Family Legacy, Inc.

13F filer · CIK 0001706016

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$375MU.S. long equity reported on 13F

Positions1053 new · 3 closed

Net flow last quarter-$2.42MBuys minus sells

Top 10 positions weight26.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026105 positions
AMATApplied Materials Inc	$15.7M	4.18%	0.00%	-4.2%	Q4 2017
CATCaterpillar Inc	$14.9M	3.97%	0.00%	-3.2%	Q1 2017
AAPLApple Inc.	$10.9M	2.91%	0.00%	-0.9%	Q1 2017
GEVGE Vernova Inc.	$10.1M	2.70%	0.00%	-1.7%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.47M	2.52%	0.00%	-7.1%	Q3 2022
GOOGLAlphabet Inc.	$8.92M	2.38%	0.00%	-2.6%	Q1 2017
LLYELI LILLY & Co	$8.11M	2.16%	0.00%	+0.7%	Q1 2017
JPMJPMorgan Chase & Co	$8.07M	2.15%	0.00%	-0.6%	Q1 2017
JNJJohnson & Johnson	$7.88M	2.10%	0.00%	-0.7%	Q1 2017
MSFTMicrosoft Corp	$7.02M	1.87%	0.00%	-0.1%	Q1 2017
KOCoca Cola Co	$6.58M	1.75%	0.00%	-0.4%	Q1 2017
WMTWalmart Inc.	$6.49M	1.73%	0.00%	-1.2%	Q1 2017
VMCVulcan Materials CO	$6.4M	1.71%	0.02%	+0.4%	Q1 2017
DUKDuke Energy CORP	$6.34M	1.69%	0.01%	-0.1%	Q1 2017
AMZNAmazon Com Inc	$6.2M	1.65%	0.00%	+0.9%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$6.01M	1.60%	Not reported	-0.9%	Q2 2018
VVisa Inc.	$5.84M	1.56%	0.00%	+0.5%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$5.37M	1.43%	Not reported	-0.4%	Q1 2017
HDHome Depot, Inc.	$5.32M	1.42%	0.00%	+0.3%	Q1 2017
COSTCostco Wholesale Corp	$5.18M	1.38%	0.00%	-0.4%	Q1 2017
NVDANvidia Corp	$5.14M	1.37%	0.00%	+0.4%	Q2 2023
LOWLowes Companies Inc	$5.05M	1.35%	0.00%	+0.4%	Q1 2017
