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