Family Legacy, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Family Legacy, Inc. reported 124 stock positions worth $332.9 million. Its top holding was Caterpillar (CAT) at 3.1% of the portfolio, followed by Apple (AAPL, 2.9%) and Applied Materials (AMAT, 2.3%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 31 and reduced 75. The biggest buy was a new position in Virtus Reaves Utilities ETF (UTES) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0001706016
Portfolio Value
$332.9M (Q1 2026)
SEC Filing
0001706016-26-000006 ↗ filed May 12, 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 Q4 2025 Q1 2026: $332.9M $332.9M Q1 2026 Q2 2026: $374.9M Q2 2026

Holdings 124 stocks · $332.9M
CAT Caterpillar Inc. 3.07% 14,422 $10.2M Reduce -8.0%
AAPL Apple Inc. 2.90% 38,035 $9.7M Reduce -2.7%
AMAT Applied Materials Inc. 2.32% 22,625 $7.7M Reduce -14.4%
GEV GE Vernova Inc. 2.30% 8,773 $7.7M Reduce -4.1%
JNJ Johnson & Johnson 2.29% 31,224 $7.6M Reduce -2.1%
DFIV Dimensional International Va 2.25% 141,756 $7.5M Reduce -4.5%
GOOGL Alphabet Inc. Class A 2.21% 25,609 $7.4M Reduce -15.0%
JPM JPMorgan Chase & Co. 2.19% 24,809 $7.3M Reduce -2.8%
TSM Taiwan Semiconductor-SP ADR 2.17% 21,343 $7.2M Reduce -16.1%
WMT Walmart Inc. 2.17% 57,999 $7.2M Reduce -1.7%
MSFT Microsoft Corp. 2.09% 18,817 $7.0M Reduce -1.1%
DUK Duke Energy Corp. 1.97% 50,079 $6.6M Reduce -0.1%
KO The Coca-Cola Co. 1.86% 81,255 $6.2M Reduce -0.1%
LLY Eli Lilly & Co. 1.85% 6,711 $6.2M Reduce -6.8%
VMC Vulcan Materials Co. 1.77% 21,625 $5.9M Reduce -0.7%
COST Costco Wholesale Corp. 1.66% 5,560 $5.5M Reduce -1.5%
FPE FT-Preferred Secur & Inc. ETF 1.63% 305,096 $5.4M Add +2.5%
LOW Lowe's Cos Inc. 1.62% 22,794 $5.4M Reduce -0.9%
AMZN Amazon.com Inc. 1.61% 25,766 $5.4M Reduce -1.8%
LMT Lockheed Martin Corp. 1.56% 8,592 $5.2M Reduce -1.2%
SOXX iShares Semiconductor ETF 1.54% 15,588 $5.1M Reduce -13.3%
V Visa Inc. Class A 1.54% 16,930 $5.1M Add +0.6%
HD Home Depot Inc. 1.49% 15,045 $4.9M Reduce -1.8%
QQQ Invesco QQQ Trust Series 1 1.43% 8,229 $4.7M Reduce -2.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.41% 7,227 $4.7M Reduce -1.6%
ANGL Vaneck Fallen Angel High YLD 1.39% 161,241 $4.6M Add +2.8%
AMGN Amgen Inc. 1.36% 12,891 $4.5M Reduce -0.4%
NVDA Nvidia Corp. 1.34% 25,579 $4.5M Add +46.9%
BIV Vanguard Intermediate-Term B 1.33% 57,522 $4.4M Add +2.2%
DE Deere & Co. 1.31% 7,754 $4.4M Reduce -1.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.30% 19,960 $4.3M Add +0.1%
MRK Merck & Co. Inc. 1.27% 35,188 $4.2M Reduce -0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.27% 14,703 $4.2M Reduce -14.8%
DGRO iShares Core Dividend Growth 1.26% 59,997 $4.2M Reduce -4.4%
NOC Northrop Grumman Corp. 1.23% 6,019 $4.1M Reduce -1.6%
