Family Legacy, Inc.

CIK 0001706016 • 6 13F filings • Apr 23, 2025 – Aug 6, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $307.5M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.2M	0.4%	8,715 SH	New
ABBVIE INC	COM	$2.0M	0.6%Prev: 0.7%	10,558 SH	Decreased+105 SH
AFLAC INC	COM	$275K	0.1%Prev: 0.1%	2,607 SH	Decreased
ALPHABET INC	CAP STK CL A	$5.6M	1.8%Prev: 2.2%	31,701 SH	Decreased+6,092 SH
AMAZON COM INC	COM	$5.8M	1.9%Prev: 1.6%	26,490 SH	Increased+724 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$205K	0.1%Prev: 0.1%	2,255 SH	Decreased-86 SH
AMERICAN ELEC PWR CO INC	COM	$654K	0.2%Prev: 0.2%	6,301 SH	Decreased+122 SH
AMERICAN TOWER CORP NEW	COM	$346K	0.1%	1,565 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$521K	0.2%Prev: 0.2%	3,747 SH	Increased-55 SH
AMGEN INC	COM	$3.6M	1.2%Prev: 1.4%	12,986 SH	Decreased+95 SH
APPLE INC	COM	$8.2M	2.7%Prev: 2.9%	39,896 SH	Decreased+1,861 SH
APPLIED MATLS INC	COM	$4.9M	1.6%Prev: 2.3%	26,978 SH	Decreased+4,353 SH
BANK AMERICA CORP	COM	$2.8M	0.9%Prev: 0.9%	59,953 SH	Decreased-258 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%Prev: 0.4%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	0.7%Prev: 0.8%	4,713 SH	Decreased-899 SH
BOEING CO	COM	$2.8M	0.9%Prev: 0.8%	13,435 SH	Increased-123 SH
BUILDERS FIRSTSOURCE INC	COM	$318K	0.1%	2,727 SH	New
CAPITAL ONE FINL CORP	COM	$1.7M	0.5%Prev: 0.4%	7,873 SH	Increased-233 SH
CATERPILLAR INC	COM	$6.5M	2.1%Prev: 3.1%	16,710 SH	Decreased+2,288 SH
CHEVRON CORP NEW	COM	$1.2M	0.4%	8,040 SH	New
CHUBB LIMITED	COM	$1.9M	0.6%	6,696 SH	New
CISCO SYS INC	COM	$2.3M	0.7%Prev: 0.8%	32,925 SH	Decreased+47 SH
CITIGROUP INC	COM NEW	$582K	0.2%Prev: 0.2%	6,832 SH	Decreased+415 SH
COCA COLA CO	COM	$5.7M	1.9%Prev: 1.9%	81,175 SH	Decreased-80 SH
CONAGRA BRANDS INC	COM	$515K	0.2%	25,162 SH	New
COSTCO WHSL CORP NEW	COM	$5.6M	1.8%	5,645 SH	New
CSX CORP	COM	$2.2M	0.7%Prev: 0.8%	67,759 SH	Decreased+524 SH
CVS HEALTH CORP	COM	$646K	0.2%Prev: 0.2%	9,360 SH	Decreased+140 SH
DANAHER CORPORATION	COM	$1.2M	0.4%	5,949 SH	New
DARDEN RESTAURANTS INC	COM	$1.7M	0.5%Prev: 0.5%	7,725 SH	Increased-300 SH
DEERE & CO	COM	$4.0M	1.3%Prev: 1.3%	7,872 SH	Decreased+118 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.5M	2.1%Prev: 2.2%	152,783 SH	Decreased+11,027 SH
DISNEY WALT CO	COM	$1.5M	0.5%Prev: 0.4%	12,272 SH	Increased+50 SH
DUKE ENERGY CORP NEW	COM NEW	$5.9M	1.9%Prev: 2.0%	49,857 SH	Decreased-222 SH
EATON CORP PLC	SHS	$1.5M	0.5%Prev: 0.5%	4,110 SH	Decreased-577 SH
ELECTRONIC ARTS INC	COM	$540K	0.2%Prev: 0.2%	3,379 SH	Decreased-5 SH
ELEVANCE HEALTH INC	COM	$2.8M	0.9%	7,159 SH	New
ELI LILLY & CO	COM	$5.6M	1.8%Prev: 1.9%	7,216 SH	Decreased+505 SH
FEDEX CORP	COM	$517K	0.2%Prev: 0.3%	2,276 SH	Decreased-118 SH
FIFTH THIRD BANCORP	COM	$752K	0.2%Prev: 0.3%	18,273 SH	Decreased-1,459 SH
FIRST SOLAR INC	COM	$879K	0.3%Prev: 0.3%	5,309 SH	Decreased-98 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.3M	1.7%Prev: 1.6%	296,312 SH	Decreased-8,784 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$419K	0.1%Prev: 0.1%	8,513 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$225K	0.1%Prev: 0.1%	4,908 SH	Increased+220 SH
