Family Legacy, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Family Legacy, Inc. reported 120 stock positions worth $291.4 million. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Microsoft (MSFT, 2.6%) and Arthur J Gallagher (AJG, 2.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 4, added to 45 and reduced 57. The biggest buy was Dimensional International Va (DFIV, shares +139%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0001706016
- Portfolio Value
- $291.4M (Q1 2025)
- SEC Filing
- 0001706016-25-000005 ↗ filed Apr 23, 2025
Holdings Value
Holdings 120 stocks · $291.4M
| AAPL Apple Inc. | 3.06% | 40,159 | $8.9M | Reduce -2.3% |
| MSFT Microsoft Corp. | 2.63% | 20,433 | $7.7M | Reduce -0.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.48% | 20,909 | $7.2M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 2.45% | 29,128 | $7.1M | Reduce -7.3% |
| DUK Duke Energy Corp. | 2.08% | 49,633 | $6.1M | Reduce -0.3% |
| V Visa Inc. Class A | 2.06% | 17,110 | $6.0M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 2.05% | 7,245 | $6.0M | Reduce -8.5% |
| DFIV Dimensional International Va | 2.03% | 150,550 | $5.9M | Add +139.1% |
| KO The Coca-Cola Co. | 2.00% | 81,555 | $5.8M | Reduce -0.1% |
| WMT Walmart Inc. | 1.93% | 64,166 | $5.6M | Reduce -4.4% |
| HD Home Depot Inc. | 1.91% | 15,192 | $5.6M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.89% | 5,839 | $5.5M | Reduce -4.0% |
| CAT Caterpillar Inc. | 1.89% | 16,669 | $5.5M | Add +0.0% |
| VMC Vulcan Materials Co. | 1.86% | 23,285 | $5.4M | Add +0.1% |
| LOW Lowe's Cos Inc. | 1.86% | 23,209 | $5.4M | Add +0.4% |
| JNJ Johnson & Johnson | 1.84% | 32,266 | $5.4M | Reduce -0.1% |
| FPE FT-Preferred Secur & Inc. ETF | 1.77% | 293,911 | $5.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.75% | 26,833 | $5.1M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.69% | 31,902 | $4.9M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.66% | 29,205 | $4.8M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 1.62% | 27,653 | $4.7M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.56% | 17,528 | $4.5M | Reduce -5.9% |
| ANGL Vaneck Fallen Angel High YLD | 1.51% | 152,496 | $4.4M | Add +2.5% |
| ORCL Oracle Corp. | 1.50% | 31,368 | $4.4M | Reduce -1.2% |
| BIV Vanguard Intermediate-Term B | 1.47% | 55,996 | $4.3M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 1.43% | 7,978 | $4.2M | Add +0.4% |
| AMGN Amgen Inc. | 1.38% | 12,954 | $4.0M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 7,192 | $4.0M | Reduce -8.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 8,391 | $3.9M | Reduce -10.8% |
| AMAT Applied Materials Inc. | 1.34% | 26,909 | $3.9M | Reduce -0.2% |
| DGRO iShares Core Dividend Growth | 1.33% | 62,593 | $3.9M | Reduce -9.7% |
| DE Deere & Co. | 1.32% | 8,189 | $3.8M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 1.31% | 8,537 | $3.8M | Add +1.1% |
| WM Waste Management Inc. | 1.16% | 14,644 | $3.4M | Add +0.2% |
| SOXX iShares Semiconductor ETF | 1.15% | 17,754 | $3.3M | Add +40.4% |
| SO The Southern Co. | 1.13% | 35,760 | $3.3M | Reduce -1.6% |
| TDG Transdigm Group Inc. | 1.12% | 2,357 | $3.3M | Add +4.6% |
| MRK Merck & Co. Inc. | 1.08% | 35,096 | $3.2M | Add +0.8% |
| NOC Northrop Grumman Corp. | 1.07% | 6,076 | $3.1M | Add +0.1% |
