 | $2.6M | 31k | 84.21 |
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| Anthem (ELV) | 0.8 | $2.6M | 7.4k | 350.55 |
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| Cisco Systems (CSCO) | 0.8 | $2.5M | 33k | 77.03 |
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| Prologis (PLD) | 0.7 | $2.5M | 19k | 127.66 |
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| CSX Corporation (CSX) | 0.7 | $2.4M | 68k | 36.25 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $2.4M | 11k | 214.68 |
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| Abbvie (ABBV) | 0.7 | $2.4M | 11k | 228.49 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $2.3M | +103% | 51k | 45.35 |
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| Pepsi (PEP) | 0.7 | $2.2M | 16k | 143.52 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.7 | $2.2M | 23k | 94.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.2M | 10k | 211.78 |
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| Chubb (CB) | 0.6 | $2.1M | 6.7k | 312.13 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.0M | 8.7k | 231.32 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $2.0M | 25k | 80.03 |
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| Capital One Financial (COF) | 0.6 | $1.9M | 8.0k | 242.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.9M | 25k | 78.81 |
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| Cigna Corp (CI) | 0.5 | $1.8M | 6.6k | 275.22 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.5 | $1.8M | +2% | 25k | 73.21 |
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| Norfolk Southern (NSC) | 0.5 | $1.8M | 6.1k | 288.74 |
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| Intuit (INTU) | 0.5 | $1.7M | 2.6k | 662.47 |
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| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.4k | 305.61 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.6M | 2.7k | 579.50 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.5M | +7% | 4.7k | 318.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | 2.00 | 754800.00 |
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| Darden Restaurants (DRI) | 0.4 | $1.5M | 8.0k | 184.02 |
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| Walt Disney Company (DIS) | 0.4 | $1.4M | 13k | 113.77 |
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| First Solar (FSLR) | 0.4 | $1.4M | 5.4k | 261.23 |
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| Danaher Corporation (DHR) | 0.4 | $1.4M | 6.0k | 228.91 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $1.3M | 16k | 82.02 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.3k | 570.92 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.4 | $1.3M | 41k | 31.22 |
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| Chevron Corporation (CVX) | 0.4 | $1.2M | 8.1k | 152.42 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $1.1M | -3% | 42k | 27.20 |
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| Abbott Laboratories (ABT) | 0.3 | $1.1M | 8.7k | 125.29 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.0M | -15% | 11k | 93.20 |
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| Fifth Third Ban (FITB) | 0.3 | $917k | 20k | 46.81 |
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| Tractor Supply Company (TSCO) | 0.3 | $902k | 18k | 50.01 |
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| General Motors Company (GM) | 0.3 | $897k | 11k | 81.32 |
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| Public Storage (PSA) | 0.3 | $845k | 3.3k | 259.50 |
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| Gaming & Leisure Pptys (GLPI) | 0.2 | $804k | -3% | 18k | 44.69 |
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| Citigroup Com New (C) | 0.2 | $786k | 6.7k | 116.68 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $774k | -5% | 15k | 50.88 |
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| CVS Caremark Corporation (CVS) | 0.2 | $740k | 9.3k | 79.36 |
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| American Electric Power Company (AEP) | 0.2 | $738k | 6.4k | 115.31 |
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| FedEx Corporation (FDX) | 0.2 | $722k | 2.5k | 288.88 |
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| National Health Investors (NHI) | 0.2 | $713k | 9.3k | 76.37 |
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| Electronic Arts (EA) | 0.2 | $692k | 3.4k | 204.33 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $629k | 6.3k | 99.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $621k | 12k | 53.83 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $583k | 13k | 44.41 |
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| AeroVironment (AVAV) | 0.2 | $563k | +2% | 2.3k | 241.89 |
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| Realty Income (O) | 0.2 | $563k | 10k | 56.37 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $514k | 6.3k | 81.03 |
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| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.2 | $502k | NEW | 6.3k | 79.45 |
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| American Water Works (AWK) | 0.1 | $496k | 3.8k | 130.50 |
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| Rollins (ROL) | 0.1 | $432k | 7.2k | 60.02 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $426k | 8.5k | 49.99 |
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| United Parcel Service CL B (UPS) | 0.1 | $348k | 3.5k | 99.19 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $336k | 2.4k | 141.05 |
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| Wp Carey (WPC) | 0.1 | $326k | 5.1k | 64.35 |
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| Steel Dynamics (STLD) | 0.1 | $302k | 1.8k | 169.45 |
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| Kroger (KR) | 0.1 | $295k | +7% | 4.7k | 62.48 |
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| Truist Financial Corp equities (TFC) | 0.1 | $289k | 5.9k | 49.21 |
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| AFLAC Incorporated (AFL) | 0.1 | $288k | 2.6k | 110.27 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $278k | 2.0k | 139.16 |
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| Builders FirstSource (BLDR) | 0.1 | $267k | 2.6k | 102.89 |
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| American Tower Reit (AMT) | 0.1 | $248k | -9% | 1.4k | 175.57 |
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| LeMaitre Vascular (LMAT) | 0.1 | $243k | 3.0k | 81.10 |
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| Paychex (PAYX) | 0.1 | $242k | 2.2k | 112.18 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $242k | 2.4k | 101.98 |
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| Medtronic SHS (MDT) | 0.1 | $230k | 2.4k | 96.04 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $224k | 4.9k | 45.88 |
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| Honeywell International (HON) | 0.1 | $203k | NEW | 1.0k | 195.09 |
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Past Filings by Family Legacy
SEC 13F filings are viewable for Family Legacy going back to 2017
- Family Legacy 2025 Q4 filed Feb. 4, 2026
- 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