Family Legacy, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Family Legacy, Inc. reported 121 stock positions worth $334.0 million. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Alphabet Class A (GOOGL, 2.8%) and Microsoft (MSFT, 2.8%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 52 and reduced 48. The biggest buy was Merck (MRK, shares +0%) and the biggest sale Oracle (ORCL, shares −4%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0001706016
Portfolio Value
$334.0M (Q4 2025)
SEC Filing
0001706016-26-000003 ↗ filed Feb 4, 2026

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

Holdings 121 stocks · $334.0M
AAPL Apple Inc. 3.18% 39,092 $10.6M Reduce -1.8%
GOOGL Alphabet Inc. Class A 2.82% 30,132 $9.4M Reduce -3.5%
MSFT Microsoft Corp. 2.76% 19,031 $9.2M Reduce -2.4%
CAT Caterpillar Inc. 2.69% 15,676 $9.0M Reduce -3.0%
JPM JPMorgan Chase & Co. 2.46% 25,516 $8.2M Reduce -0.6%
LLY Eli Lilly & Co. 2.32% 7,202 $7.7M Reduce -0.8%
TSM Taiwan Semiconductor-SP ADR 2.31% 25,422 $7.7M Reduce -4.4%
DFIV Dimensional International Va 2.22% 148,511 $7.4M Reduce -1.0%
AMAT Applied Materials Inc. 2.03% 26,419 $6.8M Reduce -1.3%
JNJ Johnson & Johnson 1.98% 31,898 $6.6M Reduce -0.9%
WMT Walmart Inc. 1.97% 59,029 $6.6M Reduce -2.0%
VMC Vulcan Materials Co. 1.86% 21,769 $6.2M Reduce -2.4%
AMZN Amazon.com Inc. 1.81% 26,234 $6.1M Add +0.1%
GEV GE Vernova Inc. 1.79% 9,145 $6.0M Reduce -0.2%
V Visa Inc. Class A 1.77% 16,837 $5.9M Add +0.2%
DUK Duke Energy Corp. 1.76% 50,109 $5.9M Reduce -0.1%
KO The Coca-Cola Co. 1.70% 81,380 $5.7M Reduce -0.1%
LOW Lowe's Cos Inc. 1.66% 23,001 $5.5M Add +0.2%
FPE FT-Preferred Secur & Inc. ETF 1.62% 297,638 $5.4M Add +0.2%
SOXX iShares Semiconductor ETF 1.62% 17,989 $5.4M Reduce -0.2%
HD Home Depot Inc. 1.58% 15,327 $5.3M Add +0.3%
QQQ Invesco QQQ Trust Series 1 1.55% 8,428 $5.2M Add +0.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.54% 19,935 $5.2M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.50% 7,347 $5.0M Add +0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.50% 17,262 $5.0M Add +0.9%
COST Costco Wholesale Corp. 1.46% 5,644 $4.9M Reduce -0.1%
ORCL Oracle Corp. 1.43% 24,497 $4.8M Reduce -3.5%
ANGL Vaneck Fallen Angel High YLD 1.38% 156,828 $4.6M Add +0.8%
BIV Vanguard Intermediate-Term B 1.31% 56,269 $4.4M Add +0.4%
DGRO iShares Core Dividend Growth 1.30% 62,787 $4.4M Add +1.3%
AMGN Amgen Inc. 1.27% 12,942 $4.2M Reduce -0.2%
LMT Lockheed Martin Corp. 1.26% 8,697 $4.2M Add +0.4%
GE General Electric filed as GE AEROSPACE 1.25% 13,572 $4.2M Reduce -1.4%
PG The Procter & Gamble Co. 1.21% 28,242 $4.0M Add +0.5%
MRK Merck & Co. Inc. 1.11% 35,344 $3.7M Add +0.0%
DE Deere & Co. 1.10% 7,894 $3.7M Add +0.3%
NOC Northrop Grumman Corp. 1.04% 6,114 $3.5M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.00% 60,530 $3.3M Add +0.3%
WM Waste Management Inc. 0.98% 14,889 $3.3M Add +0.5%
NVDA Nvidia Corp. 0.97% 17,409 $3.2M Reduce -0.1%
TDG Transdigm Group Inc. 0.95% 2,394 $3.2M Add +0.3%
SO The Southern Co. 0.93% 35,728 $3.1M Add +0.2%
IMCG iShares Morningstar Mid-Cap 0.93% 38,701 $3.1M Add +2.9%
