Family Legacy, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $377,277,747 | Individuals and high net worth (79%) |
| Mar 2025 to Mar 2026 | $331,819,011 | Individuals and high net worth (78%) |
| Apr 2024 to Feb 2025 | $300,061,500 | Individuals and high net worth (77%) |
| May 2023 to Mar 2024 | $259,935,748 | Individuals and high net worth (75%) |
| Mar 2023 to Apr 2023 | $259,935,748 | Individuals and high net worth (75%) |
| Apr 2022 to Feb 2023 | $291,340,307 | Individuals and high net worth (74%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 65.3%; sector active share 23.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
124 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 17.2% | $58,789,178 |
| Unclassified | 16.8% | $57,592,192 |
| Technology | 16.7% | $57,124,926 |
| Healthcare | 12.8% | $43,748,263 |
| Financial Services | 11.8% | $40,472,357 |
| Consumer Defensive | 7.3% | $25,095,678 |
| Consumer Cyclical | 6.5% | $22,323,051 |
| Utilities | 3.0% | $10,136,846 |
| Communication Services | 2.9% | $10,081,760 |
| Basic Materials | 2.4% | $8,175,158 |
| Real Estate | 1.7% | $5,863,356 |
| Energy | 1.0% | $3,277,740 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | +52,532 | 107,706 | $4,551,655 | |
| FPE | First Trust Preferred Securities and Income ETF | +3,711 | 307,425 | $5,241,596 | |
| BAC | Bank Of America Corp | +2,286 | 63,044 | $3,431,484 | |
| UTES | Virtus Reaves Utilities ETF | +1,777 | 40,679 | $2,854,852 | |
| BIV | Vanguard Bond Index Funds | +1,057 | 58,103 | $4,233,384 | |
| FITB | Fifth Third Bancorp | +1,046 | 21,498 | $1,087,368 | |
| DUK | Duke Energy CORP | +937 | 50,990 | $5,813,369 | |
| VLO | Valero Energy Corp | +857 | 1,705 | $660,875 | |
| GM | General Motors Co | +760 | 11,381 | $876,337 | |
| CVX | Chevron Corp | +740 | 9,669 | $1,974,506 | |
| PG | PROCTER & GAMBLE Co | +633 | 28,929 | $4,202,805 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | +618 | 161,271 | $4,484,946 | |
| TFC | Truist Financial Corp | +600 | 6,470 | $299,561 | |
| NVDA | Nvidia Corp | +535 | 26,216 | $5,987,210 | |
| BAB | Invesco Exchange-Traded Fund Trust II | +504 | 42,365 | $1,071,834 | |
| PLD | Prologis, Inc. | +497 | 19,891 | $2,582,647 | |
| SO | Southern Co | +466 | 37,208 | $3,084,171 | |
| KR | Kroger Co | +452 | 6,854 | $401,781 | |
| JNJ | Johnson & Johnson | +405 | 31,425 | $8,319,454 | |
| ORCL | Oracle Corp | +343 | 24,702 | $3,391,584 | |
| VMC | Vulcan Materials CO | +338 | 22,041 | $5,391,889 | |
| LOW | Lowes Companies Inc | +303 | 23,191 | $4,273,869 | |
| MRK | Merck & Co., Inc. | +290 | 35,486 | $5,156,470 | |
| DRI | Darden Restaurants Inc | +276 | 8,409 | $1,625,039 | |
| AVAV | AeroVironment Inc | +255 | 4,971 | $706,975 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSCO | Tractor Supply Co | −3,767 | 9,293 | $290,777 | |
| VO | VANGUARD MID-CAP INDEX FUND | −1,395 | 57,116 | $4,479,036 | |
| FNDF | Schwab Fundamental International Equity ETF | −1,169 | 44,737 | $2,404,613 | |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | −1,107 | 30,782 | $0 | |
| DGRO | iShares Core Dividend Growth ETF | −1,066 | 58,822 | $0 | |
| KO | Coca Cola Co | −1,043 | 79,917 | $6,879,255 | |
| IPAC | iShares Core MSCI Pacific ETF | −779 | 22,407 | $0 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −674 | 31,748 | $2,845,573 | |
| AMAT | Applied Materials Inc | −308 | 21,360 | $10,923,076 | |
| GLPI | Gaming & Leisure Properties, Inc. | −269 | 16,820 | $638,655 | |
| UCB | United Community Banks Inc | −269 | 38,524 | $1,284,775 | |
| AAPL | Apple Inc. | −268 | 37,425 | $12,463,273 | |
| SOXX | iShares Semiconductor ETF | −264 | 15,022 | $0 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −232 | 9,639 | $2,226,898 | |
| ITA | iShares U.S. Aerospace & Defense ETF | −216 | 9,393 | $0 | |
| QQQ | Invesco Qqq Trust, Series 1 | −201 | 7,954 | $5,884,130 | |
| TD | Toronto Dominion Bank | −181 | 22,731 | $2,671,574 | |
| CAT | Caterpillar Inc | −180 | 13,781 | $11,173,496 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −177 | 12,634 | $634,353 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −177 | 19,645 | $8,961,852 | |
| ABBV | AbbVie Inc. | −162 | 10,256 | $2,682,867 | |
| FDT | First Trust Developed Markets ex-US AlphaDEX Fund | −161 | 6,746 | $632,032 | |
