Family Legacy
Latest statistics and disclosures from Family Legacy's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CAT, AAPL, AMAT, GEV, JNJ, and represent 12.89% of Family Legacy's stock portfolio.
- Added to shares of these 10 stocks: UTES, JMBS, FNDF, NVDA, AVAV, ED, VNQ, FPE, ANGL, BIV.
- Started 4 new stock positions in JMBS, FNDF, ED, UTES.
- Reduced shares in these 10 stocks: XLB, TSM, GOOGL, AMAT, CAT, SOXX, VO, IMCG, LLY, ITA.
- Sold out of its position in BLDR.
- Family Legacy was a net seller of stock by $-3.4M.
- Family Legacy has $333M in assets under management (AUM), dropping by -0.36%.
- Central Index Key (CIK): 0001706016
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Portfolio Holdings for Family Legacy
Family Legacy holds 124 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Caterpillar (CAT) | 3.1 | $10M | -7% | 14k | 708.48 |
|
| Apple (AAPL) | 2.9 | $9.7M | -2% | 38k | 253.79 |
|
| Applied Materials (AMAT) | 2.3 | $7.7M | -14% | 23k | 341.79 |
|
| Ge Vernova (GEV) | 2.3 | $7.7M | -4% | 8.8k | 872.90 |
|
| Johnson & Johnson (JNJ) | 2.3 | $7.6M | -2% | 31k | 244.44 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.2 | $7.5M | -4% | 142k | 52.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $7.4M | -15% | 26k | 287.56 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $7.3M | -2% | 25k | 294.16 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $7.2M | -16% | 21k | 337.95 |
|
| Wal-Mart Stores (WMT) | 2.2 | $7.2M | 58k | 124.28 |
|
|
| Microsoft Corporation (MSFT) | 2.1 | $7.0M | 19k | 370.17 |
|
|
| Duke Energy Corp Com New (DUK) | 2.0 | $6.6M | 50k | 130.94 |
|
|
| Coca-Cola Company (KO) | 1.9 | $6.2M | 81k | 76.05 |
|
|
| Eli Lilly & Co. (LLY) | 1.9 | $6.2M | -6% | 6.7k | 919.80 |
|
| Vulcan Materials Company (VMC) | 1.8 | $5.9M | 22k | 272.30 |
|
|
| Costco Wholesale Corporation (COST) | 1.7 | $5.5M | 5.6k | 996.38 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.6 | $5.4M | +2% | 305k | 17.75 |
|
| Lowe's Companies (LOW) | 1.6 | $5.4M | 23k | 236.28 |
|
|
| Amazon (AMZN) | 1.6 | $5.4M | 26k | 208.27 |
|
|
| Lockheed Martin Corporation (LMT) | 1.6 | $5.2M | 8.6k | 604.37 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $5.1M | -13% | 16k | 328.65 |
|
| Visa Com Cl A (V) | 1.5 | $5.1M | 17k | 302.25 |
|
|
| Home Depot (HD) | 1.5 | $4.9M | 15k | 328.88 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $4.7M | -2% | 8.2k | 577.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $4.7M | 7.2k | 650.32 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $4.6M | +2% | 161k | 28.72 |
|
| Amgen (AMGN) | 1.4 | $4.5M | 13k | 351.86 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $4.5M | +46% | 26k | 174.40 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $4.4M | +2% | 58k | 77.18 |
|
| Deere & Company (DE) | 1.3 | $4.4M | 7.8k | 563.32 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 1.3 | $4.3M | 20k | 216.58 |
|
|
| Merck & Co (MRK) | 1.3 | $4.2M | 35k | 120.29 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $4.2M | -14% | 15k | 287.18 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $4.2M | -4% | 60k | 70.18 |
|
| Northrop Grumman Corporation (NOC) | 1.2 | $4.1M | 6.0k | 682.27 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $4.1M | 28k | 144.44 |
|
|
| Ge Aerospace Com New (GE) | 1.1 | $3.7M | -3% | 13k | 283.76 |
|
| Oracle Corporation (ORCL) | 1.1 | $3.6M | 24k | 147.11 |
|
|
| Southern Company (SO) | 1.1 | $3.5M | +2% | 37k | 96.52 |
|
| Waste Management (WM) | 1.0 | $3.5M | 15k | 229.79 |
|
|
| General Dynamics Corporation (GD) | 0.9 | $3.1M | 8.9k | 343.22 |
|
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.9 | $3.0M | NEW | 38k | 79.90 |
|
| Bank of America Corporation (BAC) | 0.9 | $2.9M | 60k | 48.75 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $2.9M | +5% | 33k | 88.70 |
|
| TransDigm Group Incorporated (TDG) | 0.8 | $2.8M | 2.4k | 1158.92 |
|
|
| Starbucks Corporation (SBUX) | 0.8 | $2.8M | 31k | 89.59 |
|
|
| CSX Corporation (CSX) | 0.8 | $2.8M | 67k | 41.05 |
|
|
| Boeing Company (BA) | 0.8 | $2.7M | 14k | 199.03 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.7M | 5.6k | 479.20 |
|
|
| Prologis (PLD) | 0.8 | $2.6M | 19k | 132.18 |
|
|
| Cisco Systems (CSCO) | 0.8 | $2.6M | 33k | 77.59 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.8 | $2.5M | -16% | 32k | 78.77 |
|
| Pepsi (PEP) | 0.7 | $2.4M | 15k | 155.29 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.7 | $2.4M | 25k | 93.29 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.7 | $2.3M | NEW | 52k | 45.18 |
|
| UnitedHealth (UNH) | 0.7 | $2.3M | 8.4k | 270.59 |
|
|
| Abbvie (ABBV) | 0.7 | $2.3M | 11k | 217.49 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.7 | $2.2M | NEW | 46k | 48.93 |
|
| Anthem (ELV) | 0.7 | $2.2M | 7.4k | 292.75 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $2.2M | -2% | 10k | 217.24 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.6 | $2.2M | 23k | 93.31 |
|
|
