Family Legacy, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Family Legacy, Inc. reported 124 stock positions worth $374.9 million. Its top holding was Applied Materials (AMAT) at 4.2% of the portfolio, followed by Caterpillar (CAT, 4.0%) and Apple (AAPL, 2.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 4, added to 38 and reduced 65. The biggest buy was Eli Lilly (LLY, shares +1%) and the biggest sale Walmart (WMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0001706016
- Portfolio Value
- $374.9M (Q2 2026)
- SEC Filing
- 0001706016-26-000008 ↗ filed Aug 6, 2026
Holdings Value
Holdings 124 stocks · $374.9M
| AMAT Applied Materials Inc. | 4.18% | 21,668 | $15.7M | Reduce -4.2% |
| CAT Caterpillar Inc. | 3.97% | 13,961 | $14.9M | Reduce -3.2% |
| AAPL Apple Inc. | 2.91% | 37,693 | $10.9M | Reduce -0.9% |
| GEV GE Vernova Inc. | 2.70% | 8,622 | $10.1M | Reduce -1.7% |
| SOXX iShares Semiconductor ETF | 2.61% | 15,286 | $9.8M | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.52% | 19,822 | $9.5M | Reduce -7.1% |
| GOOGL Alphabet Inc. Class A | 2.38% | 24,953 | $8.9M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 2.16% | 6,758 | $8.1M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 2.15% | 24,668 | $8.1M | Reduce -0.6% |
| JNJ Johnson & Johnson | 2.10% | 31,020 | $7.9M | Reduce -0.7% |
| DFIV Dimensional International Va | 2.03% | 140,688 | $7.6M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.87% | 18,807 | $7.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 1.75% | 80,960 | $6.6M | Reduce -0.4% |
| WMT Walmart Inc. | 1.73% | 57,283 | $6.5M | Reduce -1.2% |
| VMC Vulcan Materials Co. | 1.71% | 21,703 | $6.4M | Add +0.4% |
| DUK Duke Energy Corp. | 1.69% | 50,053 | $6.3M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.65% | 26,000 | $6.2M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.60% | 8,155 | $6.0M | Reduce -0.9% |
| V Visa Inc. Class A | 1.56% | 17,017 | $5.8M | Add +0.5% |
| FPE FT-Preferred Secur & Inc. ETF | 1.45% | 303,714 | $5.4M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 7,196 | $5.4M | Reduce -0.4% |
| HD Home Depot Inc. | 1.42% | 15,085 | $5.3M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.38% | 5,540 | $5.2M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.37% | 25,681 | $5.1M | Add +0.4% |
| LOW Lowe's Cos Inc. | 1.35% | 22,888 | $5.0M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 1.31% | 13,132 | $4.9M | Add +0.6% |
| DE Deere & Co. | 1.30% | 7,691 | $4.9M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.26% | 58,511 | $4.7M | Reduce -0.5% |
| ANGL Vaneck Fallen Angel High YLD | 1.25% | 160,653 | $4.7M | Reduce -0.4% |
| AMGN Amgen Inc. | 1.24% | 12,818 | $4.6M | Reduce -0.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.22% | 19,951 | $4.6M | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 1.21% | 59,888 | $4.5M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 1.21% | 35,196 | $4.5M | Add +0.0% |
| BIV Vanguard Intermediate-Term B | 1.17% | 57,046 | $4.4M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 1.17% | 8,574 | $4.4M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.11% | 28,296 | $4.1M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 1.02% | 32,613 | $3.8M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.95% | 24,359 | $3.6M | Reduce -0.3% |