GEGeneral Electric Co	$4.91M	1.31%	0.00%	+0.6%	Q4 2021
DEDeere & Co	$4.88M	1.30%	0.00%	-0.8%	Q1 2017
AMGNAmgen Inc	$4.64M	1.24%	0.00%	-0.6%	Q1 2017
AJGArthur J. Gallagher & Co.	$4.58M	1.22%	0.01%	-0.1%	Q1 2017
MRKMerck & Co., Inc.	$4.52M	1.21%	0.00%	0.0%	Q1 2017
LMTLockheed Martin Corp	$4.37M	1.17%	0.00%	-0.2%	Q1 2017
PGPROCTER & GAMBLE Co	$4.15M	1.11%	0.00%	-0.2%	Q1 2017
CSCOCisco Systems, Inc.	$3.83M	1.02%	0.00%	-0.8%	Q1 2017
ORCLOracle Corp	$3.57M	0.95%	0.00%	-0.3%	Q1 2017
SOSouthern Co	$3.52M	0.94%	0.00%	+0.1%	Q1 2017
UNHUnitedhealth Group Inc	$3.51M	0.94%	0.00%	0.0%	Q1 2017
BACBank of America Corp	$3.46M	0.92%	0.00%	+0.9%	Q2 2018
WMWaste Management Inc	$3.36M	0.90%	0.00%	0.0%	Q1 2017
TDGTransDigm Group INC	$3.25M	0.87%	0.00%	+0.7%	Q3 2019
SBUXStarbucks Corp	$3.15M	0.84%	0.00%	-0.4%	Q1 2017
CSXCSX Corp	$3.14M	0.84%	0.00%	-1.9%	Q1 2017
GDGeneral Dynamics Corp	$3.12M	0.83%	0.00%	-1.0%	Q2 2017
NOCNorthrop Grumman Corp	$3.07M	0.82%	0.00%	+0.1%	Q4 2017
BABoeing Co	$2.95M	0.79%	0.00%	+0.5%	Q1 2017
ELVElevance Health, Inc.	$2.88M	0.77%	0.00%	+0.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.82M	0.75%	Not reported	+0.6%	Q2 2017
TDToronto Dominion Bank	$2.78M	0.74%	0.00%	-0.9%	Q1 2017
PLDPrologis, Inc.	$2.63M	0.70%	0.00%	+0.2%	Q2 2020
ABBVAbbVie Inc.	$2.62M	0.70%	0.00%	-0.3%	Q1 2017
FNDFSchwab Strategic Trust	$2.42M	0.65%	Not reported	-0.1%	Q1 2026
RIORio Tinto PLC	$2.42M	0.64%	0.00%	+0.3%	Q1 2021
UNPUnion Pacific Corp	$2.34M	0.62%	0.00%	-1.0%	Q1 2017
CBChubb Ltd	$2.23M	0.60%	0.00%	-0.5%	Q1 2017