PG The Procter & Gamble Co. 1.23% 28,341 $4.1M Add +0.3%
GE General Electric filed as GE AEROSPACE 1.11% 13,059 $3.7M Reduce -3.8%
ORCL Oracle Corp. 1.08% 24,440 $3.6M Reduce -0.2%
SO The Southern Co. 1.06% 36,694 $3.5M Add +2.7%
WM Waste Management Inc. 1.04% 15,058 $3.5M Add +1.1%
GD General Dynamics Corp. 0.92% 8,888 $3.1M Reduce -0.5%
UTES Virtus Reaves Utilities ETF 0.90% 37,484 $3.0M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.88% 60,211 $2.9M Reduce -0.5%
VNQ Vanguard Real Estate ETF 0.87% 32,551 $2.9M Add +5.9%
TDG Transdigm Group Inc. 0.84% 2,422 $2.8M Add +1.2%
SBUX Starbucks Corp. 0.83% 30,984 $2.8M Reduce -1.1%
CSX CSX Corp. 0.83% 67,235 $2.8M Reduce -0.5%
BA The Boeing Co. 0.81% 13,558 $2.7M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.81% 5,612 $2.7M Add +0.9%
PLD Prologis Inc. 0.77% 19,358 $2.6M Reduce -0.5%
CSCO Cisco Systems Inc. 0.77% 32,878 $2.6M Reduce -0.1%
IMCG iShares Morningstar Mid-Cap 0.76% 32,175 $2.5M Reduce -16.9%
PEP Pepsico Inc. 0.72% 15,377 $2.4M Reduce -1.4%
RIO Rio Tinto PLC-Spon ADR 0.71% 25,380 $2.4M Add +1.9%
JMBS Janus Henderson Mortg Backed 0.70% 51,827 $2.3M New
UNH Unitedhealth Group Inc. 0.69% 8,437 $2.3M Add +0.4%
ABBV Abbvie Inc. 0.68% 10,453 $2.3M Reduce -0.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.68% 45,959 $2.2M New
ELV Elevance Health Inc. 0.65% 7,423 $2.2M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.65% 9,961 $2.2M Reduce -2.6%
TD Toronto-Dominion Bank 0.65% 23,112 $2.2M Reduce -0.8%
CB Chubb Ltd. 0.65% 6,588 $2.1M Reduce -1.4%
UNP Union Pacific Corp. 0.63% 8,684 $2.1M Reduce -0.4%
ITA iShares U.S. Aerospace & Def 0.63% 9,579 $2.1M Reduce -15.5%
BSV Vanguard Short-Term Bond ETF 0.57% 24,016 $1.9M Reduce -1.8%
CI The Cigna Group 0.54% 6,677 $1.8M Add +0.9%
IPAC iShares Core MSCI Pacific Et 0.53% 23,243 $1.8M Reduce -5.5%
NSC Norfolk Southern Corp. 0.52% 6,064 $1.7M No change
MCD McDonald's Corp. 0.51% 5,451 $1.7M Add +1.5%
CVX Chevron Corp. 0.51% 8,145 $1.7M Add +0.8%
ETN Eaton Corp. PLC 0.50% 4,687 $1.7M Reduce -1.1%
DRI Darden Restaurants Inc. 0.47% 8,025 $1.6M Add +0.3%
COF Capital One Financial Corp. 0.44% 8,106 $1.5M Add +1.6%
BRK.A Berkshire Hathaway Inc. Class A 0.43% 2 $1.4M No change
TMO Thermo Fisher Scientific Inc. 0.41% 2,774 $1.4M Add +1.0%
UCB United Community Banks 0.37% 39,333 $1.2M Reduce -3.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.35% 12,222 $1.2M Reduce -2.5%
DHR Danaher Corp. 0.35% 6,062 $1.1M Add +1.7%
GEHC GE Healthcare Technology 0.34% 16,133 $1.1M Reduce -0.4%
MA Mastercard Inc. Class A 0.34% 2,275 $1.1M Reduce -0.8%
BAB Invesco Taxable Municipal Bo 0.34% 41,910 $1.1M Add +0.9%
INTU Intuit Inc. 0.34% 2,584 $1.1M Reduce -0.1%