| SBUX Starbucks Corp. | 1.05% | 31,081 | $3.0M | Add +0.7% |
| ELV Elevance Health Inc. | 1.04% | 6,957 | $3.0M | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 0.95% | 13,904 | $2.8M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 0.93% | 30,072 | $2.7M | Reduce -18.5% |
| IMCG iShares Morningstar Mid-Cap | 0.92% | 37,663 | $2.7M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 4,873 | $2.6M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 59,492 | $2.5M | Add +0.4% |
| GD General Dynamics Corp. | 0.85% | 9,078 | $2.5M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.85% | 8,105 | $2.5M | Add +40.1% |
| PEP Pepsico Inc. | 0.80% | 15,591 | $2.3M | Add +0.4% |
| BA The Boeing Co. | 0.77% | 13,198 | $2.3M | Add +1.6% |
| ABBV Abbvie Inc. | 0.76% | 10,553 | $2.2M | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.74% | 27,696 | $2.2M | Add +2.4% |
| XLB SS Materials Select Sector | 0.74% | 24,934 | $2.1M | Add +2.7% |
| CI The Cigna Group | 0.73% | 6,497 | $2.1M | Add +0.5% |
| PLD Prologis Inc. | 0.72% | 18,747 | $2.1M | Add +0.5% |
| CB Chubb Ltd. | 0.71% | 6,899 | $2.1M | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.71% | 8,728 | $2.1M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.70% | 32,875 | $2.0M | Reduce -0.3% |
| CSX CSX Corp. | 0.68% | 67,779 | $2.0M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 9,961 | $1.9M | Reduce -2.8% |
| ITA iShares U.S. Aerospace & Def | 0.61% | 11,699 | $1.8M | Reduce -6.8% |
| MCD McDonald's Corp. | 0.57% | 5,312 | $1.7M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 2 | $1.6M | No change |
| DRI Darden Restaurants Inc. | 0.54% | 7,601 | $1.6M | Add +2.1% |
| INTU Intuit Inc. | 0.53% | 2,532 | $1.6M | Add +2.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.52% | 25,043 | $1.5M | Reduce -3.6% |
| IPAC iShares Core MSCI Pacific Et | 0.51% | 23,840 | $1.5M | Reduce -3.2% |
| NSC Norfolk Southern Corp. | 0.49% | 6,090 | $1.4M | No change |
| TD Toronto-Dominion Bank | 0.49% | 23,726 | $1.4M | Reduce -3.2% |
| COF Capital One Financial Corp. | 0.49% | 7,926 | $1.4M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 14,232 | $1.4M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 2,690 | $1.3M | Add +1.0% |
| CVX Chevron Corp. | 0.46% | 7,959 | $1.3M | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 18,969 | $1.3M | Add +2.2% |
| NVDA Nvidia Corp. | 0.45% | 12,089 | $1.3M | Add +32.5% |
| GEHC GE Healthcare Technology | 0.44% | 16,057 | $1.3M | Add +3.0% |
| MA Mastercard Inc. Class A | 0.44% | 2,335 | $1.3M | No change |
| DHR Danaher Corp. | 0.42% | 5,993 | $1.2M | Add +0.9% |
| ABT Abbott Laboratories | 0.40% | 8,720 | $1.2M | Reduce -0.9% |
| BAB Invesco Taxable Municipal Bo | 0.39% | 42,758 | $1.1M | Reduce -0.6% |
| UCB United Community Banks | 0.38% | 39,844 | $1.1M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.34% | 3,612 | $982K | New |
| PSA Public Storage | 0.33% | 3,202 | $958K | Add +2.0% |
| TSCO Tractor Supply Company | 0.32% | 17,157 | $945K | Add +1.7% |
| GLPI Gaming and Leisure Propertie | 0.32% | 18,526 | $943K | Add +5.0% |
| WFC Wells Fargo & Co. | 0.32% | 12,837 | $922K | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 11,527 | $782K | Reduce -1.3% |
| FSLR First Solar Inc. | 0.25% | 5,858 | $741K | Add +0.9% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.24% | 9,340 | $690K | Reduce -0.5% |
