13F Filings History of Family Legacy, Inc.

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$334,047,812
Signature - Title
Alyssa Book - Chief Compliance Officer
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Family Legacy, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Legacy, Inc. reported 121 stock holdings with total value $334,047,812 as of Q4 2025. Top holdings included AAPL, GOOGL, MSFT, CAT, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $334,047,812 +$3,163,397 -$3,603,552 -$440,155 AAPL, GOOGL, MSFT, CAT, JPM 13F-HR 04 Feb 2026, 06:35
Q3 2025 122 $327,104,318 +$3,471,071 -$5,282,312 -$1,811,241 AAPL, MSFT, JPM, CAT, GOOGL 13F-HR 12 Nov 2025, 19:50
Q2 2025 121 $307,538,281 +$2,623,483 -$3,627,445 -$1,003,962 MSFT, AAPL, JPM, ORCL, TSM 13F-HR 23 Jul 2025, 13:58
Q1 2025 120 $291,433,883 +$8,116,407 -$10,879,406 -$2,762,999 AAPL, MSFT, AJG, JPM, DUK 13F-HR 23 Apr 2025, 08:30
Q4 2024 121 $295,179,030 +$6,118,933 -$2,246,637 +$3,872,296 AAPL, MSFT, JPM, AJG, GOOGL 13F-HR 12 Feb 2025, 13:12
Q3 2024 122 $300,795,636 +$5,299,867 -$2,003,910 +$3,295,957 AAPL, MSFT, LLY, JPM, CAT 13F-HR 15 Oct 2024, 09:37
Q2 2024 120 $279,280,884 +$4,221,836 -$4,593,597 -$371,761 MSFT, AAPL, LLY, JPM, AMAT 13F-HR 24 Jul 2024, 09:06
Q1 2024 119 $278,151,749 +$6,629,468 -$8,247,466 -$1,617,998 MSFT, AAPL, JPM, LLY, CAT 13F-HR 24 Apr 2024, 13:40
Q4 2023 117 $261,933,875 +$7,203,197 -$7,692,166 -$488,969 MSFT, AAPL, VMC, JPM, CAT 13F-HR 17 Jan 2024, 16:47
Q3 2023 113 $239,312,338 +$2,102,625 -$1,943,487 +$159,138 AAPL, MSFT, AJG, LLY, CAT 13F-HR 13 Oct 2023, 16:13
Q2 2023 114 $248,452,490 +$5,052,081 -$3,896,658 +$1,155,423 AAPL, MSFT, VMC, AJG, LOW 13F-HR 04 Aug 2023, 17:40
Q1 2023 111 $233,756,403 +$7,086,391 -$53,891 +$7,032,500 AAPL, MSFT, KO, AJG, FPE 13F-HR 15 May 2023, 17:26
Q4 2022 109 $223,152,913 +$10,723,739 -$6,333,576 +$4,390,163 AAPL, MSFT, JNJ, FPE, AJG 13F-HR 14 Feb 2023, 13:17
Q3 2022 108 $198,919,000 +$7,448,521 -$4,806,333 +$2,642,188 AAPL, MSFT, FPE, JNJ, KO 13F-HR 14 Nov 2022, 12:47
Q2 2022 109 $210,945,000 +$6,169,918 -$3,159,648 +$3,010,270 AAPL, MSFT, FPE, JNJ, KO 13F-HR 22 Jul 2022, 15:28
Q1 2022 112 $239,924,000 +$8,294,797 -$4,937,437 +$3,357,360 AAPL, MSFT, FPE, JNJ, DUK Restatement 18 Apr 2022, 16:43
Q4 2021 109 $244,613,000 +$10,312,174 -$1,997,975 +$8,314,199 AAPL, MSFT, LOW, HD, FPE 13F-HR 18 Jan 2022, 11:20
Q3 2021 109 $222,288,000 +$4,658,595 -$3,927,584 +$731,011 AAPL, MSFT, FPE, JPM, HD 13F-HR 12 Oct 2021, 15:30
Q2 2021 108 $224,206,000 +$8,232,801 -$5,435,571 +$2,797,230 AAPL, MSFT, FPE, HD, JPM 13F-HR 28 Jul 2021, 15:27
Q1 2021 108 $209,528,000 +$21,780,202 -$12,615,156 +$9,165,046 AAPL, MSFT, FPE, HD, JPM 13F-HR 09 Apr 2021, 11:34
Q4 2020 116 $188,739,000 +$4,433,938 -$17,572,016 -$13,138,078 AAPL, MSFT, HD, JPM, AJG 13F-HR 08 Feb 2021, 09:25
Q3 2020 109 $176,849,000 +$18,190,765 -$11,031,273 +$7,159,492 AAPL, MSFT, FDT, HD, LOW 13F-HR 09 Oct 2020, 12:36
Q2 2020 111 $165,778,000 +$13,394,982 -$8,593,561 +$4,801,421 AAPL, MSFT, FPE, HD, INTC 13F-HR 20 Jul 2020, 09:44
Q1 2020 110 $138,824,000 +$2,076,000 -$3,237,570 -$1,161,570 MSFT, AAPL, FPE, INTC, JNJ 13F-HR 11 May 2020, 17:41
Q4 2019 119 $175,803,000 +$11,674,391 -$1,566,517 +$10,107,874 MSFT, AAPL, JPM, FPE, HD 13F-HR 14 Jan 2020, 11:43
Q3 2019 113 $160,057,000 +$24,767,354 -$517,603 +$24,249,751 MSFT, AAPL, JPM, HD, INTC 13F-HR 12 Nov 2019, 09:04
Q2 2019 108 $128,104,000 +$4,969,433 -$519,869 +$4,449,564 MSFT, AAPL, JPM, HD, AJG 13F-HR 25 Jul 2019, 09:35
Q1 2019 104 $122,171,000 +$1,606,391 -$3,859,740 -$2,253,349 MSFT, AAPL, INTC, DUK, CVX 13F-HR 06 May 2019, 08:33
Q4 2018 172 $111,867,000 +$2,967,444 -$445,299 +$2,522,145 MSFT, DUK, JPM, AAPL, JNJ 13F-HR 14 Feb 2019, 13:54
Q3 2018 173 $122,611,000 +$5,033,306 -$5,001,152 +$32,154 MSFT, AAPL, JPM, HD, CVX 13F-HR 14 Nov 2018, 08:34
Q2 2018 172 $115,806,000 +$8,655,923 -$3,590,378 +$5,065,545 MSFT, AAPL, JPM, HD, CVX 13F-HR 14 Aug 2018, 07:56
Q1 2018 101 $108,132,000 +$3,678,560 -$3,371,631 +$306,929 MSFT, AAPL, JPM, INTC, HD 13F-HR 15 May 2018, 11:06
Q4 2017 102 $110,557,000 +$69,807,874 -$1,076,000 +$68,731,874 MSFT, AAPL, JPM, HD, INTC 13F-HR 01 Feb 2018, 10:21
Q3 2017 40 $39,285,000 +$1,642,000 -$64,066,830 -$62,424,830 MSFT, DWDP, INTC, AAPL, JPM 13F-HR 15 Nov 2017, 09:49
Q2 2017 101 $99,609,000 +$6,165,351 -$3,587,700 +$2,577,651 AAPL, MSFT, JPM, DUK, JNJ 13F-HR 11 Jul 2017, 13:47
Q1 2017 94 $95,916,000 $0 $0 $0 AAPL, MSFT, DUK, JPM, JNJ 13F-HR 09 May 2017, 09:37