Family Legacy, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Family Legacy, Inc. held in its portfolio 121 assets valued at $334,047,812 (i.e. $334.05M).
The most valuable assets in the portfolio included: APPLE INC ($10.63M), ALPHABET INC ($9.43M), and MICROSOFT CORP ($9.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 121 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family Legacy, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 39092 | 10627683 | COM |
| ALPHABET INC | 30132 | 9431201 | CAP STK CL A |
| MICROSOFT CORP | 19031 | 9203718 | COM |
| CATERPILLAR INC | 15676 | 8980584 | COM |
| JPMORGAN CHASE & CO. | 25516 | 8221852 | COM |
| ELI LILLY & CO | 7202 | 7739990 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 25422 | 7725535 | SPONSORED ADS |
| DIMENSIONAL ETF TRUST | 148511 | 7410708 | INTERNATNAL VAL |
| APPLIED MATLS INC | 26419 | 6789457 | COM |
| JOHNSON & JOHNSON | 31898 | 6601234 | COM |
| WALMART INC | 59029 | 6576403 | COM |
| VULCAN MATLS CO | 21769 | 6208909 | COM |
| AMAZON COM INC | 26234 | 6055409 | COM |
| GE VERNOVA INC | 9145 | 5976917 | COM |
| VISA INC | 16837 | 5905039 | COM CL A |
| DUKE ENERGY CORP NEW | 50109 | 5873260 | COM NEW |
| COCA COLA CO | 81380 | 5689296 | COM |
| LOWES COS INC | 23001 | 5546984 | COM |
| FIRST TR EXCH TRADED FD III | 297638 | 5422966 | PFD SECS INC ETF |
| ISHARES TR | 17989 | 5417280 | ISHARES SEMICDTR |
| HOME DEPOT INC | 15327 | 5273866 | COM |
| INVESCO QQQ TR | 8428 | 5177634 | UNIT SER 1 |
| GALLAGHER ARTHUR J & CO | 19935 | 5158977 | COM |
| SPDR S&P 500 ETF TR | 7347 | 5009795 | TR UNIT |
| VANGUARD INDEX FDS | 17262 | 5009726 | MID CAP ETF |
| COSTCO WHSL CORP NEW | 5644 | 4866788 | COM |
| ORACLE CORP | 24497 | 4774638 | COM |
| VANECK ETF TRUST | 156828 | 4605250 | FALLEN ANGEL HG |
| VANGUARD BD INDEX FDS | 56269 | 4382217 | INTERMED TERM |
| ISHARES TR | 62787 | 4358681 | CORE DIV GRWTH |
| AMGEN INC | 12942 | 4236130 | COM |
| LOCKHEED MARTIN CORP | 8697 | 4206329 | COM |
| GE AEROSPACE | 13572 | 4180501 | COM NEW |
| PROCTER AND GAMBLE CO | 28242 | 4047419 | COM |
| MERCK & CO INC | 35344 | 3720313 | COM |
| DEERE & CO | 7894 | 3675366 | COM |
| NORTHROP GRUMMAN CORP | 6114 | 3486421 | COM |
| BANK AMERICA CORP | 60530 | 3329170 | COM |
| WASTE MGMT INC DEL | 14889 | 3271352 | COM |
| NVIDIA CORPORATION | 17409 | 3246779 | COM |
| TRANSDIGM GROUP INC | 2394 | 3183559 | COM |
| SOUTHERN CO | 35728 | 3115507 | COM |
| ISHARES TR | 38701 | 3089886 | MRGSTR MD CP GRW |
| GENERAL DYNAMICS CORP | 8935 | 3008069 | COM |
| BOEING CO | 13627 | 2958633 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5559 | 2794231 | CL B NEW |
| UNITEDHEALTH GROUP INC | 8404 | 2774253 | COM |
| VANGUARD INDEX FDS | 30739 | 2720067 | REAL ESTATE ETF |
| STARBUCKS CORP | 31324 | 2637760 | COM |
| ELEVANCE HEALTH INC FORMERLY | 7439 | 2607766 | COM |
| CISCO SYS INC | 32893 | 2533715 | COM |
| PROLOGIS INC. | 19448 | 2482762 | COM |
| CSX CORP | 67565 | 2449214 | COM |
| ISHARES TR | 11340 | 2434516 | US AER DEF ETF |
| ABBVIE INC | 10483 | 2395224 | COM |
| SELECT SECTOR SPDR TR | 50578 | 2293724 | STATE STREET MAT |
| PEPSICO INC | 15590 | 2237470 | COM |
