Family Legacy, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Family Legacy, Inc. reported 121 stock positions worth $307.5 million. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.7%) and JPMorgan Chase (JPM, 2.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 58 and reduced 40. The biggest buy was GE Vernova (GEV, shares +4%) and the biggest sale Arthur J Gallagher (AJG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0001706016
- Portfolio Value
- $307.5M (Q2 2025)
- SEC Filing
- 0001706016-25-000007 ↗ filed Jul 23, 2025
Holdings Value
Holdings 121 stocks · $307.5M
| MSFT Microsoft Corp. | 3.24% | 20,027 | $10.0M | Reduce -2.0% |
| AAPL Apple Inc. | 2.66% | 39,896 | $8.2M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.61% | 27,667 | $8.0M | Reduce -5.0% |
| ORCL Oracle Corp. | 2.19% | 30,864 | $6.7M | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.16% | 29,332 | $6.6M | Add +0.4% |
| DFIV Dimensional International Va | 2.13% | 152,783 | $6.5M | Add +1.5% |
| CAT Caterpillar Inc. | 2.11% | 16,710 | $6.5M | Add +0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.06% | 19,814 | $6.3M | Reduce -5.2% |
| V Visa Inc. Class A | 1.93% | 16,735 | $5.9M | Reduce -2.2% |
| VMC Vulcan Materials Co. | 1.93% | 22,733 | $5.9M | Reduce -2.4% |
| WMT Walmart Inc. | 1.92% | 60,529 | $5.9M | Reduce -5.7% |
| DUK Duke Energy Corp. | 1.91% | 49,857 | $5.9M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.89% | 26,490 | $5.8M | Reduce -1.3% |
| KO The Coca-Cola Co. | 1.87% | 81,175 | $5.7M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.83% | 7,216 | $5.6M | Reduce -0.4% |
| HD Home Depot Inc. | 1.82% | 15,271 | $5.6M | Add +0.5% |
| COST Costco Wholesale Corp. | 1.82% | 5,645 | $5.6M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 1.82% | 31,701 | $5.6M | Reduce -0.6% |
| FPE FT-Preferred Secur & Inc. ETF | 1.72% | 296,312 | $5.3M | Add +0.8% |
| LOW Lowe's Cos Inc. | 1.66% | 23,049 | $5.1M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 1.61% | 26,978 | $4.9M | Add +0.3% |
| JNJ Johnson & Johnson | 1.60% | 32,295 | $4.9M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.58% | 17,393 | $4.9M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 8,548 | $4.7M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 7,383 | $4.6M | Add +2.7% |
| ANGL Vaneck Fallen Angel High YLD | 1.48% | 155,219 | $4.5M | Add +1.8% |
| PG The Procter & Gamble Co. | 1.44% | 27,868 | $4.4M | Add +0.8% |
| GEV GE Vernova Inc. | 1.44% | 8,390 | $4.4M | Add +3.5% |
| BIV Vanguard Intermediate-Term B | 1.41% | 56,009 | $4.3M | Add +0.0% |
| SOXX iShares Semiconductor ETF | 1.41% | 18,144 | $4.3M | Add +2.2% |
| DGRO iShares Core Dividend Growth | 1.32% | 63,393 | $4.1M | Add +1.3% |
| DE Deere & Co. | 1.30% | 7,872 | $4.0M | Reduce -3.9% |
| LMT Lockheed Martin Corp. | 1.30% | 8,624 | $4.0M | Add +1.0% |
| AMGN Amgen Inc. | 1.18% | 12,986 | $3.6M | Add +0.3% |
| TDG Transdigm Group Inc. | 1.17% | 2,375 | $3.6M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 1.15% | 13,800 | $3.6M | Reduce -0.8% |
| WM Waste Management Inc. | 1.09% | 14,716 | $3.4M | Add +0.5% |
| SO The Southern Co. | 1.06% | 35,364 | $3.2M | Reduce -1.1% |
| NOC Northrop Grumman Corp. | 1.00% | 6,135 | $3.1M | Add +1.0% |
