FL

Family Legacy, Inc.

13F
Family Legacy, Inc.
Last update 2025-07-23 121 Stocks (2 new)
Value $308.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(3.24%)AAPL(2.66%)JPM(2.61%)ORCL(2.19%)TSM(2.16%)
Summary Stock Picks Current Portfolio
Family Legacy, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
20,027
9,961.6
-1.99%
3.240
-0.05%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
39,896
8,185.6
-0.65%
2.660
-0.02%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
JPM
JPMorgan Chase & Co
27,667
8,021.0
-5.02%
2.610
-0.12%
0.000
+23.79%
+25.81%
815,993.3
Banks
ORCL
Oracle Corp
30,864
6,747.7
-1.61%
2.190
-0.02%
0.000
+84.49%
+46.35%
679,456.7
Software
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
29,332
6,643.4
+0.43%
2.160
+0.01%
0.000
+52.83%
+22.59%
1,246,476.4
Semiconductors
DFIV
Dimensional International Value ETF
152,783
6,543.7
+1.48%
2.130
+0.03%
0.050
+15.49%
+28.47%
12,672.5
 
CAT
Caterpillar Inc
16,710
6,487.2
+0.25%
2.110
+0.01%
0.000
+45.10%
+19.31%
201,102.0
Farm & Heavy Construction Machinery
AJG
Arthur J. Gallagher & Co
19,814
6,342.9
-5.24%
2.060
-0.13%
0.010
-6.14%
+9.92%
79,578.7
Insurance
V
Visa Inc
16,735
5,941.9
-2.19%
1.930
-0.05%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
VMC
Vulcan Materials Co
22,733
5,929.2
-2.37%
1.930
-0.04%
0.020
+10.25%
+5.04%
35,550.4
Building Materials

Family Legacy, Inc.'s Historical Top Holdings Breakdowns

Family Legacy, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AJG
Arthur J. Gallagher & Co
2025-06-30
Reduce
Reduce
-0.13%
●
310.86 ($329.88) 348.77
$310.79
-5.79%
Reduce -5.24%
19,814
-1,095
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.12%
●
210.28 ($255.03) 289.91
$296.76
16.36%
Reduce -5.02%
27,667
-1,461
RBLX
Roblox Corp
2025-06-30
New Buy
New Buy
+0.12%
●
51.22 ($78.23) 105.59
$118.63
51.64%
New holding
3,526
3,526
WMT
Walmart Inc
2025-06-30
Reduce
Reduce
-0.11%
●
81.79 ($95.16) 99.98
$95.68
0.55%
Reduce -5.67%
60,529
-3,637
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Reduce
Reduce
-0.08%
●
77.74 ($78.19) 78.78
$78.40
0.27%
Reduce -10.21%
24,867
-2,829
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
New Buy
New Buy
+0.07%
●
75.17 ($86.2) 91.21
$96.59
12.05%
New holding
2,255
2,255
DIS
The Walt Disney Co
2025-06-30
Reduce
Reduce
-0.07%
●
81.72 ($103.82) 124.01
$122.94
18.42%
Reduce -13.77%
12,272
-1,960
ED
Consolidated Edison Inc
2025-06-30
Sold Out
Sold Out
-0.07%
●
98.05 ($105.94) 113.3
$102.55
-3.20%
Sold Out
0
-1,875
COST
Costco Wholesale Corp
2025-06-30
Reduce
Reduce
-0.06%
●
908.13 ($993.18) 1056.85
$941.19
-5.23%
Reduce -3.32%
5,645
-194
ETN
Eaton Corp PLC
2025-06-30
Add
Add
+0.06%
●
246.52 ($307.39) 356.99
$380.24
23.70%
Add 13.79%
4,110
498

Family Legacy, Inc. Total Holding History ($B)

To

Family Legacy, Inc.'s Asset Allocation

To

Family Legacy, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Family Legacy, Inc.'s Hypothetical Growth since 2025-06-30

Family Legacy, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Family Legacy, Inc.'s Holdings Heat Map

Size field:

Family Legacy, Inc.'s Holdings Bubble Chart

Family Legacy, Inc. News

  • 1

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