Family Legacy, Inc. Top Holdings and 13F Report (2026) About Family Legacy, Inc.Investment ActivityFamily Legacy, Inc. has $332.85 million in total holdings as of March 31, 2026.Family Legacy, Inc. owns shares of 124 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 4.25% of the portfolio was sold this quarter.This quarter, Family Legacy, Inc. has purchased 121 new stocks and bought additional shares in 31 stocks.Family Legacy, Inc. sold shares of 75 stocks and completely divested from 1 stock this quarter.Largest Holdings Caterpillar $10,217,748Apple $9,653,025Applied Materials $7,733,049GE VERNOVA INC $7,657,988Johnson & Johnson $7,632,356 Largest New Holdings this Quarter 26923G806 - Virtus Reaves Utilities ETF $2,994,972 Holding47103U852 - Janus Henderson Mortgage-Backed Securities ETF $2,341,544 Holding808524755 - Schwab Fundamental International Equity ETF $2,248,774 Holding209115104 - Consolidated Edison $212,213 Holding Largest Purchases this Quarter Virtus Reaves Utilities ETF 37,484 shares (about $2.99M)Janus Henderson Mortgage-Backed Securities ETF 51,827 shares (about $2.34M)Schwab Fundamental International Equity ETF 45,959 shares (about $2.25M)NVIDIA 8,170 shares (about $1.42M)AeroVironment 2,346 shares (about $429.44K) Largest Sales this Quarter Materials Select Sector SPDR Fund 46,135 shares (about $2.31M)Taiwan Semiconductor Manufacturing 4,079 shares (about $1.38M)Alphabet 4,523 shares (about $1.30M)Applied Materials 3,794 shares (about $1.30M)Caterpillar 1,254 shares (about $888.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Legacy, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCATCaterpillar$10,217,748$888,438 â–¼-8.0%14,4223.1%IndustrialsAAPLApple$9,653,025$268,259 â–¼-2.7%38,0352.9%Computer and TechnologyAMATApplied Materials$7,733,049$1,296,760 â–¼-14.4%22,6252.3%Computer and TechnologyGE VERNOVA INC$7,657,988$324,720 â–¼-4.1%8,7732.3%COMJNJJohnson & Johnson$7,632,356$164,752 â–¼-2.1%31,2242.3%MedicalDFIVDimensional International Value ETF$7,481,889$356,529 â–¼-4.5%141,7562.2%ETFGOOGLAlphabet$7,364,025$1,300,616 â–¼-15.0%25,6092.2%Computer and TechnologyJPMJPMorgan Chase & Co.$7,297,894$207,973 â–¼-2.8%24,8092.2%FinanceTSMTaiwan Semiconductor Manufacturing$7,212,943$1,378,513 â–¼-16.0%21,3432.2%Computer and TechnologyWALMART INC$7,208,112$128,008 â–¼-1.7%57,9992.2%COMMSFTMicrosoft$6,965,447$79,216 â–¼-1.1%18,8172.1%Computer and TechnologyDUKDuke Energy$6,557,326$3,928 â–¼-0.1%50,0792.0%UtilitiesKOCocaCola$6,179,465$9,506 â–¼-0.2%81,2551.9%Consumer StaplesLLYEli Lilly and Company$6,172,780$451,622 â–¼-6.8%6,7111.9%MedicalVMCVulcan Materials$5,888,444$39,211 â–¼-0.7%21,6251.8%ConstructionCOSTCostco Wholesale$5,539,852$83,696 