| IMCG iShares Morningstar Mid-Cap | 0.99% | 38,140 | $3.1M | Add +1.3% |
| SBUX Starbucks Corp. | 0.93% | 31,168 | $2.9M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.92% | 59,953 | $2.8M | Add +0.8% |
| BA The Boeing Co. | 0.92% | 13,435 | $2.8M | Add +1.8% |
| ELV Elevance Health Inc. | 0.91% | 7,159 | $2.8M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.90% | 35,156 | $2.8M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.88% | 30,431 | $2.7M | Add +1.2% |
| GD General Dynamics Corp. | 0.87% | 9,126 | $2.7M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.82% | 8,077 | $2.5M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,713 | $2.3M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.74% | 32,925 | $2.3M | Add +0.1% |
| ITA iShares U.S. Aerospace & Def | 0.72% | 11,803 | $2.2M | Add +0.9% |
| XLB SS Materials Select Sector | 0.72% | 25,186 | $2.2M | Add +1.0% |
| CSX CSX Corp. | 0.72% | 67,759 | $2.2M | Reduce -0.0% |
| CI The Cigna Group | 0.70% | 6,509 | $2.2M | Add +0.2% |
| NVDA Nvidia Corp. | 0.67% | 13,090 | $2.1M | Add +8.3% |
| PEP Pepsico Inc. | 0.67% | 15,655 | $2.1M | Add +0.4% |
| UNP Union Pacific Corp. | 0.65% | 8,728 | $2.0M | No change |
| PLD Prologis Inc. | 0.65% | 19,044 | $2.0M | Add +1.6% |
| INTU Intuit Inc. | 0.65% | 2,537 | $2.0M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 10,165 | $2.0M | Add +2.0% |
| ABBV Abbvie Inc. | 0.64% | 10,558 | $2.0M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.64% | 24,867 | $2.0M | Reduce -10.2% |
| CB Chubb Ltd. | 0.63% | 6,696 | $1.9M | Reduce -2.9% |
| TD Toronto-Dominion Bank | 0.57% | 23,698 | $1.7M | Reduce -0.1% |
| DRI Darden Restaurants Inc. | 0.55% | 7,725 | $1.7M | Add +1.6% |
| COF Capital One Financial Corp. | 0.54% | 7,873 | $1.7M | Reduce -0.7% |
| IPAC iShares Core MSCI Pacific Et | 0.54% | 24,220 | $1.7M | Add +1.6% |
| NSC Norfolk Southern Corp. | 0.51% | 6,080 | $1.6M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.50% | 5,216 | $1.5M | Reduce -1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 12,272 | $1.5M | Reduce -13.8% |
| ETN Eaton Corp. PLC | 0.48% | 4,110 | $1.5M | Add +13.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.48% | 25,071 | $1.5M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.47% | 2 | $1.5M | No change |
| MA Mastercard Inc. Class A | 0.43% | 2,327 | $1.3M | Reduce -0.3% |
| GEHC GE Healthcare Technology | 0.39% | 16,160 | $1.2M | Add +0.6% |
| UCB United Community Banks | 0.39% | 40,170 | $1.2M | Add +0.8% |
| ABT Abbott Laboratories | 0.39% | 8,715 | $1.2M | Reduce -0.1% |
| DHR Danaher Corp. | 0.38% | 5,949 | $1.2M | Reduce -0.7% |
| CVX Chevron Corp. | 0.37% | 8,040 | $1.2M | Add +1.0% |
| BAB Invesco Taxable Municipal Bo | 0.37% | 43,216 | $1.1M | Add +1.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.37% | 16,405 | $1.1M | Reduce -13.5% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 2,727 | $1.1M | Add +1.4% |
| WFC Wells Fargo & Co. | 0.33% | 12,837 | $1.0M | No change |
| PSA Public Storage | 0.31% | 3,253 | $954K | Add +1.6% |
| TSCO Tractor Supply Company | 0.30% | 17,548 | $926K | Add +2.3% |
| FSLR First Solar Inc. | 0.29% | 5,309 | $879K | Reduce -9.4% |
