Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

$320 Million
Q3 2025

Family Legacy, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.1M, Microsoft Corp with a value of $10.1M, Jpmorgan Chase & CO with a value of $8.1M, Caterpillar Inc with a value of $7.71M, and Alphabet Inc. with a value of $7.59M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $302M to 320M.

Below you can find more details about Family Legacy, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $320 Million

ETFs: $64.9 Million

Technology: $48.7 Million

Industrials: $46.3 Million

Financial Services: $38.8 Million

Healthcare: $33.5 Million

Consumer Cyclical: $25.6 Million

Consumer Defensive: $25 Million

Utilities: $10.8 Million

Other: $26.5 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$10.1 Million 3.17% of portfolio	39,820	Q3 2025 Reduced 0.19%
MSFT Microsoft Corp Technology	$3.78T	$10.1 Million 3.16% of portfolio	19,499	Q3 2025 Reduced 2.64%
JPM Jpmorgan Chase & CO Financial Services	$881B	$8.1 Million 2.53% of portfolio	25,668	Q3 2025 Reduced 7.23%
CAT Caterpillar Inc Industrials	$291B	$7.71 Million 2.41% of portfolio	16,152	Q3 2025 Reduced 3.34%
GOOGL Alphabet Inc. Communication Services	$1.65T	$7.59 Million 2.37% of portfolio	31,215	Q3 2025 Reduced 1.53%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$7.42 Million 2.32% of portfolio	26,581	Q3 2025 Reduced 9.38%
ORCL Oracle Corp Technology	$593B	$7.14 Million 2.23% of portfolio	25,389	Q3 2025 Reduced 17.74%
DFIV Dimensional ETF Tr ETFs	$0	$6.92 Million 2.16% of portfolio	149,957	Q3 2025 Reduced 1.85%
VMC Vulcan Materials CO Basic Materials	$37.3B	$6.86 Million 2.14% of portfolio	22,303	Q3 2025 Reduced 1.89%

DUK Duke Energy Corp Utilities	$96.4B	$6.21 Million 1.94% of portfolio	50,169	Q3 2025 Added 0.63%
HD Home Depot, Inc. Consumer Cyclical	$367B	$6.19 Million 1.94% of portfolio	15,286	Q3 2025 Added 0.1%
WMT Walmart Inc. Consumer Defensive	$279B	$6.21 Million 1.94% of portfolio	60,235	Q3 2025 Reduced 0.49%
AJG Arthur J. Gallagher & Co. Financial Services	$54.4B	$6.16 Million 1.93% of portfolio	19,901	Q3 2025 Added 0.44%
JNJ Johnson & Johnson Healthcare	$522B	$5.97 Million 1.86% of portfolio	32,175	Q3 2025 Reduced 0.37%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$5.75 Million 1.8% of portfolio	26,210	Q3 2025 Reduced 1.06%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$5.77 Million 1.8% of portfolio	22,950	Q3 2025 Reduced 0.43%
V Visa Inc. Financial Services	$533B	$5.74 Million 1.79% of portfolio	16,802	Q3 2025 Added 0.4%
LLY Eli Lilly & CO Healthcare	$971B	$5.54 Million 1.73% of portfolio	7,261	Q3 2025 Added 0.62%

