Family Legacy, Inc.
Sector Allocation
- Other20.7%$75.0M
- Technology19.5%$70.7M
- Industrials14.6%$52.9M
- Healthcare12.1%$43.7M
- Financials11.4%$41.5M
- Consumer Staples6.9%$25.1M
- Consumer Discretionary6.1%$22.1M
- Utilities3.6%$13.3M
- Materials2.3%$8.2M
- Real Estate1.6%$5.9M
AUM History
13fpro.ai/research/fund/family-legacy-inc-1706016
Conviction and streaks
Diversifying · top 10 = 26.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$12.5MCAT
$11.2MAMAT
$10.9MMSFT
$9.7MTSM
$9.0MGOOGL
$8.5M- ISHARES$8.5M
JNJ
$8.3MGEV
$8.3MJPM
$8.2M- DIMENSIONAL$7.9M
LLY
$7.8MKO
$6.9MAMZN
$6.5MV
$6.2MNVDA
$6.0MWMT
$5.9MQQQ
$5.9MDUK
$5.8MAMGN
$5.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/family-legacy-inc-1706016
Family Legacy, Inc. 13F holdings — Q3 2026
$363.0M portfolio (-3.2% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 26% of the stock portfolio
$12.5M
3.4% of stocks
-0.7%This quarter+0.8%Since filed11+ qtrsHeld$11.2M
3.1% of stocks
-1%This quarter-10.4%Since filed11+ qtrsHeldAIQuality66.6#397Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$10.9M
3.0% of stocks
-1%This quarter-16.5%Since filed11+ qtrsHeldAIQuality71.6#175Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$9.7M
2.7% of stocks
+0.6%This quarter-2.0%Since filed11+ qtrsHeld$9.0M
2.5% of stocks
-0.9%This quarter-4.7%Since filed11+ qtrsHeld$8.5M
2.4% of stocks
-0.5%This quarter-10.1%Since filed11+ qtrsHeld- 7
ISHARES TR - ISHARES SEMICDTR
$8.5M
2.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.3M
2.3% of stocks
+1%This quarter+7.1%Since filed11+ qtrsHeld$8.3M
2.3% of stocks
+1%This quarter-14.8%Since filed10 qtrsHeld$8.2M
2.3% of stocks
+0.0%This quarter+0.8%Since filed11+ qtrsHeld
All holdings — Family Legacy, Inc. (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $7.9M | 2.2% | 141K | -0.1% | — | — | 13F |
| 12 | ELI LILLY & Co | Healthcare | $7.8M | 2.2% | 6,766 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COCA COLA CO | Consumer Staples | $6.9M | 1.9% | 80K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $6.5M | 1.8% | 26K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $6.2M | 1.7% | 17K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $6.0M | 1.6% | 26K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Walmart Inc. | Consumer Staples | $5.9M | 1.6% | 57K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.9M | 1.6% | 7,954 | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Duke Energy CORP | Utilities | $5.8M | 1.6% | 51K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMGEN INC | Healthcare | $5.4M | 1.5% | 13K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Vulcan Materials CO | Materials | $5.4M | 1.5% | 22K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.4M | 1.5% | 7,069 | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETFpreferred | — | $5.2M | 1.4% | 307K | +1% | — | — | 13F |
| 24 | DEERE & CO | Industrials | $5.2M | 1.4% | 7,729 | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Merck & Co., Inc. | Healthcare | $5.2M | 1.4% | 35K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.1M | 1.4% | 5,567 | +0.5% | |||
| 27 | $AJG | Arthur J. Gallagher & Co. | Financials | $4.6M | 1.3% | 20K | +0.4% | |||
| 28 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $4.6M | 1.3% | 108K | +95% | |||
| 29 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $4.5M | 1.2% | 161K | +0.4% | |||
| 30 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $4.5M | 1.2% | 57K | -2% | |||
| 31 | — | ISHARES TR - CORE DIV GRWTH | — | $4.4M | 1.2% | 59K | -2% | |||
| 32 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.4M | 1.2% | 8,639 | +0.8% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.3M | 1.2% | 15K | +0.9% | |||
| 34 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $4.3M | 1.2% | 23K | +1% | |||
| 35 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $4.2M | 1.2% | 58K | +2% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.2M | 1.2% | 29K | +2% | |||
| 37 | $GE | GENERAL ELECTRIC CO | Industrials | $4.1M | 1.1% | 13K | +0.3% | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.5M | 1.0% | 33K | -0.3% | |||
| 39 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.4M | 0.9% | 63K | +4% | |||
| 40 | $ORCL | ORACLE CORP | Technology | $3.4M | 0.9% | 25K | +1% | |||
