Family Legacy, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Family Legacy, Inc. reported 122 stock positions worth $327.1 million. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Microsoft (MSFT, 3.1%) and JPMorgan Chase (JPM, 2.5%). Compared with Q2 2025, it opened 1 new position, added to 50 and reduced 56. The biggest buy was Nvidia (NVDA, shares +33%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0001706016
- Portfolio Value
- $327.1M (Q3 2025)
- SEC Filing
- 0001706016-25-000015 ↗ filed Nov 13, 2025
Holdings Value
Holdings 122 stocks · $327.1M
| AAPL Apple Inc. | 3.10% | 39,820 | $10.1M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.09% | 19,499 | $10.1M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 2.48% | 25,668 | $8.1M | Reduce -7.2% |
| CAT Caterpillar Inc. | 2.36% | 16,152 | $7.7M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 2.32% | 31,215 | $7.6M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.27% | 26,581 | $7.4M | Reduce -9.4% |
| ORCL Oracle Corp. | 2.18% | 25,389 | $7.1M | Reduce -17.7% |
| DFIV Dimensional International Va | 2.11% | 149,957 | $6.9M | Reduce -1.9% |
| VMC Vulcan Materials Co. | 2.10% | 22,303 | $6.9M | Reduce -1.9% |
| DUK Duke Energy Corp. | 1.90% | 50,169 | $6.2M | Add +0.6% |
| WMT Walmart Inc. | 1.90% | 60,235 | $6.2M | Reduce -0.5% |
| HD Home Depot Inc. | 1.89% | 15,286 | $6.2M | Add +0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.88% | 19,901 | $6.2M | Add +0.4% |
| JNJ Johnson & Johnson | 1.82% | 32,175 | $6.0M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 1.76% | 22,950 | $5.8M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.76% | 26,210 | $5.8M | Reduce -1.1% |
| V Visa Inc. Class A | 1.75% | 16,802 | $5.7M | Add +0.4% |
| GEV GE Vernova Inc. | 1.72% | 9,165 | $5.6M | Add +9.2% |
| LLY Eli Lilly & Co. | 1.69% | 7,261 | $5.5M | Add +0.6% |
| AMAT Applied Materials Inc. | 1.68% | 26,774 | $5.5M | Reduce -0.8% |
| FPE FT-Preferred Secur & Inc. ETF | 1.66% | 296,989 | $5.4M | Add +0.2% |
| KO The Coca-Cola Co. | 1.65% | 81,470 | $5.4M | Add +0.4% |
| COST Costco Wholesale Corp. | 1.60% | 5,652 | $5.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.55% | 8,418 | $5.1M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.54% | 17,101 | $5.0M | Reduce -1.7% |
| SOXX iShares Semiconductor ETF | 1.49% | 18,025 | $4.9M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 7,311 | $4.9M | Reduce -1.0% |
| ANGL Vaneck Fallen Angel High YLD | 1.41% | 155,642 | $4.6M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 1.34% | 56,038 | $4.4M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.32% | 8,665 | $4.3M | Add +0.5% |
| PG The Procter & Gamble Co. | 1.32% | 28,097 | $4.3M | Add +0.8% |
| DGRO iShares Core Dividend Growth | 1.29% | 61,984 | $4.2M | Reduce -2.2% |
| GE General Electric filed as GE AEROSPACE | 1.27% | 13,760 | $4.1M | Reduce -0.3% |
| NOC Northrop Grumman Corp. | 1.14% | 6,120 | $3.7M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.12% | 12,971 | $3.7M | Reduce -0.1% |
| DE Deere & Co. | 1.10% | 7,874 | $3.6M | Add +0.0% |
| SO The Southern Co. | 1.03% | 35,662 | $3.4M | Add +0.8% |
| WM Waste Management Inc. | 1.00% | 14,811 | $3.3M | Add +0.7% |
| NVDA Nvidia Corp. | 0.99% | 17,425 | $3.3M | Add +33.1% |
| TDG Transdigm Group Inc. | 0.96% | 2,386 | $3.1M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 60,349 | $3.1M | Add +0.7% |
