Family Legacy, Inc. holds a diversified book of 124 reported positions worth $374.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Delta Air Lines Inc and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Family Legacy, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+4 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Family Legacy, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $442.1M |
| Mirae Asset Global Investments Co., Ltd. | 65 / 80 | $278.7B |
| Hoffman, Alan N Investment Management | 8 / 80 | $156.7M |
| 9823 Capital, L.P. | 8 / 80 | $126.3M |
| Independent Investors Inc | 33 / 80 | $440.5M |
| Ables, Iannone, Moore & Associates, Inc. | 32 / 80 | $156.1M |
| Oakmont Corp | 17 / 80 | $415.9M |
| Armstrong Henry H Associates Inc | 26 / 80 | $849.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Family Legacy, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $15.7M | 21.7K | 4.2% | ▼−4.2% Reduced · −957 sh | |
| 2 | Caterpillar Inc COM | $14.9M | 14.0K | 4.0% | ▼−3.2% Reduced · −461 sh | |
| 3 | Apple Inc COM | $10.9M | 37.7K | 2.9% | ▼−0.9% Reduced · −342 sh | |
| 4 | Ge Vernova Inc COM | $10.1M | 8.6K | 2.7% | ▼−1.7% Reduced · −151 sh | |
| 5 | Ishares TR ISHARES SEMICDTR | $9.8M | 15.3K | 2.6% | ▼−1.9% Reduced · −302 sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $9.5M | 19.8K | 2.5% | ▼−7.1% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL A | $8.9M | 25.0K | 2.4% | ▼−2.6% Reduced · −656 sh | |
| 8 | Eli Lilly & Co COM | $8.1M | 6.8K | 2.2% | ▲+0.7% Added · +47 sh | |
| 9 | JPMorgan Chase & Co COM | $8.1M | 24.7K | 2.2% | ▼−0.6% Reduced · −141 sh | |
| 10 | Johnson & Johnson COM | $7.9M | 31.0K | 2.1% | ▼−0.7% Reduced · −204 sh | |
| 11 | Dimensional ETF Trust INTERNATNAL VAL | $7.6M | 140.7K | 2.0% | ▼−0.8% Reduced · −1K sh | |
| 12 | Microsoft Corp COM | $7.0M | 18.8K | 1.9% | ▼−0.1% Reduced · −10 sh | |
| 13 | Coca Cola Co COM | $6.6M | 81.0K | 1.8% | ▼−0.4% Reduced · −295 sh | |
| 14 | Walmart Inc COM | $6.5M | 57.3K | 1.7% | ▼−1.2% Reduced · −716 sh | |
| 15 | Vulcan Matls Co COM | $6.4M | 21.7K | 1.7% | ▲+0.4% Added · +78 sh | |
| 16 | Duke Energy Corp New COM NEW | $6.3M | 50.1K | 1.7% | ▼−0.1% Reduced · −26 sh | |
| 17 | Amazon Com Inc COM | $6.2M | 26.0K | 1.7% | ▲+0.9% Added · +234 sh | |
| 18 | Invesco QQQ TR UNIT SER 1 | $6.0M | 8.2K | 1.6% | ▼−0.9% Reduced · −74 sh | |
| 19 | Visa Inc COM CL A | $5.8M | 17.0K | 1.6% | ▲+0.5% Added · +87 sh | |
| 20 | First TR Exch Traded FD III PFD SECS INC ETF | $5.4M | 303.7K | 1.4% | ▼−0.5% Reduced · −1K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $5.4M | 7.2K | 1.4% | ▼−0.4% Reduced · −31 sh | |
| 22 | Home Depot Inc COM | $5.3M | 15.1K | 1.4% | ▲+0.3% Added · +40 sh | |
| 23 | Costco Wholesale Corporation COM | $5.2M | 5.5K | 1.4% | ▼−0.3% Reduced · −20 sh | |
| 24 | Nvidia Corporation COM | $5.1M | 25.7K | 1.4% | ▲+0.4% Added · +102 sh | |
| 25 | Lowes Cos Inc COM | $5.0M | 22.9K | 1.3% | ▲+0.4% Added · +94 sh | |
| 26 | Ge Aerospace COM NEW | $4.9M | 13.1K | 1.3% | ▲+0.6% Added · +73 sh | |
| 27 | Deere & Co COM | $4.9M | 7.7K | 1.3% | ▼−0.8% Reduced · −63 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $4.7M | 58.5K | 1.3% | ▲+298% Added · +44K sh | |
| 29 | Vaneck ETF Trust FALLEN ANGEL HG | $4.7M | 160.7K | 1.3% | ▼−0.4% Reduced · −588 sh | |
| 30 | Amgen Inc COM | $4.6M | 12.8K | 1.2% | ▼−0.6% Reduced · −73 sh | |
| 31 | Gallagher Arthur J & Co COM | $4.6M | 20.0K | 1.2% | ▼~0% Reduced · −9 sh | |
| 32 | Ishares TR CORE DIV GRWTH | $4.5M | 59.9K | 1.2% | ▼−0.2% Reduced · −109 sh | |
| 33 | Merck & Co Inc COM | $4.5M | 35.2K | 1.2% | ▲~0% Added · +8 sh | |
| 34 | Vanguard BD Index FDS INTERMED TERM | $4.4M | 57.0K | 1.2% | ▼−0.8% Reduced · −476 sh | |
| 35 | Lockheed Martin Corp COM | $4.4M | 8.6K | 1.2% | ▼−0.2% Reduced · −18 sh | |
| 36 | Procter & Gamble Co COM | $4.1M | 28.3K | 1.1% | ▼−0.1% Reduced · −45 sh | |
| 37 | Cisco Sys Inc COM | $3.8M | 32.6K | 1.0% | ▼−0.8% Reduced · −265 sh | |
| 38 | Oracle Corp COM | $3.6M | 24.4K | 1.0% | ▼−0.3% Reduced · −81 sh | |
| 39 | Southern Co COM | $3.5M | 36.7K | 0.9% | ▲+0.1% Added · +48 sh | |
| 40 | Unitedhealth Group Inc COM | $3.5M | 8.4K | 0.9% | ▲~0% Added · +2 sh | |
| 41 | Bank Of Amer Corp COM | $3.5M | 60.8K | 0.9% | ▲+0.9% Added · +547 sh | |
| 42 | Waste Mgmt Inc Del COM | $3.4M | 15.1K | 0.9% | ▲~0% Added · +5 sh | |
| 43 | Transdigm Group Inc COM | $3.3M | 2.4K | 0.9% | ▲+0.7% Added · +18 sh | |
| 44 | Etfis Ser TR I VIRTUS REAVES UT | $3.2M | 38.9K | 0.8% | ▲+3.8% Added · +1K sh | |
| 45 | Starbucks Corp COM | $3.2M | 30.9K | 0.8% | ▼−0.4% Reduced · −134 sh | |
| 46 | CSX Corp COM | $3.1M | 66.0K | 0.8% | ▼−1.9% Reduced · −1K sh | |
| 47 | Ishares TR MRGSTR MD CP GRW | $3.1M | 31.9K | 0.8% | ▼−0.9% Reduced · −286 sh | |
| 48 | Vanguard Index FDS REAL ESTATE ETF | $3.1M | 32.4K | 0.8% | ▼−0.4% Reduced · −129 sh | |
| 49 | General Dynamics Corp COM | $3.1M | 8.8K | 0.8% | ▼−1.0% Reduced · −91 sh | |
| 50 | Northrop Grumman Corp COM | $3.1M | 6.0K | 0.8% | ▲~0% Added · +3 sh |
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Use Arkolith to show Family Legacy, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.