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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.92 Million 2.16% of portfolio
149,957
Q3 2025 Reduced 1.85%
$0
$5.42 Million 1.69% of portfolio
296,989
Q3 2025 Added 0.23%
$0
$5.05 Million 1.58% of portfolio
8,418
Q3 2025 Reduced 1.52%
$0
$5.02 Million 1.57% of portfolio
17,101
Q3 2025 Reduced 1.68%
$0
$4.89 Million 1.53% of portfolio
18,025
Q3 2025 Reduced 0.66%
$0
$4.87 Million 1.52% of portfolio
7,311
Q3 2025 Reduced 0.98%
$0
$4.63 Million 1.45% of portfolio
155,642
Q3 2025 Added 0.27%
$0
$4.38 Million 1.37% of portfolio
56,038
Q3 2025 Added 0.05%
$0
$4.22 Million 1.32% of portfolio
61,984
Q3 2025 Reduced 2.22%
$0
$3.11 Million 0.97% of portfolio
37,611
Q3 2025 Reduced 1.39%
$0
$2.76 Million 0.86% of portfolio
30,211
Q3 2025 Reduced 0.72%
$0
$2.37 Million 0.74% of portfolio
11,344
Q3 2025 Reduced 3.89%
$0
$2.22 Million 0.69% of portfolio
24,812
Q3 2025 Reduced 1.48%
$0
$2.09 Million 0.65% of portfolio
10,025
Q3 2025 Reduced 1.38%
$0
$1.94 Million 0.61% of portfolio
24,599
Q3 2025 Reduced 1.08%
$0
$1.77 Million 0.55% of portfolio
24,089
Q3 2025 Reduced 0.54%
$0
$562,000 0.18% of portfolio
13,147
Q3 2025 Reduced 1.76%
$0
$423,000 0.13% of portfolio
8,513
Q4 2024 Reduced 0.36%
$0
$332,000 0.1% of portfolio
2,382
Q3 2025 Reduced 1.04%
$0
$279,000 0.09% of portfolio
1,995
Q3 2025 Reduced 3.2%
$0
$236,000 0.07% of portfolio
2,373
Q3 2025 Added 5.23%
$0
$224,000 0.07% of portfolio
4,887
Q3 2025 Reduced 0.43%

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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