FSLR First Solar Inc. 0.32% 5,407 $1.1M Add +0.1%
FITB Fifth Third Bancorp 0.28% 19,732 $917K Add +0.7%
ABT Abbott Laboratories 0.27% 8,780 $901K Add +1.0%
WFC Wells Fargo & Co. 0.26% 10,837 $863K No change
AVAV Aerovironment Inc. 0.26% 4,672 $855K Add +100.9%
FDX FedEx Corp. 0.26% 2,394 $853K Reduce -4.2%
PSA Public Storage 0.26% 3,145 $852K Reduce -3.4%
AEP American Electric Power 0.24% 6,179 $810K Reduce -3.4%
GM General Motors Co. 0.24% 10,769 $802K Reduce -2.4%
TSCO Tractor Supply Company 0.24% 17,690 $801K Reduce -1.9%
GLPI Gaming and Leisure Propertie 0.24% 17,656 $783K Reduce -1.8%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.23% 9,340 $755K No change
C Citigroup Inc. 0.22% 6,417 $728K Reduce -4.8%
EA Electronic Arts Inc. 0.21% 3,384 $690K No change
MDLZ Mondelez International Inc. Class A 0.20% 11,527 $664K No change
CVS CVS Health Corp. 0.20% 9,220 $662K Reduce -1.2%
O Realty Income Corp. 0.18% 9,981 $611K No change
FDT First Trust Develp MKT Ex-US 0.18% 6,975 $606K Add +10.3%

Show all 124 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -1.1% 2.09% −0.66
XLB SS Materials Select Sector Reduce -91.2% 0.07% −0.62
GOOGL Alphabet Inc. Class A Reduce -15.0% 2.21% −0.61
LLY Eli Lilly & Co. Reduce -6.8% 1.85% −0.46
ORCL Oracle Corp. Reduce -0.2% 1.08% −0.35
AAPL Apple Inc. Reduce -2.7% 2.90% −0.28
JPM JPMorgan Chase & Co. Reduce -2.8% 2.19% −0.27
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -14.8% 1.27% −0.23
AMZN Amazon.com Inc. Reduce -1.8% 1.61% −0.20
INTU Intuit Inc. Reduce -0.1% 0.34% −0.18
NVO Novo-Nordisk A/S-Spons ADR Reduce -61.7% 0.06% −0.17
IMCG iShares Morningstar Mid-Cap Reduce -16.9% 0.76% −0.16
TSM Taiwan Semiconductor-SP ADR Reduce -16.1% 2.17% −0.15
GE General Electric Reduce -3.8% 1.11% −0.14
ELV Elevance Health Inc. Reduce -0.2% 0.65% −0.13
QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 1.43% −0.12
BAC Bank of America Corp. Reduce -0.5% 0.88% −0.11
ITA iShares U.S. Aerospace & Def Reduce -15.5% 0.63% −0.10
HD Home Depot Inc. Reduce -1.8% 1.49% −0.09
VMC Vulcan Materials Co. Reduce -0.7% 1.77% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.6% 1.41% −0.09
SOXX iShares Semiconductor ETF Reduce -13.3% 1.54% −0.08
BLDR Builders Firstsource Inc. Sold out 0.00% −0.08
BA The Boeing Co. Reduce -0.5% 0.81% −0.07
DIS The Walt Disney Co. Reduce -2.5% 0.35% −0.07
GEHC GE Healthcare Technology Reduce -0.4% 0.34% −0.05
MA Mastercard Inc. Class A Reduce -0.8% 0.34% −0.05
RBLX Roblox Corp. Class A Reduce -3.7% 0.10% −0.05
LOW Lowe's Cos Inc. Reduce -0.9% 1.62% −0.04
DGRO iShares Core Dividend Growth Reduce -4.4% 1.26% −0.04
ABBV Abbvie Inc. Reduce -0.3% 0.68% −0.03
TSCO Tractor Supply Company Reduce -1.9% 0.24% −0.03
GM General Motors Co. Reduce -2.4% 0.24% −0.03