| Chubb (CB) | 0.6 | $2.1M | 6.6k | 325.94 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $2.1M | 8.7k | 242.62 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.1M | -15% | 9.6k | 218.74 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.9M | 24k | 78.41 |
|
|
| Cigna Corp (CI) | 0.5 | $1.8M | 6.7k | 266.74 |
|
|
| Ishares Tr Core Msci Pac (IPAC) | 0.5 | $1.8M | -5% | 23k | 76.51 |
|
| Norfolk Southern (NSC) | 0.5 | $1.7M | 6.1k | 287.02 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.7M | 5.5k | 310.78 |
|
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| Chevron Corporation (CVX) | 0.5 | $1.7M | 8.1k | 206.91 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $1.7M | 4.7k | 357.67 |
|
|
| Darden Restaurants (DRI) | 0.5 | $1.6M | 8.0k | 196.04 |
|
|
| Capital One Financial (COF) | 0.4 | $1.5M | 8.1k | 182.43 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.4M | 2.00 | 718140.00 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.4M | 2.8k | 491.57 |
|
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.4 | $1.2M | -2% | 39k | 31.49 |
|
| Walt Disney Company (DIS) | 0.4 | $1.2M | -2% | 12k | 96.38 |
|
| Danaher Corporation (DHR) | 0.3 | $1.1M | 6.1k | 189.59 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.1M | 16k | 71.18 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | 2.3k | 499.69 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $1.1M | 42k | 26.96 |
|
|
| Intuit (INTU) | 0.3 | $1.1M | 2.6k | 432.42 |
|
|
| First Solar (FSLR) | 0.3 | $1.1M | 5.4k | 197.26 |
|
|
| Fifth Third Ban (FITB) | 0.3 | $917k | 20k | 46.46 |
|
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| Abbott Laboratories (ABT) | 0.3 | $902k | 8.8k | 102.67 |
|
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| Wells Fargo & Company (WFC) | 0.3 | $863k | 11k | 79.61 |
|
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| AeroVironment (AVAV) | 0.3 | $855k | +100% | 4.7k | 183.05 |
|
| FedEx Corporation (FDX) | 0.3 | $853k | -4% | 2.4k | 356.21 |
|
| Public Storage (PSA) | 0.3 | $852k | -3% | 3.1k | 270.88 |
|
| American Electric Power Company (AEP) | 0.2 | $810k | -3% | 6.2k | 131.08 |
|
| General Motors Company (GM) | 0.2 | $802k | -2% | 11k | 74.50 |
|
| Tractor Supply Company (TSCO) | 0.2 | $801k | 18k | 45.30 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $783k | 18k | 44.37 |
|
|
| National Health Investors (NHI) | 0.2 | $755k | 9.3k | 80.86 |
|
|
| Citigroup Com New (C) | 0.2 | $728k | -4% | 6.4k | 113.40 |
|
| Electronic Arts (EA) | 0.2 | $690k | 3.4k | 203.87 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $664k | 12k | 57.64 |
|
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| CVS Caremark Corporation (CVS) | 0.2 | $662k | 9.2k | 71.82 |
|
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| Realty Income (O) | 0.2 | $611k | 10k | 61.18 |
|
|
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.2 | $606k | +10% | 7.0k | 86.93 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $603k | 6.4k | 93.98 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $585k | -2% | 13k | 45.65 |
|
| American Water Works (AWK) | 0.2 | $517k | 3.8k | 136.09 |
|
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $424k | 8.5k | 49.81 |
|
|
| Kroger (KR) | 0.1 | $418k | +22% | 5.8k | 72.36 |
|
| Rollins (ROL) | 0.1 | $385k | 7.2k | 53.41 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $346k | 2.4k | 145.74 |
|
|
| Roblox Corp Cl A (RBLX) | 0.1 | $345k | -3% | 6.1k | 56.56 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $345k | 3.5k | 98.38 |
|
|
| Wp Carey (WPC) | 0.1 | $344k | 5.1k | 67.96 |
|
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| LeMaitre Vascular (LMAT) | 0.1 | $328k | 3.0k | 109.17 |
|
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| Steel Dynamics (STLD) | 0.1 | $289k | -9% | 1.6k | 180.00 |
|
| AFLAC Incorporated (AFL) | 0.1 | $286k | 2.6k | 109.71 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $283k | -2% | 1.9k | 145.94 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $270k | 5.9k | 45.97 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $259k | 2.3k | 110.47 |
|
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| American Tower Reit (AMT) | 0.1 | $257k | +5% | 1.5k | 172.58 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $222k | -91% | 4.4k | 49.96 |
|
| Honeywell International (HON) | 0.1 | $218k | -7% | 963.00 | 226.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $214k | -61% | 5.8k | 36.75 |
|
| Consolidated Edison (ED) | 0.1 | $212k | NEW | 1.9k | 113.18 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $210k | -4% | 4.7k | 44.80 |
|
| Medtronic SHS (MDT) | 0.1 | $205k | 2.4k | 86.63 |
|
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| Paychex (PAYX) | 0.1 | $204k | +2% | 2.2k | 92.12 |
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Past Filings by Family Legacy
SEC 13F filings are viewable for Family Legacy going back to 2017
- Family Legacy 2026 Q1 filed May 12, 2026
- 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