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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.21 Million 0.73% of portfolio
25,186
Q2 2025 Added 1.01%
$68.3B
$2.21 Million 0.73% of portfolio
67,759
Q2 2025 Reduced 0.03%
$90.7B
$2.15 Million 0.71% of portfolio
6,509
Q2 2025 Added 0.18%
$443B
$2.07 Million 0.69% of portfolio
13,090
Q2 2025 Added 8.28%
$194B
$2.07 Million 0.68% of portfolio
15,655
Q2 2025 Added 0.41%
$133B
$2.01 Million 0.67% of portfolio
8,728
Q1 2025 Reduced 0.09%
$0
$1.98 Million 0.66% of portfolio
10,165
Q2 2025 Added 2.05%
$105B
$2 Million 0.66% of portfolio
19,044
Q2 2025 Added 1.58%
$184B
$2 Million 0.66% of portfolio
2,537
Q2 2025 Added 0.2%
$0
$1.96 Million 0.65% of portfolio
24,867
Q2 2025 Reduced 10.21%
$385B
$1.96 Million 0.65% of portfolio
10,558
Q2 2025 Added 0.05%
$114B
$1.94 Million 0.64% of portfolio
6,696
Q2 2025 Reduced 2.94%
$141B
$1.74 Million 0.58% of portfolio
23,698
Q2 2025 Reduced 0.12%
$86.9B
$1.68 Million 0.56% of portfolio
7,873
Q2 2025 Reduced 0.67%
$26B
$1.68 Million 0.56% of portfolio
7,725
Q2 2025 Added 1.63%
$0
$1.66 Million 0.55% of portfolio
24,220
Q2 2025 Added 1.59%
$211B
$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%
$150B
$1.47 Million 0.49% of portfolio
4,110
Q2 2025 Added 13.79%
$442B
$1.46 Million 0.48% of portfolio
2
Q3 2017 New
$103B
$1.46 Million 0.48% of portfolio
25,071
Q2 2025 Added 0.11%
$556B
$1.31 Million 0.43% of portfolio
2,327
Q2 2025 Reduced 0.34%
$230B
$1.19 Million 0.39% of portfolio
8,715
Q2 2025 Reduced 0.06%
$137B
$1.18 Million 0.39% of portfolio
5,949
Q2 2025 Reduced 0.73%
$3.11B
$1.18 Million 0.39% of portfolio
40,170
Q2 2025 Added 0.82%
$126B
$1.13 Million 0.38% of portfolio
16,405
Q2 2025 Reduced 13.52%
$308B
$1.15 Million 0.38% of portfolio
8,040
Q2 2025 Added 1.02%
$0
$1.15 Million 0.38% of portfolio
43,216
Q2 2025 Added 1.07%
$186B
$1.11 Million 0.37% of portfolio
2,727
Q2 2025 Added 1.38%
$309B
$1.03 Million 0.34% of portfolio
12,837
Q1 2025 Added 0.29%
$50.3B
$954,000 0.32% of portfolio
3,253
Q2 2025 Added 1.59%
$6.62B
$926,000 0.31% of portfolio
17,548
Q2 2025 Added 2.28%
$22.1B
$878,000 0.29% of portfolio
5,309
Q2 2025 Reduced 9.37%
$12.3B
$870,000 0.29% of portfolio
18,651
Q2 2025 Added 0.67%
$84.4B
$777,000 0.26% of portfolio
11,527
Q1 2025 Reduced 1.28%
$31.1B
$751,000 0.25% of portfolio
18,273
Q2 2025 Added 8.03%
$3.52B
$654,000 0.22% of portfolio
9,340
Q1 2025 Reduced 0.53%
$56.1B
$653,000 0.22% of portfolio
6,301
Q2 2025 Added 7.91%
$96.4B
$645,000 0.21% of portfolio
9,360
Q2 2025 Reduced 0.16%
$37.2B
$575,000 0.19% of portfolio
9,981
Q2 2025 Reduced 0.05%
$167B
$574,000 0.19% of portfolio
6,300
Q4 2024 Reduced 0.16%
$83.8B
$576,000 0.19% of portfolio
11,710
Q1 2025 Reduced 3.1%
$193B
$581,000 0.19% of portfolio
6,832
Q2 2025 Reduced 2.5%
$47.8B
$539,000 0.18% of portfolio
3,379
Q4 2024 Reduced 0.38%
$0
$541,000 0.18% of portfolio
13,383
Q2 2025 Reduced 3.6%
$8.95B
$515,000 0.17% of portfolio
25,162
Q1 2025 Reduced 1.66%
$58.7B
$517,000 0.17% of portfolio
2,276
Q2 2025 Added 0.18%
$25B
$521,000 0.17% of portfolio
3,747
Q1 2025 Reduced 0.72%
$8.07B
$465,000 0.15% of portfolio
8,972
Q1 2025 Reduced 27.38%

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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