§ 13F · FUND PROFILE
Family Legacy, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308M (13F)Positions · 121Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 14K | $10M | 3.1% | −8% |
| 2 | AAPL | APPLE INC | 38K | $10M | 2.9% | −3% |
| 3 | AMAT | APPLIED MATLS INC | 23K | $8M | 2.3% | −14% |
| 4 | GEV | GE VERNOVA INC | 9K | $8M | 2.3% | −4% |
| 5 | JNJ | JOHNSON & JOHNSON | 31K | $8M | 2.3% | −2% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 142K | $7M | 2.2% | −5% |
| 7 | GOOGL | ALPHABET INC | 26K | $7M | 2.2% | −15% |
| 8 | JPM | JPMORGAN CHASE & CO | 25K | $7M | 2.2% | −3% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 21K | $7M | 2.2% | −16% |
| 10 | WMT | WALMART INC | 58K | $7M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Legacy, Inc. is a Other fund managing $308 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed