Family Legacy
Latest statistics and disclosures from Family Legacy's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, CAT, AAPL, GEV, SOXX, and represent 16.37% of Family Legacy's stock portfolio.
- Added to shares of these 10 stocks: VO, DAL, BLDR, VLO, ILCG, JMBS, CVX, UTES, FSLR, LLY.
- Started 4 new stock positions in ILCG, VLO, DAL, BLDR.
- Reduced shares in these 10 stocks: TSM, AMAT, CAT, GOOGL, , Honeywell International, FTSL, MDT, SOXX, GEV.
- Sold out of its positions in FTSL, Honeywell International, XLB, MDT.
- Family Legacy was a net buyer of stock by $802k.
- Family Legacy has $375M in assets under management (AUM), dropping by 12.64%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 4.2 | $16M | -4% | 22k | 723.00 |
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| Caterpillar (CAT) | 4.0 | $15M | -3% | 14k | 1064.94 |
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| Apple (AAPL) | 2.9 | $11M | 38k | 289.36 |
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| Ge Vernova (GEV) | 2.7 | $10M | 8.6k | 1174.87 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.6 | $9.8M | 15k | 640.75 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.5 | $9.5M | -7% | 20k | 477.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $8.9M | -2% | 25k | 357.37 |
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| Eli Lilly & Co. (LLY) | 2.2 | $8.1M | 6.8k | 1199.48 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $8.1M | 25k | 327.33 |
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| Johnson & Johnson (JNJ) | 2.1 | $7.9M | 31k | 253.97 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.0 | $7.6M | 141k | 54.02 |
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| Microsoft Corporation (MSFT) | 1.9 | $7.0M | 19k | 373.02 |
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| Coca-Cola Company (KO) | 1.8 | $6.6M | 81k | 81.27 |
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| Wal-Mart Stores (WMT) | 1.7 | $6.5M | 57k | 113.26 |
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| Vulcan Materials Company (VMC) | 1.7 | $6.4M | 22k | 295.01 |
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| Duke Energy Corp Com New (DUK) | 1.7 | $6.3M | 50k | 126.58 |
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| Amazon (AMZN) | 1.7 | $6.2M | 26k | 238.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $6.0M | 8.2k | 736.43 |
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| Visa Com Cl A (V) | 1.6 | $5.8M | 17k | 343.10 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.4 | $5.4M | 304k | 17.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $5.4M | 7.2k | 746.75 |
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| Home Depot (HD) | 1.4 | $5.3M | 15k | 352.67 |
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| Costco Wholesale Corporation (COST) | 1.4 | $5.2M | 5.5k | 935.42 |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.1M | 26k | 200.09 |
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| Lowe's Companies (LOW) | 1.3 | $5.0M | 23k | 220.49 |
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| Ge Aerospace Com New (GE) | 1.3 | $4.9M | 13k | 373.72 |
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| Deere & Company (DE) | 1.3 | $4.9M | 7.7k | 634.36 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $4.7M | +297% | 59k | 80.57 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.3 | $4.7M | 161k | 29.24 |
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| Amgen (AMGN) | 1.2 | $4.6M | 13k | 362.13 |
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| Arthur J. Gallagher & Co. (AJG) | 1.2 | $4.6M | 20k | 229.57 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.2 | $4.5M | 60k | 75.79 |
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| Merck & Co (MRK) | 1.2 | $4.5M | 35k | 128.50 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $4.4M | 57k | 76.70 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $4.4M | 8.6k | 509.45 |
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| Procter & Gamble Company (PG) | 1.1 | $4.1M | 28k | 146.64 |
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| Cisco Systems (CSCO) | 1.0 | $3.8M | 33k | 117.46 |
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| Oracle Corporation (ORCL) | 1.0 | $3.6M | 24k | 146.55 |
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| Southern Company (SO) | 0.9 | $3.5M | 37k | 95.71 |
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| UnitedHealth (UNH) | 0.9 | $3.5M | 8.4k | 415.63 |
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| Bank of America Corporation (BAC) | 0.9 | $3.5M | 61k | 56.98 |
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| Waste Management (WM) | 0.9 | $3.4M | 15k | 222.88 |
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| TransDigm Group Incorporated (TDG) | 0.9 | $3.3M | 2.4k | 1332.00 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.8 | $3.2M | +3% | 39k | 81.74 |
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| Starbucks Corporation (SBUX) | 0.8 | $3.2M | 31k | 102.19 |
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| CSX Corporation (CSX) | 0.8 | $3.1M | 66k | 47.53 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.8 | $3.1M | 32k | 98.30 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $3.1M | 32k | 96.43 |
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| General Dynamics Corporation (GD) | 0.8 | $3.1M | 8.8k | 354.24 |
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| Northrop Grumman Corporation (NOC) | 0.8 | $3.1M | 6.0k | 509.34 |
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| Boeing Company (BA) | 0.8 | $2.9M | 14k | 216.47 |
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| Anthem (ELV) | 0.8 | $2.9M | 7.4k | 386.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | 5.6k | 500.39 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.7 | $2.8M | 23k | 121.43 |
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| Prologis (PLD) | 0.7 | $2.6M | 19k | 135.47 |
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| Abbvie (ABBV) | 0.7 | $2.6M | 10k | 251.64 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.7 | $2.5M | +6% | 55k | 44.99 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $2.4M | 46k | 52.76 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $2.4M | 25k | 94.93 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.4M | 9.9k | 242.98 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.3M | 8.6k | 272.00 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.3M | 9.6k | 242.41 |