â–¼-1.5%5,5601.7%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$5,415,450$132,379 â–²2.5%305,0961.6%ETFLOWLowe's Companies$5,385,828$48,911 â–¼-0.9%22,7941.6%Retail/WholesaleAMZNAmazon.com$5,366,355$97,472 â–¼-1.8%25,7661.6%Retail/WholesaleLMTLockheed Martin$5,192,771$63,459 â–¼-1.2%8,5921.6%AerospaceSOXXiShares Semiconductor ETF$5,123,043$789,096 â–¼-13.3%15,5881.5%ETFVVisa$5,117,040$28,109 â–²0.6%16,9301.5%Business ServicesHDHome Depot$4,948,027$92,745 â–¼-1.8%15,0451.5%Retail/WholesaleQQQInvesco QQQ$4,749,880$114,865 â–¼-2.4%8,2291.4%FinanceSPYSPDR S&P 500 ETF Trust$4,699,875$78,039 â–¼-1.6%7,2271.4%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$4,630,850$126,742 â–²2.8%161,2411.4%ManufacturingAMGNAmgen$4,535,788$17,945 â–¼-0.4%12,8911.4%MedicalNVDANVIDIA$4,460,978$1,424,848 â–²46.9%25,5791.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,439,554$96,707 â–²2.2%57,5221.3%ETFDEDeere & Company$4,368,017$78,865 â–¼-1.8%7,7541.3%IndustrialsAJGArthur J. Gallagher & Co.$4,322,935$5,414 â–²0.1%19,9601.3%FinanceMRKMerck & Co., Inc.$4,232,802$18,765 â–¼-0.4%35,1881.3%MedicalVOVanguard Mid-Cap ETF$4,222,452$734,901 â–¼-14.8%14,7031.3%ETFDGROiShares Core Dividend Growth ETF$4,210,576$195,802 â–¼-4.4%59,9971.3%ETFNOCNorthrop Grumman$4,106,608$64,816 â–¼-1.6%6,0191.2%AerospacePGProcter & Gamble$4,093,633$14,300 â–²0.4%28,3411.2%Consumer StaplesGEGE Aerospace$3,705,687$145,571 â–¼-3.8%13,0591.1%AerospaceORCLOracle$3,595,314$8,385 â–¼-0.2%24,4401.1%Computer and TechnologySOSouthern$3,541,733$93,239 â–²2.7%36,6941.1%UtilitiesWMWaste Management$3,460,135$38,834 â–²1.1%15,0581.0%Business ServicesGDGeneral Dynamics$3,050,551$16,131 â–¼-0.5%8,8880.9%AerospaceUTESVirtus Reaves Utilities ETF$2,994,972$2,994,972 â–²New Holding37,4840.9%ETFBACBank of America$2,935,305$15,551 â–¼-0.5%60,2110.9%FinanceVNQVanguard Real Estate ETF$2,887,310$160,726 â–²5.9%32,5510.9%ETFTDGTransdigm Group$2,806,912$32,450 â–²1.2%2,4220.8%AerospaceSBUXStarbucks$2,775,847$30,460 â–¼-1.1%30,9840.8%Retail/WholesaleCSXCSX$2,759,977$13,546 â–¼-0.5%67,2350.8%TransportationBABoeing$2,698,393$13,733 â–¼-0.5%13,5580.8%AerospaceBRK.BBerkshire Hathaway$2,689,270$25,398 â–²1.0%5,6120.8%FinancePLDPrologis$2,558,772$11,896 â–¼-0.5%19,3580.8%FinanceCSCOCisco Systems$2,550,971$1,164 â–¼0.0%32,8780.8%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$2,534,423$514,053 â–¼-16.9%32,1750.8%ETFPEPPepsiCo$2,387,968$33,078 â–¼-1.4%15,3770.7%Consumer StaplesRIORio Tinto$2,367,716$44,033 â–²1.9%25,3800.7%Basic MaterialsJMBSJanus Henderson Mortgage-Backed Securities ETF$2,341,544$2,341,544 â–²New Holding51,8270.7%ETFUNHUnitedHealth Group$2,282,975$8,929 â–²0.4%8,4370.7%MedicalABBVAbbVie$2,273,388$6,525 â–¼-0.3%10,4530.7%MedicalFNDFSchwab Fundamental International Equity ETF$2,248,774$2,248,774 