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: $327.1M122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.2M	0.4%	8,690 SH	New
ABBVIE INC	COM	$2.4M	0.7%Prev: 0.7%	10,508 SH	Decreased+90 SH
AEROVIRONMENT INC	COM	$716K	0.2%Prev: 0.2%	2,275 SH	Decreased-2,441 SH
AFLAC INC	COM	$291K	0.1%Prev: 0.1%	2,607 SH	Decreased
ALPHABET INC	CAP STK CL A	$7.6M	2.3%Prev: 2.4%	31,215 SH	Decreased+6,262 SH
AMAZON COM INC	COM	$5.8M	1.8%Prev: 1.7%	26,210 SH	Decreased+210 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$236K	0.1%Prev: 0.1%	2,373 SH	Decreased+83 SH
AMERICAN ELEC PWR CO INC	COM	$713K	0.2%Prev: 0.2%	6,337 SH	Decreased+57 SH
AMERICAN TOWER CORP NEW	COM	$299K	0.1%	1,555 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$525K	0.2%Prev: 0.1%	3,772 SH	Increased+67 SH
AMGEN INC	COM	$3.7M	1.1%Prev: 1.2%	12,971 SH	Decreased+153 SH
APPLE INC	COM	$10.1M	3.1%Prev: 2.9%	39,820 SH	Decreased+2,127 SH
APPLIED MATLS INC	COM	$5.5M	1.7%Prev: 4.2%	26,774 SH	Decreased+5,106 SH
BANK AMERICA CORP	COM	$3.1M	1.0%	60,349 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%Prev: 0.4%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.7%Prev: 0.8%	4,797 SH	Decreased-847 SH
BOEING CO	COM	$2.9M	0.9%Prev: 0.8%	13,544 SH	Decreased-81 SH
BUILDERS FIRSTSOURCE INC	COM	$312K	0.1%Prev: 0.1%	2,572 SH	Increased+77 SH
CAPITAL ONE FINL CORP	COM	$1.7M	0.5%Prev: 0.4%	8,010 SH	Increased-209 SH
CATERPILLAR INC	COM	$7.7M	2.4%Prev: 4.0%	16,152 SH	Decreased+2,191 SH
CHEVRON CORP NEW	COM	$1.3M	0.4%	8,053 SH	New
CHUBB LIMITED	COM	$1.9M	0.6%Prev: 0.6%	6,683 SH	Decreased+130 SH
CISCO SYS INC	COM	$2.3M	0.7%Prev: 1.0%	32,910 SH	Decreased+297 SH
CITIGROUP INC	COM NEW	$688K	0.2%Prev: 0.2%	6,782 SH	Decreased+219 SH
COCA COLA CO	COM	$5.4M	1.7%Prev: 1.8%	81,470 SH	Decreased+510 SH
CONAGRA BRANDS INC	COM	$346K	0.1%	18,872 SH	New
COSTCO WHSL CORP NEW	COM	$5.2M	1.6%	5,652 SH	New
CSX CORP	COM	$2.4M	0.7%Prev: 0.8%	67,684 SH	Decreased+1,707 SH
CVS HEALTH CORP	COM	$704K	0.2%Prev: 0.3%	9,335 SH	Decreased-42 SH
DANAHER CORPORATION	COM	$1.2M	0.4%	5,959 SH	New
DARDEN RESTAURANTS INC	COM	$1.5M	0.5%Prev: 0.4%	7,908 SH	Decreased-225 SH
DEERE & CO	COM	$3.6M	1.1%Prev: 1.3%	7,874 SH	Decreased+183 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.9M	2.1%Prev: 2.0%	149,957 SH	Decreased+9,269 SH
DISNEY WALT CO	COM	$1.4M	0.4%Prev: 0.3%	12,485 SH	Increased+360 SH
DUKE ENERGY CORP NEW	COM NEW	$6.2M	1.9%Prev: 1.7%	50,169 SH	Decreased+116 SH
EATON CORP PLC	SHS	$1.6M	0.5%Prev: 0.5%	4,389 SH	Decreased-297 SH
ELECTRONIC ARTS INC	COM	$682K	0.2%Prev: 0.2%	3,379 SH	Increased+105 SH
ELEVANCE HEALTH INC FORMERLY	COM	$2.4M	0.7%Prev: 0.8%	7,384 SH	Decreased-51 SH
ELI LILLY & CO	COM	$5.5M	1.7%Prev: 2.2%	7,261 SH	Decreased+503 SH
FEDEX CORP	COM	$585K	0.2%Prev: 0.2%	2,480 SH	Decreased+70 SH
FIFTH THIRD BANCORP	COM	$862K	0.3%Prev: 0.3%	19,341 SH	Decreased-1,111 SH
FIRST SOLAR INC	COM	$1.2M	0.4%Prev: 0.4%	5,384 SH	Decreased-435 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.4M	1.7%Prev: 1.4%	296,989 SH	Decreased-6,725 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$424K	0.1%Prev: 0.1%	8,513 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$224K	0.1%	4,887 SH	New
