Universe · entity
Family Legacy, Inc.
Institutional manager (13F) · CIK 1706016
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $253M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CATERPILLAR INC | $10M | 14,422 |
| 2 | APPLE INC | $10M | 38,035 |
| 3 | APPLIED MATLS INC | $8M | 22,625 |
| 4 | GE VERNOVA INC | $8M | 8,773 |
| 5 | JOHNSON & JOHNSON | $8M | 31,224 |
| 6 | DIMENSIONAL ETF TRUST | $7M | 141,756 |
| 7 | ALPHABET INC | $7M | 25,609 |
| 8 | JPMORGAN CHASE & CO | $7M | 24,809 |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | $7M | 21,343 |
| 10 | WALMART INC | $7M | 57,999 |
| 11 | MICROSOFT CORP | $7M | 18,817 |
| 12 | DUKE ENERGY CORP NEW | $7M | 50,079 |
| 13 | COCA COLA CO | $6M | 81,255 |
| 14 | ELI LILLY & CO | $6M | 6,711 |
| 15 | VULCAN MATLS CO | $6M | 21,625 |
| 16 | COSTCO WHOLESALE CORPORATION | $6M | 5,560 |
| 17 | FIRST TR EXCH TRADED FD III | $5M | 305,096 |
| 18 | LOWES COS INC | $5M | 22,794 |
| 19 | AMAZON COM INC | $5M | 25,766 |
| 20 | LOCKHEED MARTIN CORP | $5M | 8,592 |
| 21 | ISHARES TR | $5M | 15,588 |
| 22 | VISA INC | $5M | 16,930 |
| 23 | HOME DEPOT INC | $5M | 15,045 |
| 24 | INVESCO QQQ TR | $5M | 8,229 |
| 25 | STATE STR SPDR S&P 500 ETF T | $5M | 7,227 |
| 26 | VANECK ETF TRUST | $5M | 161,241 |
| 27 | AMGEN INC | $5M | 12,891 |
| 28 | NVIDIA CORPORATION | $4M | 25,579 |
| 29 | VANGUARD BD INDEX FDS | $4M | 57,522 |
| 30 | DEERE & CO | $4M | 7,754 |
| 31 | GALLAGHER ARTHUR J & CO | $4M | 19,960 |
| 32 | MERCK & CO INC | $4M | 35,188 |
| 33 | VANGUARD INDEX FDS | $4M | 14,703 |
| 34 | ISHARES TR | $4M | 59,997 |
| 35 | NORTHROP GRUMMAN CORP | $4M | 6,019 |
| 36 | PROCTER & GAMBLE CO | $4M | 28,341 |
| 37 | GE AEROSPACE | $4M | 13,059 |
| 38 | ORACLE CORP | $4M | 24,440 |
| 39 | SOUTHERN CO | $4M | 36,694 |
| 40 | WASTE MGMT INC DEL | $3M | 15,058 |
| 41 | GENERAL DYNAMICS CORP | $3M | 8,888 |
| 42 | ETFIS SER TR I | $3M | 37,484 |
| 43 | BANK AMERICA CORP | $3M | 60,211 |
| 44 | VANGUARD INDEX FDS | $3M | 32,551 |
| 45 | TRANSDIGM GROUP INC | $3M | 2,422 |
| 46 | STARBUCKS CORP | $3M | 30,984 |
| 47 | CSX CORP | $3M | 67,235 |
| 48 | BOEING CO | $3M | 13,558 |
| 49 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,612 |
| 50 | PROLOGIS INC. | $3M | 19,358 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.