GALLAGHER ARTHUR J & CO	COM	$6.3M	2.1%Prev: 1.3%	19,814 SH	Increased-146 SH
GAMING & LEISURE PPTYS INC	COM	$871K	0.3%	18,651 SH	New
GE AEROSPACE	COM NEW	$3.6M	1.2%Prev: 1.1%	13,800 SH	Decreased+741 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.2M	0.4%Prev: 0.3%	16,160 SH	Increased+27 SH
GE VERNOVA INC	COM	$4.4M	1.4%Prev: 2.3%	8,390 SH	Decreased-383 SH
GENERAL DYNAMICS CORP	COM	$2.7M	0.9%Prev: 0.9%	9,126 SH	Decreased+238 SH
GENERAL MTRS CO	COM	$576K	0.2%Prev: 0.2%	11,710 SH	Decreased+941 SH
HOME DEPOT INC	COM	$5.6M	1.8%Prev: 1.5%	15,271 SH	Increased+226 SH
INTUIT	COM	$2.0M	0.6%Prev: 0.3%	2,537 SH	Increased-47 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$1.1M	0.4%Prev: 0.3%	43,216 SH	Increased+1,306 SH
INVESCO QQQ TR	UNIT SER 1	$4.7M	1.5%Prev: 1.4%	8,548 SH	Decreased+319 SH
ISHARES TR	CORE DIV GRWTH	$4.1M	1.3%Prev: 1.3%	63,393 SH	Decreased+3,396 SH
ISHARES TR	CORE MSCI PAC	$1.7M	0.5%Prev: 0.5%	24,220 SH	Decreased+977 SH
ISHARES TR	ISHARES SEMICDTR	$4.3M	1.4%Prev: 1.5%	18,144 SH	Decreased+2,556 SH
ISHARES TR	MRGSTR MD CP GRW	$3.1M	1.0%Prev: 0.8%	38,140 SH	Increased+5,965 SH
ISHARES TR	RUS MDCP VAL ETF	$318K	0.1%Prev: 0.1%	2,407 SH	Decreased+33 SH
ISHARES TR	US AER DEF ETF	$2.2M	0.7%Prev: 0.6%	11,803 SH	Increased+2,224 SH
JOHNSON & JOHNSON	COM	$4.9M	1.6%Prev: 2.3%	32,295 SH	Decreased+1,071 SH
JPMORGAN CHASE & CO.	COM	$8.0M	2.6%	27,667 SH	New
KROGER CO	COM	$289K	0.1%Prev: 0.1%	4,026 SH	Decreased-1,745 SH
LAMB WESTON HLDGS INC	COM	$465K	0.2%	8,972 SH	New
LEMAITRE VASCULAR INC	COM	$249K	0.1%Prev: 0.1%	3,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$4.0M	1.3%Prev: 1.6%	8,624 SH	Decreased+32 SH
LOWES COS INC	COM	$5.1M	1.7%Prev: 1.6%	23,049 SH	Decreased+255 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%Prev: 0.3%	2,327 SH	Increased+52 SH
MCDONALDS CORP	COM	$1.5M	0.5%Prev: 0.5%	5,216 SH	Decreased-235 SH
MEDTRONIC PLC	SHS	$209K	0.1%Prev: 0.1%	2,393 SH	Increased+30 SH
MERCK & CO INC	COM	$2.8M	0.9%Prev: 1.3%	35,156 SH	Decreased-32 SH
MICROSOFT CORP	COM	$10.0M	3.2%Prev: 2.1%	20,027 SH	Increased+1,210 SH
MONDELEZ INTL INC	CL A	$777K	0.3%Prev: 0.2%	11,527 SH	Increased
NATIONAL HEALTH INVS INC	COM	$655K	0.2%Prev: 0.2%	9,340 SH	Decreased
NORFOLK SOUTHN CORP	COM	$1.6M	0.5%Prev: 0.5%	6,080 SH	Decreased+16 SH
NORTHROP GRUMMAN CORP	COM	$3.1M	1.0%Prev: 1.2%	6,135 SH	Decreased+116 SH
NOVO-NORDISK A S	ADR	$1.1M	0.4%Prev: 0.1%	16,405 SH	Increased+10,572 SH
NVIDIA CORPORATION	COM	$2.1M	0.7%Prev: 1.3%	13,090 SH	Decreased-12,489 SH
ORACLE CORP	COM	$6.7M	2.2%Prev: 1.1%	30,864 SH	Increased+6,424 SH
PAYCHEX INC	COM	$314K	0.1%Prev: 0.1%	2,160 SH	Increased-50 SH
PEPSICO INC	COM	$2.1M	0.7%Prev: 0.7%	15,655 SH	Decreased+278 SH
PROCTER AND GAMBLE CO	COM	$4.4M	1.4%	27,868 SH	New
PROLOGIS INC.	COM	$2.0M	0.7%Prev: 0.8%	19,044 SH	Decreased-314 SH
PUBLIC STORAGE OPER CO	COM	$954K	0.3%Prev: 0.3%	3,253 SH	Increased+108 SH
REALTY INCOME CORP	COM	$575K	0.2%Prev: 0.2%	9,981 SH	Decreased
RIO TINTO PLC	SPONSORED ADR	$1.5M	0.5%Prev: 0.7%	25,071 SH	Decreased-309 SH
ROBERT HALF INC.	COM	$307K	0.1%	7,483 SH	New
ROBLOX CORP	CL A	$371K	0.1%Prev: 0.1%	3,526 SH	Increased-2,579 SH
