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Alyssa Book

Family Legacy, Inc.

Assets Managed
$332.852M
Holdings
124
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-0.35%(2Q avg: 0.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Legacy, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Family Legacy, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 332.852M in assets, with a quarterly growth rate of -0.35% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Alyssa Book, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAT
Caterpillar Inc
Recent Activity
Decreased -7.99%
3.07%
$10.218M
14,422 shares@ $708.49 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.7%
2.91%
$9.653M
38,035 shares@ $253.8 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -14.36%
2.33%
$7.733M
22,625 shares@ $341.8 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -4.06%
2.31%
$7.658M
8,773 shares@ $872.91 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.11%
2.3%
$7.632M
31,224 shares@ $244.44 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -4.54%
2.25%
$7.482M
141,756 shares@ $52.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -15.01%
2.22%
$7.364M
25,609 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.77%
2.2%
$7.298M
24,809 shares@ $294.17 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -16.04%
2.17%
$7.213M
21,343 shares@ $337.96 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.74%
2.17%
$7.208M
57,999 shares@ $124.28 avg price

1-10 of 124