CVS CVS Health Corp. Reduce -1.2% 0.20% −0.02
C Citigroup Inc. Reduce -4.8% 0.22% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -1.8% 0.57% −0.01
TD Toronto-Dominion Bank Reduce -0.8% 0.65% −0.01
MDT Medtronic PLC Reduce -1.3% 0.06% −0.01
UCB United Community Banks Reduce -3.0% 0.37% −0.01
GLPI Gaming and Leisure Propertie Reduce -1.8% 0.24% −0.01
IPAC iShares Core MSCI Pacific Et Reduce -5.5% 0.53% −0.01
FTSL First Trust Senior Loan ETF Reduce -4.1% 0.06% −0.00
STLD Steel Dynamics Inc. Reduce -9.8% 0.09% −0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.5% 0.18% +0.00
SDY SS SPDR S&P Dividend ETF Reduce -2.8% 0.09% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.6% 0.65% +0.00
PSA Public Storage Reduce -3.4% 0.26% +0.00
IWS iShares Russell Mid-Cap Valu Reduce -0.3% 0.10% +0.00
HON Honeywell International Inc. Reduce -7.3% 0.07% +0.00
AVUV Avantis US Small Cap Value Reduce -1.1% 0.08% +0.01

Portfolio Buys Q4 2025 → Q1 2026
UTES Virtus Reaves Utilities ETF New 0.90% +0.90
JMBS Janus Henderson Mortg Backed New 0.70% +0.70
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.68% +0.68
NVDA Nvidia Corp. Add +46.9% 1.34% +0.37
CVX Chevron Corp. Add +0.8% 0.51% +0.14
SO The Southern Co. Add +2.7% 1.06% +0.13
RIO Rio Tinto PLC-Spon ADR Add +1.9% 0.71% +0.11
AVAV Aerovironment Inc. Add +100.9% 0.26% +0.09
ED Consolidated Edison Inc. New 0.06% +0.06
WM Waste Management Inc. Add +1.1% 1.04% +0.06
VNQ Vanguard Real Estate ETF Add +5.9% 0.87% +0.05
KR Kroger Co. Add +22.1% 0.13% +0.04
DRI Darden Restaurants Inc. Add +0.3% 0.47% +0.03
FDT First Trust Develp MKT Ex-US Add +10.3% 0.18% +0.03
BIV Vanguard Intermediate-Term B Add +2.2% 1.33% +0.02
PG The Procter & Gamble Co. Add +0.3% 1.23% +0.02
MCD McDonald's Corp. Add +1.5% 0.51% +0.02
ANGL Vaneck Fallen Angel High YLD Add +2.8% 1.39% +0.01
FPE FT-Preferred Secur & Inc. ETF Add +2.5% 1.63% +0.00
AMT American Tower Corp. Add +5.3% 0.08% +0.00
BAB Invesco Taxable Municipal Bo Add +0.9% 0.34% +0.00
FITB Fifth Third Bancorp Add +0.7% 0.28% +0.00
SCHW Schwab (charles) Corp. Add +1.8% 0.18% −0.01
CI The Cigna Group Add +0.9% 0.54% −0.01
PAYX Paychex Inc. Add +2.3% 0.06% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.81% −0.03
ABT Abbott Laboratories Add +1.0% 0.27% −0.06
DHR Danaher Corp. Add +1.7% 0.35% −0.06
TMO Thermo Fisher Scientific Inc. Add +1.0% 0.41% −0.07
FSLR First Solar Inc. Add +0.1% 0.32% −0.10
TDG Transdigm Group Inc. Add +1.2% 0.84% −0.11
COF Capital One Financial Corp. Add +1.6% 0.44% −0.13
UNH Unitedhealth Group Inc. Add +0.4% 0.69% −0.14
V Visa Inc. Class A Add +0.6% 1.54% −0.23
AJG Arthur J Gallagher & Co. Add +0.1% 1.30% −0.25

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