Q1 2026Reported May 12, 2026104 positions
CATCaterpillar Inc	$10.2M	3.07%	0.00%	-8.0%	Q1 2017
AAPLApple Inc.	$9.65M	2.90%	0.00%	-2.7%	Q1 2017
AMATApplied Materials Inc	$7.73M	2.32%	0.00%	-14.4%	Q4 2017
GEVGE Vernova Inc.	$7.66M	2.30%	0.00%	-4.1%	Q2 2024
JNJJohnson & Johnson	$7.63M	2.29%	0.00%	-2.1%	Q1 2017
GOOGLAlphabet Inc.	$7.36M	2.21%	0.00%	-15.0%	Q1 2017
JPMJPMorgan Chase & Co	$7.3M	2.19%	0.00%	-2.8%	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.21M	2.17%	0.00%	-16.1%	Q3 2022
WMTWalmart Inc.	$7.21M	2.17%	0.00%	-1.7%	Q1 2017
MSFTMicrosoft Corp	$6.97M	2.09%	0.00%	-1.1%	Q1 2017
DUKDuke Energy CORP	$6.56M	1.97%	0.01%	-0.1%	Q1 2017
KOCoca Cola Co	$6.18M	1.86%	0.00%	-0.2%	Q1 2017
LLYELI LILLY & Co	$6.17M	1.85%	0.00%	-6.8%	Q1 2017
VMCVulcan Materials CO	$5.89M	1.77%	0.02%	-0.7%	Q1 2017
COSTCostco Wholesale Corp	$5.54M	1.66%	0.00%	-1.5%	Q1 2017
LOWLowes Companies Inc	$5.39M	1.62%	0.00%	-0.9%	Q1 2017
AMZNAmazon Com Inc	$5.37M	1.61%	0.00%	-1.8%	Q1 2017
LMTLockheed Martin Corp	$5.19M	1.56%	0.00%	-1.2%	Q1 2017
VVisa Inc.	$5.12M	1.54%	0.00%	+0.6%	Q2 2018
HDHome Depot, Inc.	$4.95M	1.49%	0.00%	-1.8%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$4.75M	1.43%	Not reported	-2.4%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$4.7M	1.41%	Not reported	-1.6%	Q1 2017
AMGNAmgen Inc	$4.54M	1.36%	0.00%	-0.4%	Q1 2017
NVDANvidia Corp	$4.46M	1.34%	0.00%	+46.9%	Q2 2023
DEDeere & Co	$4.37M	1.31%	0.00%	-1.8%	Q1 2017
AJGArthur J. Gallagher & Co.	$4.32M	1.30%	0.01%	+0.1%	Q1 2017
MRKMerck & Co., Inc.	$4.23M	1.27%	0.00%	-0.4%	Q1 2017
NOCNorthrop Grumman Corp	$4.11M	1.23%	0.00%	-1.6%	Q4 2017
PGPROCTER & GAMBLE Co	$4.09M	1.23%	0.00%	+0.4%	Q1 2017
GEGeneral Electric Co	$3.71M	1.11%	0.00%	-3.8%	Q4 2021
ORCLOracle Corp	$3.6M	1.08%	0.00%	-0.2%	Q1 2017
SOSouthern Co	$3.54M	1.06%	0.00%	+2.7%	Q1 2017
WMWaste Management Inc	$3.46M	1.04%	0.00%	+1.1%	Q1 2017
GDGeneral Dynamics Corp	$3.05M	0.92%	0.00%	-0.5%	Q2 2017
BACBank of America Corp	$2.94M	0.88%	0.00%	-0.5%	Q2 2018
TDGTransDigm Group INC	$2.81M	0.84%	0.00%	+1.2%	Q3 2019
SBUXStarbucks Corp	$2.78M	0.83%	0.00%	-1.1%	Q1 2017
CSXCSX Corp	$2.76M	0.83%	0.00%	-0.5%	Q1 2017
BABoeing Co	$2.7M	0.81%	0.00%	-0.5%	Q1 2017
BRK.BBerkshire Hathaway Inc	$2.69M	0.81%	Not reported	+1.0%	Q2 2017
PLDPrologis, Inc.	$2.56M	0.77%	0.00%	-0.5%	Q2 2020
CSCOCisco Systems, Inc.	$2.55M	0.77%	0.00%	-0.1%	Q1 2017
PEPPepsico Inc	$2.39M	0.72%	0.00%	-1.4%	Q1 2017
RIORio Tinto PLC	$2.37M	0.71%	0.00%	+1.9%	Q1 2021
UNHUnitedhealth Group Inc	$2.28M	0.69%	0.00%	+0.4%	Q1 2017
ABBVAbbVie Inc.	$2.27M	0.68%	0.00%	-0.3%	Q1 2017
FNDFSchwab Strategic Trust	$2.25M	0.68%	Not reported	New	Q1 2026
ELVElevance Health, Inc.	$2.17M	0.65%	0.00%	-0.2%	Q4 2017
TDToronto Dominion Bank	$2.16M	0.65%	0.00%	-0.8%	Q1 2017
CBChubb Ltd	$2.15M	0.65%	0.00%	-1.4%	Q1 2017