| DFIV | Dimensional International Value ETF | −154 | 140,534 | $7,850,229 | |
| RBLX | Roblox Corp | −150 | 6,062 | $256,846 | |
| SPY | Spdr S&P 500 ETF Trust | −127 | 7,069 | $5,391,031 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 37,425 | $12,463,273 | 3.64% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 13,781 | $11,173,496 | 3.26% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 21,360 | $10,923,076 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 18,919 | $9,703,555 | 2.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 19,645 | $8,961,852 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 24,839 | $8,546,603 | 2.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 31,425 | $8,319,454 | 2.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 8,714 | $8,282,569 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 24,679 | $8,164,553 | 2.38% | |
| DFIV |
Dimensional International Value ETF
|
Reduced | 140,534 | $7,850,229 | 2.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,766 | $7,828,803 | 2.28% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 79,917 | $6,879,255 | 2.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 26,216 | $6,531,716 | 1.91% | |
| V |
Visa Inc.
Financial Services
|
Added | 17,260 | $6,202,035 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,216 | $5,987,210 | 1.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 57,238 | $5,948,172 | 1.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 7,954 | $5,884,130 | 1.72% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 50,990 | $5,813,369 | 1.70% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 12,889 | $5,432,842 | 1.59% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 22,041 | $5,391,889 | 1.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,069 | $5,391,031 | 1.57% | |
| FPE |
First Trust Preferred Securities and Income ETF
|
Added | 307,425 | $5,241,596 | 1.53% | |
| DE |
Deere & Co
Industrials
|
Added | 7,729 | $5,190,409 | 1.51% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 35,486 | $5,156,470 | 1.50% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 5,567 | $5,067,862 | 1.48% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 20,035 | $4,570,183 | 1.33% | |
| JMBS |
Janus Henderson Mortgage-Backed Securities ETF
|
Added | 107,706 | $4,551,655 | 1.33% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Added | 161,271 | $4,484,946 | 1.31% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Reduced | 57,116 | $4,479,036 | 1.31% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 8,639 | $4,399,410 | 1.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 15,224 | $4,331,075 | 1.26% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 23,191 | $4,273,869 | 1.25% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 58,103 | $4,233,384 | 1.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 28,929 | $4,202,805 | 1.23% | |
| GE |
General Electric Co
Industrials
|
Added | 13,170 | $4,112,859 | 1.20% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 32,518 | $3,499,912 | 1.02% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 63,044 | $3,431,484 | 1.00% | |
| ORCL |
Oracle Corp
Technology
|
Added | 24,702 | $3,391,584 | 0.99% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 8,598 | $3,156,153 | 0.92% | |
| WM |
Waste Management Inc
Industrials
|
Added | 15,305 | $3,120,995 | 0.91% | |
| SO |
Southern Co
Utilities
|
Added | 37,208 | $3,084,171 | 0.90% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 65,914 | $3,065,660 | 0.89% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 7,577 | $2,946,089 | 0.86% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 6,089 | $2,943,909 | 0.86% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 8,801 | $2,920,435 | 0.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,817 | $2,896,575 | 0.85% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 30,759 | $2,890,115 | 0.84% | |
| UTES |
Virtus Reaves Utilities ETF
|
Added | 40,679 | $2,854,852 | 0.83% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Reduced | 31,748 | $2,845,573 | 0.83% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 2,505 | $2,711,913 | 0.79% |
Showing the top 50 of 124 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.