| 41 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.2M | 0.9% | 8,598 | +2% | |||
| 42 | $WM | WASTE MANAGEMENT INC | Utilities | $3.1M | 0.9% | 15K | +2% | |||
| 43 | $SO | SOUTHERN CO | Utilities | $3.1M | 0.8% | 37K | +1% | |||
| 44 | $CSX | CSX CORP | Industrials | $3.1M | 0.8% | 66K | -0.1% | |||
| 45 | $ELV | Elevance Health, Inc. | Healthcare | $2.9M | 0.8% | 7,577 | +2% | |||
| 46 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.9M | 0.8% | 6,089 | +1% | |||
| 47 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.9M | 0.8% | 8,801 | +0.0% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 0.8% | 5,817 | +3% | |||
| 49 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.9M | 0.8% | 31K | -0.3% | |||
| 50 | — | ISHARES TR - MRGSTR MD CP GRW | — | $2.9M | 0.8% | 31K | -3% | |||
| 51 | — | ETFIS SER TR I - VIRTUS REAVES UT | — | $2.9M | 0.8% | 41K | +5% | |||
| 52 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.8M | 0.8% | 32K | -2% | |||
| 53 | $TDG | TransDigm Group INC | Industrials | $2.7M | 0.8% | 2,505 | +3% | |||
| 54 | $ABBV | AbbVie Inc. | Healthcare | $2.7M | 0.7% | 10K | -2% | |||
| 55 | $TD | TORONTO DOMINION BANK | Financials | $2.7M | 0.7% | 23K | -0.8% | |||
| 56 | $PLD | Prologis, Inc. | Real Estate | $2.6M | 0.7% | 20K | +3% | |||
| 57 | $BA | BOEING CO | Industrials | $2.6M | 0.7% | 14K | +2% | |||
| 58 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.4M | 0.7% | 45K | -3% | |||
| 59 | $RIO | RIO TINTO PLC | Materials | $2.4M | 0.7% | 25K | +0.0% | |||
| 60 | $UNP | UNION PACIFIC CORP | Industrials | $2.4M | 0.7% | 8,728 | +2% | |||
| 61 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.2M | 0.6% | 9,639 | -2% | |||
| 62 | $CB | Chubb Ltd | Financials | $2.1M | 0.6% | 6,531 | -0.3% | |||
| 63 | $ETN | Eaton Corp plc | Industrials | $2.1M | 0.6% | 4,902 | +5% | |||
| 64 | $CVX | CHEVRON CORP | Energy | $2.0M | 0.5% | 9,669 | +8% | |||
| 65 | — | ISHARES TR - US AER DEF ETF | — | $1.9M | 0.5% | 9,393 | -2% | |||
| 66 | $PEP | PEPSICO INC | Consumer Staples | $1.9M | 0.5% | 15K | -0.4% | |||
| 67 | — | ISHARES TR - CORE MSCI PAC | — | $1.9M | 0.5% | 22K | -3% | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.9M | 0.5% | 2,779 | +0.5% | |||
| 69 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.9M | 0.5% | 6,012 | -0.1% | |||
| 70 | $CI | Cigna Group | Healthcare | $1.8M | 0.5% | 6,748 | +1% | |||
| 71 | $META | Meta Platforms, Inc. | Technology | $1.8M | 0.5% | 24K | +0.6% | |||
| 72 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.6M | 0.5% | 8,409 | +3% | |||
| 73 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.6M | 0.4% | 8,294 | +0.9% | |||
| 74 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 2 | — | |||
| 75 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.3M | 0.4% | 6,034 | -0.1% | |||
| 76 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.3% | 5,574 | +1% | |||
| 77 | $UCB | UNITED COMMUNITY BANKS INC | Financials | $1.3M | 0.3% | 39K | -0.7% | |||
| 78 | $DIS | Walt Disney Co | Communication Services | $1.3M | 0.3% | 12K | +0.5% | |||
| 79 | $MA | Mastercard Inc | Financials | $1.3M | 0.3% | 2,271 | +0.4% | |||
| 80 | $FITB | FIFTH THIRD BANCORP | Financials | $1.1M | 0.3% | 21K | +5% | |||
| 81 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 42K | +1% | |||
| 82 | $FSLR | FIRST SOLAR, INC. | Technology | $1.1M | 0.3% | 6,030 | +4% | |||
| 83 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $1.1M | 0.3% | 16K | -0.2% | |||
| 84 | $PSA | Public Storage | Real Estate | $913K | 0.3% | 3,228 | +3% | |||
| 85 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $881K | 0.2% | 11K | +2% | |||
| 86 | $GM | General Motors Co | Consumer Discretionary | $876K | 0.2% | 11K | +7% | |||
| 87 | $ABT | ABBOTT LABORATORIES | Healthcare | $868K | 0.2% | 8,780 | — | |||
| 88 | $C | CITIGROUP INC | Financials | $840K | 0.2% | 6,488 | -1% | |||
| 89 | $CVS | CVS HEALTH Corp | Healthcare | $802K | 0.2% | 9,357 | -0.2% | |||
| 90 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $756K | 0.2% | 6,370 | +1% | |||
| 91 | $SSB | SouthState Bank Corp | Financials | $752K | 0.2% | 7,555 | New | |||
| 92 | $INTU | INTUIT INC. | Technology | $713K | 0.2% | 2,585 | +0.3% | |||
| 93 | $AVAV | AeroVironment Inc | Industrials | $707K | 0.2% | 4,971 | +5% | |||
