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

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 Q2 2025 Q3 2025: $327.1M $327.1M Q3 2025 Q4 2025: $334.0M Q4 2025 Q1 2026: $332.9M Q1 2026 Q2 2026: $374.9M Q2 2026

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%
SPDW Ste STR SPDR PT DW Eu ETF 0.17% 13,147 $563K Reduce -1.8%
AWK American Water Works Co. Inc. 0.16% 3,772 $525K Add +0.7%
LMBS First Trust Low Duration Opp 0.13% 8,513 $424K No change
ROL Rollins Inc. 0.13% 7,200 $423K No change
CAG Conagra Brands Inc. 0.11% 18,872 $346K Reduce -25.0%
WPC WP Carey Inc. 0.10% 5,032 $340K Add +0.5%
IWS iShares Russell Mid-Cap Valu 0.10% 2,382 $333K Reduce -1.0%
BLDR Builders Firstsource Inc. 0.10% 2,572 $312K Reduce -5.7%
AMT American Tower Corp. 0.09% 1,555 $299K Reduce -0.6%
KR Kroger Co. 0.09% 4,380 $295K Add +8.8%
UPS United Parcel Service Class B 0.09% 3,504 $293K Reduce -0.6%
AFL Aflac Inc. 0.09% 2,607 $291K No change
SDY SS SPDR S&P Dividend ETF 0.09% 1,995 $279K Reduce -3.2%
PAYX Paychex Inc. 0.08% 2,160 $274K No change
TFC Truist Financial Corp. 0.08% 5,870 $268K No change
LMAT Lemaitre Vascular Inc. 0.08% 3,000 $263K No change
LW Lamb Weston Holdings Inc. 0.08% 4,397 $255K Reduce -51.0%
STLD Steel Dynamics Inc. 0.08% 1,782 $248K No change
AVUV Avantis US Small Cap Value 0.07% 2,373 $236K Add +5.2%
RHI Robert Half Inc. 0.07% 6,814 $232K Reduce -8.9%
MDT Medtronic PLC 0.07% 2,393 $228K No change
FTSL First Trust Senior Loan ETF 0.07% 4,887 $224K Reduce -0.4%

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

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