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Family Legacy, Inc. Portfolio
$363M across 124 positions as of 2026-09-30, with 26% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $12.5M | 3.4% | 37,425 |
| CATCaterpillar Inc | $11.2M | 3.1% | 13,781 |
| AMATApplied Materials Inc | $10.9M | 3.0% | 21,360 |
| MSFTMicrosoft Corp | $9.7M | 2.7% | 18,919 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $9M | 2.5% | 19,645 |
| GOOGLAlphabet Inc | $8.5M | 2.4% | 24,839 |
| SOXXiShares Semiconductor ETF | $8.5M | 2.4% | 15,022 |
| JNJJohnson & Johnson | $8.3M | 2.3% | 31,425 |
| GEVGE Vernova Inc | $8.3M | 2.3% | 8,714 |
| JPMJPMorgan Chase & Co | $8.2M | 2.2% | 24,679 |
| DFIVDimensional International Value ETF | $7.9M | 2.2% | 140,534 |
| LLYEli Lilly and Co | $7.8M | 2.2% | 6,766 |
| KOCoca-Cola Co | $6.9M | 1.9% | 79,917 |
| AMZNAmazon.com Inc | $6.5M | 1.8% | 26,216 |
| VVisa Inc | $6.2M | 1.7% | 17,260 |
| NVDANVIDIA Corp | $6M | 1.6% | 26,216 |
| WMTWalmart Inc | $5.9M | 1.6% | 57,238 |
| QQQInvesco QQQ Trust, Series 1 | $5.9M | 1.6% | 7,954 |
| DUKDuke Energy Corp | $5.8M | 1.6% | 50,990 |
| AMGNAmgen Inc | $5.4M | 1.5% | 12,889 |
| VMCVulcan Materials Co | $5.4M | 1.5% | 22,041 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.4M | 1.5% | 7,069 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $5.2M | 1.4% | 307,425 |
| DEDeere & Co | $5.2M | 1.4% | 7,729 |
| MRKMerck & Co Inc | $5.2M | 1.4% | 35,486 |
| COSTCostco Wholesale Corp | $5.1M | 1.4% | 5,567 |
| AJGArthur J. Gallagher & Co. | $4.6M | 1.3% | 20,035 |
| JMBSJANUS DETROIT STR TR | $4.6M | 1.3% | 107,706 |
| VANECK ETF TRUST | $4.5M | 1.2% | 161,271 |
| VOVanguard Mid-Cap ETF | $4.5M | 1.2% | 57,116 |
| DGROiShares Core Dividend Growth ETF | $4.4M | 1.2% | 58,822 |
| LMTLockheed Martin Corp | $4.4M | 1.2% | 8,639 |
| HDHome Depot Inc | $4.3M | 1.2% | 15,224 |
| LOWLowe's Companies Inc | $4.3M | 1.2% | 23,191 |
| BIVVanguard Intermediate-Term Bond ETF | $4.2M | 1.2% | 58,103 |
| PGProcter & Gamble Co | $4.2M | 1.2% | 28,929 |
| GEGeneral Electric Co | $4.1M | 1.1% | 13,170 |
| CSCOCisco Systems Inc | $3.5M | 1.0% | 32,518 |
| BACBank of America Corp | $3.4M | 0.9% | 63,044 |
| ORCLOracle Corp | $3.4M | 0.9% | 24,702 |
| UNHUnitedHealth Group Inc | $3.2M | 0.9% | 8,598 |
| WMWaste Management Inc | $3.1M | 0.9% | 15,305 |
| SOSouthern Co | $3.1M | 0.8% | 37,208 |
| CSXCSX Corp | $3.1M | 0.8% | 65,914 |
| ELVElevance Health Inc | $2.9M | 0.8% | 7,577 |
| NOCNorthrop Grumman Corp | $2.9M | 0.8% | 6,089 |
| GDGeneral Dynamics Corp | $2.9M | 0.8% | 8,801 |
| BRK.BBerkshire Hathaway Inc | $2.9M | 0.8% | 5,817 |
| SBUXStarbucks Corp | $2.9M | 0.8% | 30,759 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $2.9M | 0.8% | 30,782 |
| ETFIS SER TR I | $2.9M | 0.8% | 40,679 |
| VNQVanguard Real Estate ETF | $2.8M | 0.8% | 31,748 |
| TDGTransDigm Group Inc | $2.7M | 0.7% | 2,505 |
| ABBVAbbVie Inc | $2.7M | 0.7% | 10,256 |
| TDToronto-Dominion Bank | $2.7M | 0.7% | 22,731 |
| PLDPrologis Inc | $2.6M | 0.7% | 19,891 |
| BABoeing Co | $2.6M | 0.7% | 13,831 |
| FNDFSchwab Fundamental International Equity ETF | $2.4M | 0.7% | 44,737 |
| RIORio Tinto PLC | $2.4M | 0.7% | 25,454 |
| UNPUnion Pacific Corp | $2.4M | 0.7% | 8,728 |
| VBRVanguard Small-Cap Value ETF | $2.2M | 0.6% | 9,639 |
| CHUBB LIMITED | $2.1M | 0.6% | 6,531 |
| EATON CORP PLC | $2.1M | 0.6% | 4,902 |
