Family Legacy, Inc. Portfolio Stock Holdings
Family Legacy, Inc. disclosed 124 stock positions valued at approximately $332.9 million in its latest SEC 13F filing. The largest holdings include CATERPILLAR INC, APPLE INC, and APPLIED MATLS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 124
- Portfolio Value
- $332.9M
Holdings by Sector
Family Legacy, Inc. Portfolio Holdings in Q1 2026
124 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | CAT | Industrials | 3.07% | 14,422 | -1,254 | -8.00% | $10,217,748 |
| APPLE INC | AAPL | Technology | 2.90% | 38,035 | -1,057 | -2.70% | $9,653,025 |
| APPLIED MATLS INC | AMAT | Technology | 2.32% | 22,625 | -3,794 | -14.36% | $7,733,049 |
| GE VERNOVA INC | GEV | Utilities | 2.30% | 8,773 | -372 | -4.07% | $7,657,988 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.29% | 31,224 | -674 | -2.11% | $7,632,356 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.25% | 141,756 | -6,755 | -4.55% | $7,481,889 |
| ALPHABET INC | GOOGL | Communication Services | 2.21% | 25,609 | -4,523 | -15.01% | $7,364,025 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.19% | 24,809 | -707 | -2.77% | $7,297,894 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.17% | 21,343 | -4,079 | -16.05% | $7,212,943 |
| WALMART INC | WMT | Consumer Defensive | 2.17% | 57,999 | -1,030 | -1.74% | $7,208,112 |
| MICROSOFT CORP | MSFT | Technology | 2.09% | 18,817 | -214 | -1.12% | $6,965,447 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.97% | 50,079 | -30 | -0.06% | $6,557,326 |
| COCA COLA CO | KO | Consumer Defensive | 1.86% | 81,255 | -125 | -0.15% | $6,179,465 |
| ELI LILLY & CO | LLY | Healthcare | 1.85% | 6,711 | -491 | -6.82% | $6,172,780 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.77% | 21,625 | -144 | -0.66% | $5,888,444 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.66% | 5,560 | -84 | -1.49% | $5,539,852 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 1.63% | 305,096 | +7,458 | +2.51% | $5,415,450 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.62% | 22,794 | -207 | -0.90% | $5,385,828 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.61% | 25,766 | -468 | -1.78% | $5,366,355 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.56% | 8,592 | -105 | -1.21% | $5,192,771 |
| ISHARES TR | SOXX | Other | 1.54% | 15,588 | -2,401 | -13.35% | $5,123,043 |
| VISA INC | V | Financial Services | 1.54% | 16,930 | +93 | +0.55% | $5,117,040 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.49% | 15,045 | -282 | -1.84% | $4,948,027 |
| INVESCO QQQ TR | QQQ | Other | 1.43% | 8,229 | -199 | -2.36% | $4,749,880 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.41% | 7,227 | -120 | -1.63% | $4,699,875 |
| VANECK ETF TRUST | ANGL | Other | 1.39% | 161,241 | +4,413 | +2.81% | $4,630,850 |
| AMGEN INC | AMGN | Healthcare | 1.36% | 12,891 | -51 | -0.39% | $4,535,788 |
| NVIDIA CORPORATION | NVDA | Technology | 1.34% | 25,579 | +8,170 | +46.93% | $4,460,978 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.33% | 57,522 | +1,253 | +2.23% | $4,439,554 |
| DEERE & CO | DE | Industrials | 1.31% | 7,754 | -140 | -1.77% | $4,368,017 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 1.30% | 19,960 | +25 | +0.13% | $4,322,935 |
| MERCK & CO INC | MRK | Healthcare | 1.27% | 35,188 | -156 | -0.44% | $4,232,802 |
| VANGUARD INDEX FDS | VO | Other | 1.27% | 14,703 | -2,559 | -14.82% | $4,222,452 |
| ISHARES TR | DGRO | Other | 1.27% | 59,997 | -2,790 | -4.44% | $4,210,576 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1.23% | 6,019 | -95 | -1.55% | $4,106,608 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.23% | 28,341 | +99 | +0.35% | $4,093,633 |
| GE AEROSPACE | GE | Industrials | 1.11% | 13,059 | -513 | -3.78% | $3,705,687 |
| ORACLE CORP | ORCL | Technology | 1.08% | 24,440 | -57 | -0.23% | $3,595,314 |
| SOUTHERN CO | SO | Utilities | 1.06% | 36,694 | +966 | +2.70% | $3,541,733 |
| WASTE MGMT INC DEL | WM | Industrials | 1.04% | 15,058 | +169 | +1.14% | $3,460,135 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.92% | 8,888 | -47 | -0.53% | $3,050,551 |
| ETFIS SER TR I | UTES | Other | 0.90% | 37,484 | +37,484 | +100.00% | $2,994,972 |
| BANK AMERICA CORP | BAC | Financial Services | 0.88% | 60,211 | -319 | -0.53% | $2,935,305 |
| VANGUARD INDEX FDS | VNQ | Other | 0.87% | 32,551 | +1,812 | +5.89% | $2,887,310 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.84% | 2,422 | +28 | +1.17% | $2,806,912 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.83% | 30,984 | -340 | -1.09% | $2,775,847 |
| CSX CORP | CSX | Industrials | 0.83% | 67,235 | -330 | -0.49% | $2,759,977 |