Q4 2025Reported Feb 4, 2026103 positions
AAPLApple Inc.	$10.6M	3.18%	0.00%	-1.8%	Q1 2017
GOOGLAlphabet Inc.	$9.43M	2.82%	0.00%	-3.5%	Q1 2017
MSFTMicrosoft Corp	$9.2M	2.76%	0.00%	-2.4%	Q1 2017
CATCaterpillar Inc	$8.98M	2.69%	0.00%	-3.0%	Q1 2017
JPMJPMorgan Chase & Co	$8.22M	2.46%	0.00%	-0.6%	Q1 2017
LLYELI LILLY & Co	$7.74M	2.32%	0.00%	-0.8%	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.73M	2.31%	0.00%	-4.4%	Q3 2022
AMATApplied Materials Inc	$6.79M	2.03%	0.00%	-1.3%	Q4 2017
JNJJohnson & Johnson	$6.6M	1.98%	0.00%	-0.9%	Q1 2017
WMTWalmart Inc.	$6.58M	1.97%	0.00%	-2.0%	Q1 2017
VMCVulcan Materials CO	$6.21M	1.86%	0.02%	-2.4%	Q1 2017
AMZNAmazon Com Inc	$6.06M	1.81%	0.00%	+0.1%	Q1 2017
GEVGE Vernova Inc.	$5.98M	1.79%	0.00%	-0.2%	Q2 2024
VVisa Inc.	$5.91M	1.77%	0.00%	+0.2%	Q2 2018
DUKDuke Energy CORP	$5.87M	1.76%	0.01%	-0.1%	Q1 2017
KOCoca Cola Co	$5.69M	1.70%	0.00%	-0.1%	Q1 2017
LOWLowes Companies Inc	$5.55M	1.66%	0.00%	+0.2%	Q1 2017
HDHome Depot, Inc.	$5.27M	1.58%	0.00%	+0.3%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$5.18M	1.55%	Not reported	+0.1%	Q2 2018
AJGArthur J. Gallagher & Co.	$5.16M	1.54%	0.01%	+0.2%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$5.01M	1.50%	Not reported	+0.5%	Q1 2017
COSTCostco Wholesale Corp	$4.87M	1.46%	0.00%	-0.1%	Q1 2017
ORCLOracle Corp	$4.77M	1.43%	0.00%	-3.5%	Q1 2017
AMGNAmgen Inc	$4.24M	1.27%	0.00%	-0.2%	Q1 2017
LMTLockheed Martin Corp	$4.21M	1.26%	0.00%	+0.4%	Q1 2017
GEGeneral Electric Co	$4.18M	1.25%	0.00%	-1.4%	Q4 2021
PGPROCTER & GAMBLE Co	$4.05M	1.21%	0.00%	+0.5%	Q1 2017
MRKMerck & Co., Inc.	$3.72M	1.11%	0.00%	0.0%	Q1 2017
DEDeere & Co	$3.68M	1.10%	0.00%	+0.3%	Q1 2017
NOCNorthrop Grumman Corp	$3.49M	1.04%	0.00%	-0.1%	Q4 2017
BACBank of America Corp	$3.33M	1.00%	0.00%	+0.3%	Q2 2018
WMWaste Management Inc	$3.27M	0.98%	0.00%	+0.5%	Q1 2017
NVDANvidia Corp	$3.25M	0.97%	0.00%	-0.1%	Q2 2023
TDGTransDigm Group INC	$3.18M	0.95%	0.00%	+0.3%	Q3 2019
SOSouthern Co	$3.12M	0.93%	0.00%	+0.2%	Q1 2017
GDGeneral Dynamics Corp	$3.01M	0.90%	0.00%	-1.3%	Q2 2017
BABoeing Co	$2.96M	0.89%	0.00%	+0.6%	Q1 2017
BRK.BBerkshire Hathaway Inc	$2.79M	0.84%	Not reported	+15.9%	Q2 2017
UNHUnitedhealth Group Inc	$2.77M	0.83%	0.00%	+0.9%	Q1 2017
SBUXStarbucks Corp	$2.64M	0.79%	0.00%	+0.3%	Q1 2017
ELVElevance Health, Inc.	$2.61M	0.78%	0.00%	+0.7%	Q4 2017
CSCOCisco Systems, Inc.	$2.53M	0.76%	0.00%	-0.1%	Q1 2017
PLDPrologis, Inc.	$2.48M	0.74%	0.00%	+0.7%	Q2 2020
CSXCSX Corp	$2.45M	0.73%	0.00%	-0.2%	Q1 2017
ABBVAbbVie Inc.	$2.4M	0.72%	0.00%	-0.2%	Q1 2017
PEPPepsico Inc	$2.24M	0.67%	0.00%	-1.1%	Q1 2017
TDToronto Dominion Bank	$2.2M	0.66%	0.00%	-1.0%	Q1 2017
CBChubb Ltd	$2.08M	0.62%	0.00%	-0.1%	Q1 2017
UNPUnion Pacific Corp	$2.02M	0.60%	0.00%	0.0%	Q1 2017
RIORio Tinto PLC	$1.99M	0.60%	0.00%	-0.4%	Q1 2021