| SO The Southern Co. | 0.94% | 36,742 | $3.5M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.94% | 8,439 | $3.5M | Add +0.0% |
| BAC Bank of America Corp. | 0.92% | 60,758 | $3.5M | Add +0.9% |
| WM Waste Management Inc. | 0.90% | 15,063 | $3.4M | Add +0.0% |
| TDG Transdigm Group Inc. | 0.87% | 2,440 | $3.3M | Add +0.7% |
| UTES Virtus Reaves Utilities ETF | 0.85% | 38,902 | $3.2M | Add +3.8% |
| SBUX Starbucks Corp. | 0.84% | 30,850 | $3.2M | Reduce -0.4% |
| CSX CSX Corp. | 0.84% | 65,977 | $3.1M | Reduce -1.9% |
| IMCG iShares Morningstar Mid-Cap | 0.84% | 31,889 | $3.1M | Reduce -0.9% |
| VNQ Vanguard Real Estate ETF | 0.83% | 32,422 | $3.1M | Reduce -0.4% |
| GD General Dynamics Corp. | 0.83% | 8,797 | $3.1M | Reduce -1.0% |
| NOC Northrop Grumman Corp. | 0.82% | 6,022 | $3.1M | Add +0.1% |
| BA The Boeing Co. | 0.79% | 13,625 | $2.9M | Add +0.5% |
| ELV Elevance Health Inc. | 0.77% | 7,435 | $2.9M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 5,644 | $2.8M | Add +0.6% |
| TD Toronto-Dominion Bank | 0.74% | 22,912 | $2.8M | Reduce -0.9% |
| PLD Prologis Inc. | 0.70% | 19,394 | $2.6M | Add +0.2% |
| ABBV Abbvie Inc. | 0.70% | 10,418 | $2.6M | Reduce -0.3% |
| JMBS Janus Henderson Mortg Backed | 0.66% | 55,174 | $2.5M | Add +6.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.65% | 45,906 | $2.4M | Reduce -0.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.64% | 25,447 | $2.4M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 9,871 | $2.4M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.62% | 8,598 | $2.3M | Reduce -1.0% |
| ITA iShares U.S. Aerospace & Def | 0.62% | 9,609 | $2.3M | Add +0.3% |
| CB Chubb Ltd. | 0.60% | 6,553 | $2.2M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.55% | 15,293 | $2.1M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.53% | 4,686 | $2.0M | Reduce -0.0% |
| IPAC iShares Core MSCI Pacific Et | 0.51% | 23,186 | $1.9M | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.51% | 6,019 | $1.9M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.49% | 23,722 | $1.8M | Reduce -1.2% |
| CI The Cigna Group | 0.49% | 6,656 | $1.8M | Reduce -0.3% |
| DRI Darden Restaurants Inc. | 0.45% | 8,133 | $1.7M | Add +1.4% |
| COF Capital One Financial Corp. | 0.44% | 8,219 | $1.6M | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 2 | $1.5M | No change |
| MCD McDonald's Corp. | 0.40% | 5,495 | $1.5M | Add +0.8% |
| CVX Chevron Corp. | 0.39% | 8,929 | $1.5M | Add +9.6% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 2,766 | $1.4M | Reduce -0.3% |
| FSLR First Solar Inc. | 0.37% | 5,819 | $1.4M | Add +7.6% |
| UCB United Community Banks | 0.36% | 38,793 | $1.4M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 12,125 | $1.2M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.31% | 2,262 | $1.2M | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.31% | 20,452 | $1.2M | Add +3.6% |
| DHR Danaher Corp. | 0.31% | 6,040 | $1.2M | Reduce -0.4% |
| BAB Invesco Taxable Municipal Bo | 0.30% | 41,861 | $1.1M | Reduce -0.1% |
| GEHC GE Healthcare Technology | 0.28% | 16,124 | $1.0M | Reduce -0.1% |
| PSA Public Storage | 0.27% | 3,125 | $995K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.26% | 9,377 | $970K | Add +1.7% |
| C Citigroup Inc. | 0.24% | 6,563 | $919K | Add +2.3% |
| WFC Wells Fargo & Co. | 0.24% | 10,837 | $896K | No change |
| AEP American Electric Power | 0.23% | 6,280 | $859K | Add +1.6% |