GD General Dynamics Corp. 0.90% 8,935 $3.0M Reduce -1.3%
BA The Boeing Co. 0.89% 13,627 $3.0M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.84% 5,559 $2.8M Add +15.9%
UNH Unitedhealth Group Inc. 0.83% 8,404 $2.8M Add +0.9%
VNQ Vanguard Real Estate ETF 0.81% 30,739 $2.7M Add +1.8%
SBUX Starbucks Corp. 0.79% 31,324 $2.6M Add +0.3%
ELV Elevance Health Inc. 0.78% 7,439 $2.6M Add +0.7%
CSCO Cisco Systems Inc. 0.76% 32,893 $2.5M Reduce -0.1%
PLD Prologis Inc. 0.74% 19,448 $2.5M Add +0.7%
CSX CSX Corp. 0.73% 67,565 $2.4M Reduce -0.2%
ITA iShares U.S. Aerospace & Def 0.73% 11,340 $2.4M Reduce -0.0%
ABBV Abbvie Inc. 0.72% 10,483 $2.4M Reduce -0.2%
XLB SS Materials Select Sector 0.69% 50,578 $2.3M Add +1.9%
PEP Pepsico Inc. 0.67% 15,590 $2.2M Reduce -1.1%
TD Toronto-Dominion Bank 0.66% 23,303 $2.2M Reduce -1.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.65% 10,223 $2.2M Add +2.0%
CB Chubb Ltd. 0.62% 6,678 $2.1M Reduce -0.1%
UNP Union Pacific Corp. 0.60% 8,716 $2.0M Reduce -0.0%
RIO Rio Tinto PLC-Spon ADR 0.60% 24,908 $2.0M Reduce -0.4%
COF Capital One Financial Corp. 0.58% 7,975 $1.9M Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 0.58% 24,456 $1.9M Reduce -0.6%
CI The Cigna Group 0.55% 6,618 $1.8M Add +0.4%
IPAC iShares Core MSCI Pacific Et 0.54% 24,607 $1.8M Add +2.1%
NSC Norfolk Southern Corp. 0.52% 6,064 $1.8M Reduce -0.1%
INTU Intuit Inc. 0.51% 2,588 $1.7M Add +0.6%
MCD McDonald's Corp. 0.49% 5,372 $1.6M Add +0.7%
TMO Thermo Fisher Scientific Inc. 0.48% 2,747 $1.6M Add +0.6%
ETN Eaton Corp. PLC 0.45% 4,740 $1.5M Add +8.0%
BRK.A Berkshire Hathaway Inc. Class A 0.45% 2 $1.5M No change
DRI Darden Restaurants Inc. 0.44% 8,002 $1.5M Add +1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 12,534 $1.4M Add +0.4%
FSLR First Solar Inc. 0.42% 5,403 $1.4M Add +0.3%
DHR Danaher Corp. 0.41% 5,959 $1.4M No change
GEHC GE Healthcare Technology 0.40% 16,194 $1.3M Reduce -0.0%
MA Mastercard Inc. Class A 0.39% 2,293 $1.3M Reduce -0.4%
UCB United Community Banks 0.38% 40,543 $1.3M Add +0.1%
CVX Chevron Corp. 0.37% 8,076 $1.2M Add +0.3%
BAB Invesco Taxable Municipal Bo 0.34% 41,528 $1.1M Reduce -3.4%
ABT Abbott Laboratories 0.33% 8,690 $1.1M No change
WFC Wells Fargo & Co. 0.30% 10,837 $1.0M Reduce -15.6%
FITB Fifth Third Bancorp 0.27% 19,592 $917K Add +1.3%
TSCO Tractor Supply Company 0.27% 18,042 $902K Add +1.4%
GM General Motors Co. 0.27% 11,035 $897K No change
PSA Public Storage 0.25% 3,256 $845K Reduce -0.2%
GLPI Gaming and Leisure Propertie 0.24% 17,986 $804K Reduce -3.2%
C Citigroup Inc. 0.24% 6,737 $786K Reduce -0.7%
NVO Novo-Nordisk A/S-Spons ADR 0.23% 15,214 $774K Reduce -5.9%
CVS CVS Health Corp. 0.22% 9,330 $740K Reduce -0.1%
AEP American Electric Power 0.22% 6,398 $738K Add +1.0%
FDX FedEx Corp. 0.22% 2,498 $722K Add +0.7%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.21% 9,340 $713K No change
EA Electronic Arts Inc. 0.21% 3,384 $691K Add +0.1%
SCHW Schwab (charles) Corp. 0.19% 6,300 $629K No change
MDLZ Mondelez International Inc. Class A 0.19% 11,527 $620K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.17% 13,137 $583K Reduce -0.1%
AVAV Aerovironment Inc. 0.17% 2,326 $563K Add +2.2%