| BOEING CO | BA | Industrials | 0.81% | 13,558 | -69 | -0.51% | $2,698,393 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.81% | 5,612 | +53 | +0.95% | $2,689,270 |
| PROLOGIS INC. | PLD | Real Estate | 0.77% | 19,358 | -90 | -0.46% | $2,558,772 |
| CISCO SYS INC | CSCO | Technology | 0.77% | 32,878 | -15 | -0.05% | $2,550,971 |
| ISHARES TR | IMCG | Other | 0.76% | 32,175 | -6,526 | -16.86% | $2,534,423 |
| PEPSICO INC | PEP | Consumer Defensive | 0.72% | 15,377 | -213 | -1.37% | $2,387,968 |
| RIO TINTO PLC | RIO | Basic Materials | 0.71% | 25,380 | +472 | +1.89% | $2,367,716 |
| JANUS DETROIT STR TR | JMBS | Other | 0.70% | 51,827 | +51,827 | +100.00% | $2,341,544 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.69% | 8,437 | +33 | +0.39% | $2,282,975 |
| ABBVIE INC | ABBV | Healthcare | 0.68% | 10,453 | -30 | -0.29% | $2,273,388 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.68% | 45,959 | +45,959 | +100.00% | $2,248,774 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.65% | 7,423 | -16 | -0.22% | $2,173,104 |
| VANGUARD INDEX FDS | VBR | Other | 0.65% | 9,961 | -262 | -2.56% | $2,163,949 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.65% | 23,112 | -191 | -0.82% | $2,156,541 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.65% | 6,588 | -90 | -1.35% | $2,147,323 |
| UNION PAC CORP | UNP | Industrials | 0.63% | 8,684 | -32 | -0.37% | $2,106,881 |
| ISHARES TR | ITA | Other | 0.63% | 9,579 | -1,761 | -15.53% | $2,095,336 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.57% | 24,016 | -440 | -1.80% | $1,883,119 |
| THE CIGNA GROUP | CI | Healthcare | 0.54% | 6,677 | +59 | +0.89% | $1,781,029 |
| ISHARES TR | IPAC | Other | 0.53% | 23,243 | -1,364 | -5.54% | $1,778,322 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.52% | 6,064 | - | - | $1,740,490 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.51% | 5,451 | +79 | +1.47% | $1,694,056 |
| CHEVRON CORPORATION | CVX | Energy | 0.51% | 8,145 | +69 | +0.85% | $1,685,284 |
| EATON CORP PLC | ETN | Other | 0.50% | 4,687 | -53 | -1.12% | $1,676,399 |
| DARDEN RESTAURANTS INC | DRI | Consumer Cyclical | 0.47% | 8,025 | +23 | +0.29% | $1,573,249 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.44% | 8,106 | +131 | +1.64% | $1,478,771 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.43% | 2 | - | - | $1,436,280 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.41% | 2,774 | +27 | +0.98% | $1,363,627 |
| UNITED CMNTY BKS BLAIRSVLE G | UCB | Financial Services | 0.37% | 39,333 | -1,210 | -2.98% | $1,238,598 |
| DISNEY WALT CO | DIS | Communication Services | 0.35% | 12,222 | -312 | -2.49% | $1,177,914 |
| DANAHER CORP DEL | DHR | Healthcare | 0.35% | 6,062 | +103 | +1.73% | $1,149,306 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.35% | 16,133 | -61 | -0.38% | $1,148,364 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.34% | 2,275 | -18 | -0.78% | $1,136,805 |
| INVESCO EXCH TRADED FD TR II | BAB | Other | 0.34% | 41,910 | +382 | +0.92% | $1,129,881 |
| INTUIT | INTU | Technology | 0.34% | 2,584 | -4 | -0.15% | $1,117,375 |
| FIRST SOLAR INC | FSLR | Technology | 0.32% | 5,407 | +4 | +0.07% | $1,066,585 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.28% | 19,732 | +140 | +0.71% | $916,757 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.27% | 8,780 | +90 | +1.04% | $901,477 |
| WELLS FARGO & CO | WFC | Financial Services | 0.26% | 10,837 | - | - | $862,734 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.26% | 4,672 | +2,346 | +100.86% | $855,210 |
| FEDEX CORP | FDX | Industrials | 0.26% | 2,394 | -104 | -4.16% | $852,756 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.26% | 3,145 | -111 | -3.41% | $851,918 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.24% | 6,179 | -219 | -3.42% | $809,950 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.24% | 10,769 | -266 | -2.41% | $802,291 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.24% | 17,690 | -352 | -1.95% | $801,373 |
| GAMING & LEISURE P | GLPI | Real Estate | 0.24% | 17,656 | -330 | -1.83% | $783,383 |
| NATIONAL HEALTH INVS INC | NHI | Real Estate | 0.23% | 9,340 | - | - | $755,232 |
| CITIGROUP INC | C | Financial Services | 0.22% | 6,417 | -320 | -4.75% | $727,706 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.21% | 3,384 | - | - | $689,896 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.20% | 11,527 | - | - | $664,402 |
| CVS HEALTH CORP | CVS | Healthcare | 0.20% | 9,220 | -110 | -1.18% | $662,145 |
| REALTY INCOME CORP | O | Real Estate | 0.18% | 9,981 | - | - | $610,609 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 0.18% | 6,975 | +654 | +10.35% | $606,335 |