Family Legacy, Inc.
SEC Form 13F institutional filer · CIK 0001706016
13F-HR · 95 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
28.6%
Family Legacy, Inc. — $274M AUM allocation strategy
Family Legacy, Inc. files SEC Form 13F and reports $274M of long US equity value across 95 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 8.9%, followed by Industrials 8.4% and Consumer Staples 6.9%.
The top 10 holdings account for 29% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Family Legacy, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$274M
total across 95 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
29% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +46.1K sh · +$2.22M+$NVDA +8.17K sh · +$1.21M+$T +2.35K sh · +$293K
Biggest trims (shares)
−$XLB −46.1K sh · −$2.07M−$GOOG −4.52K sh · −$2.07M−$IVV −4.15K sh · −$171K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals5.1%—
- Consumer Staples Merchandise Retail4.7%—
- Construction Machinery & Heavy Transportation Equipment3.7%—
- Technology Hardware, Storage & Peripherals3.5%—
- Semiconductor Materials & Equipment2.8%—
- Heavy Electrical Equipment2.8%—
- Interactive Media & Services2.7%—
- Diversified Banks2.6%—
- Other holdings72.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CAT | Caterpillar Inc | 14.4K | $10.2M | -1.25K | 3.7% |
| $AAPL | Apple Inc | 38K | $9.65M | -1.06K | 3.5% |
| $AMAT | Applied Materials Inc | 22.6K | $7.73M | -3.79K | 2.8% |
| $GEV | GE Vernova Inc | 8.77K | $7.66M | -372 | 2.8% |
| $JNJ | Johnson & Johnson | 31.2K | $7.63M | -674 | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 25.6K | $7.36M | -4.52K | 2.7% |
| $JPM | JP Morgan Chase & Co | 24.8K | $7.3M | -707 | 2.7% |
| $WMT | Walmart Inc | 58K | $7.21M | -1.03K | 2.6% |
| $MSFT | Microsoft Corporation | 18.8K | $6.97M | -214 | 2.5% |
| $DUK | Duke Energy Corporation | 50.1K | $6.56M | -30 | 2.4% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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