| CAG Conagra Brands Inc. | 0.23% | 25,162 | $671K | Reduce -1.7% |
| FITB Fifth Third Bancorp | 0.23% | 16,915 | $663K | Add +13.9% |
| AEP American Electric Power | 0.22% | 5,839 | $638K | Reduce -0.8% |
| CVS CVS Health Corp. | 0.22% | 9,375 | $635K | Reduce -0.6% |
| O Realty Income Corp. | 0.20% | 9,986 | $579K | No change |
| FDX FedEx Corp. | 0.19% | 2,272 | $554K | Add +6.3% |
| AWK American Water Works Co. Inc. | 0.19% | 3,747 | $553K | Reduce -0.7% |
| GM General Motors Co. | 0.19% | 11,710 | $551K | Reduce -3.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 13,883 | $505K | Reduce -87.9% |
| C Citigroup Inc. | 0.17% | 7,007 | $497K | No change |
| SCHW Schwab (charles) Corp. | 0.17% | 6,300 | $493K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -87.9% | 0.17% | −1.17 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 1.69% | −0.43 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.2% | 1.66% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.63% | −0.33 |
| AAPL Apple Inc. | Reduce -2.3% | 3.06% | −0.32 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 1.75% | −0.30 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.8% | 1.35% | −0.29 |
| AMAT Applied Materials Inc. | Reduce -0.2% | 1.34% | −0.28 |
| ORCL Oracle Corp. | Reduce -1.2% | 1.50% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.4% | 1.38% | −0.19 |
| VNQ Vanguard Real Estate ETF | Reduce -18.5% | 0.93% | −0.16 |
| WMT Walmart Inc. | Reduce -4.4% | 1.93% | −0.16 |
| IMCG iShares Morningstar Mid-Cap | Reduce -8.8% | 0.92% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 2.45% | −0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.9% | 1.56% | −0.13 |
| DGRO iShares Core Dividend Growth | Reduce -9.7% | 1.33% | −0.11 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.11 |
| LW Lamb Weston Holdings Inc. | Reduce -27.4% | 0.16% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.07 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -8.5% | 2.05% | −0.06 |
| CSX CSX Corp. | Reduce -0.3% | 0.68% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.8% | 0.64% | −0.05 |
| RHI Robert Half Inc. | Reduce -3.0% | 0.14% | −0.04 |
| MDT Medtronic PLC | Reduce -32.9% | 0.07% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.5% | 0.14% | −0.02 |
| GM General Motors Co. | Reduce -3.1% | 0.19% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 1.89% | −0.02 |
| TFC Truist Financial Corp. | Reduce -8.8% | 0.08% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -6.8% | 0.61% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.1% | 0.10% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.9% | 0.10% | −0.00 |
| IPAC iShares Core MSCI Pacific Et | Reduce -3.2% | 0.51% | −0.00 |
| CAG Conagra Brands Inc. | Reduce -1.7% | 0.23% | −0.00 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -3.6% | 0.52% | +0.00 |
| COF Capital One Financial Corp. | Reduce -0.7% | 0.49% | +0.00 |
| BAB Invesco Taxable Municipal Bo | Reduce -0.6% | 0.39% | +0.01 |
| WPC WP Carey Inc. | Reduce -0.6% | 0.11% | +0.01 |
| NHI Natl Health Investors Inc. | Reduce -0.5% | 0.24% | +0.02 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.71% | +0.02 |
