DOSSIER · 13F-HR · Q3 2026

Family Legacy, Inc.

$363M in tracked AUM across 124 positions as of Q3 2026.

FL
CIK 0001706016 · last filed Sep 30, 2026
Total AUM
$363M
as of Q3 2026
Holdings
124
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Family Legacy, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$12M37K3.4%
02
CAT
CATERPILLAR INC
$11M14K3.1%
03
AMAT
APPLIED MATLS INC
$11M21K3.0%
04
MSFT
MICROSOFT CORP
$10M19K2.7%
05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$9M20K2.5%
06
GOOGL
ALPHABET INC
$9M25K2.4%
07
SOXX
ISHARES TR
$9M15K2.4%
08
JNJ
JOHNSON & JOHNSON
$8M31K2.3%
09
GEV
GE VERNOVA INC
$8M9K2.3%
10
JPM
JPMORGAN CHASE & CO
$8M25K2.2%

Filing history

2026Q3Sep 30
$363M▼ 3.2%
124 positionsView →
2026Q2Jun 30
$375M▲ 12.6%
124 positionsView →
2026Q1Mar 31
$333M▼ 0.4%
124 positionsView →
2025Q4Dec 31
$334M▲ 2.1%
121 positionsView →
2025Q3Sep 30
$327M▲ 6.4%
122 positionsLocked
2025Q2Jun 30
$308M▲ 5.5%
121 positionsLocked
2025Q1Mar 31
$291M▼ 1.3%
120 positionsLocked
2024Q4Dec 31
$295M▼ 1.9%
121 positionsLocked
2024Q3Sep 30
$301M▲ 7.7%
122 positionsLocked
2024Q2Jun 30
$279M▲ 0.4%
120 positionsLocked
2024Q1Mar 31
$278M▲ 6.2%
119 positionsLocked
2023Q4Dec 31
$262M▲ 9.5%
117 positionsLocked
Showing 12 of 37