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Family Legacy, Inc. Top Holdings and 13F Report (2026)

About Family Legacy, Inc.

Investment Activity

  • Family Legacy, Inc. has $374.93 million in total holdings as of June 30, 2026.
  • Family Legacy, Inc. owns shares of 124 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 1.47% of the portfolio was purchased this quarter.
  • About 1.25% of the portfolio was sold this quarter.
  • This quarter, Family Legacy, Inc. has purchased 124 new stocks and bought additional shares in 39 stocks.
  • Family Legacy, Inc. sold shares of 64 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Applied Materials
$15,666,070
Caterpillar
$14,867,577
Apple
$10,906,986
GE VERNOVA INC
$10,129,703

Largest New Holdings this Quarter

247361702 - Delta Air Lines
$243,057 Holding
12008R107 - Builders FirstSource
$223,226 Holding
91913Y100 - Valero Energy
$220,853 Holding
464287119 - iShares Morningstar Growth ETF
$220,700 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
43,808 shares (about $3.53M)
Delta Air Lines
2,595 shares (about $243.06K)
Builders FirstSource
2,495 shares (about $223.23K)
Valero Energy
848 shares (about $220.85K)
iShares Morningstar Growth ETF
1,886 shares (about $220.70K)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing
1,521 shares (about $726.40K)
Applied Materials
957 shares (about $691.92K)
Caterpillar
461 shares (about $490.94K)
Alphabet
656 shares (about $234.43K)
iShares Semiconductor ETF
302 shares (about $193.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Legacy, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$15,666,070$691,916 â–¼-4.2%21,6684.2%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,867,577$490,936 â–¼-3.2%13,9614.0%Industrials
Apple Inc. stock logo
AAPL
Apple
$10,906,986$98,962 â–¼-0.9%37,6932.9%Technology
GE VERNOVA INC
$10,129,703$177,405 â–¼-1.7%8,6222.7%COM
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$9,794,450$193,505 â–¼-1.9%15,2862.6%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,466,540$726,395 â–¼-7.1%19,8222.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,917,339$234,432 â–¼-2.6%24,9532.4%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$8,106,091$56,376 â–²0.7%6,7582.2%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,074,664$46,154 â–¼-0.6%24,6682.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,878,142$51,810 â–¼-0.7%31,0202.1%Healthcare
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$7,599,971$57,693 â–¼-0.8%140,6882.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,015,345$3,730 â–¼-0.1%18,8071.9%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$6,579,643$23,975 â–¼-0.4%80,9601.8%Consumer Staples
WALMART INC
$6,487,898$81,094 â–¼-1.2%57,2831.7%COM
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$6,402,555$23,011 â–²0.4%21,7031.7%Materials
Duke Energy Corporation stock logo
DUK
Duke Energy
$6,335,692$3,291 â–¼-0.1%50,0531.7%Utilities
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,196,920$55,772 â–²0.9%26,0001.7%Consumer Discretionary
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,005,626$54,496 â–¼-0.9%8,1551.6%ETF
Visa Inc. stock logo
V
Visa
$5,838,495$29,850 â–²0.5%17,0171.6%Finance
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$5,430,401$24,710 â–¼-0.5%303,7141.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,373,622$23,149 â–¼-0.4%7,1961.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,320,073$14,107 â–²0.3%15,0851.4%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,182,223$18,708 â–¼-0.4%5,5401.4%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,138,511$20,409 â–²0.4%25,6811.4%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,046,633$20,726 â–²0.4%22,8881.3%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$4,907,756$27,282 â–²0.6%13,1321.3%Industrials
Deere & Company stock logo
DE
Deere & Company
$4,878,845$39,965 â–¼-0.8%7,6911.3%Industrials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,714,250$3,529,625 â–²298.0%58,5111.3%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$4,697,494$17,193 â–¼-0.4%160,6531.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$4,641,747$26,435 â–¼-0.6%12,8181.2%Healthcare
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$4,580,149$2,066 â–¼0.0%19,9511.2%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$4,538,933$8,261 â–¼-0.2%59,8881.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,522,629$1,028 â–²0.0%35,1961.2%Healthcare
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$4,375,428$36,509 â–¼-0.8%57,0461.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,368,025$9,170 â–¼-0.2%8,5741.2%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,149,385$6,599 â–¼-0.2%28,2961.1%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,830,673$31,126 â–¼-0.8%32,6131.0%Technology
Oracle Corporation stock logo
ORCL
Oracle
$3,569,757$11,870 â–¼-0.3%24,3591.0%Technology
Southern Company (The) stock logo
SO
Southern
$3,516,604$4,594 â–²0.1%36,7420.9%Utilities
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,507,513$831 â–²0.0%8,4390.9%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$3,461,995$31,168 â–²0.9%60,7580.9%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$3,357,295$1,114 â–²0.0%15,0630.9%Industrials
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$3,250,075$23,976 â–²0.7%2,4400.9%Industrials