| CVXChevron Corp | $2M | 0.5% | 9,669 |
| ITAiShares U.S. Aerospace & Defense ETF | $1.9M | 0.5% | 9,393 |
| PEPPepsiCo Inc | $1.9M | 0.5% | 15,225 |
| IPACiShares Core MSCI Pacific ETF | $1.9M | 0.5% | 22,407 |
| TMOThermo Fisher Scientific Inc | $1.9M | 0.5% | 2,779 |
| NSCNorfolk Southern Corp | $1.9M | 0.5% | 6,012 |
| CICigna Group | $1.8M | 0.5% | 6,748 |
| BSVVanguard Short-Term Bond ETF | $1.8M | 0.5% | 23,860 |
| DRIDarden Restaurants Inc | $1.6M | 0.4% | 8,409 |
| COFCapital One Financial Corp | $1.6M | 0.4% | 8,294 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.4% | 2 |
| DHRDanaher Corp | $1.3M | 0.4% | 6,034 |
| MCDMcDonald's Corp | $1.3M | 0.4% | 5,574 |
| UCBUnited Community Banks Inc | $1.3M | 0.4% | 38,524 |
| DISWalt Disney Co | $1.3M | 0.4% | 12,186 |
| MAMastercard Inc | $1.3M | 0.3% | 2,271 |
| FITBFifth Third Bancorp | $1.1M | 0.3% | 21,498 |
| BABInvesco Taxable Municipal Bond ETF | $1.1M | 0.3% | 42,365 |
| FSLRFirst Solar Inc | $1.1M | 0.3% | 6,030 |
| GEHCGE Healthcare Technologies Inc | $1.1M | 0.3% | 16,088 |
| PSAPublic Storage | $913K | 0.3% | 3,228 |
| WFCWells Fargo & Co | $880.8K | 0.2% | 11,003 |
| GMGeneral Motors Co | $876.3K | 0.2% | 11,381 |
| ABTAbbott Laboratories | $867.8K | 0.2% | 8,780 |
| CCitigroup Inc | $840K | 0.2% | 6,488 |
| CVSCVS Health Corp | $801.8K | 0.2% | 9,357 |
| AEPAmerican Electric Power Company Inc | $755.7K | 0.2% | 6,370 |
| SSBSouthState Bank Corp | $752.2K | 0.2% | 7,555 |
| INTUIntuit Inc | $712.8K | 0.2% | 2,585 |
| AVAVAeroVironment Inc | $707K | 0.2% | 4,971 |
| FDXFedEx Corp | $705.4K | 0.2% | 2,474 |
| MDLZMondelez International Inc | $666.5K | 0.2% | 11,527 |
| VLOValero Energy Corp | $660.9K | 0.2% | 1,705 |
| PSXPhillips 66 | $642.4K | 0.2% | 2,516 |
| GLPIGaming and Leisure Properties Inc | $638.7K | 0.2% | 16,820 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $634.4K | 0.2% | 12,634 |
| FDTFirst Trust Developed Markets Ex-US AlphaDEX Fund | $632K | 0.2% | 6,746 |
| SCHWCharles Schwab Corp | $627.9K | 0.2% | 6,424 |
| NHINational Health Investors Inc | $613K | 0.2% | 9,340 |
| ORealty Income Corp | $537.3K | 0.1% | 9,896 |
| AWKAmerican Water Works Co Inc | $483.6K | 0.1% | 3,735 |
| LMBSFirst Trust Low Duration Opportunities ETF | $412.5K | 0.1% | 8,513 |
| KRKroger Co | $401.8K | 0.1% | 6,854 |
| STLDSteel Dynamics Inc | $386.3K | 0.1% | 1,743 |
| IWSiShares Russell Mid-cap Value ETF | $375.2K | 0.1% | 2,334 |
| WPCW.p. Carey Inc | $335K | 0.1% | 5,183 |
| UPSUnited Parcel Service Inc | $326.1K | 0.1% | 3,490 |
| TFCTruist Financial Corp | $299.6K | 0.1% | 6,470 |
| AFLAflac Inc | $291.4K | 0.1% | 2,607 |
| TSCOTractor Supply Co | $290.8K | 0.1% | 9,293 |
| AVUVAvantis U.S. Small Cap Value ETF | $286.4K | 0.1% | 2,432 |
| SDYState Street SPDR S&P Dividend ETF | $284.2K | 0.1% | 1,940 |
| RBLXRoblox Corp | $256.8K | 0.1% | 6,062 |
| LEMAITRE VASCULAR INC | $247.8K | 0.1% | 3,000 |
| AMTAmerican Tower Corp | $243.7K | 0.1% | 1,489 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $220.6K | 0.1% | 1,886 |
| PAYXPaychex Inc | $217.7K | 0.1% | 2,210 |
| ROLRollins Inc | $216.9K | 0.1% | 7,200 |
| DALDelta Air Lines Inc | $216.6K | 0.1% | 2,595 |
| MEDTRONIC PLC | $209.5K | 0.1% | 2,428 |
| OKTAOkta Inc | $207.9K | 0.1% | 994 |
Quarter ending 2026-09-30.
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