AMAT Applied Materials Inc Technology	$197B	$5.48 Million 1.71% of portfolio	26,774	Q3 2025 Reduced 0.76%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$5.42 Million 1.69% of portfolio	296,989	Q3 2025 Added 0.23%
KO Coca Cola CO Consumer Defensive	$306B	$5.4 Million 1.69% of portfolio	81,470	Q3 2025 Added 0.36%
COST Costco Wholesale Corp Consumer Defensive	$404B	$5.23 Million 1.63% of portfolio	5,652	Q3 2025 Added 0.12%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.05 Million 1.58% of portfolio	8,418	Q3 2025 Reduced 1.52%
VO Vanguard Mid Cap ETF ETFs	$0	$5.02 Million 1.57% of portfolio	17,101	Q3 2025 Reduced 1.68%
SOXX Ishares Semiconductor ETF ETFs	$0	$4.89 Million 1.53% of portfolio	18,025	Q3 2025 Reduced 0.66%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.87 Million 1.52% of portfolio	7,311	Q3 2025 Reduced 0.98%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$4.63 Million 1.45% of portfolio	155,642	Q3 2025 Added 0.27%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$4.38 Million 1.37% of portfolio	56,038	Q3 2025 Added 0.05%
PG Procter & Gamble CO Consumer Defensive	$346B	$4.32 Million 1.35% of portfolio	28,097	Q3 2025 Added 0.82%
LMT Lockheed Martin Corp Industrials	$123B	$4.33 Million 1.35% of portfolio	8,665	Q3 2025 Added 0.48%
DGRO Ishares Core Dividend Growth E ETFs	$0	$4.22 Million 1.32% of portfolio	61,984	Q3 2025 Reduced 2.22%
GE General Electric CO Industrials	$328B	$4.14 Million 1.29% of portfolio	13,760	Q3 2025 Reduced 0.29%
NOC Northrop Grumman Corp Industrials	$86.7B	$3.73 Million 1.17% of portfolio	6,120	Q3 2025 Reduced 0.24%
AMGN Amgen Inc Healthcare	$183B	$3.66 Million 1.14% of portfolio	12,971	Q3 2025 Reduced 0.12%
DE Deere & CO Industrials	$144B	$3.6 Million 1.12% of portfolio	7,874	Q3 2025 Added 0.03%
SO Southern CO Utilities	$98.6B	$3.38 Million 1.06% of portfolio	35,662	Q3 2025 Added 0.84%
NVDA Nvidia Corp Technology	$465B	$3.25 Million 1.02% of portfolio	17,425	Q3 2025 Added 33.12%
WM Waste Management Inc Industrials	$85.9B	$3.27 Million 1.02% of portfolio	14,811	Q3 2025 Added 0.65%
TDG Trans Digm Group Inc Industrials	$72.7B	$3.14 Million 0.98% of portfolio	2,386	Q3 2025 Added 0.46%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$3.11 Million 0.97% of portfolio	37,611	Q3 2025 Reduced 1.39%
BAC Bank Of America Corp Financial Services	$413B	$3.11 Million 0.97% of portfolio	60,349	Q3 2025 Added 0.66%
GD General Dynamics Corp Industrials	$94.5B	$3.09 Million 0.96% of portfolio	9,048	Q3 2025 Reduced 0.85%
MRK Merck & Co., Inc. Healthcare	$235B	$2.97 Million 0.93% of portfolio	35,329	Q3 2025 Added 0.49%
BA Boeing CO Industrials	$114B	$2.92 Million 0.91% of portfolio	13,544	Q3 2025 Added 0.81%
UNH Unitedhealth Group Inc Healthcare	$300B	$2.88 Million 0.9% of portfolio	8,327	Q3 2025 Added 3.1%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.76 Million 0.86% of portfolio	30,211	Q3 2025 Reduced 0.72%
SBUX Starbucks Corp Consumer Cyclical	$97.3B	$2.64 Million 0.83% of portfolio	31,238	Q3 2025 Added 0.22%
ABBV Abb Vie Inc. Healthcare	$414B	$2.43 Million 0.76% of portfolio	10,508	Q3 2025 Reduced 0.47%
CSX Csx Corp Industrials	$73.4B	$2.4 Million 0.75% of portfolio	67,684	Q3 2025 Reduced 0.11%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.41 Million 0.75% of portfolio	4,797	Q3 2025 Added 1.78%

Summary

Portfolio
No. of Stocks 122
Current Value $320 Million
Prior Value $302 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1 stocks
Additional Purchases 50 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Family Legacy, Inc. Portfolio Holdings