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: $332.9M124 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$901K	0.3%	8,780 SH	New
ABBVIE INC	COM	$2.3M	0.7%Prev: 0.8%	10,453 SH	Increased-100 SH
AEROVIRONMENT INC	COM	$855K	0.3%	4,672 SH	New
AFLAC INC	COM	$286K	0.1%Prev: 0.1%	2,607 SH	Decreased
ALPHABET INC	CAP STK CL A	$7.4M	2.2%Prev: 1.7%	25,609 SH	Increased-6,293 SH
AMAZON COM INC	COM	$5.4M	1.6%Prev: 1.8%	25,766 SH	Increased-1,067 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$259K	0.1%	2,341 SH	New
AMERICAN ELEC PWR CO INC	COM	$810K	0.2%Prev: 0.2%	6,179 SH	Increased+340 SH
AMERICAN TOWER CORP	COM	$257K	0.1%	1,487 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$517K	0.2%Prev: 0.2%	3,802 SH	Decreased+55 SH
AMGEN INC	COM	$4.5M	1.4%Prev: 1.4%	12,891 SH	Increased-63 SH
APPLE INC	COM	$9.7M	2.9%Prev: 3.1%	38,035 SH	Increased-2,124 SH
APPLIED MATLS INC	COM	$7.7M	2.3%Prev: 1.3%	22,625 SH	Increased-4,284 SH
BANK AMERICA CORP	COM	$2.9M	0.9%Prev: 0.9%	60,211 SH	Increased+719 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	0.4%Prev: 0.5%	2 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.8%Prev: 0.9%	5,612 SH	Increased+739 SH
BOEING CO	COM	$2.7M	0.8%Prev: 0.8%	13,558 SH	Increased+360 SH
CAPITAL ONE FINL CORP	COM	$1.5M	0.4%Prev: 0.5%	8,106 SH	Increased+180 SH
CATERPILLAR INC	COM	$10.2M	3.1%Prev: 1.9%	14,422 SH	Increased-2,247 SH
CHEVRON CORPORATION	COM	$1.7M	0.5%	8,145 SH	New
CHUBB LTD SWITZ	COM	$2.1M	0.6%	6,588 SH	New
CISCO SYS INC	COM	$2.6M	0.8%Prev: 0.7%	32,878 SH	Increased+3 SH
CITIGROUP INC	COM NEW	$728K	0.2%Prev: 0.2%	6,417 SH	Increased-590 SH
COCA COLA CO	COM	$6.2M	1.9%Prev: 2.0%	81,255 SH	Increased-300 SH
CONSOLIDATED EDISON INC	COM	$212K	0.1%Prev: 0.1%	1,875 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$5.5M	1.7%	5,560 SH	New
CSX CORP	COM	$2.8M	0.8%Prev: 0.7%	67,235 SH	Increased-544 SH
CVS HEALTH CORP	COM	$662K	0.2%Prev: 0.2%	9,220 SH	Increased-155 SH
DANAHER CORP DEL	COM	$1.1M	0.3%	6,062 SH	New
DARDEN RESTAURANTS INC	COM	$1.6M	0.5%Prev: 0.5%	8,025 SH	Decreased+424 SH
DEERE & CO	COM	$4.4M	1.3%Prev: 1.3%	7,754 SH	Increased-435 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.5M	2.2%Prev: 2.0%	141,756 SH	Increased-8,794 SH
DISNEY WALT CO	COM	$1.2M	0.4%Prev: 0.5%	12,222 SH	Decreased-2,010 SH
DUKE ENERGY CORP NEW	COM NEW	$6.6M	2.0%Prev: 2.1%	50,079 SH	Increased+446 SH
EATON CORP PLC	SHS	$1.7M	0.5%Prev: 0.3%	4,687 SH	Increased+1,075 SH
ELECTRONIC ARTS INC	COM	$690K	0.2%Prev: 0.2%	3,384 SH	Increased+5 SH
ELEVANCE HEALTH INC FORMERLY	COM	$2.2M	0.7%	7,423 SH	New
ELI LILLY & CO	COM	$6.2M	1.9%Prev: 2.1%	6,711 SH	Increased-534 SH
ETFIS SER TR I	VIRTUS REAVES UT	$3.0M	0.9%	37,484 SH	New
FEDEX CORP	COM	$853K	0.3%Prev: 0.2%	2,394 SH	Increased+122 SH
FIFTH THIRD BANCORP	COM	$917K	0.3%Prev: 0.2%	19,732 SH	Increased+2,817 SH
FIRST SOLAR INC	COM	$1.1M	0.3%Prev: 0.3%	5,407 SH	Increased-451 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.4M	1.6%Prev: 1.8%	305,096 SH	Increased+11,185 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$606K	0.2%	6,975 SH	New
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	$210K	0.1%Prev: 0.1%	4,688 SH	Decreased-220 SH