| GLPI Gaming and Leisure Propertie | 0.28% | 18,651 | $871K | Add +0.7% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 11,527 | $777K | No change |
| FITB Fifth Third Bancorp | 0.24% | 18,273 | $752K | Add +8.0% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.21% | 9,340 | $655K | No change |
| AEP American Electric Power | 0.21% | 6,301 | $654K | Add +7.9% |
| CVS CVS Health Corp. | 0.21% | 9,360 | $646K | Reduce -0.2% |
| C Citigroup Inc. | 0.19% | 6,832 | $582K | Reduce -2.5% |
| GM General Motors Co. | 0.19% | 11,710 | $576K | No change |
| O Realty Income Corp. | 0.19% | 9,981 | $575K | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 0.19% | 6,300 | $575K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 13,383 | $542K | Reduce -3.6% |
| EA Electronic Arts Inc. | 0.18% | 3,379 | $540K | No change |
| AWK American Water Works Co. Inc. | 0.17% | 3,747 | $521K | No change |
| FDX FedEx Corp. | 0.17% | 2,276 | $517K | Add +0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AJG Arthur J Gallagher & Co. | Reduce -5.2% | 2.06% | −0.41 |
| AAPL Apple Inc. | Reduce -0.7% | 2.66% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 1.83% | −0.22 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 1.66% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.74% | −0.15 |
| KO The Coca-Cola Co. | Reduce -0.5% | 1.87% | −0.14 |
| V Visa Inc. Class A | Reduce -2.2% | 1.93% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Reduce -10.2% | 0.64% | −0.11 |
| CB Chubb Ltd. | Reduce -2.9% | 0.63% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -13.5% | 0.37% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 1.82% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.50% | −0.07 |
| SO The Southern Co. | Reduce -1.1% | 1.06% | −0.07 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.07 |
| DHR Danaher Corp. | Reduce -0.7% | 0.38% | −0.04 |
| UPS United Parcel Service Class B | Reduce -4.0% | 0.12% | −0.02 |
| DE Deere & Co. | Reduce -3.9% | 1.30% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.43% | −0.01 |
| O Realty Income Corp. | Reduce -0.1% | 0.19% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.39% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.5% | 0.09% | −0.01 |
| WMT Walmart Inc. | Reduce -5.7% | 1.92% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.2% | 0.21% | −0.01 |
| STLD Steel Dynamics Inc. | Reduce -2.0% | 0.07% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.9% | 0.10% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.6% | 0.18% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.2% | 0.51% | +0.01 |
| DIS The Walt Disney Co. | Reduce -13.8% | 0.49% | +0.01 |
| C Citigroup Inc. | Reduce -2.5% | 0.19% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 1.58% | +0.03 |
| FSLR First Solar Inc. | Reduce -9.4% | 0.29% | +0.03 |
| CSX CSX Corp. | Reduce -0.0% | 0.72% | +0.03 |
| COF Capital One Financial Corp. | Reduce -0.7% | 0.54% | +0.06 |
| VMC Vulcan Materials Co. | Reduce -2.4% | 1.93% | +0.06 |
| TD Toronto-Dominion Bank | Reduce -0.1% | 0.57% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 1.82% | +0.12 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 1.89% | +0.14 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 2.61% | +0.16 |