Q3 2025Reported Nov 13, 2025104 positions
AAPLApple Inc.	$10.1M	3.10%	0.00%	-0.2%	Q1 2017
MSFTMicrosoft Corp	$10.1M	3.09%	0.00%	-2.6%	Q1 2017
JPMJPMorgan Chase & Co	$8.1M	2.48%	0.00%	-7.2%	Q1 2017
CATCaterpillar Inc	$7.71M	2.36%	0.00%	-3.3%	Q1 2017
GOOGLAlphabet Inc.	$7.59M	2.32%	0.00%	-1.5%	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.42M	2.27%	0.00%	-9.4%	Q3 2022
ORCLOracle Corp	$7.14M	2.18%	0.00%	-17.7%	Q1 2017
VMCVulcan Materials CO	$6.86M	2.10%	0.02%	-1.9%	Q1 2017
DUKDuke Energy CORP	$6.21M	1.90%	0.01%	+0.6%	Q1 2017
WMTWalmart Inc.	$6.21M	1.90%	0.00%	-0.5%	Q1 2017
HDHome Depot, Inc.	$6.19M	1.89%	0.00%	+0.1%	Q1 2017
AJGArthur J. Gallagher & Co.	$6.16M	1.88%	0.01%	+0.4%	Q1 2017
JNJJohnson & Johnson	$5.97M	1.82%	0.00%	-0.4%	Q1 2017
LOWLowes Companies Inc	$5.77M	1.76%	0.00%	-0.4%	Q1 2017
AMZNAmazon Com Inc	$5.76M	1.76%	0.00%	-1.1%	Q1 2017
VVisa Inc.	$5.74M	1.75%	0.00%	+0.4%	Q2 2018
GEVGE Vernova Inc.	$5.64M	1.72%	0.00%	+9.2%	Q2 2024
LLYELI LILLY & Co	$5.54M	1.69%	0.00%	+0.6%	Q1 2017
AMATApplied Materials Inc	$5.48M	1.68%	0.00%	-0.8%	Q4 2017
KOCoca Cola Co	$5.4M	1.65%	0.00%	+0.4%	Q1 2017
COSTCostco Wholesale Corp	$5.23M	1.60%	0.00%	+0.1%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$5.05M	1.55%	Not reported	-1.5%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$4.87M	1.49%	Not reported	-1.0%	Q1 2017
LMTLockheed Martin Corp	$4.33M	1.32%	0.00%	+0.5%	Q1 2017
PGPROCTER & GAMBLE Co	$4.32M	1.32%	0.00%	+0.8%	Q1 2017
GEGeneral Electric Co	$4.14M	1.27%	0.00%	-0.3%	Q4 2021
NOCNorthrop Grumman Corp	$3.73M	1.14%	0.00%	-0.2%	Q4 2017
AMGNAmgen Inc	$3.66M	1.12%	0.00%	-0.1%	Q1 2017
DEDeere & Co	$3.6M	1.10%	0.00%	0.0%	Q1 2017
SOSouthern Co	$3.38M	1.03%	0.00%	+0.8%	Q1 2017
WMWaste Management Inc	$3.27M	1.00%	0.00%	+0.7%	Q1 2017
NVDANvidia Corp	$3.25M	0.99%	0.00%	+33.1%	Q2 2023
TDGTransDigm Group INC	$3.14M	0.96%	0.00%	+0.5%	Q3 2019
BACBank of America Corp	$3.11M	0.95%	0.00%	+0.7%	Q2 2018
GDGeneral Dynamics Corp	$3.09M	0.94%	0.00%	-0.9%	Q2 2017
MRKMerck & Co., Inc.	$2.97M	0.91%	0.00%	+0.5%	Q1 2017
BABoeing Co	$2.92M	0.89%	0.00%	+0.8%	Q1 2017
UNHUnitedhealth Group Inc	$2.88M	0.88%	0.00%	+3.1%	Q1 2017
SBUXStarbucks Corp	$2.64M	0.81%	0.00%	+0.2%	Q1 2017
ABBVAbbVie Inc.	$2.43M	0.74%	0.00%	-0.5%	Q1 2017
BRK.BBerkshire Hathaway Inc	$2.41M	0.74%	Not reported	+1.8%	Q2 2017
CSXCSX Corp	$2.4M	0.73%	0.00%	-0.1%	Q1 2017
ELVElevance Health, Inc.	$2.39M	0.73%	0.00%	+3.1%	Q4 2017
CSCOCisco Systems, Inc.	$2.25M	0.69%	0.00%	-0.1%	Q1 2017
PEPPepsico Inc	$2.21M	0.68%	0.00%	+0.7%	Q1 2017
PLDPrologis, Inc.	$2.21M	0.68%	0.00%	+1.4%	Q2 2020
UNPUnion Pacific Corp	$2.06M	0.63%	0.00%	-0.1%	Q1 2017
BSVNBank7 Corp.	$1.94M	0.59%	0.26%	-1.1%	Q2 2020
CICigna Group	$1.9M	0.58%	0.00%	+1.3%	Q4 2018
CBChubb Ltd	$1.89M	0.58%	0.00%	-0.2%	Q1 2017

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