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: $374.9M124 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$797K	0.2%	8,780 SH	New
ABBVIE INC	COM	$2.6M	0.7%Prev: 0.6%	10,418 SH	Increased-140 SH
AEROVIRONMENT INC	COM	$778K	0.2%	4,716 SH	New
AFLAC INC	COM	$306K	0.1%Prev: 0.1%	2,607 SH	Increased
ALPHABET INC	CAP STK CL A	$8.9M	2.4%Prev: 1.8%	24,953 SH	Increased-6,748 SH
AMAZON COM INC	COM	$6.2M	1.7%Prev: 1.9%	26,000 SH	Increased-490 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$286K	0.1%Prev: 0.1%	2,290 SH	Increased+35 SH
AMERICAN ELEC PWR CO INC	COM	$859K	0.2%Prev: 0.2%	6,280 SH	Increased-21 SH
AMERICAN TOWER CORP	COM	$243K	0.1%	1,487 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$488K	0.1%Prev: 0.2%	3,705 SH	Decreased-42 SH
AMGEN INC	COM	$4.6M	1.2%Prev: 1.2%	12,818 SH	Increased-168 SH
APPLE INC	COM	$10.9M	2.9%Prev: 2.7%	37,693 SH	Increased-2,203 SH
APPLIED MATLS INC	COM	$15.7M	4.2%Prev: 1.6%	21,668 SH	Increased-5,310 SH
BANK OF AMER CORP	COM	$3.5M	0.9%	60,758 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.5%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.8%Prev: 0.7%	5,644 SH	Increased+931 SH
BOEING CO	COM	$2.9M	0.8%Prev: 0.9%	13,625 SH	Increased+190 SH
BUILDERS FIRSTSOURCE INC	COM	$223K	0.1%Prev: 0.1%	2,495 SH	Decreased-232 SH
CAPITAL ONE FINL CORP	COM	$1.6M	0.4%Prev: 0.5%	8,219 SH	Decreased+346 SH
CATERPILLAR INC	COM	$14.9M	4.0%Prev: 2.1%	13,961 SH	Increased-2,749 SH
CHEVRON CORPORATION	COM	$1.5M	0.4%	8,929 SH	New
CHUBB LIMITED	COM	$2.2M	0.6%Prev: 0.6%	6,553 SH	Increased-143 SH
CISCO SYS INC	COM	$3.8M	1.0%Prev: 0.7%	32,613 SH	Increased-312 SH
CITIGROUP INC	COM NEW	$919K	0.2%Prev: 0.2%	6,563 SH	Increased-269 SH
COCA COLA CO	COM	$6.6M	1.8%Prev: 1.9%	80,960 SH	Increased-215 SH
CONSOLIDATED EDISON INC	COM	$207K	0.1%	1,875 SH	New
COSTCO WHOLESALE CORPORATION	COM	$5.2M	1.4%	5,540 SH	New
CSX CORP	COM	$3.1M	0.8%Prev: 0.7%	65,977 SH	Increased-1,782 SH
CVS HEALTH CORP	COM	$970K	0.3%Prev: 0.2%	9,377 SH	Increased+17 SH
DANAHER CORP DEL	COM	$1.2M	0.3%	6,040 SH	New
DARDEN RESTAURANTS INC	COM	$1.7M	0.4%Prev: 0.5%	8,133 SH	Decreased+408 SH
DEERE & CO	COM	$4.9M	1.3%Prev: 1.3%	7,691 SH	Increased-181 SH
DELTA AIR LINES INC	COM NEW	$243K	0.1%	2,595 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.6M	2.0%Prev: 2.1%	140,688 SH	Increased-12,095 SH
DISNEY WALT CO	COM	$1.2M	0.3%Prev: 0.5%	12,125 SH	Decreased-147 SH
DUKE ENERGY CORP NEW	COM NEW	$6.3M	1.7%Prev: 1.9%	50,053 SH	Increased+196 SH
EATON CORP PLC	SHS	$2.0M	0.5%Prev: 0.5%	4,686 SH	Increased+576 SH
ELECTRONIC ARTS INC	COM	$671K	0.2%Prev: 0.2%	3,274 SH	Increased-105 SH
ELEVANCE HEALTH INC FORMERLY	COM	$2.9M	0.8%	7,435 SH	New
ELI LILLY & CO	COM	$8.1M	2.2%Prev: 1.8%	6,758 SH	Increased-458 SH
ETFIS SER TR I	VIRTUS REAVES UT	$3.2M	0.8%	38,902 SH	New
FEDEX CORP	COM	$755K	0.2%Prev: 0.2%	2,410 SH	Increased+134 SH
FIFTH THIRD BANCORP	COM	$1.2M	0.3%Prev: 0.2%	20,452 SH	Increased+2,179 SH
FIRST SOLAR INC	COM	$1.4M	0.4%Prev: 0.3%	5,819 SH	Increased+510 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.4M	1.4%Prev: 1.7%	303,714 SH	Increased+7,402 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$654K	0.2%	6,907 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$424K	0.1%Prev: 0.1%	8,513 SH	Increased
