StockDrifts LogoStockDrifts

Family Legacy, Inc.

Portfolio Manager
Family Legacy, Inc.
Performance
+4.10% (2025 Q4)
AUM (13F)
$332.85M
# of Holdings
124
Performance Rank
Allocation (Top 20)
41.49%

Family Legacy, Inc. Holdings Map

Top 50 Family Legacy, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
CATERPILLAR INC
3.07%14.4K$10.2M
-8.00%(-1.25K)
2025-Q1: 16.7K shares2025-Q2: 16.7K shares2025-Q3: 16.2K shares2025-Q4: 15.7K shares2026-Q1: 14.4K shares
$143.44(+541.53%)
2026-03-31
AAPL
APPLE INC
2.9%38.0K$9.7M
-2.70%(-1.06K)
2025-Q1: 40.2K shares2025-Q2: 39.9K shares2025-Q3: 39.8K shares2025-Q4: 39.1K shares2026-Q1: 38.0K shares
$41.99(+610.15%)
2026-03-31
AMAT
APPLIED MATLS INC
2.32%22.6K$7.7M
-14.36%(-3.79K)
2025-Q1: 26.9K shares2025-Q2: 27.0K shares2025-Q3: 26.8K shares2025-Q4: 26.4K shares2026-Q1: 22.6K shares
$62.84(+601.05%)
2026-03-31
GEV
GE VERNOVA INC
2.3%8.8K$7.7M
-4.07%(-372)
2025-Q1: 8.1K shares2025-Q2: 8.4K shares2025-Q3: 9.2K shares2025-Q4: 9.1K shares2026-Q1: 8.8K shares
$253.07(+330.92%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.29%31.2K$7.6M
-2.11%(-674)
2025-Q1: 32.3K shares2025-Q2: 32.3K shares2025-Q3: 32.2K shares2025-Q4: 31.9K shares2026-Q1: 31.2K shares
$139.24(+65.75%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
2.25%141.8K$7.5M
-4.55%(-6.75K)
2025-Q1: 150.6K shares2025-Q2: 152.8K shares2025-Q3: 150.0K shares2025-Q4: 148.5K shares2026-Q1: 141.8K shares
$35.62(+55.95%)
2026-03-31
GOOGL
ALPHABET INC
2.21%25.6K$7.4M
-15.01%(-4.52K)
2025-Q1: 31.9K shares2025-Q2: 31.7K shares2025-Q3: 31.2K shares2025-Q4: 30.1K shares2026-Q1: 25.6K shares
$54.67(+633.66%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.19%24.8K$7.3M
-2.77%(-707)
2025-Q1: 29.1K shares2025-Q2: 27.7K shares2025-Q3: 25.7K shares2025-Q4: 25.5K shares2026-Q1: 24.8K shares
$100.35(+198.87%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.17%21.3K$7.2M
-16.05%(-4.08K)
2025-Q1: 29.2K shares2025-Q2: 29.3K shares2025-Q3: 26.6K shares2025-Q4: 25.4K shares2026-Q1: 21.3K shares
$76.88(+443.33%)
2026-03-31
WMT
WALMART INC
2.17%58.0K$7.2M
-1.74%(-1.03K)
2025-Q1: 64.2K shares2025-Q2: 60.5K shares2025-Q3: 60.2K shares2025-Q4: 59.0K shares2026-Q1: 58.0K shares
$24.14(+448.66%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Family Legacy, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all