O Realty Income Corp. 0.17% 9,981 $563K No change
RBLX Roblox Corp. Class A 0.15% 6,339 $514K Add +0.6%
FDT First Trust Develp MKT Ex-US 0.15% 6,321 $502K New
AWK American Water Works Co. Inc. 0.15% 3,802 $496K Add +0.8%
ROL Rollins Inc. 0.13% 7,200 $432K No change
LMBS First Trust Low Duration Opp 0.13% 8,513 $426K No change
UPS United Parcel Service Class B 0.10% 3,504 $348K No change
IWS iShares Russell Mid-Cap Valu 0.10% 2,382 $336K No change
WPC WP Carey Inc. 0.10% 5,063 $326K Add +0.6%
STLD Steel Dynamics Inc. 0.09% 1,780 $302K Reduce -0.1%
KR Kroger Co. 0.09% 4,726 $295K Add +7.9%
TFC Truist Financial Corp. 0.09% 5,870 $289K No change
AFL Aflac Inc. 0.09% 2,607 $287K No change
SDY SS SPDR S&P Dividend ETF 0.08% 1,995 $278K No change
BLDR Builders Firstsource Inc. 0.08% 2,597 $267K Add +1.0%
AMT American Tower Corp. 0.07% 1,412 $248K Reduce -9.2%
LMAT Lemaitre Vascular Inc. 0.07% 3,000 $243K No change
PAYX Paychex Inc. 0.07% 2,160 $242K No change
AVUV Avantis US Small Cap Value 0.07% 2,368 $241K Reduce -0.2%
MDT Medtronic PLC 0.07% 2,393 $230K No change
FTSL First Trust Senior Loan ETF 0.07% 4,887 $224K No change
HON Honeywell International Inc. 0.06% 1,039 $203K New

Portfolio Sells Q3 2025 → Q4 2025
ORCL Oracle Corp. Reduce -3.5% 1.43% −0.75
MSFT Microsoft Corp. Reduce -2.4% 2.76% −0.33
VMC Vulcan Materials Co. Reduce -2.4% 1.86% −0.24
COST Costco Wholesale Corp. Reduce -0.1% 1.46% −0.14
DUK Duke Energy Corp. Reduce -0.1% 1.76% −0.14
CAG Conagra Brands Inc. Sold out 0.00% −0.11
NOC Northrop Grumman Corp. Reduce -0.1% 1.04% −0.10
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.08
RHI Robert Half Inc. Sold out 0.00% −0.07
GD General Dynamics Corp. Reduce -1.3% 0.90% −0.04
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.9% 0.23% −0.04
PSA Public Storage Reduce -0.2% 0.25% −0.04
NSC Norfolk Southern Corp. Reduce -0.1% 0.52% −0.03
ABBV Abbvie Inc. Reduce -0.2% 0.72% −0.03
WFC Wells Fargo & Co. Reduce -15.6% 0.30% −0.03
UNP Union Pacific Corp. Reduce -0.0% 0.60% −0.03
GLPI Gaming and Leisure Propertie Reduce -3.2% 0.24% −0.02
NVDA Nvidia Corp. Reduce -0.1% 0.97% −0.02
BAB Invesco Taxable Municipal Bo Reduce -3.4% 0.34% −0.02
AMT American Tower Corp. Reduce -9.2% 0.07% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -0.6% 0.58% −0.02
GE General Electric Reduce -1.4% 1.25% −0.01
JPM JPMorgan Chase & Co. Reduce -0.6% 2.46% −0.01
MA Mastercard Inc. Class A Reduce -0.4% 0.39% −0.01
PEP Pepsico Inc. Reduce -1.1% 0.67% −0.01
CSX CSX Corp. Reduce -0.2% 0.73% −0.00
AVUV Avantis US Small Cap Value Reduce -0.2% 0.07% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.1% 0.17% +0.00
ITA iShares U.S. Aerospace & Def Reduce -0.0% 0.73% +0.00
CVS CVS Health Corp. Reduce -0.1% 0.22% +0.01
STLD Steel Dynamics Inc. Reduce -0.1% 0.09% +0.01
C Citigroup Inc. Reduce -0.7% 0.24% +0.02
GEHC GE Healthcare Technology Reduce -0.0% 0.40% +0.03
TSM Taiwan Semiconductor-SP ADR Reduce -4.4% 2.31% +0.04
CB Chubb Ltd. Reduce -0.1% 0.62% +0.05
KO The Coca-Cola Co. Reduce -0.1% 1.70% +0.05
COF Capital One Financial Corp. Reduce -0.4% 0.58% +0.06