| GM General Motors Co. | 0.22% | 10,621 | $819K | Reduce -1.4% |
| ABT Abbott Laboratories | 0.21% | 8,780 | $797K | No change |
| AVAV Aerovironment Inc. | 0.21% | 4,716 | $778K | Add +0.9% |
| GLPI Gaming and Leisure Propertie | 0.20% | 17,089 | $761K | Reduce -3.2% |
| FDX FedEx Corp. | 0.20% | 2,410 | $755K | Add +0.7% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.19% | 9,340 | $712K | No change |
| INTU Intuit Inc. | 0.18% | 2,576 | $672K | Reduce -0.3% |
| EA Electronic Arts Inc. | 0.18% | 3,274 | $671K | Reduce -3.3% |
| MDLZ Mondelez International Inc. Class A | 0.18% | 11,527 | $667K | No change |
| FDT First Trust Develp MKT Ex-US | 0.17% | 6,907 | $654K | Reduce -1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 12,811 | $646K | No change |
| O Realty Income Corp. | 0.16% | 9,896 | $613K | Reduce -0.8% |
Portfolio Sells Q1 2026 → Q2 2026
| WMT Walmart Inc. | Reduce -1.2% | 1.73% | −0.44 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 1.17% | −0.40 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 1.38% | −0.28 |
| DUK Duke Energy Corp. | Reduce -0.1% | 1.69% | −0.28 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.87% | −0.22 |
| DFIV Dimensional International Va | Reduce -0.8% | 2.03% | −0.22 |
| JNJ Johnson & Johnson | Reduce -0.7% | 2.10% | −0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -0.5% | 1.45% | −0.18 |
| BIV Vanguard Intermediate-Term B | Reduce -0.8% | 1.17% | −0.17 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.55% | −0.17 |
| INTU Intuit Inc. | Reduce -0.3% | 0.18% | −0.16 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.4% | 1.25% | −0.14 |
| TSCO Tractor Supply Company | Reduce -26.2% | 0.11% | −0.13 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.95% | −0.13 |
| AMGN Amgen Inc. | Reduce -0.6% | 1.24% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.11% | −0.12 |
| KO The Coca-Cola Co. | Reduce -0.4% | 1.75% | −0.10 |
| GD General Dynamics Corp. | Reduce -1.0% | 0.83% | −0.09 |
| AJG Arthur J Gallagher & Co. | Reduce -0.1% | 1.22% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.2% | 0.49% | −0.07 |
| GEHC GE Healthcare Technology | Reduce -0.1% | 0.28% | −0.07 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.07 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 1.21% | −0.05 |
| CB Chubb Ltd. | Reduce -0.5% | 0.60% | −0.05 |
| CI The Cigna Group | Reduce -0.3% | 0.49% | −0.05 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.31% | −0.04 |
| BAB Invesco Taxable Municipal Bo | Reduce -0.1% | 0.30% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.37% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 2.15% | −0.04 |
| DHR Danaher Corp. | Reduce -0.4% | 0.31% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -0.4% | 0.83% | −0.03 |
| GLPI Gaming and Leisure Propertie | Reduce -3.2% | 0.20% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 0.31% | −0.03 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.1% | 0.65% | −0.03 |
| EA Electronic Arts Inc. | Reduce -3.3% | 0.18% | −0.03 |
| IPAC iShares Core MSCI Pacific Et | Reduce -0.3% | 0.51% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -2.5% | 0.13% | −0.03 |
| GM General Motors Co. | Reduce -1.4% | 0.22% | −0.02 |
| O Realty Income Corp. | Reduce -0.8% | 0.16% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.7% | 0.51% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 1.26% | −0.01 |