| IMCG iShares Morningstar Mid-Cap | 0.95% | 37,611 | $3.1M | Reduce -1.4% |
| GD General Dynamics Corp. | 0.94% | 9,048 | $3.1M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.91% | 35,329 | $3.0M | Add +0.5% |
| BA The Boeing Co. | 0.89% | 13,544 | $2.9M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.88% | 8,327 | $2.9M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 0.84% | 30,211 | $2.8M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.81% | 31,238 | $2.6M | Add +0.2% |
| ABBV Abbvie Inc. | 0.74% | 10,508 | $2.4M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,797 | $2.4M | Add +1.8% |
| CSX CSX Corp. | 0.73% | 67,684 | $2.4M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.73% | 7,384 | $2.4M | Add +3.1% |
| ITA iShares U.S. Aerospace & Def | 0.73% | 11,344 | $2.4M | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 0.69% | 32,910 | $2.3M | Reduce -0.1% |
| XLB SS Materials Select Sector | 0.68% | 24,812 | $2.2M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.68% | 15,766 | $2.2M | Add +0.7% |
| PLD Prologis Inc. | 0.68% | 19,315 | $2.2M | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 10,025 | $2.1M | Reduce -1.4% |
| UNP Union Pacific Corp. | 0.63% | 8,718 | $2.1M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.59% | 24,599 | $1.9M | Reduce -1.1% |
| CI The Cigna Group | 0.58% | 6,591 | $1.9M | Add +1.3% |
| CB Chubb Ltd. | 0.58% | 6,683 | $1.9M | Reduce -0.2% |
| TD Toronto-Dominion Bank | 0.58% | 23,538 | $1.9M | Reduce -0.7% |
| NSC Norfolk Southern Corp. | 0.56% | 6,069 | $1.8M | Reduce -0.2% |
| IPAC iShares Core MSCI Pacific Et | 0.54% | 24,089 | $1.8M | Reduce -0.5% |
| INTU Intuit Inc. | 0.54% | 2,572 | $1.8M | Add +1.4% |
| COF Capital One Financial Corp. | 0.52% | 8,010 | $1.7M | Add +1.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.50% | 25,015 | $1.7M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 0.50% | 4,389 | $1.6M | Add +6.8% |
| MCD McDonald's Corp. | 0.50% | 5,337 | $1.6M | Add +2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 2 | $1.5M | No change |
| DRI Darden Restaurants Inc. | 0.46% | 7,908 | $1.5M | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 12,485 | $1.4M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 2,731 | $1.3M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.40% | 2,303 | $1.3M | Reduce -1.0% |
| UCB United Community Banks | 0.39% | 40,518 | $1.3M | Add +0.9% |
| CVX Chevron Corp. | 0.38% | 8,053 | $1.3M | Add +0.2% |
| GEHC GE Healthcare Technology | 0.37% | 16,197 | $1.2M | Add +0.2% |
| FSLR First Solar Inc. | 0.36% | 5,384 | $1.2M | Add +1.4% |
| DHR Danaher Corp. | 0.36% | 5,959 | $1.2M | Add +0.2% |
| BAB Invesco Taxable Municipal Bo | 0.36% | 43,008 | $1.2M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.36% | 8,690 | $1.2M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.33% | 12,837 | $1.1M | No change |
| TSCO Tractor Supply Company | 0.31% | 17,794 | $1.0M | Add +1.4% |
| PSA Public Storage | 0.29% | 3,263 | $943K | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 16,169 | $897K | Reduce -1.4% |
| RBLX Roblox Corp. Class A | 0.27% | 6,299 | $873K | Add +78.6% |
| GLPI Gaming and Leisure Propertie | 0.26% | 18,588 | $866K | Reduce -0.3% |
