Family Legacy, Inc.

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

Import this data to Google Sheets with:

=jivedata("family-legacy-inc-0001706016-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $334.0M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.1M	0.3%Prev: 0.4%	8,690 SH	Decreased
ABBVIE INC	COM	$2.4M	0.7%Prev: 0.7%	10,483 SH	Decreased-25 SH
AEROVIRONMENT INC	COM	$563K	0.2%Prev: 0.2%	2,326 SH	Decreased+51 SH
AFLAC INC	COM	$287K	0.1%Prev: 0.1%	2,607 SH	Decreased
ALPHABET INC	CAP STK CL A	$9.4M	2.8%Prev: 2.3%	30,132 SH	Increased-1,083 SH
AMAZON COM INC	COM	$6.1M	1.8%Prev: 1.8%	26,234 SH	Increased+24 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$241K	0.1%Prev: 0.1%	2,368 SH	Increased-5 SH
AMERICAN ELEC PWR CO INC	COM	$738K	0.2%Prev: 0.2%	6,398 SH	Increased+61 SH
AMERICAN TOWER CORP NEW	COM	$248K	0.1%Prev: 0.1%	1,412 SH	Decreased-143 SH
AMERICAN WTR WKS CO INC NEW	COM	$496K	0.1%Prev: 0.2%	3,802 SH	Decreased+30 SH
AMGEN INC	COM	$4.2M	1.3%Prev: 1.1%	12,942 SH	Increased-29 SH
APPLE INC	COM	$10.6M	3.2%Prev: 3.1%	39,092 SH	Increased-728 SH
APPLIED MATLS INC	COM	$6.8M	2.0%Prev: 1.7%	26,419 SH	Increased-355 SH
BANK AMERICA CORP	COM	$3.3M	1.0%Prev: 1.0%	60,530 SH	Increased+181 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%Prev: 0.5%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.8%Prev: 0.7%	5,559 SH	Increased+762 SH
BOEING CO	COM	$3.0M	0.9%Prev: 0.9%	13,627 SH	Increased+83 SH
BUILDERS FIRSTSOURCE INC	COM	$267K	0.1%Prev: 0.1%	2,597 SH	Decreased+25 SH
CAPITAL ONE FINL CORP	COM	$1.9M	0.6%Prev: 0.5%	7,975 SH	Increased-35 SH
CATERPILLAR INC	COM	$9.0M	2.7%Prev: 2.4%	15,676 SH	Increased-476 SH
CHEVRON CORP NEW	COM	$1.2M	0.4%Prev: 0.4%	8,076 SH	Decreased+23 SH
CHUBB LIMITED	COM	$2.1M	0.6%Prev: 0.6%	6,678 SH	Increased-5 SH
CISCO SYS INC	COM	$2.5M	0.8%Prev: 0.7%	32,893 SH	Increased-17 SH
CITIGROUP INC	COM NEW	$786K	0.2%Prev: 0.2%	6,737 SH	Increased-45 SH
COCA COLA CO	COM	$5.7M	1.7%Prev: 1.7%	81,380 SH	Increased-90 SH
COSTCO WHSL CORP NEW	COM	$4.9M	1.5%Prev: 1.6%	5,644 SH	Decreased-8 SH
CSX CORP	COM	$2.4M	0.7%Prev: 0.7%	67,565 SH	Increased-119 SH
CVS HEALTH CORP	COM	$740K	0.2%Prev: 0.2%	9,330 SH	Increased-5 SH
DANAHER CORPORATION	COM	$1.4M	0.4%Prev: 0.4%	5,959 SH	Increased
DARDEN RESTAURANTS INC	COM	$1.5M	0.4%Prev: 0.5%	8,002 SH	Decreased+94 SH
DEERE & CO	COM	$3.7M	1.1%Prev: 1.1%	7,894 SH	Increased+20 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.4M	2.2%Prev: 2.1%	148,511 SH	Increased-1,446 SH
DISNEY WALT CO	COM	$1.4M	0.4%Prev: 0.4%	12,534 SH	Decreased+49 SH
DUKE ENERGY CORP NEW	COM NEW	$5.9M	1.8%Prev: 1.9%	50,109 SH	Decreased-60 SH
EATON CORP PLC	SHS	$1.5M	0.5%Prev: 0.5%	4,740 SH	Decreased+351 SH
ELECTRONIC ARTS INC	COM	$691K	0.2%Prev: 0.2%	3,384 SH	Increased+5 SH
ELEVANCE HEALTH INC FORMERLY	COM	$2.6M	0.8%Prev: 0.7%	7,439 SH	Increased+55 SH
ELI LILLY & CO	COM	$7.7M	2.3%Prev: 1.7%	7,202 SH	Increased-59 SH
FEDEX CORP	COM	$722K	0.2%Prev: 0.2%	2,498 SH	Increased+18 SH
FIFTH THIRD BANCORP	COM	$917K	0.3%Prev: 0.3%	19,592 SH	Increased+251 SH
