Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Legacy, Inc. (CIK 1706016) reported $374.9M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($15.7M, 4.18%), CAT ($14.9M, 3.97%), AAPL ($10.9M, 2.91%), GEV ($10.1M, 2.70%), SOXX ($9.8M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $15.7M | 4.18% | 21,668 | Trimmed |
| 2 | CAT | CATERPILLAR INC | $14.9M | 3.97% | 13,961 | Trimmed |
| 3 | AAPL | APPLE INC | $10.9M | 2.91% | 37,693 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $10.1M | 2.70% | 8,622 | Trimmed |
| 5 | SOXX | ISHARES TR | $9.8M | 2.61% | 15,286 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.5M | 2.52% | 19,822 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $8.9M | 2.38% | 24,953 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $8.1M | 2.16% | 6,758 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $8.1M | 2.15% | 24,668 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $7.9M | 2.10% | 31,020 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $7.6M | 2.03% | 140,688 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $7.0M | 1.87% | 18,807 | Trimmed |
| 13 | KO | COCA COLA CO | $6.6M | 1.75% | 80,960 | Trimmed |
| 14 | WMT | WALMART INC | $6.5M | 1.73% | 57,283 | Trimmed |
| 15 | VMC | VULCAN MATLS CO | $6.4M | 1.71% | 21,703 | Added |
| 16 | DUK | DUKE ENERGY CORP NEW | $6.3M | 1.69% | 50,053 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $6.2M | 1.65% | 26,000 | Added |
| 18 | QQQ | INVESCO QQQ TR | $6.0M | 1.60% | 8,155 | Trimmed |
| 19 | V | VISA INC | $5.8M | 1.56% | 17,017 | Added |
| 20 | FPE | FIRST TR EXCH TRADED FD III | $5.4M | 1.45% | 303,714 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.43% | 7,196 | Trimmed |
| 22 | HD | HOME DEPOT INC | $5.3M | 1.42% | 15,085 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $5.2M | 1.38% | 5,540 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $5.1M | 1.37% | 25,681 | Added |
| 25 | LOW | LOWES COS INC | $5.0M | 1.35% | 22,888 | Added |
Source: SEC Form 13F filings · as of 2026-06-30