| FITB Fifth Third Bancorp | 0.26% | 19,341 | $862K | Add +5.8% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.23% | 9,340 | $743K | No change |
| MDLZ Mondelez International Inc. Class A | 0.22% | 11,527 | $720K | No change |
| AVAV Aerovironment Inc. | 0.22% | 2,275 | $716K | New |
| AEP American Electric Power | 0.22% | 6,337 | $713K | Add +0.6% |
| CVS CVS Health Corp. | 0.22% | 9,335 | $704K | Reduce -0.3% |
| C Citigroup Inc. | 0.21% | 6,782 | $688K | Reduce -0.7% |
| EA Electronic Arts Inc. | 0.21% | 3,379 | $682K | No change |
| GM General Motors Co. | 0.21% | 11,035 | $673K | Reduce -5.8% |
| O Realty Income Corp. | 0.19% | 9,981 | $607K | No change |
| SCHW Schwab (charles) Corp. | 0.18% | 6,300 | $601K | No change |
| FDX FedEx Corp. | 0.18% | 2,480 | $585K | Add +9.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -2.6% | 3.09% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -7.2% | 2.48% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 1.76% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.4% | 0.27% | −0.09 |
| LW Lamb Weston Holdings Inc. | Reduce -51.0% | 0.08% | −0.07 |
| CAG Conagra Brands Inc. | Reduce -25.0% | 0.11% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.1% | 1.12% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.69% | −0.05 |
| CB Chubb Ltd. | Reduce -0.2% | 0.58% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.7% | 1.54% | −0.05 |
| IMCG iShares Morningstar Mid-Cap | Reduce -1.4% | 0.95% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.1% | 0.59% | −0.04 |
| XLB SS Materials Select Sector | Reduce -1.5% | 0.68% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -0.7% | 0.84% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.36% | −0.03 |
| RHI Robert Half Inc. | Reduce -8.9% | 0.07% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -2.2% | 1.29% | −0.03 |
| WMT Walmart Inc. | Reduce -0.5% | 1.90% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.6% | 0.09% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.40% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.63% | −0.02 |
| AMT American Tower Corp. | Reduce -0.6% | 0.09% | −0.02 |
| GLPI Gaming and Leisure Propertie | Reduce -0.3% | 0.26% | −0.02 |
| BAB Invesco Taxable Municipal Bo | Reduce -0.5% | 0.36% | −0.01 |
| DFIV Dimensional International Va | Reduce -1.9% | 2.11% | −0.01 |
| ORCL Oracle Corp. | Reduce -17.7% | 2.18% | −0.01 |
| BLDR Builders Firstsource Inc. | Reduce -5.7% | 0.10% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.2% | 0.09% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.4% | 0.64% | −0.00 |
| FTSL First Trust Senior Loan ETF | Reduce -0.4% | 0.07% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.8% | 0.17% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.0% | 0.10% | −0.00 |
| IPAC iShares Core MSCI Pacific Et | Reduce -0.5% | 0.54% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -3.9% | 0.73% | +0.00 |
| CVS CVS Health Corp. | Reduce -0.3% | 0.22% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 1.49% | +0.01 |
| TD Toronto-Dominion Bank | Reduce -0.7% | 0.58% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 1.55% | +0.01 |
| CSX CSX Corp. | Reduce -0.1% | 0.73% | +0.02 |
| GM General Motors Co. | Reduce -5.8% | 0.21% | +0.02 |
| C Citigroup Inc. | Reduce -0.7% | 0.21% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.2% | 0.50% | +0.03 |