GALLAGHER ARTHUR J & CO	COM	$4.3M	1.3%Prev: 2.5%	19,960 SH	Decreased-949 SH
GAMING & LEISURE P	COM	$783K	0.2%	17,656 SH	New
GE AEROSPACE	COM NEW	$3.7M	1.1%Prev: 1.0%	13,059 SH	Increased-845 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.1M	0.3%Prev: 0.4%	16,133 SH	Decreased+76 SH
GE VERNOVA INC	COM	$7.7M	2.3%Prev: 0.8%	8,773 SH	Increased+668 SH
GENERAL DYNAMICS CORP	COM	$3.1M	0.9%Prev: 0.8%	8,888 SH	Increased-190 SH
GENERAL MTRS CO	COM	$802K	0.2%Prev: 0.2%	10,769 SH	Increased-941 SH
HOME DEPOT INC	COM	$4.9M	1.5%Prev: 1.9%	15,045 SH	Decreased-147 SH
HONEYWELL INTL INC	COM	$218K	0.1%	963 SH	New
INTUIT	COM	$1.1M	0.3%Prev: 0.5%	2,584 SH	Decreased+52 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$1.1M	0.3%Prev: 0.4%	41,910 SH	Decreased-848 SH
INVESCO QQQ TR	UNIT SER 1	$4.7M	1.4%Prev: 1.4%	8,229 SH	Increased-162 SH
ISHARES TR	CORE DIV GRWTH	$4.2M	1.3%Prev: 1.3%	59,997 SH	Increased-2,596 SH
ISHARES TR	CORE MSCI PAC	$1.8M	0.5%Prev: 0.5%	23,243 SH	Increased-597 SH
ISHARES TR	ISHARES SEMICDTR	$5.1M	1.5%Prev: 1.1%	15,588 SH	Increased-2,166 SH
ISHARES TR	MRGSTR MD CP GRW	$2.5M	0.8%Prev: 0.9%	32,175 SH	Decreased-5,488 SH
ISHARES TR	RUS MDCP VAL ETF	$346K	0.1%Prev: 0.1%	2,374 SH	Increased-55 SH
ISHARES TR	US AER DEF ETF	$2.1M	0.6%Prev: 0.6%	9,579 SH	Increased-2,120 SH
JANUS DETROIT STR TR	HENDERSON MTG	$2.3M	0.7%	51,827 SH	New
JOHNSON & JOHNSON	COM	$7.6M	2.3%Prev: 1.8%	31,224 SH	Increased-1,042 SH
JPMORGAN CHASE & CO	COM	$7.3M	2.2%	24,809 SH	New
KROGER CO	COM	$418K	0.1%Prev: 0.1%	5,771 SH	Increased+2,199 SH
LEMAITRE VASCULAR INC	COM	$328K	0.1%Prev: 0.1%	3,000 SH	Increased
LOCKHEED MARTIN CORP	COM	$5.2M	1.6%Prev: 1.3%	8,592 SH	Increased+55 SH
LOWES COS INC	COM	$5.4M	1.6%Prev: 1.9%	22,794 SH	Decreased-415 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.3%Prev: 0.4%	2,275 SH	Decreased-60 SH
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.6%	5,451 SH	Increased+139 SH
MEDTRONIC PLC	SHS	$205K	0.1%Prev: 0.1%	2,363 SH	Decreased-30 SH
MERCK & CO INC	COM	$4.2M	1.3%Prev: 1.1%	35,188 SH	Increased+92 SH
MICROSOFT CORP	COM	$7.0M	2.1%Prev: 2.6%	18,817 SH	Decreased-1,616 SH
MONDELEZ INTL INC	CL A	$664K	0.2%Prev: 0.3%	11,527 SH	Decreased
NATIONAL HEALTH INVS INC	COM	$755K	0.2%Prev: 0.2%	9,340 SH	Increased
NORFOLK SOUTHN CORP	COM	$1.7M	0.5%Prev: 0.5%	6,064 SH	Increased-26 SH
NORTHROP GRUMMAN CORP	COM	$4.1M	1.2%Prev: 1.1%	6,019 SH	Increased-57 SH
NOVO-NORDISK A S	ADR	$214K	0.1%Prev: 0.5%	5,833 SH	Decreased-13,136 SH
NVIDIA CORPORATION	COM	$4.5M	1.3%Prev: 0.4%	25,579 SH	Increased+13,490 SH
ORACLE CORP	COM	$3.6M	1.1%Prev: 1.5%	24,440 SH	Decreased-6,928 SH
PAYCHEX INC	COM	$204K	0.1%Prev: 0.1%	2,210 SH	Decreased+50 SH
PEPSICO INC	COM	$2.4M	0.7%Prev: 0.8%	15,377 SH	Increased-214 SH
PROCTER & GAMBLE CO	COM	$4.1M	1.2%	28,341 SH	New
PROLOGIS INC.	COM	$2.6M	0.8%Prev: 0.7%	19,358 SH	Increased+611 SH
PUBLIC STORAGE OPER CO	COM	$852K	0.3%Prev: 0.3%	3,145 SH	Decreased-57 SH
REALTY INCOME CORP	COM	$611K	0.2%Prev: 0.2%	9,981 SH	Increased-5 SH
RIO TINTO PLC	SPONSORED ADR	$2.4M	0.7%Prev: 0.5%	25,380 SH	Increased+337 SH
ROBLOX CORP	CL A	$345K	0.1%	6,105 SH	New