â–²New Holding45,9590.7%ETFELVElevance Health$2,173,104$4,684 â–¼-0.2%7,4230.7%MedicalVBRVanguard Small-Cap Value ETF$2,163,949$56,917 â–¼-2.6%9,9610.7%ETFTDToronto Dominion Bank$2,156,541$17,822 â–¼-0.8%23,1120.6%FinanceCBChubb$2,147,323$29,335 â–¼-1.3%6,5880.6%FinanceUNPUnion Pacific$2,106,881$7,764 â–¼-0.4%8,6840.6%TransportationITAiShares U.S. Aerospace & Defense ETF$2,095,336$385,206 â–¼-15.5%9,5790.6%ETFBSVVanguard Short-Term Bond ETF$1,883,119$34,501 â–¼-1.8%24,0160.6%ETFCICigna Group$1,781,029$15,738 â–²0.9%6,6770.5%MedicalIPACiShares Core MSCI Pacific ETF$1,778,322$104,360 â–¼-5.5%23,2430.5%ETFNSCNorfolk Southern$1,740,4900.0%6,0640.5%TransportationMCDMcDonald's$1,694,056$24,552 â–²1.5%5,4510.5%Retail/WholesaleCVXChevron$1,685,284$14,277 â–²0.9%8,1450.5%EnergyETNEaton$1,676,399$18,957 â–¼-1.1%4,6870.5%IndustrialsDRIDarden Restaurants$1,573,249$4,509 â–²0.3%8,0250.5%Retail/WholesaleCOFCapital One Financial$1,478,771$23,898 â–²1.6%8,1060.4%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceTMOThermo Fisher Scientific$1,363,627$13,273 â–²1.0%2,7740.4%MedicalUNITED CMNTY BKS BLAIRSVLE G$1,238,598$38,103 â–¼-3.0%39,3330.4%COMDISWalt Disney$1,177,914$30,069 â–¼-2.5%12,2220.4%Consumer DiscretionaryDHRDanaher$1,149,306$19,528 â–²1.7%6,0620.3%MedicalGEHCGE HealthCare Technologies$1,148,364$4,342 â–¼-0.4%16,1330.3%MedicalMAMastercard$1,136,805$8,995 â–¼-0.8%2,2750.3%Business ServicesBABInvesco Taxable Municipal Bond ETF$1,129,881$10,299 â–²0.9%41,9100.3%ETFINTUIntuit$1,117,375$1,730 â–¼-0.2%2,5840.3%Computer and TechnologyFSLRFirst Solar$1,066,585$789 â–²0.1%5,4070.3%EnergyFITBFifth Third Bancorp$916,757$6,504 â–²0.7%19,7320.3%FinanceABTAbbott Laboratories$901,477$9,241 â–²1.0%8,7800.3%MedicalWFCWells Fargo & Company$862,7340.0%10,8370.3%FinanceAVAVAeroVironment$855,210$429,436 â–²100.9%4,6720.3%AerospaceFDXFedEx$852,756$37,045 â–¼-4.2%2,3940.3%TransportationPSAPublic Storage$851,918$30,068 â–¼-3.4%3,1450.3%FinanceAEPAmerican Electric Power$809,950$28,707 â–¼-3.4%6,1790.2%UtilitiesGMGeneral Motors$802,291$19,817 â–¼-2.4%10,7690.2%Auto/Tires/TrucksTSCOTractor Supply$801,373$15,946 â–¼-2.0%17,6900.2%Retail/WholesaleGLPIGaming and Leisure Properties$783,383$14,642 â–¼-1.8%17,6560.2%FinanceNHINational Health Investors$755,2320.0%9,3400.2%FinanceCCitigroup$727,706$36,289 â–¼-4.7%6,4170.2%Financial ServicesEAElectronic Arts$689,8960.0%3,3840.2%Consumer DiscretionaryMDLZMondelez International$664,4020.0%11,5270.2%Consumer StaplesCVSCVS Health$662,145$7,900 â–¼-1.2%9,2200.2%MedicalORealty Income$610,6090.0%9,9810.2%FinanceFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$606,335$56,852 â–²10.3%6,9750.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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