Family Legacy, Inc.

Q2 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    121

  • Value ($000)

    $307,538

  • Date Filed
    07/23/2025
  • Form type
    13F-HR
  • CIK
    0001706016
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.96M
3 %

20,027

AAPL
AAPL

APPLE INC

COM
037833100
$8.19M
3 %

39,896

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$8.02M
3 %

27,667

ORCL
ORCL

ORACLE CORP

COM
68389X105
$6.75M
2 %

30,864

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$6.64M
2 %

29,332

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$6.54M
2 %

152,783

CAT
CAT

CATERPILLAR INC

COM
149123101
$6.49M
2 %

16,710

AJG
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$6.34M
2 %

19,814

V
V

VISA INC

COM CL A
92826C839
$5.94M
2 %

16,735

VMC
VMC

VULCAN MATLS CO

COM
929160109
$5.93M
2 %

22,733

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