| DE Deere & Co. | Reduce -0.8% | 1.30% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.64% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.62% | −0.01 |
| UCB United Community Banks | Reduce -1.4% | 0.36% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -24.3% | 0.06% | −0.01 |
| FDT First Trust Develp MKT Ex-US | Reduce -1.0% | 0.17% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| LLY Eli Lilly & Co. | Add +0.7% | 2.16% | +0.31 |
| UNH Unitedhealth Group Inc. | Add +0.0% | 0.94% | +0.25 |
| GE General Electric | Add +0.6% | 1.31% | +0.20 |
| ELV Elevance Health Inc. | Add +0.2% | 0.77% | +0.11 |
| DAL Delta Air Lines Inc. | New | 0.06% | +0.06 |
| CVS CVS Health Corp. | Add +1.7% | 0.26% | +0.06 |
| BLDR Builders Firstsource Inc. | New | 0.06% | +0.06 |
| ILCG iShares Morningstar Growth E | New | 0.06% | +0.06 |
| VLO Valero Energy Corp. | New | 0.06% | +0.06 |
| FSLR First Solar Inc. | Add +7.6% | 0.37% | +0.05 |
| BAC Bank of America Corp. | Add +0.9% | 0.92% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.65% | +0.04 |
| FITB Fifth Third Bancorp | Add +3.6% | 0.31% | +0.03 |
| NVDA Nvidia Corp. | Add +0.4% | 1.37% | +0.03 |
| C Citigroup Inc. | Add +2.3% | 0.24% | +0.03 |
| TDG Transdigm Group Inc. | Add +0.7% | 0.87% | +0.02 |
| V Visa Inc. Class A | Add +0.5% | 1.56% | +0.02 |
| COF Capital One Financial Corp. | Add +1.4% | 0.44% | −0.00 |
| WPC WP Carey Inc. | Add +1.9% | 0.10% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Add +0.3% | 0.62% | −0.01 |
| RBLX Roblox Corp. Class A | Add +1.8% | 0.09% | −0.01 |
| AEP American Electric Power | Add +1.6% | 0.23% | −0.01 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.16% | −0.02 |
| BA The Boeing Co. | Add +0.5% | 0.79% | −0.02 |
| DRI Darden Restaurants Inc. | Add +1.4% | 0.45% | −0.03 |
| KR Kroger Co. | Add +10.9% | 0.09% | −0.03 |
| JMBS Janus Henderson Mortg Backed | Add +6.5% | 0.66% | −0.04 |
| AVAV Aerovironment Inc. | Add +0.9% | 0.21% | −0.05 |
| UTES Virtus Reaves Utilities ETF | Add +3.8% | 0.85% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.75% | −0.05 |
| FDX FedEx Corp. | Add +0.7% | 0.20% | −0.05 |
| VMC Vulcan Materials Co. | Add +0.4% | 1.71% | −0.06 |
| MRK Merck & Co. Inc. | Add +0.0% | 1.21% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Add +0.3% | 0.64% | −0.07 |
| HD Home Depot Inc. | Add +0.3% | 1.42% | −0.07 |
| PLD Prologis Inc. | Add +0.2% | 0.70% | −0.07 |
| CVX Chevron Corp. | Add +9.6% | 0.39% | −0.11 |
| MCD McDonald's Corp. | Add +0.8% | 0.40% | −0.11 |
| SO The Southern Co. | Add +0.1% | 0.94% | −0.13 |
| WM Waste Management Inc. | Add +0.0% | 0.90% | −0.14 |
| LOW Lowe's Cos Inc. | Add +0.4% | 1.35% | −0.27 |
| NOC Northrop Grumman Corp. | Add +0.1% | 0.82% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $374.9M | AMAT, CAT, AAPL, GEV, SOXX |
| Q1 2026 | 124 | $332.9M | CAT, AAPL, AMAT, GEV, JNJ |
| Q4 2025 | 121 | $334.0M | AAPL, GOOGL, MSFT, CAT, JPM |
| Q3 2025 | 122 | $327.1M | AAPL, MSFT, JPM, CAT, GOOGL |
| Q2 2025 | 121 | $307.5M | MSFT, AAPL, JPM, ORCL, TSM |
| Q1 2025 | 120 | $291.4M | AAPL, MSFT, AJG, JPM, DUK |
| Q4 2024 | 121 | $295.2M | AAPL, MSFT, JPM, AJG, GOOGL |
| Q3 2024 | 122 | $300.8M | AAPL, MSFT, LLY, JPM, CAT |
| Q2 2024 | 120 | $279.3M | MSFT, AAPL, LLY, JPM, AMAT |
| Q1 2024 | 119 | $278.2M | MSFT, AAPL, JPM, LLY, CAT |