GALLAGHER ARTHUR J & CO	COM	$4.6M	1.2%Prev: 2.1%	19,951 SH	Decreased+137 SH
GAMING & LEISURE P	COM	$761K	0.2%	17,089 SH	New
GE AEROSPACE	COM NEW	$4.9M	1.3%Prev: 1.2%	13,132 SH	Increased-668 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.0M	0.3%Prev: 0.4%	16,124 SH	Decreased-36 SH
GE VERNOVA INC	COM	$10.1M	2.7%Prev: 1.4%	8,622 SH	Increased+232 SH
GENERAL DYNAMICS CORP	COM	$3.1M	0.8%Prev: 0.9%	8,797 SH	Increased-329 SH
GENERAL MTRS CO	COM	$819K	0.2%Prev: 0.2%	10,621 SH	Increased-1,089 SH
HOME DEPOT INC	COM	$5.3M	1.4%Prev: 1.8%	15,085 SH	Decreased-186 SH
INTUIT	COM	$672K	0.2%Prev: 0.6%	2,576 SH	Decreased+39 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$1.1M	0.3%Prev: 0.4%	41,861 SH	Decreased-1,355 SH
INVESCO QQQ TR	UNIT SER 1	$6.0M	1.6%Prev: 1.5%	8,155 SH	Increased-393 SH
ISHARES TR	CORE DIV GRWTH	$4.5M	1.2%Prev: 1.3%	59,888 SH	Increased-3,505 SH
ISHARES TR	CORE MSCI PAC	$1.9M	0.5%Prev: 0.5%	23,186 SH	Increased-1,034 SH
ISHARES TR	ISHARES SEMICDTR	$9.8M	2.6%Prev: 1.4%	15,286 SH	Increased-2,858 SH
ISHARES TR	MORNINGSTAR GRWT	$221K	0.1%	1,886 SH	New
ISHARES TR	MRGSTR MD CP GRW	$3.1M	0.8%Prev: 1.0%	31,889 SH	Increased-6,251 SH
ISHARES TR	RUS MDCP VAL ETF	$391K	0.1%Prev: 0.1%	2,374 SH	Increased-33 SH
ISHARES TR	US AER DEF ETF	$2.3M	0.6%Prev: 0.7%	9,609 SH	Increased-2,194 SH
JANUS DETROIT STR TR	HENDERSON MTG	$2.5M	0.7%	55,174 SH	New
JOHNSON & JOHNSON	COM	$7.9M	2.1%Prev: 1.6%	31,020 SH	Increased-1,275 SH
JPMORGAN CHASE & CO	COM	$8.1M	2.2%	24,668 SH	New
KROGER CO	COM	$356K	0.1%Prev: 0.1%	6,402 SH	Increased+2,376 SH
LEMAITRE VASCULAR INC	COM	$288K	0.1%Prev: 0.1%	3,000 SH	Increased
LOCKHEED MARTIN CORP	COM	$4.4M	1.2%Prev: 1.3%	8,574 SH	Increased-50 SH
LOWES COS INC	COM	$5.0M	1.3%Prev: 1.7%	22,888 SH	Decreased-161 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.3%Prev: 0.4%	2,262 SH	Decreased-65 SH
MCDONALDS CORP	COM	$1.5M	0.4%Prev: 0.5%	5,495 SH	Decreased+279 SH
MERCK & CO INC	COM	$4.5M	1.2%Prev: 0.9%	35,196 SH	Increased+40 SH
MICROSOFT CORP	COM	$7.0M	1.9%Prev: 3.2%	18,807 SH	Decreased-1,220 SH
MONDELEZ INTL INC	CL A	$667K	0.2%Prev: 0.3%	11,527 SH	Decreased
NATIONAL HEALTH INVS INC	COM	$712K	0.2%Prev: 0.2%	9,340 SH	Increased
NORFOLK SOUTHN CORP	COM	$1.9M	0.5%Prev: 0.5%	6,019 SH	Increased-61 SH
NORTHROP GRUMMAN CORP	COM	$3.1M	0.8%Prev: 1.0%	6,022 SH	Decreased-113 SH
NOVO-NORDISK A S	ADR	$212K	0.1%Prev: 0.4%	4,417 SH	Decreased-11,988 SH
NVIDIA CORPORATION	COM	$5.1M	1.4%Prev: 0.7%	25,681 SH	Increased+12,591 SH
ORACLE CORP	COM	$3.6M	1.0%Prev: 2.2%	24,359 SH	Decreased-6,505 SH
PAYCHEX INC	COM	$217K	0.1%Prev: 0.1%	2,210 SH	Decreased+50 SH
PEPSICO INC	COM	$2.1M	0.6%Prev: 0.7%	15,293 SH	Increased-362 SH
PROCTER & GAMBLE CO	COM	$4.1M	1.1%	28,296 SH	New
PROLOGIS INC.	COM	$2.6M	0.7%Prev: 0.7%	19,394 SH	Increased+350 SH
PUBLIC STORAGE	COM	$995K	0.3%	3,125 SH	New
REALTY INCOME CORP	COM	$613K	0.2%Prev: 0.2%	9,896 SH	Increased-85 SH
RIO TINTO PLC	SPONSORED ADR	$2.4M	0.6%Prev: 0.5%	25,447 SH	Increased+376 SH
ROBLOX CORP	CL A	$338K	0.1%Prev: 0.1%	6,212 SH	Decreased+2,686 SH