GALLAGHER ARTHUR J & CO	COM	$6.2M	1.9%Prev: 1.2%	19,901 SH	Increased-50 SH
GAMING & LEISURE PPTYS INC	COM	$866K	0.3%	18,588 SH	New
GE AEROSPACE	COM NEW	$4.1M	1.3%Prev: 1.3%	13,760 SH	Decreased+628 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.2M	0.4%Prev: 0.3%	16,197 SH	Increased+73 SH
GE VERNOVA INC	COM	$5.6M	1.7%Prev: 2.7%	9,165 SH	Decreased+543 SH
GENERAL DYNAMICS CORP	COM	$3.1M	0.9%Prev: 0.8%	9,048 SH	Decreased+251 SH
GENERAL MTRS CO	COM	$673K	0.2%Prev: 0.2%	11,035 SH	Decreased+414 SH
HOME DEPOT INC	COM	$6.2M	1.9%Prev: 1.4%	15,286 SH	Increased+201 SH
INTUIT	COM	$1.8M	0.5%Prev: 0.2%	2,572 SH	Increased-4 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$1.2M	0.4%Prev: 0.3%	43,008 SH	Increased+1,147 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	1.5%Prev: 1.6%	8,418 SH	Decreased+263 SH
ISHARES TR	CORE DIV GRWTH	$4.2M	1.3%Prev: 1.2%	61,984 SH	Decreased+2,096 SH
ISHARES TR	CORE MSCI PAC	$1.8M	0.5%Prev: 0.5%	24,089 SH	Decreased+903 SH
ISHARES TR	ISHARES SEMICDTR	$4.9M	1.5%Prev: 2.6%	18,025 SH	Decreased+2,739 SH
ISHARES TR	MRGSTR MD CP GRW	$3.1M	1.0%Prev: 0.8%	37,611 SH	Decreased+5,722 SH
ISHARES TR	RUS MDCP VAL ETF	$333K	0.1%Prev: 0.1%	2,382 SH	Decreased+8 SH
ISHARES TR	US AER DEF ETF	$2.4M	0.7%Prev: 0.6%	11,344 SH	Increased+1,735 SH
JOHNSON & JOHNSON	COM	$6.0M	1.8%Prev: 2.1%	32,175 SH	Decreased+1,155 SH
JPMORGAN CHASE & CO.	COM	$8.1M	2.5%	25,668 SH	New
KROGER CO	COM	$295K	0.1%Prev: 0.1%	4,380 SH	Decreased-2,022 SH
LAMB WESTON HLDGS INC	COM	$255K	0.1%	4,397 SH	New
LEMAITRE VASCULAR INC	COM	$263K	0.1%Prev: 0.1%	3,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$4.3M	1.3%Prev: 1.2%	8,665 SH	Decreased+91 SH
LOWES COS INC	COM	$5.8M	1.8%Prev: 1.3%	22,950 SH	Increased+62 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%Prev: 0.3%	2,303 SH	Increased+41 SH
MCDONALDS CORP	COM	$1.6M	0.5%Prev: 0.4%	5,337 SH	Increased-158 SH
MEDTRONIC PLC	SHS	$228K	0.1%	2,393 SH	New
MERCK & CO INC	COM	$3.0M	0.9%Prev: 1.2%	35,329 SH	Decreased+133 SH
MICROSOFT CORP	COM	$10.1M	3.1%Prev: 1.9%	19,499 SH	Increased+692 SH
MONDELEZ INTL INC	CL A	$720K	0.2%Prev: 0.2%	11,527 SH	Increased
NATIONAL HEALTH INVS INC	COM	$743K	0.2%Prev: 0.2%	9,340 SH	Increased
NORFOLK SOUTHN CORP	COM	$1.8M	0.6%Prev: 0.5%	6,069 SH	Decreased+50 SH
NORTHROP GRUMMAN CORP	COM	$3.7M	1.1%Prev: 0.8%	6,120 SH	Increased+98 SH
NOVO-NORDISK A S	ADR	$897K	0.3%Prev: 0.1%	16,169 SH	Increased+11,752 SH
NVIDIA CORPORATION	COM	$3.3M	1.0%Prev: 1.4%	17,425 SH	Decreased-8,256 SH
ORACLE CORP	COM	$7.1M	2.2%Prev: 1.0%	25,389 SH	Increased+1,030 SH
PAYCHEX INC	COM	$274K	0.1%Prev: 0.1%	2,160 SH	Increased-50 SH
PEPSICO INC	COM	$2.2M	0.7%Prev: 0.6%	15,766 SH	Increased+473 SH
PROCTER AND GAMBLE CO	COM	$4.3M	1.3%	28,097 SH	New
PROLOGIS INC.	COM	$2.2M	0.7%Prev: 0.7%	19,315 SH	Decreased-79 SH
PUBLIC STORAGE OPER CO	COM	$943K	0.3%	3,263 SH	New
REALTY INCOME CORP	COM	$607K	0.2%Prev: 0.2%	9,981 SH	Decreased+85 SH
RIO TINTO PLC	SPONSORED ADR	$1.7M	0.5%Prev: 0.6%	25,015 SH	Decreased-432 SH
ROBERT HALF INC.	COM	$232K	0.1%	6,814 SH	New