FIRST SOLAR INC	COM	$1.4M	0.4%Prev: 0.4%	5,403 SH	Increased+19 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.4M	1.6%Prev: 1.7%	297,638 SH	Increased+649 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$502K	0.2%	6,321 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$426K	0.1%Prev: 0.1%	8,513 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$224K	0.1%Prev: 0.1%	4,887 SH	Increased
GALLAGHER ARTHUR J & CO	COM	$5.2M	1.5%Prev: 1.9%	19,935 SH	Decreased+34 SH
GAMING & LEISURE PPTYS INC	COM	$804K	0.2%Prev: 0.3%	17,986 SH	Decreased-602 SH
GE AEROSPACE	COM NEW	$4.2M	1.3%Prev: 1.3%	13,572 SH	Increased-188 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.3M	0.4%Prev: 0.4%	16,194 SH	Increased-3 SH
GE VERNOVA INC	COM	$6.0M	1.8%Prev: 1.7%	9,145 SH	Increased-20 SH
GENERAL DYNAMICS CORP	COM	$3.0M	0.9%Prev: 0.9%	8,935 SH	Decreased-113 SH
GENERAL MTRS CO	COM	$897K	0.3%Prev: 0.2%	11,035 SH	Increased
HOME DEPOT INC	COM	$5.3M	1.6%Prev: 1.9%	15,327 SH	Decreased+41 SH
HONEYWELL INTL INC	COM	$203K	0.1%	1,039 SH	New
INTUIT	COM	$1.7M	0.5%Prev: 0.5%	2,588 SH	Decreased+16 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$1.1M	0.3%Prev: 0.4%	41,528 SH	Decreased-1,480 SH
INVESCO QQQ TR	UNIT SER 1	$5.2M	1.5%Prev: 1.5%	8,428 SH	Increased+10 SH
ISHARES TR	CORE DIV GRWTH	$4.4M	1.3%Prev: 1.3%	62,787 SH	Increased+803 SH
ISHARES TR	CORE MSCI PAC	$1.8M	0.5%Prev: 0.5%	24,607 SH	Increased+518 SH
ISHARES TR	ISHARES SEMICDTR	$5.4M	1.6%Prev: 1.5%	17,989 SH	Increased-36 SH
ISHARES TR	MRGSTR MD CP GRW	$3.1M	0.9%Prev: 1.0%	38,701 SH	Decreased+1,090 SH
ISHARES TR	RUS MDCP VAL ETF	$336K	0.1%Prev: 0.1%	2,382 SH	Increased
ISHARES TR	US AER DEF ETF	$2.4M	0.7%Prev: 0.7%	11,340 SH	Increased-4 SH
JOHNSON & JOHNSON	COM	$6.6M	2.0%Prev: 1.8%	31,898 SH	Increased-277 SH
JPMORGAN CHASE & CO.	COM	$8.2M	2.5%Prev: 2.5%	25,516 SH	Increased-152 SH
KROGER CO	COM	$295K	0.1%Prev: 0.1%	4,726 SH	Increased+346 SH
LEMAITRE VASCULAR INC	COM	$243K	0.1%Prev: 0.1%	3,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$4.2M	1.3%Prev: 1.3%	8,697 SH	Decreased+32 SH
LOWES COS INC	COM	$5.5M	1.7%Prev: 1.8%	23,001 SH	Decreased+51 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%Prev: 0.4%	2,293 SH	Decreased-10 SH
MCDONALDS CORP	COM	$1.6M	0.5%Prev: 0.5%	5,372 SH	Increased+35 SH
MEDTRONIC PLC	SHS	$230K	0.1%Prev: 0.1%	2,393 SH	Increased
MERCK & CO INC	COM	$3.7M	1.1%Prev: 0.9%	35,344 SH	Increased+15 SH
MICROSOFT CORP	COM	$9.2M	2.8%Prev: 3.1%	19,031 SH	Decreased-468 SH
MONDELEZ INTL INC	CL A	$620K	0.2%Prev: 0.2%	11,527 SH	Decreased
NATIONAL HEALTH INVS INC	COM	$713K	0.2%Prev: 0.2%	9,340 SH	Decreased
NORFOLK SOUTHN CORP	COM	$1.8M	0.5%Prev: 0.6%	6,064 SH	Decreased-5 SH
NORTHROP GRUMMAN CORP	COM	$3.5M	1.0%Prev: 1.1%	6,114 SH	Decreased-6 SH
NOVO-NORDISK A S	ADR	$774K	0.2%Prev: 0.3%	15,214 SH	Decreased-955 SH
NVIDIA CORPORATION	COM	$3.2M	1.0%Prev: 1.0%	17,409 SH	Decreased-16 SH
ORACLE CORP	COM	$4.8M	1.4%Prev: 2.2%	24,497 SH	Decreased-892 SH
PAYCHEX INC	COM	$242K	0.1%Prev: 0.1%	2,160 SH	Decreased
PEPSICO INC	COM	$2.2M	0.7%Prev: 0.7%	15,590 SH	Increased-176 SH