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| Chubb (CB) | 0.6 | $2.2M | 6.6k | 340.76 |
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| Pepsi (PEP) | 0.6 | $2.1M | 15k | 135.40 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.0M | 4.7k | 426.12 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.5 | $1.9M | 23k | 81.93 |
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| Norfolk Southern (NSC) | 0.5 | $1.9M | 6.0k | 314.61 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $1.8M | 24k | 77.91 |
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| Cigna Corp (CI) | 0.5 | $1.8M | 6.7k | 275.67 |
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| Darden Restaurants (DRI) | 0.4 | $1.7M | 8.1k | 206.02 |
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| Capital One Financial (COF) | 0.4 | $1.6M | 8.2k | 200.62 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 748850.00 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | 5.5k | 270.31 |
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| Chevron Corporation (CVX) | 0.4 | $1.5M | +9% | 8.9k | 165.77 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.4M | 2.8k | 501.41 |
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| First Solar (FSLR) | 0.4 | $1.4M | +7% | 5.8k | 235.96 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.4 | $1.4M | 39k | 35.09 |
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| Walt Disney Company (DIS) | 0.3 | $1.2M | 12k | 96.25 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.3k | 513.64 |
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| Fifth Third Ban (FITB) | 0.3 | $1.2M | +3% | 21k | 56.37 |
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| Danaher Corporation (DHR) | 0.3 | $1.2M | 6.0k | 190.48 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $1.1M | 42k | 26.84 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.0M | 16k | 64.01 |
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| Public Storage (PSA) | 0.3 | $995k | 3.1k | 318.31 |
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| CVS Caremark Corporation (CVS) | 0.3 | $970k | 9.4k | 103.44 |
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| Citigroup Com New (C) | 0.2 | $919k | +2% | 6.6k | 139.95 |
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| Wells Fargo & Company (WFC) | 0.2 | $896k | 11k | 82.64 |
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| American Electric Power Company (AEP) | 0.2 | $859k | 6.3k | 136.81 |
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| General Motors Company (GM) | 0.2 | $819k | 11k | 77.08 |
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| Abbott Laboratories (ABT) | 0.2 | $797k | 8.8k | 90.74 |
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| AeroVironment (AVAV) | 0.2 | $779k | 4.7k | 165.07 |
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| Gaming & Leisure Pptys (GLPI) | 0.2 | $761k | -3% | 17k | 44.53 |
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| FedEx Corporation (FDX) | 0.2 | $755k | 2.4k | 313.15 |
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| National Health Investors (NHI) | 0.2 | $712k | 9.3k | 76.26 |
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| Intuit (INTU) | 0.2 | $672k | 2.6k | 261.03 |
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| Electronic Arts (EA) | 0.2 | $671k | -3% | 3.3k | 205.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $667k | 12k | 57.84 |
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| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.2 | $654k | 6.9k | 94.68 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $646k | 13k | 50.39 |
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| Realty Income (O) | 0.2 | $613k | 9.9k | 61.96 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $593k | 6.4k | 92.27 |
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| American Water Works (AWK) | 0.1 | $488k | -2% | 3.7k | 131.58 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $424k | 8.5k | 49.78 |
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| Tractor Supply Company (TSCO) | 0.1 | $413k | -26% | 13k | 31.61 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $391k | 2.4k | 164.60 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $377k | 3.5k | 107.50 |
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| Wp Carey (WPC) | 0.1 | $369k | 5.2k | 71.50 |
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| Steel Dynamics (STLD) | 0.1 | $367k | 1.6k | 229.46 |
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| Kroger (KR) | 0.1 | $356k | +10% | 6.4k | 55.53 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $338k | 6.2k | 54.38 |
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| AFLAC Incorporated (AFL) | 0.1 | $306k | 2.6k | 117.25 |
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| Rollins (ROL) | 0.1 | $301k | 7.2k | 41.74 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $295k | 1.9k | 152.18 |
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| Truist Financial Corp equities (TFC) | 0.1 | $292k | 5.9k | 49.82 |
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| LeMaitre Vascular (LMAT) | 0.1 | $288k | 3.0k | 95.96 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $286k | -2% | 2.3k | 124.76 |
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| American Tower Reit (AMT) | 0.1 | $243k | 1.5k | 163.57 |
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| Delta Air Lines Com New (DAL) | 0.1 | $243k | NEW | 2.6k | 93.66 |
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| Builders FirstSource (BLDR) | 0.1 | $223k | NEW | 2.5k | 89.47 |
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| Valero Energy Corporation (VLO) | 0.1 | $221k | NEW | 848.00 | 260.44 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $221k | NEW | 1.9k | 117.02 |
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| Paychex (PAYX) | 0.1 | $217k | 2.2k | 98.33 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $212k | -24% | 4.4k | 47.94 |
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| Consolidated Edison (ED) | 0.1 | $207k | 1.9k | 110.63 |
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Past Filings by Family Legacy
SEC 13F filings are viewable for Family Legacy going back to 2017
- Family Legacy 2026 Q2 filed Aug. 6, 2026
- 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