ROBLOX CORP	CL A	$873K	0.3%Prev: 0.1%	6,299 SH	Increased+87 SH
ROLLINS INC	COM	$423K	0.1%Prev: 0.1%	7,200 SH	Increased
SCHWAB CHARLES CORP	COM	$601K	0.2%Prev: 0.2%	6,300 SH	Increased-124 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$2.2M	0.7%	24,812 SH	New
SOUTHERN CO	COM	$3.4M	1.0%Prev: 0.9%	35,662 SH	Decreased-1,080 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$563K	0.2%	13,147 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.9M	1.5%	7,311 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$279K	0.1%	1,995 SH	New
STARBUCKS CORP	COM	$2.6M	0.8%Prev: 0.8%	31,238 SH	Decreased+388 SH
STEEL DYNAMICS INC	COM	$248K	0.1%Prev: 0.1%	1,782 SH	Decreased+182 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$7.4M	2.3%	26,581 SH	New
THE CIGNA GROUP	COM	$1.9M	0.6%Prev: 0.5%	6,591 SH	Increased-65 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.3M	0.4%Prev: 0.4%	2,731 SH	Decreased-35 SH
TORONTO DOMINION BK ONT	COM NEW	$1.9M	0.6%Prev: 0.7%	23,538 SH	Decreased+626 SH
TRACTOR SUPPLY CO	COM	$1.0M	0.3%Prev: 0.1%	17,794 SH	Increased+4,734 SH
TRANSDIGM GROUP INC	COM	$3.1M	1.0%Prev: 0.9%	2,386 SH	Decreased-54 SH
TRUIST FINL CORP	COM	$268K	0.1%Prev: 0.1%	5,870 SH	Decreased
UNION PAC CORP	COM	$2.1M	0.6%Prev: 0.6%	8,718 SH	Decreased+120 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.3M	0.4%Prev: 0.4%	40,518 SH	Decreased+1,725 SH
UNITED PARCEL SERVICE INC	CL B	$293K	0.1%	3,504 SH	New
UNITEDHEALTH GROUP INC	COM	$2.9M	0.9%Prev: 0.9%	8,327 SH	Decreased-112 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$4.6M	1.4%Prev: 1.3%	155,642 SH	Decreased-5,011 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	1.3%Prev: 1.2%	56,038 SH	Increased-1,008 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	0.6%Prev: 0.5%	24,599 SH	Increased+877 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.0M	1.5%Prev: 1.3%	17,101 SH	Increased-41,410 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.8M	0.8%Prev: 0.8%	30,211 SH	Decreased-2,211 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	0.6%Prev: 0.6%	10,025 SH	Decreased+154 SH
VISA INC	COM CL A	$5.7M	1.8%Prev: 1.6%	16,802 SH	Decreased-215 SH
VULCAN MATLS CO	COM	$6.9M	2.1%Prev: 1.7%	22,303 SH	Increased+600 SH
WALMART INC	COM	$6.2M	1.9%Prev: 1.7%	60,235 SH	Decreased+2,952 SH
WASTE MGMT INC DEL	COM	$3.3M	1.0%Prev: 0.9%	14,811 SH	Decreased-252 SH
WELLS FARGO CO NEW	COM	$1.1M	0.3%	12,837 SH	New
WP CAREY INC	COM	$340K	0.1%Prev: 0.1%	5,032 SH	Decreased-125 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $797K
AMERICAN TOWER CORP — $243K
BANK OF AMER CORP — $3.5M
CHEVRON CORPORATION — $1.5M
CONSOLIDATED EDISON INC — $207K
COSTCO WHOLESALE CORPORATION — $5.2M
DANAHER CORP DEL — $1.2M
DELTA AIR LINES INC — $243K
ETFIS SER TR I — $3.2M
FIRST TR EXCH TRD ALPHDX FD — $654K
GAMING & LEISURE P — $761K
ISHARES TR — $221K
JANUS DETROIT STR TR — $2.5M
JPMORGAN CHASE & CO — $8.1M
PROCTER & GAMBLE CO — $4.1M
PUBLIC STORAGE — $995K
SCHWAB STRATEGIC TR — $2.4M
SPDR INDEX SHS FDS — $646K
SPDR SERIES TRUST — $295K
STATE STR SPDR S&P 500 ETF T — $5.4M
… 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