| 94 | $FDX | FEDEX CORP | Industrials | $705K | 0.2% | 2,474 | +3% | |||
| 95 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $666K | 0.2% | 12K | — | |||
| 96 | $VLO | VALERO ENERGY CORP/TX | Energy | $661K | 0.2% | 1,705 | +101% | |||
| 97 | $PSX | Phillips 66 | Energy | $642K | 0.2% | 2,516 | New | |||
| 98 | $GLPI | Gaming & Leisure Properties, Inc. | Real Estate | $639K | 0.2% | 17K | -2% | |||
| 99 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $634K | 0.2% | 13K | -1% | |||
| 100 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | — | $632K | 0.2% | 6,746 | -2% | |||
| 101 | $SCHW | SCHWAB CHARLES CORP | Financials | $628K | 0.2% | 6,424 | — | |||
| 102 | $NHI | NATIONAL HEALTH INVESTORS INC | Real Estate | $613K | 0.2% | 9,340 | — | |||
| 103 | $O | REALTY INCOME CORP | Real Estate | $537K | 0.1% | 9,896 | — | |||
| 104 | $AWK | American Water Works Company, Inc. | Utilities | $484K | 0.1% | 3,735 | +0.8% | |||
| 105 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $413K | 0.1% | 8,513 | — | |||
| 106 | $KR | KROGER CO | Consumer Staples | $402K | 0.1% | 6,854 | +7% | |||
| 107 | $STLD | STEEL DYNAMICS INC | Materials | $386K | 0.1% | 1,743 | +9% | |||
| 108 | — | ISHARES TR - RUS MDCP VAL ETF | — | $375K | 0.1% | 2,334 | -2% | |||
| 109 | $WPC | W. P. Carey Inc. | Real Estate | $335K | 0.1% | 5,183 | +0.5% | |||
| 110 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $326K | 0.1% | 3,490 | -0.4% | |||
| 111 | $TFC | TRUIST FINANCIAL CORP | Financials | $300K | 0.1% | 6,470 | +10% | |||
| 112 | $AFL | AFLAC INC | Financials | $291K | 0.1% | 2,607 | — | |||
| 113 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $291K | 0.1% | 9,293 | -29% | |||
| 114 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $286K | 0.1% | 2,432 | +6% | |||
| 115 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $284K | 0.1% | 1,940 | — | |||
| 116 | $RBLX | Roblox Corp | Technology | $257K | 0.1% | 6,062 | -2% | |||
| 117 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $248K | 0.1% | 3,000 | — | |||
| 118 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $244K | 0.1% | 1,489 | +0.1% | |||
| 119 | — | ISHARES TR - MORNINGSTAR GRWT | — | $221K | 0.1% | 1,886 | — | |||
| 120 | $PAYX | PAYCHEX INC | Technology | $218K | 0.1% | 2,210 | — | |||
| 121 | $ROL | ROLLINS INC | Industrials | $217K | 0.1% | 7,200 | — | |||
| 122 | $DAL | DELTA AIR LINES, INC. | Industrials | $217K | 0.1% | 2,595 | — | |||
| 123 | $MDT | Medtronic plc | Healthcare | $209K | 0.1% | 2,428 | New | |||
| 124 | $OKTA | Okta, Inc. | Technology | $208K | 0.1% | 994 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 67 added to, 39 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (67)
- JANUS DETROIT STR TR - HENDERSON MTG+95%
now $4.6M
$VLOVALERO ENERGY CORP/TX+101%
now $661K · held 2 qtrs, 2 adds in a row
$CVXCHEVRON CORP+8%
now $2.0M · held 11+ qtrs, 2 adds in a row
- ETFIS SER TR I - VIRTUS REAVES UT+5%
now $2.9M
$BACBANK OF AMERICA CORP /DE/+4%
now $3.4M · held 11+ qtrs
now $6.0M · held 11+ qtrs
+61 more in the Excel export
Trimmed (39)
now $10.9M · held 11+ qtrs, 4 trims in a row
- ISHARES TR - ISHARES SEMICDTR-2%
now $8.5M
now $5.9M · held 11+ qtrs
now $11.2M · held 11+ qtrs, 5 trims in a row
$TSCOTRACTOR SUPPLY CO /DE/-29%
now $291K · held 11+ qtrs, 3 trims in a row
- VANGUARD INDEX FDS - MID CAP ETF-2%
now $4.5M
+33 more in the Excel export
Holdings by quarter
Every 13F Family Legacy, Inc. has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Family Legacy?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Family Legacy's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Family Legacy, Inc. disclosed 124 positions worth $363.0M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 3.4% of the equity portfolio, followed by $CAT and $AMAT. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $SSB and a full exit from $EA. The portfolio is most concentrated in Other (20.7% of disclosed assets). All figures are sourced directly from Family Legacy, Inc.’s Form 13F-HR filing with the SEC under CIK 1706016.
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AI-Powered Hedge Fund Analysis: Family Legacy, Inc.
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Every holding in Family Legacy, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.