| NSC Norfolk Southern Corp. | Reduce -0.2% | 0.56% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 1.68% | +0.07 |
| GD General Dynamics Corp. | Reduce -0.8% | 0.94% | +0.08 |
| SOXX iShares Semiconductor ETF | Reduce -0.7% | 1.49% | +0.09 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 1.76% | +0.10 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.74% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.4% | 2.27% | +0.11 |
| GE General Electric | Reduce -0.3% | 1.27% | +0.11 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +33.1% | 0.99% | +0.32 |
| GEV GE Vernova Inc. | Add +9.2% | 1.72% | +0.28 |
| AVAV Aerovironment Inc. | New | 0.22% | +0.22 |
| RBLX Roblox Corp. Class A | Add +78.6% | 0.27% | +0.15 |
| FSLR First Solar Inc. | Add +1.4% | 0.36% | +0.08 |
| HD Home Depot Inc. | Add +0.1% | 1.89% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +3.1% | 0.88% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.41% | +0.05 |
| BAC Bank of America Corp. | Add +0.7% | 0.95% | +0.03 |
| PLD Prologis Inc. | Add +1.4% | 0.68% | +0.03 |
| ETN Eaton Corp. PLC | Add +6.8% | 0.50% | +0.03 |
| LMT Lockheed Martin Corp. | Add +0.5% | 1.32% | +0.02 |
| FITB Fifth Third Bancorp | Add +5.8% | 0.26% | +0.02 |
| FDX FedEx Corp. | Add +9.0% | 0.18% | +0.01 |
| TSCO Tractor Supply Company | Add +1.4% | 0.31% | +0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.38% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +5.2% | 0.07% | +0.01 |
| AEP American Electric Power | Add +0.6% | 0.22% | +0.01 |
| PEP Pepsico Inc. | Add +0.7% | 0.68% | +0.00 |
| WPC WP Carey Inc. | Add +0.5% | 0.10% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.91% | +0.00 |
| MCD McDonald's Corp. | Add +2.3% | 0.50% | +0.00 |
| UCB United Community Banks | Add +0.9% | 0.39% | −0.00 |
| KR Kroger Co. | Add +8.8% | 0.09% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 0.74% | −0.01 |
| AWK American Water Works Co. Inc. | Add +0.7% | 0.16% | −0.01 |
| DUK Duke Energy Corp. | Add +0.6% | 1.90% | −0.01 |
| GEHC GE Healthcare Technology | Add +0.2% | 0.37% | −0.02 |
| DHR Danaher Corp. | Add +0.2% | 0.36% | −0.02 |
| BA The Boeing Co. | Add +0.8% | 0.89% | −0.02 |
| PSA Public Storage | Add +0.3% | 0.29% | −0.02 |
| SO The Southern Co. | Add +0.8% | 1.03% | −0.02 |
| COF Capital One Financial Corp. | Add +1.7% | 0.52% | −0.02 |
| DIS The Walt Disney Co. | Add +1.7% | 0.44% | −0.06 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.2% | 1.66% | −0.06 |
| ANGL Vaneck Fallen Angel High YLD | Add +0.3% | 1.41% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.1% | 1.34% | −0.07 |
| DRI Darden Restaurants Inc. | Add +2.4% | 0.46% | −0.09 |
| WM Waste Management Inc. | Add +0.7% | 1.00% | −0.10 |
| INTU Intuit Inc. | Add +1.4% | 0.54% | −0.11 |
| CI The Cigna Group | Add +1.3% | 0.58% | −0.12 |
| SBUX Starbucks Corp. | Add +0.2% | 0.81% | −0.12 |
| PG The Procter & Gamble Co. | Add +0.8% | 1.32% | −0.12 |
| LLY Eli Lilly & Co. | Add +0.6% | 1.69% | −0.14 |
| ELV Elevance Health Inc. | Add +3.1% | 0.73% | −0.18 |
| AJG Arthur J Gallagher & Co. | Add +0.4% | 1.88% | −0.18 |
| V Visa Inc. Class A | Add +0.4% | 1.75% | −0.18 |
| DE Deere & Co. | Add +0.0% | 1.10% | −0.20 |
| TDG Transdigm Group Inc. | Add +0.5% | 0.96% | −0.21 |
| KO The Coca-Cola Co. | Add +0.4% | 1.65% | −0.22 |
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 |