| AWK American Water Works Co. Inc. | Reduce -0.7% | 0.19% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.70% | +0.03 |
| AEP American Electric Power | Reduce -0.8% | 0.22% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.3% | 0.27% | +0.04 |
| TD Toronto-Dominion Bank | Reduce -3.2% | 0.49% | +0.04 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.85% | +0.04 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.40% | +0.06 |
| CVS CVS Health Corp. | Reduce -0.6% | 0.22% | +0.07 |
| CB Chubb Ltd. | Reduce -0.5% | 0.71% | +0.09 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIV Dimensional International Va | Add +139.1% | 2.03% | +1.27 |
| ETN Eaton Corp. PLC | New | 0.34% | +0.34 |
| SOXX iShares Semiconductor ETF | Add +40.4% | 1.15% | +0.19 |
| ELV Elevance Health Inc. | Add +1.8% | 1.04% | +0.15 |
| TDG Transdigm Group Inc. | Add +4.6% | 1.12% | +0.14 |
| WM Waste Management Inc. | Add +0.2% | 1.16% | +0.14 |
| GEV GE Vernova Inc. | Add +40.1% | 0.85% | +0.13 |
| CI The Cigna Group | Add +0.5% | 0.73% | +0.12 |
| NOC Northrop Grumman Corp. | Add +0.1% | 1.07% | +0.12 |
| PG The Procter & Gamble Co. | Add +0.3% | 1.62% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 1.47% | +0.10 |
| DRI Darden Restaurants Inc. | Add +2.1% | 0.54% | +0.08 |
| STLD Steel Dynamics Inc. | New | 0.08% | +0.08 |
| SBUX Starbucks Corp. | Add +0.7% | 1.05% | +0.08 |
| ED Consolidated Edison Inc. | New | 0.07% | +0.07 |
| ANGL Vaneck Fallen Angel High YLD | Add +2.5% | 1.51% | +0.06 |
| CVX Chevron Corp. | Add +0.9% | 0.46% | +0.06 |
| MCD McDonald's Corp. | Add +0.2% | 0.57% | +0.05 |
| PLD Prologis Inc. | Add +0.5% | 0.72% | +0.05 |
| GLPI Gaming and Leisure Propertie | Add +5.0% | 0.32% | +0.05 |
| XLB SS Materials Select Sector | Add +2.7% | 0.74% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +2.4% | 0.74% | +0.04 |
| PEP Pepsico Inc. | Add +0.4% | 0.80% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.6% | 1.77% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 1.43% | +0.02 |
| BA The Boeing Co. | Add +1.6% | 0.77% | +0.02 |
| NVDA Nvidia Corp. | Add +32.5% | 0.45% | +0.02 |
| PSA Public Storage | Add +2.0% | 0.33% | +0.01 |
| FITB Fifth Third Bancorp | Add +13.9% | 0.23% | +0.01 |
| TSCO Tractor Supply Company | Add +1.7% | 0.32% | +0.01 |
| INTU Intuit Inc. | Add +2.9% | 0.53% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.3% | 0.32% | +0.01 |
| BLDR Builders Firstsource Inc. | Add +6.8% | 0.11% | −0.01 |
| FDX FedEx Corp. | Add +6.3% | 0.19% | −0.01 |
| GEHC GE Healthcare Technology | Add +3.0% | 0.44% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +1.0% | 0.46% | −0.03 |
| LMT Lockheed Martin Corp. | Add +1.1% | 1.31% | −0.03 |
| UCB United Community Banks | Add +0.0% | 0.38% | −0.04 |
| DIS The Walt Disney Co. | Add +0.9% | 0.48% | −0.04 |
| DHR Danaher Corp. | Add +0.9% | 0.42% | −0.06 |
| HD Home Depot Inc. | Add +1.1% | 1.91% | −0.06 |
| BAC Bank of America Corp. | Add +0.4% | 0.85% | −0.08 |
| LOW Lowe's Cos Inc. | Add +0.4% | 1.86% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.2% | 0.45% | −0.09 |
| MRK Merck & Co. Inc. | Add +0.8% | 1.08% | −0.10 |
| FSLR First Solar Inc. | Add +0.9% | 0.25% | −0.12 |
| VMC Vulcan Materials Co. | Add +0.1% | 1.86% | −0.15 |
| CAT Caterpillar Inc. | Add +0.0% | 1.89% | −0.15 |
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 |