PROCTER AND GAMBLE CO	COM	$4.0M	1.2%Prev: 1.3%	28,242 SH	Decreased+145 SH
PROLOGIS INC.	COM	$2.5M	0.7%Prev: 0.7%	19,448 SH	Increased+133 SH
PUBLIC STORAGE OPER CO	COM	$845K	0.3%Prev: 0.3%	3,256 SH	Decreased-7 SH
REALTY INCOME CORP	COM	$563K	0.2%Prev: 0.2%	9,981 SH	Decreased
RIO TINTO PLC	SPONSORED ADR	$2.0M	0.6%Prev: 0.5%	24,908 SH	Increased-107 SH
ROBLOX CORP	CL A	$514K	0.2%Prev: 0.3%	6,339 SH	Decreased+40 SH
ROLLINS INC	COM	$432K	0.1%Prev: 0.1%	7,200 SH	Increased
SCHWAB CHARLES CORP	COM	$629K	0.2%Prev: 0.2%	6,300 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.3M	0.7%	50,578 SH	New
SOUTHERN CO	COM	$3.1M	0.9%Prev: 1.0%	35,728 SH	Decreased+66 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$583K	0.2%Prev: 0.2%	13,137 SH	Increased-10 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.0M	1.5%Prev: 1.5%	7,347 SH	Increased+36 SH
SPDR SERIES TRUST	STATE STREET SPD	$278K	0.1%	1,995 SH	New
STARBUCKS CORP	COM	$2.6M	0.8%Prev: 0.8%	31,324 SH	Decreased+86 SH
STEEL DYNAMICS INC	COM	$302K	0.1%Prev: 0.1%	1,780 SH	Increased-2 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$7.7M	2.3%Prev: 2.3%	25,422 SH	Increased-1,159 SH
THE CIGNA GROUP	COM	$1.8M	0.5%Prev: 0.6%	6,618 SH	Decreased+27 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.6M	0.5%Prev: 0.4%	2,747 SH	Increased+16 SH
TORONTO DOMINION BK ONT	COM NEW	$2.2M	0.7%Prev: 0.6%	23,303 SH	Increased-235 SH
TRACTOR SUPPLY CO	COM	$902K	0.3%Prev: 0.3%	18,042 SH	Decreased+248 SH
TRANSDIGM GROUP INC	COM	$3.2M	1.0%Prev: 1.0%	2,394 SH	Increased+8 SH
TRUIST FINL CORP	COM	$289K	0.1%Prev: 0.1%	5,870 SH	Increased
UNION PAC CORP	COM	$2.0M	0.6%Prev: 0.6%	8,716 SH	Decreased-2 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.3M	0.4%Prev: 0.4%	40,543 SH	Decreased+25 SH
UNITED PARCEL SERVICE INC	CL B	$348K	0.1%Prev: 0.1%	3,504 SH	Increased
UNITEDHEALTH GROUP INC	COM	$2.8M	0.8%Prev: 0.9%	8,404 SH	Decreased+77 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$4.6M	1.4%Prev: 1.4%	156,828 SH	Decreased+1,186 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	1.3%Prev: 1.3%	56,269 SH	Increased+231 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	0.6%Prev: 0.6%	24,456 SH	Decreased-143 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.0M	1.5%Prev: 1.5%	17,262 SH	Decreased+161 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.7M	0.8%Prev: 0.8%	30,739 SH	Decreased+528 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	0.6%Prev: 0.6%	10,223 SH	Increased+198 SH
VISA INC	COM CL A	$5.9M	1.8%Prev: 1.8%	16,837 SH	Increased+35 SH
VULCAN MATLS CO	COM	$6.2M	1.9%Prev: 2.1%	21,769 SH	Decreased-534 SH
WALMART INC	COM	$6.6M	2.0%Prev: 1.9%	59,029 SH	Increased-1,206 SH
WASTE MGMT INC DEL	COM	$3.3M	1.0%Prev: 1.0%	14,889 SH	Increased+78 SH
WELLS FARGO CO NEW	COM	$1.0M	0.3%Prev: 0.3%	10,837 SH	Decreased-2,000 SH
WP CAREY INC	COM	$326K	0.1%Prev: 0.1%	5,063 SH	Decreased+31 SH

Sold (vs prior filing)

CONAGRA BRANDS INC — $346K
LAMB WESTON HLDGS INC — $255K
ROBERT HALF INC. — $232K
SELECT SECTOR SPDR TR — $2.2M
SPDR SERIES TRUST — $279K

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