13F holdings · Q3 2026

Family Legacy

Greenville, SC · files as Family Legacy, Inc.

Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 1706016

Family Legacy reported 124 stocks worth $363M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (3.4%), CAT (3.1%) and AMAT (3.0%). Compared with Q2 2026, the fund opened new positions in SSB and PSX, added to MSFT, JNJ and GEV, trimmed AAPL, CAT and AMAT and sold out of BLDR, NVO and ED.

Reported value$363M−3.2% vs last quarter

Stocks held1244 new · 4 sold out

Top 5 weight14.7%spread out

Turnover3%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	AAPL Apple Inc	$12.5M	3.4%	37K	−268 (−1%)		8 of 8
2	CAT Caterpillar Inc	$11.2M	3.1%	14K	−180 (−1%)		8 of 8
3	AMAT Applied Matls Inc	$10.9M	3.0%	21K	−308 (−1%)		8 of 8
4	MSFT Microsoft Corp	$9.7M	2.7%	19K	+112 (+1%)		8 of 8
5	TSM Taiwan Semiconductor Mfg Ltd	$9M	2.5%	20K	−177 (−1%)		8 of 8
6	GOOGL Alphabet Inc	$8.5M	2.4%	25K	−114 (−0%)		8 of 8
7	SOXX Ishares Semiconductor	$8.5M	2.4%	15K	−264 (−2%)		8 of 8
8	JNJ Johnson & Johnson	$8.3M	2.3%	31K	+405 (+1%)		8 of 8
9	GEV GE Vernova Inc	$8.3M	2.3%	8,714	+92 (+1%)		8 of 8
10	JPM Jpmorgan Chase & Co.	$8.2M	2.3%	25K	No change		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 114 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
ELECTRONIC ARTS INC	$671K	3,274
BLDR Builders Firstsource Inc	$223K	2,495
NVO Novo-Nordisk A S F	$212K	4,417
ED Consolidated Edison Inc	$207K	1,875

Reported value

last 8 quarters

$295MQ4 '24

$291MQ1 '25

$308MQ2 '25

$327MQ3 '25

$334MQ4 '25

$333MQ1 '26

$375MQ2 '26

$363MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 13, 2026	13F-HR	Q3 2026	SEC filing ↗

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Family Legacy 13F FAQ

What does Family Legacy own?

Family Legacy reported 124 stocks worth $363M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (3.4%), CAT (3.1%) and AMAT (3.0%). The table above lists every position in the filing (the top 10 without an account).

What did Family Legacy buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 64 added to, 36 trimmed and 4 sold out. New positions include SSB and PSX. It sold all of BLDR, NVO and ED.

When will Family Legacy file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Family Legacy's portfolio worth?

The Q3 2026 filing reports $363M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.