| TORONTO DOMINION BK ONT | 23303 | 2195167 | COM NEW |
| VANGUARD INDEX FDS | 10223 | 2165053 | SM CP VAL ETF |
| CHUBB LIMITED | 6678 | 2084429 | COM |
| UNION PAC CORP | 8716 | 2016155 | COM |
| RIO TINTO PLC | 24908 | 1993401 | SPONSORED ADR |
| CAPITAL ONE FINL CORP | 7975 | 1932813 | COM |
| VANGUARD BD INDEX FDS | 24456 | 1927361 | SHORT TRM BOND |
| THE CIGNA GROUP | 6618 | 1821382 | COM |
| ISHARES TR | 24607 | 1801478 | CORE MSCI PAC |
| NORFOLK SOUTHN CORP | 6064 | 1750921 | COM |
| INTUIT | 2588 | 1714469 | COM |
| MCDONALDS CORP | 5372 | 1641759 | COM |
| THERMO FISHER SCIENTIFIC INC | 2747 | 1591882 | COM |
| EATON CORP PLC | 4740 | 1509737 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| DARDEN RESTAURANTS INC | 8002 | 1472518 | COM |
| DISNEY WALT CO | 12534 | 1425972 | COM |
| FIRST SOLAR INC | 5403 | 1411426 | COM |
| DANAHER CORPORATION | 5959 | 1364058 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 16194 | 1328249 | COMMON STOCK |
| MASTERCARD INCORPORATED | 2293 | 1309118 | CL A |
| UNITED CMNTY BKS BLAIRSVLE G | 40543 | 1265755 | COM |
| CHEVRON CORP NEW | 8076 | 1230924 | COM |
| INVESCO EXCH TRADED FD TR II | 41528 | 1129557 | TAXABLE MUN BD |
| ABBOTT LABS | 8690 | 1088812 | COM |
| WELLS FARGO CO NEW | 10837 | 1010008 | COM |
| FIFTH THIRD BANCORP | 19592 | 917094 | COM |
| TRACTOR SUPPLY CO | 18042 | 902276 | COM |
| GENERAL MTRS CO | 11035 | 897366 | COM |
| PUBLIC STORAGE OPER CO | 3256 | 844932 | COM |
| GAMING & LEISURE PPTYS INC | 17986 | 803815 | COM |
| CITIGROUP INC | 6737 | 786094 | COM NEW |
| NOVO-NORDISK A S | 15214 | 774105 | ADR |
| CVS HEALTH CORP | 9330 | 740390 | COM |
| AMERICAN ELEC PWR CO INC | 6398 | 737759 | COM |
| FEDEX CORP | 2498 | 721622 | COM |
| NATIONAL HEALTH INVS INC | 9340 | 713296 | COM |
| ELECTRONIC ARTS INC | 3384 | 691453 | COM |
| SCHWAB CHARLES CORP | 6300 | 629433 | COM |
| MONDELEZ INTL INC | 11527 | 620485 | CL A |
| SPDR INDEX SHS FDS | 13137 | 583422 | PORTFOLIO DEVLPD |
| AEROVIRONMENT INC | 2326 | 562636 | COM |
| REALTY INCOME CORP | 9981 | 562602 | COM |
| ROBLOX CORP | 6339 | 513649 | CL A |
| FIRST TR EXCH TRD ALPHDX FD | 6321 | 502181 | DEV MRK EX US |
| AMERICAN WTR WKS CO INC NEW | 3802 | 496161 | COM |
| ROLLINS INC | 7200 | 432144 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8513 | 425565 | FST LOW OPPT EFT |
| UNITED PARCEL SERVICE INC | 3504 | 347557 | CL B |
| ISHARES TR | 2382 | 335981 | RUS MDCP VAL ETF |
| WP CAREY INC | 5063 | 325828 | COM |
| STEEL DYNAMICS INC | 1780 | 301621 | COM |
| KROGER CO | 4726 | 295283 | COM |
| TRUIST FINL CORP | 5870 | 288863 | COM |
| AFLAC INC | 2607 | 287474 | COM |
| SPDR SERIES TRUST | 1995 | 277624 | STATE STREET SPD |
| BUILDERS FIRSTSOURCE INC | 2597 | 267205 | COM |
| AMERICAN TOWER CORP NEW | 1412 | 247905 | COM |
| LEMAITRE VASCULAR INC | 3000 | 243300 | COM |
| PAYCHEX INC | 2160 | 242309 | COM |
| AMERICAN CENTY ETF TR | 2368 | 241498 | US SML CP VALU |
| MEDTRONIC PLC | 2393 | 229832 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 4887 | 224216 | SENIOR LN FD |
| HONEYWELL INTL INC | 1039 | 202699 | COM |
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