Family Legacy, Inc.
124 holdingsFiling period: 2026-03-31Current AUM: $369.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 14.4K | $10.2M | $11.8M | 3.18% | -1,254 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 38.0K | $9.7M | $11.7M | 3.18% | -1,057 | 2026-03-31 |
| 3 | AMAT | APPLIED MATLS INC | 22.6K | $7.7M | $11.5M | 3.11% | -3,794 | 2026-03-31 |
| 4 | GEV | GE VERNOVA INC | 8.8K | $7.7M | $8.7M | 2.35% | -372 | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 31.2K | $7.6M | $8.0M | 2.17% | -674 | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 141.8K | $7.5M | $8.1M | 2.20% | -6,755 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 25.6K | $7.4M | $9.1M | 2.47% | -4,523 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 24.8K | $7.3M | $8.7M | 2.36% | -707 | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 21.3K | $7.2M | $8.6M | 2.34% | -4,079 | 2026-03-31 |
| 10 | WMT | WALMART INC | 58.0K | $7.2M | $6.4M | 1.75% | -1,030 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 18.8K | $7.0M | $8.7M | 2.37% | -214 | 2026-03-31 |
| 12 | DUK | DUKE ENERGY CORP NEW | 50.1K | $6.6M | $6.3M | 1.70% | -30 | 2026-03-31 |
| 13 | KO | COCA COLA CO | 81.3K | $6.2M | $7.1M | 1.93% | -125 | 2026-03-31 |
| 14 | LLY | ELI LILLY & CO | 6.7K | $6.2M | $7.7M | 2.09% | -491 | 2026-03-31 |
| 15 | VMC | VULCAN MATLS CO | 21.6K | $5.9M | $5.8M | 1.57% | -144 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 5.6K | $5.5M | $5.3M | 1.43% | -84 | 2026-03-31 |
| 17 | FPE | FIRST TR EXCH TRADED FD III | 305.1K | $5.4M | $5.4M | 1.47% | +7.5K | 2026-03-31 |
| 18 | LOW | LOWES COS INC | 22.8K | $5.4M | $4.7M | 1.28% | -207 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 25.8K | $5.4M | $7.0M | 1.90% | -468 | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP | 8.6K | $5.2M | $5.0M | 1.36% | -105 | 2026-03-31 |
| 21 | SOXX | ISHARES TR | 15.6K | $5.1M | $7.9M | 2.13% | -2,401 | 2026-03-31 |
| 22 | V | VISA INC | 16.9K | $5.1M | $6.2M | 1.68% | +93 | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 15.0K | $4.9M | $5.0M | 1.35% | -282 | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 8.2K | $4.7M | $5.7M | 1.53% | -199 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $4.7M | $5.4M | 1.46% | -120 | 2026-03-31 |
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