Family Legacy, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$332.9M
Q ending 2026-03-31
Prior quarter
$334.0M
Q ending 2025-12-31
Change
-0.4% QoQ · +14.2% YoY
Positions
124
reported holdings
Largest positions
Top 100 of 124 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Caterpillar Inc | CAT | Shares | $10.2M | 14K |
| Apple Inc | AAPL | Shares | $9.7M | 38K |
| Applied Matls Inc | AMAT | Shares | $7.7M | 23K |
| Ge Vernova Inc | GEV | Shares | $7.7M | 9K |
| Johnson & Johnson | JNJ | Shares | $7.6M | 31K |
| Dimensional Etf Trust | DFIV | Shares | $7.5M | 142K |
| Alphabet Inc | GOOGL | Shares | $7.4M | 26K |
| Jpmorgan Chase & Co | JPM | Shares | $7.3M | 25K |
| Taiwan Semiconductor Manufac | TSM | Shares | $7.2M | 21K |
| Walmart Inc | WMT | Shares | $7.2M | 58K |
| Microsoft Corp | MSFT | Shares | $7.0M | 19K |
| Duke Energy Corp New | DUK | Shares | $6.6M | 50K |
| Coca Cola Co | KO | Shares | $6.2M | 81K |
| Eli Lilly & Co | LLY | Shares | $6.2M | 7K |
| Vulcan Matls Co | VMC | Shares | $5.9M | 22K |
| Costco Wholesale Corporation | COST | Shares | $5.5M | 6K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $5.4M | 305K |
| Lowes Cos Inc | LOW | Shares | $5.4M | 23K |
| Amazon Com Inc | AMZN | Shares | $5.4M | 26K |
| Lockheed Martin Corp | LMT | Shares | $5.2M | 9K |
| Ishares Tr | SOXX | Shares | $5.1M | 16K |
| Visa Inc | V | Shares | $5.1M | 17K |
| Home Depot Inc | HD | Shares | $4.9M | 15K |
| Invesco Qqq Tr | QQQ | Shares | $4.7M | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.7M | 7K |
| Vaneck Etf Trust | ANGL | Shares | $4.6M | 161K |
| Amgen Inc | AMGN | Shares | $4.5M | 13K |
| Nvidia Corporation | NVDA | Shares | $4.5M | 26K |
| Vanguard Bd Index Fds | BIV | Shares | $4.4M | 58K |
| Deere & Co | DE | Shares | $4.4M | 8K |
| Gallagher Arthur J & Co | AJG | Shares | $4.3M | 20K |
| Merck & Co Inc | MRK | Shares | $4.2M | 35K |
| Vanguard Index Fds | VO | Shares | $4.2M | 15K |
| Ishares Tr | DGRO | Shares | $4.2M | 60K |
| Northrop Grumman Corp | NOC | Shares | $4.1M | 6K |
| Procter & Gamble Co | PG | Shares | $4.1M | 28K |
| Ge Aerospace | GE | Shares | $3.7M | 13K |
| Oracle Corp | ORCL | Shares | $3.6M | 24K |
| Southern Co | SO | Shares | $3.5M | 37K |
| Waste Mgmt Inc Del | WM | Shares | $3.5M | 15K |
| General Dynamics Corp | GD | Shares | $3.1M | 9K |
| Etfis Ser Tr I | UTES | Shares | $3.0M | 37K |
| Bank America Corp | BAC | Shares | $2.9M | 60K |
| Vanguard Index Fds | VNQ | Shares | $2.9M | 33K |
| Transdigm Group Inc | TDG | Shares | $2.8M | 2K |
| Starbucks Corp | SBUX | Shares | $2.8M | 31K |
| Csx Corp | CSX | Shares | $2.8M | 67K |
| Boeing Co | BA | Shares | $2.7M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.7M | 6K |
| Prologis Inc. | PLD | Shares | $2.6M | 19K |
| Cisco Sys Inc | CSCO | Shares | $2.6M | 33K |
| Ishares Tr | IMCG | Shares | $2.5M | 32K |
| Pepsico Inc | PEP | Shares | $2.4M | 15K |
| Rio Tinto Plc | RIO | Shares | $2.4M | 25K |
| Janus Detroit Str Tr | JMBS | Shares | $2.3M | 52K |
| Unitedhealth Group Inc | UNH | Shares | $2.3M | 8K |
| Abbvie Inc | ABBV | Shares | $2.3M | 10K |
| Schwab Strategic Tr | FNDF | Shares | $2.2M | 46K |
| Elevance Health Inc Formerly | ELV | Shares | $2.2M | 7K |
| Vanguard Index Fds | VBR | Shares | $2.2M | 10K |
| Toronto Dominion Bk Ont | TD | Shares | $2.2M | 23K |
| Chubb Ltd Switz | Shares | $2.1M | 7K | |
| Union Pac Corp | UNP | Shares | $2.1M | 9K |
| Ishares Tr | ITA | Shares | $2.1M | 10K |
| Vanguard Bd Index Fds | BSV | Shares | $1.9M | 24K |
| The Cigna Group | CI | Shares | $1.8M | 7K |
| Ishares Tr | IPAC | Shares | $1.8M | 23K |
| Norfolk Southn Corp | NSC | Shares | $1.7M | 6K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 5K |
| Chevron Corporation | CVX | Shares | $1.7M | 8K |
| Eaton Corp Plc | Shares | $1.7M | 5K | |
| Darden Restaurants Inc | DRI | Shares | $1.6M | 8K |
| Capital One Finl Corp | COF | Shares | $1.5M | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.4M | 3K |
| United Cmnty Bks Blairsvle G | UCB | Shares | $1.2M | 39K |
| Disney Walt Co | DIS | Shares | $1.2M | 12K |
| Danaher Corp Del | DHR | Shares | $1.1M | 6K |
| Ge Healthcare Technologies I | GEHC | Shares | $1.1M | 16K |
| Mastercard Incorporated | MA | Shares | $1.1M | 2K |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $1.1M | 42K |
| Intuit | INTU | Shares | $1.1M | 3K |
| First Solar Inc | FSLR | Shares | $1.1M | 5K |
| Fifth Third Bancorp | FITB | Shares | $917K | 20K |
| Abbott Laboratories | ABT | Shares | $901K | 9K |
| Wells Fargo & Co | WFC | Shares | $863K | 11K |
| Aerovironment Inc | AVAV | Shares | $855K | 5K |
| Fedex Corp | FDX | Shares | $853K | 2K |
| Public Storage Oper Co | PSA | Shares | $852K | 3K |
| American Elec Pwr Co Inc | AEP | Shares | $810K | 6K |
| General Mtrs Co | GM | Shares | $802K | 11K |
| Tractor Supply Co | TSCO | Shares | $801K | 18K |
| Gaming & Leisure P | GLPI | Shares | $783K | 18K |
| National Health Invs Inc | NHI | Shares | $755K | 9K |
| Citigroup Inc | C | Shares | $728K | 6K |
| Electronic Arts Inc | EA | Shares | $690K | 3K |
| Mondelez Intl Inc | MDLZ | Shares | $664K | 12K |
| Cvs Health Corp | CVS | Shares | $662K | 9K |
| Realty Income Corp | O | Shares | $611K | 10K |
| First Tr Exch Trd Alphdx Fd | FDT | Shares | $606K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.