ROLLINS INC	COM	$301K	0.1%Prev: 0.1%	7,200 SH	Decreased
SCHWAB CHARLES CORP	COM	$593K	0.2%Prev: 0.2%	6,424 SH	Increased+124 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.4M	0.6%	45,906 SH	New
SOUTHERN CO	COM	$3.5M	0.9%Prev: 1.1%	36,742 SH	Increased+1,378 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$646K	0.2%	12,811 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$295K	0.1%	1,940 SH	New
STARBUCKS CORP	COM	$3.2M	0.8%Prev: 0.9%	30,850 SH	Increased-318 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.4M	1.4%	7,196 SH	New
STEEL DYNAMICS INC	COM	$367K	0.1%Prev: 0.1%	1,600 SH	Increased-182 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$9.5M	2.5%	19,822 SH	New
THE CIGNA GROUP	COM	$1.8M	0.5%Prev: 0.7%	6,656 SH	Decreased+147 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.4%Prev: 0.4%	2,766 SH	Increased+39 SH
TORONTO DOMINION BK ONT	COM NEW	$2.8M	0.7%Prev: 0.6%	22,912 SH	Increased-786 SH
TRACTOR SUPPLY CO	COM	$413K	0.1%Prev: 0.3%	13,060 SH	Decreased-4,488 SH
TRANSDIGM GROUP INC	COM	$3.3M	0.9%Prev: 1.2%	2,440 SH	Decreased+65 SH
TRUIST FINL CORP	COM	$292K	0.1%Prev: 0.1%	5,870 SH	Increased
UNION PAC CORP	COM	$2.3M	0.6%Prev: 0.7%	8,598 SH	Increased-130 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$1.4M	0.4%Prev: 0.4%	38,793 SH	Increased-1,377 SH
UNITED PARCEL SVCS INC	CL B	$377K	0.1%	3,504 SH	New
UNITEDHEALTH GROUP INC	COM	$3.5M	0.9%Prev: 0.8%	8,439 SH	Increased+362 SH
VALERO ENERGY CORP	COM	$221K	0.1%	848 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$4.7M	1.3%Prev: 1.5%	160,653 SH	Increased+5,434 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	1.2%Prev: 1.4%	57,046 SH	Increased+1,037 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.8M	0.5%Prev: 0.6%	23,722 SH	Decreased-1,145 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.7M	1.3%Prev: 1.6%	58,511 SH	Decreased+41,118 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.1M	0.8%Prev: 0.9%	32,422 SH	Increased+1,991 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	0.6%Prev: 0.6%	9,871 SH	Increased-294 SH
VISA INC	COM CL A	$5.8M	1.6%Prev: 1.9%	17,017 SH	Decreased+282 SH
VULCAN MATLS CO	COM	$6.4M	1.7%Prev: 1.9%	21,703 SH	Increased-1,030 SH
WALMART INC	COM	$6.5M	1.7%Prev: 1.9%	57,283 SH	Increased-3,246 SH
WASTE MGMT INC DEL	COM	$3.4M	0.9%Prev: 1.1%	15,063 SH	Decreased+347 SH
WELLS FARGO & CO	COM	$896K	0.2%	10,837 SH	New
WP CAREY INC	COM	$369K	0.1%Prev: 0.1%	5,157 SH	Increased+149 SH

Sold (vs prior filing)

ABBOTT LABS — $1.2M
AMERICAN TOWER CORP NEW — $346K
BANK AMERICA CORP — $2.8M
CHEVRON CORP NEW — $1.2M
CONAGRA BRANDS INC — $515K
COSTCO WHSL CORP NEW — $5.6M
DANAHER CORPORATION — $1.2M
ELEVANCE HEALTH INC — $2.8M
FIRST TR EXCHANGE-TRADED FD — $225K
GAMING & LEISURE PPTYS INC — $871K
JPMORGAN CHASE & CO. — $8.0M
LAMB WESTON HLDGS INC — $465K
MEDTRONIC PLC — $209K
PROCTER AND GAMBLE CO — $4.4M
PUBLIC STORAGE OPER CO — $954K
ROBERT HALF INC. — $307K
SELECT SECTOR SPDR TR — $2.2M
SPDR INDEX SHS FDS — $542K
SPDR S&P 500 ETF TR — $4.6M
SPDR SERIES TRUST — $280K
… and 3 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