ROLLINS INC	COM	$406K	0.1%Prev: 0.1%	7,200 SH	Increased
SCHWAB CHARLES CORP	COM	$575K	0.2%Prev: 0.2%	6,300 SH	Decreased-112 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$2.2M	0.7%	25,186 SH	New
SOUTHERN CO	COM	$3.2M	1.1%Prev: 1.1%	35,364 SH	Decreased-1,330 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$542K	0.2%	13,383 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	1.5%	7,383 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$280K	0.1%	2,061 SH	New
STARBUCKS CORP	COM	$2.9M	0.9%Prev: 0.8%	31,168 SH	Increased+184 SH
STEEL DYNAMICS INC	COM	$228K	0.1%Prev: 0.1%	1,782 SH	Decreased+177 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$6.6M	2.2%	29,332 SH	New
THE CIGNA GROUP	COM	$2.2M	0.7%Prev: 0.5%	6,509 SH	Increased-168 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.1M	0.4%Prev: 0.4%	2,727 SH	Decreased-47 SH
TORONTO DOMINION BK ONT	COM NEW	$1.7M	0.6%Prev: 0.6%	23,698 SH	Decreased+586 SH
TRACTOR SUPPLY CO	COM	$926K	0.3%Prev: 0.2%	17,548 SH	Increased-142 SH
TRANSDIGM GROUP INC	COM	$3.6M	1.2%Prev: 0.8%	2,375 SH	Increased-47 SH
TRUIST FINL CORP	COM	$252K	0.1%Prev: 0.1%	5,870 SH	Decreased
UNION PAC CORP	COM	$2.0M	0.7%Prev: 0.6%	8,728 SH	Decreased+44 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.2M	0.4%Prev: 0.4%	40,170 SH	Decreased+837 SH
UNITED PARCEL SERVICE INC	CL B	$356K	0.1%	3,524 SH	New
UNITEDHEALTH GROUP INC	COM	$2.5M	0.8%Prev: 0.7%	8,077 SH	Increased-360 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$4.5M	1.5%Prev: 1.4%	155,219 SH	Decreased-6,022 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.3M	1.4%Prev: 1.3%	56,009 SH	Decreased-1,513 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.0M	0.6%Prev: 0.6%	24,867 SH	Increased+851 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.9M	1.6%Prev: 1.3%	17,393 SH	Increased+2,690 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.7M	0.9%Prev: 0.9%	30,431 SH	Decreased-2,120 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.6%Prev: 0.7%	10,165 SH	Decreased+204 SH
VISA INC	COM CL A	$5.9M	1.9%Prev: 1.5%	16,735 SH	Increased-195 SH
VULCAN MATLS CO	COM	$5.9M	1.9%Prev: 1.8%	22,733 SH	Increased+1,108 SH
WALMART INC	COM	$5.9M	1.9%Prev: 2.2%	60,529 SH	Decreased+2,530 SH
WASTE MGMT INC DEL	COM	$3.4M	1.1%Prev: 1.0%	14,716 SH	Decreased-342 SH
WELLS FARGO CO NEW	COM	$1.0M	0.3%	12,837 SH	New
WP CAREY INC	COM	$312K	0.1%Prev: 0.1%	5,008 SH	Decreased-51 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $901K
AEROVIRONMENT INC — $855K
AMERICAN TOWER CORP — $257K
CHEVRON CORPORATION — $1.7M
CHUBB LTD SWITZ — $2.1M
CONSOLIDATED EDISON INC — $212K
COSTCO WHOLESALE CORPORATION — $5.5M
DANAHER CORP DEL — $1.1M
ELEVANCE HEALTH INC FORMERLY — $2.2M
ETFIS SER TR I — $3.0M
FIRST TR EXCH TRD ALPHDX FD — $606K
GAMING & LEISURE P — $783K
HONEYWELL INTL INC — $218K
JANUS DETROIT STR TR — $2.3M
JPMORGAN CHASE & CO — $7.3M
PROCTER & GAMBLE CO — $4.1M
SCHWAB STRATEGIC TR — $2.2M
SELECT SECTOR SPDR TR — $222K
SPDR INDEX SHS FDS — $585K
SPDR SERIES TRUST — $283K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001706016-26-000012	—	View
Feb 4, 2026	Q4 2025	13F-HR	0001706016-26-000003	$334.0M	View
Nov 13, 2025	Q3 2025