GEV GE Vernova Inc. Reduce -0.2% 1.79% +0.07
CSCO Cisco Systems Inc. Reduce -0.1% 0.76% +0.07
WMT Walmart Inc. Reduce -2.0% 1.97% +0.07
AAPL Apple Inc. Reduce -1.8% 3.18% +0.08
TD Toronto-Dominion Bank Reduce -1.0% 0.66% +0.08
RIO Rio Tinto PLC-Spon ADR Reduce -0.4% 0.60% +0.09
DFIV Dimensional International Va Reduce -1.0% 2.22% +0.10
SOXX iShares Semiconductor ETF Reduce -0.2% 1.62% +0.13
AMGN Amgen Inc. Reduce -0.2% 1.27% +0.15
JNJ Johnson & Johnson Reduce -0.9% 1.98% +0.15
CAT Caterpillar Inc. Reduce -3.0% 2.69% +0.33
AMAT Applied Materials Inc. Reduce -1.3% 2.03% +0.36
GOOGL Alphabet Inc. Class A Reduce -3.5% 2.82% +0.50

Portfolio Buys Q3 2025 → Q4 2025
MRK Merck & Co. Inc. Add +0.0% 1.11% +0.21
FDT First Trust Develp MKT Ex-US New 0.15% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +15.9% 0.84% +0.10
TMO Thermo Fisher Scientific Inc. Add +0.6% 0.48% +0.07
PLD Prologis Inc. Add +0.7% 0.74% +0.07
HON Honeywell International Inc. New 0.06% +0.06
FSLR First Solar Inc. Add +0.3% 0.42% +0.06
AMZN Amazon.com Inc. Add +0.1% 1.81% +0.05
ELV Elevance Health Inc. Add +0.7% 0.78% +0.05
BAC Bank of America Corp. Add +0.3% 1.00% +0.04
FDX FedEx Corp. Add +0.7% 0.22% +0.04
DGRO iShares Core Dividend Growth Add +1.3% 1.30% +0.01
V Visa Inc. Class A Add +0.2% 1.77% +0.01
FITB Fifth Third Bancorp Add +1.3% 0.27% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.5% 1.50% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +2.0% 0.65% +0.01
XLB SS Materials Select Sector Add +1.9% 0.69% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 1.55% +0.00
AEP American Electric Power Add +1.0% 0.22% +0.00
DE Deere & Co. Add +0.3% 1.10% −0.00
EA Electronic Arts Inc. Add +0.1% 0.21% −0.00
IPAC iShares Core MSCI Pacific Et Add +2.1% 0.54% −0.00
KR Kroger Co. Add +7.9% 0.09% −0.00
MCD McDonald's Corp. Add +0.7% 0.49% −0.00
WPC WP Carey Inc. Add +0.6% 0.10% −0.01
BA The Boeing Co. Add +0.6% 0.89% −0.01
TDG Transdigm Group Inc. Add +0.3% 0.95% −0.01
UCB United Community Banks Add +0.1% 0.38% −0.01
DIS The Walt Disney Co. Add +0.4% 0.43% −0.01
AWK American Water Works Co. Inc. Add +0.8% 0.15% −0.01
CVX Chevron Corp. Add +0.3% 0.37% −0.01
BLDR Builders Firstsource Inc. Add +1.0% 0.08% −0.02
SBUX Starbucks Corp. Add +0.3% 0.79% −0.02
DRI Darden Restaurants Inc. Add +1.2% 0.44% −0.02
WM Waste Management Inc. Add +0.5% 0.98% −0.02
INTU Intuit Inc. Add +0.6% 0.51% −0.02
BIV Vanguard Intermediate-Term B Add +0.4% 1.31% −0.03
IMCG iShares Morningstar Mid-Cap Add +2.9% 0.93% −0.03
VNQ Vanguard Real Estate ETF Add +1.8% 0.81% −0.03
FPE FT-Preferred Secur & Inc. ETF Add +0.2% 1.62% −0.03
CI The Cigna Group Add +0.4% 0.55% −0.04
ANGL Vaneck Fallen Angel High YLD Add +0.8% 1.38% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.9% 1.50% −0.04
TSCO Tractor Supply Company Add +1.4% 0.27% −0.04
UNH Unitedhealth Group Inc. Add +0.9% 0.83% −0.05
ETN Eaton Corp. PLC Add +8.0% 0.45% −0.05
AVAV Aerovironment Inc. Add +2.2% 0.17% −0.05
LMT Lockheed Martin Corp. Add +0.4% 1.26% −0.06
SO The Southern Co. Add +0.2% 0.93% −0.10
LOW Lowe's Cos Inc. Add +0.2% 1.66% −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