Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $302 Million
  • Q2 2025

Family Legacy, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.96M, Apple Inc. with a value of $8.19M, Jpmorgan Chase & CO with a value of $8.02M, Oracle Corp with a value of $6.75M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.64M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $288M to 302M.

Below you can find more details about Family Legacy, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $302 Million
ETFs: $62.2 Million
Technology: $43.7 Million
Industrials: $42.6 Million
Financial Services: $38.2 Million
Healthcare: $32.1 Million
Consumer Defensive: $25.8 Million
Consumer Cyclical: $24.5 Million
Utilities: $10.3 Million
Other: $22.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.96 Million 3.3% of portfolio
20,027
Q2 2025 Reduced 1.99%
$3.69T
$8.19 Million 2.71% of portfolio
39,896
Q2 2025 Reduced 0.65%
$859B
$8.02 Million 2.66% of portfolio
27,667
Q2 2025 Reduced 5.02%
$684B
$6.75 Million 2.24% of portfolio
30,864
Q2 2025 Reduced 1.61%
$1.27T
$6.64 Million 2.2% of portfolio
29,332
Q2 2025 Added 0.43%
$218B
$6.49 Million 2.15% of portfolio
16,710
Q2 2025 Added 0.25%
$551B
$5.94 Million 1.97% of portfolio
16,735
Q2 2025 Reduced 2.19%
$281B
$5.92 Million 1.96% of portfolio
60,529
Q2 2025 Reduced 5.67%
$2.26T
$5.81 Million 1.93% of portfolio
26,490
Q2 2025 Reduced 1.28%
$306B
$5.74 Million 1.9% of portfolio
81,175
Q2 2025 Reduced 0.47%
$608B
$5.63 Million 1.86% of portfolio
7,216
Q2 2025 Reduced 0.4%
$405B
$5.6 Million 1.86% of portfolio
15,271
Q2 2025 Added 0.52%
$1.21T
$5.59 Million 1.85% of portfolio
31,701
Q2 2025 Reduced 0.63%
$439B
$5.59 Million 1.85% of portfolio
5,645
Q2 2025 Reduced 3.32%
$452B
$4.93 Million 1.63% of portfolio
32,295
Q2 2025 Added 0.09%
$368B
$4.44 Million 1.47% of portfolio
27,868
Q2 2025 Added 0.78%
$381B
$2.84 Million 0.94% of portfolio
59,953
Q2 2025 Added 0.77%
$203B
$2.78 Million 0.92% of portfolio
35,156
Q2 2025 Added 0.17%
$245B
$2.52 Million 0.83% of portfolio
8,077
Q2 2025 Added 1.24%
$293B
$2.28 Million 0.76% of portfolio
32,925
Q2 2025 Added 0.15%
$621B
$2.29 Million 0.76% of portfolio
4,713
Q2 2025 Reduced 3.28%
$456B
$2.07 Million 0.69% of portfolio
13,090
Q2 2025 Added 8.28%
$202B
$2.07 Million 0.68% of portfolio
15,655
Q2 2025 Added 0.41%
$201B
$2 Million 0.66% of portfolio
2,537
Q2 2025 Added 0.2%
$351B
$1.96 Million 0.65% of portfolio
10,558
Q2 2025 Added 0.05%
$207B
$1.52 Million 0.5% of portfolio
12,272
Q2 2025 Reduced 13.77%
$222B
$1.52 Million 0.5% of portfolio
5,216
Q2 2025 Reduced 1.81%
$423B
$1.46 Million 0.48% of portfolio
2
Q3 2017 New
$548B
$1.31 Million 0.43% of portfolio
2,327
Q2 2025 Reduced 0.34%
$229B
$1.19 Million 0.39% of portfolio
8,715
Q2 2025 Reduced 0.06%
$302B
$1.15 Million 0.38% of portfolio
8,040
Q2 2025 Added 1.02%
$302B
$1.03 Million 0.34% of portfolio
12,837
Q1 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $302 Million
  • Prior Value $288 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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