ROLLINS INC	COM	$385K	0.1%Prev: 0.1%	7,200 SH	Decreased
SCHWAB CHARLES CORP	COM	$603K	0.2%Prev: 0.2%	6,412 SH	Increased+112 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.2M	0.7%	45,959 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$222K	0.1%	4,443 SH	New
SOUTHERN CO	COM	$3.5M	1.1%Prev: 1.1%	36,694 SH	Increased+934 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$585K	0.2%	12,811 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$283K	0.1%	1,940 SH	New
STARBUCKS CORP	COM	$2.8M	0.8%Prev: 1.0%	30,984 SH	Decreased-97 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.7M	1.4%	7,227 SH	New
STEEL DYNAMICS INC	COM	$289K	0.1%Prev: 0.1%	1,605 SH	Increased-214 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$7.2M	2.2%	21,343 SH	New
THE CIGNA GROUP	COM	$1.8M	0.5%Prev: 0.7%	6,677 SH	Decreased+180 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.4%Prev: 0.5%	2,774 SH	Increased+84 SH
TORONTO DOMINION BK ONT	COM NEW	$2.2M	0.6%Prev: 0.5%	23,112 SH	Increased-614 SH
TRACTOR SUPPLY CO	COM	$801K	0.2%Prev: 0.3%	17,690 SH	Decreased+533 SH
TRANSDIGM GROUP INC	COM	$2.8M	0.8%Prev: 1.1%	2,422 SH	Decreased+65 SH
TRUIST FINL CORP	COM	$270K	0.1%Prev: 0.1%	5,870 SH	Increased
UNION PAC CORP	COM	$2.1M	0.6%Prev: 0.7%	8,684 SH	Increased-44 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.2M	0.4%Prev: 0.4%	39,333 SH	Increased-511 SH
UNITED PARCEL SVCS INC	CL B	$345K	0.1%	3,504 SH	New
UNITEDHEALTH GROUP INC	COM	$2.3M	0.7%Prev: 1.4%	8,437 SH	Decreased+459 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$4.6M	1.4%Prev: 1.5%	161,241 SH	Increased+8,745 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	1.3%Prev: 1.5%	57,522 SH	Increased+1,526 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	0.6%Prev: 0.7%	24,016 SH	Decreased-3,680 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.2M	1.3%Prev: 1.6%	14,703 SH	Decreased-2,825 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.9M	0.9%Prev: 0.9%	32,551 SH	Increased+2,479 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	0.7%Prev: 0.6%	9,961 SH	Increased
VISA INC	COM CL A	$5.1M	1.5%Prev: 2.1%	16,930 SH	Decreased-180 SH
VULCAN MATLS CO	COM	$5.9M	1.8%Prev: 1.9%	21,625 SH	Increased-1,660 SH
WALMART INC	COM	$7.2M	2.2%Prev: 1.9%	57,999 SH	Increased-6,167 SH
WASTE MGMT INC DEL	COM	$3.5M	1.0%Prev: 1.2%	15,058 SH	Increased+414 SH
WELLS FARGO & CO	COM	$863K	0.3%	10,837 SH	New
WP CAREY INC	COM	$344K	0.1%Prev: 0.1%	5,059 SH	Increased+129 SH

Sold (vs prior filing)

ABBOTT LABS — $1.2M
AMERICAN TOWER CORP NEW — $341K
BUILDERS FIRSTSOURCE INC — $327K
CHEVRON CORP NEW — $1.3M
CHUBB LIMITED — $2.1M
CONAGRA BRANDS INC — $671K
COSTCO WHSL CORP NEW — $5.5M
DANAHER CORPORATION — $1.2M
ELEVANCE HEALTH INC — $3.0M
GAMING & LEISURE PPTYS INC — $943K
JPMORGAN CHASE & CO. — $7.1M
LAMB WESTON HLDGS INC — $478K
PROCTER AND GAMBLE CO — $4.7M
ROBERT HALF INC. — $408K
SELECT SECTOR SPDR TR — $2.1M
SPDR INDEX SHS FDS — $505K
SPDR S&P 500 ETF TR — $4.0M
SPDR SER TR — $290K
TAIWAN SEMICONDUCTOR MFG LTD — $4.8M
UNITED PARCEL SERVICE INC — $404K
… and 1 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