| GE General Electric | Reduce -0.8% | 1.15% | +0.20 |
| MSFT Microsoft Corp. | Reduce -2.0% | 3.24% | +0.61 |
| ORCL Oracle Corp. | Reduce -1.6% | 2.19% | +0.69 |
Portfolio Buys Q1 2025 → Q2 2025
| GEV GE Vernova Inc. | Add +3.5% | 1.44% | +0.59 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 2.16% | +0.50 |
| AMAT Applied Materials Inc. | Add +0.3% | 1.61% | +0.27 |
| SOXX iShares Semiconductor ETF | Add +2.2% | 1.41% | +0.26 |
| CAT Caterpillar Inc. | Add +0.3% | 2.11% | +0.22 |
| NVDA Nvidia Corp. | Add +8.3% | 0.67% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.9% | 1.53% | +0.18 |
| BA The Boeing Co. | Add +1.8% | 0.92% | +0.14 |
| ETN Eaton Corp. PLC | Add +13.8% | 0.48% | +0.14 |
| RBLX Roblox Corp. Class A | New | 0.12% | +0.12 |
| INTU Intuit Inc. | Add +0.2% | 0.65% | +0.12 |
| ITA iShares U.S. Aerospace & Def | Add +0.9% | 0.72% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 1.48% | +0.10 |
| DFIV Dimensional International Va | Add +1.5% | 2.13% | +0.09 |
| IMCG iShares Morningstar Mid-Cap | Add +1.3% | 0.99% | +0.07 |
| BAC Bank of America Corp. | Add +0.8% | 0.92% | +0.07 |
| AVUV Avantis US Small Cap Value | New | 0.07% | +0.07 |
| TDG Transdigm Group Inc. | Add +0.8% | 1.17% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.74% | +0.05 |
| IPAC iShares Core MSCI Pacific Et | Add +1.6% | 0.54% | +0.03 |
| FITB Fifth Third Bancorp | Add +8.0% | 0.24% | +0.02 |
| GD General Dynamics Corp. | Add +0.5% | 0.87% | +0.02 |
| KR Kroger Co. | Add +12.7% | 0.09% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.0% | 0.64% | +0.01 |
| DRI Darden Restaurants Inc. | Add +1.6% | 0.55% | +0.01 |
| UCB United Community Banks | Add +0.8% | 0.39% | +0.00 |
| WPC WP Carey Inc. | Add +1.6% | 0.10% | −0.01 |
| AEP American Electric Power | Add +7.9% | 0.21% | −0.01 |
| BLDR Builders Firstsource Inc. | Add +4.1% | 0.10% | −0.01 |
| DGRO iShares Core Dividend Growth | Add +1.3% | 1.32% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.0% | 1.30% | −0.01 |
| XLB SS Materials Select Sector | Add +1.0% | 0.72% | −0.02 |
| PSA Public Storage | Add +1.6% | 0.31% | −0.02 |
| BAB Invesco Taxable Municipal Bo | Add +1.1% | 0.37% | −0.02 |
| FDX FedEx Corp. | Add +0.2% | 0.17% | −0.02 |
| TSCO Tractor Supply Company | Add +2.3% | 0.30% | −0.02 |
| ANGL Vaneck Fallen Angel High YLD | Add +1.8% | 1.48% | −0.03 |
| CI The Cigna Group | Add +0.2% | 0.70% | −0.03 |
| GLPI Gaming and Leisure Propertie | Add +0.7% | 0.28% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Add +0.1% | 0.48% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +1.2% | 0.88% | −0.05 |
| GEHC GE Healthcare Technology | Add +0.6% | 0.39% | −0.06 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.8% | 1.72% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.0% | 1.41% | −0.06 |
| PLD Prologis Inc. | Add +1.6% | 0.65% | −0.07 |
| WM Waste Management Inc. | Add +0.5% | 1.09% | −0.07 |
| NOC Northrop Grumman Corp. | Add +1.0% | 1.00% | −0.07 |
| CVX Chevron Corp. | Add +1.0% | 0.37% | −0.08 |
| HD Home Depot Inc. | Add +0.5% | 1.82% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +1.4% | 0.36% | −0.10 |
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 |