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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $278.2M Q1 2024 Q2 2024: $279.3M Q2 2024 Q3 2024: $300.8M Q3 2024 Q4 2024: $295.2M Q4 2024 Q1 2025: $291.4M $291.4M Q1 2025 Q2 2025: $307.5M Q2 2025 Q3 2025: $327.1M Q3 2025 Q4 2025: $334.0M Q4 2025 Q1 2026: $332.9M Q1 2026 Q2 2026: $374.9M Q2 2026

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
EA Electronic Arts Inc. 0.17% 3,379 $488K No change
LW Lamb Weston Holdings Inc. 0.16% 8,972 $478K Reduce -27.4%
LMBS First Trust Low Duration Opp 0.14% 8,513 $418K No change
RHI Robert Half Inc. 0.14% 7,483 $408K Reduce -3.0%
UPS United Parcel Service Class B 0.14% 3,669 $404K Reduce -0.5%
ROL Rollins Inc. 0.13% 7,200 $389K No change
AMT American Tower Corp. 0.12% 1,565 $341K No change
PAYX Paychex Inc. 0.11% 2,160 $333K No change
BLDR Builders Firstsource Inc. 0.11% 2,619 $327K Add +6.8%
WPC WP Carey Inc. 0.11% 4,930 $311K Reduce -0.6%
IWS iShares Russell Mid-Cap Valu 0.10% 2,429 $306K Reduce -0.9%
AFL Aflac Inc. 0.10% 2,607 $290K No change
SDY SS SPDR S&P Dividend ETF 0.10% 2,135 $290K Reduce -8.1%
LMAT Lemaitre Vascular Inc. 0.09% 3,000 $252K No change
KR Kroger Co. 0.08% 3,572 $242K No change
TFC Truist Financial Corp. 0.08% 5,870 $242K Reduce -8.8%
STLD Steel Dynamics Inc. 0.08% 1,819 $228K New
FTSL First Trust Senior Loan ETF 0.08% 4,908 $224K No change
MDT Medtronic PLC 0.07% 2,393 $215K Reduce -32.9%
ED Consolidated Edison Inc. 0.07% 1,875 $207K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$374.9MAMAT, CAT, AAPL, GEV, SOXX
Q1 2026 124$332.9MCAT, AAPL, AMAT, GEV, JNJ
Q4 2025 121$334.0MAAPL, GOOGL, MSFT, CAT, JPM
Q3 2025 122$327.1MAAPL, MSFT, JPM, CAT, GOOGL
Q2 2025 121$307.5MMSFT, AAPL, JPM, ORCL, TSM
Q1 2025 120$291.4MAAPL, MSFT, AJG, JPM, DUK
Q4 2024 121$295.2MAAPL, MSFT, JPM, AJG, GOOGL
Q3 2024 122$300.8MAAPL, MSFT, LLY, JPM, CAT
Q2 2024 120$279.3MMSFT, AAPL, LLY, JPM, AMAT
Q1 2024 119$278.2MMSFT, AAPL, JPM, LLY, CAT