UTES
Virtus Reaves Utilities ETF
$3,179,849$115,907 â–²3.8%38,9020.8%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$3,152,581$13,694 â–¼-0.4%30,8500.8%Consumer Discretionary
CSX Corporation stock logo
CSX
CSX
$3,135,864$59,792 â–¼-1.9%65,9770.8%Industrials
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$3,134,686$28,114 â–¼-0.9%31,8890.8%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,126,472$12,440 â–¼-0.4%32,4220.8%ETF
General Dynamics Corporation stock logo
GD
General Dynamics
$3,116,261$32,236 â–¼-1.0%8,7970.8%Industrials
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$3,067,237$1,528 â–²0.0%6,0220.8%Industrials
The Boeing Company stock logo
BA
Boeing
$2,949,343$14,503 â–²0.5%13,6250.8%Industrials
Elevance Health, Inc. stock logo
ELV
Elevance Health
$2,875,365$4,641 â–²0.2%7,4350.8%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,824,201$16,012 â–²0.6%5,6440.8%Finance
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$2,782,186$24,286 â–¼-0.9%22,9120.7%Finance
Prologis, Inc. stock logo
PLD
Prologis
$2,627,338$4,877 â–²0.2%19,3940.7%Real Estate
AbbVie Inc. stock logo
ABBV
AbbVie
$2,621,546$8,807 â–¼-0.3%10,4180.7%Healthcare
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$2,482,278$150,582 â–²6.5%55,1740.7%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$2,422,001$2,796 â–¼-0.1%45,9060.6%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$2,415,679$6,360 â–²0.3%25,4470.6%Materials
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,398,467$21,868 â–¼-0.9%9,8710.6%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,338,621$23,392 â–¼-1.0%8,5980.6%Industrials
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$2,329,336$7,272 â–²0.3%9,6090.6%ETF
Chubb Limited stock logo
CB
Chubb
$2,232,969$11,926 â–¼-0.5%6,5530.6%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,070,641$11,373 â–¼-0.5%15,2930.6%Consumer Staples
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,996,798$426 â–¼0.0%4,6860.5%Industrials
iShares Core MSCI Pacific ETF stock logo
IPAC
iShares Core MSCI Pacific ETF
$1,899,629$4,670 â–¼-0.2%23,1860.5%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,893,651$14,158 â–¼-0.7%6,0190.5%Industrials
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,848,206$22,906 â–¼-1.2%23,7220.5%ETF
Cigna Group stock logo
CI
Cigna Group
$1,834,889$5,789 â–¼-0.3%6,6560.5%Healthcare
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$1,675,549$22,250 â–²1.3%8,1330.4%Consumer Discretionary
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,648,889$22,670 â–²1.4%8,2190.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,497,7000.0%20.4%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,485,328$11,893 â–²0.8%5,4950.4%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$1,480,138$129,962 â–²9.6%8,9290.4%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,386,899$4,011 â–¼-0.3%2,7660.4%Healthcare
First Solar, Inc. stock logo
FSLR
First Solar
$1,373,051$97,216 â–²7.6%5,8190.4%Technology
UNITED CMNTY BKS BLAIRSVLE G
$1,361,249$18,949 â–¼-1.4%38,7930.4%COM
The Walt Disney Company stock logo
DIS
Walt Disney
$1,166,989$9,336 â–¼-0.8%12,1250.3%Communication Services
Mastercard Incorporated stock logo
MA
Mastercard
$1,161,844$6,677 â–¼-0.6%2,2620.3%Finance
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$1,152,907$40,587 â–²3.6%20,4520.3%Finance
Danaher Corporation stock logo
DHR
Danaher
$1,150,471$4,190 â–¼-0.4%6,0400.3%Healthcare
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$1,123,548$1,315 â–¼-0.1%41,8610.3%ETF
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,032,114$576 â–¼-0.1%16,1240.3%Healthcare
Public Storage stock logo
PSA
Public Storage
$994,719$6,366 â–¼-0.6%3,1250.3%Real Estate
CVS Health Corporation stock logo
CVS
CVS Health
$970,000$16,241 â–²1.7%9,3770.3%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$918,501$20,433 â–²2.3%6,5630.2%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$895,5700.0%10,8370.2%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$859,173$13,818 â–²1.6%6,2800.2%Utilities
General Motors Company stock logo
GM
General Motors
$818,667$11,408 â–¼-1.4%10,6210.2%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$796,7270.0%8,7800.2%Healthcare
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$778,470$7,263 â–²0.9%4,7160.2%Industrials
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$760,980$25,249 â–¼-3.2%17,0890.2%Real Estate
FedEx Corporation stock logo
FDX
FedEx
$754,697$5,010 â–²0.7%2,4100.2%Industrials
National Health Investors, Inc. stock logo
NHI
National Health Investors
$712,2680.0%9,3400.2%Real Estate
Intuit Inc. stock logo
INTU
Intuit
$672,418$2,088 â–¼-0.3%2,5760.2%Technology
Electronic Arts Inc. stock logo
EA
Electronic Arts
$671,301$22,554 â–¼-3.3%3,2740.2%Communication Services
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$666,7080.0%11,5270.2%Consumer Staples
First Trust Developed Markets ex-US AlphaDEX Fund stock logo
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
$653,938$6,438 â–¼-1.0%6,9070.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$645,5550.0%12,8110.2%ETF
Realty Income Corporation stock logo
O
Realty Income
$613,127$5,266 â–¼-0.9%9,8960.2%Real Estate

Showing largest 100 holdings. View all holdings.
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