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

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 Q1 2025 Q2 2025: $307.5M $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 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%
CAG Conagra Brands Inc. 0.17% 25,162 $515K No change
LW Lamb Weston Holdings Inc. 0.15% 8,972 $465K No change
LMBS First Trust Low Duration Opp 0.14% 8,513 $419K No change
ROL Rollins Inc. 0.13% 7,200 $406K No change
RBLX Roblox Corp. Class A 0.12% 3,526 $371K New
UPS United Parcel Service Class B 0.12% 3,524 $356K Reduce -4.0%
AMT American Tower Corp. 0.11% 1,565 $346K No change
BLDR Builders Firstsource Inc. 0.10% 2,727 $318K Add +4.1%
IWS iShares Russell Mid-Cap Valu 0.10% 2,407 $318K Reduce -0.9%
PAYX Paychex Inc. 0.10% 2,160 $314K No change
WPC WP Carey Inc. 0.10% 5,008 $312K Add +1.6%
RHI Robert Half Inc. 0.10% 7,483 $307K No change
KR Kroger Co. 0.09% 4,026 $289K Add +12.7%
SDY SS SPDR S&P Dividend ETF 0.09% 2,061 $280K Reduce -3.5%
AFL Aflac Inc. 0.09% 2,607 $275K No change
TFC Truist Financial Corp. 0.08% 5,870 $252K No change
LMAT Lemaitre Vascular Inc. 0.08% 3,000 $249K No change
STLD Steel Dynamics Inc. 0.07% 1,782 $228K Reduce -2.0%
FTSL First Trust Senior Loan ETF 0.07% 4,908 $225K No change
MDT Medtronic PLC 0.07% 2,393 $209K No change
AVUV Avantis US Small Cap Value 0.07% 2,255 $205K New

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

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