Family Legacy, Inc.
RIA/Wealth
Family Legacy, Inc. is a RIA/Wealth based in Greenville, SC led by Christopher Aristotle Brown, reporting $331.8M in AUM as of Q3 2025 with AAPL as the largest holding (3% allocation).
PresidentChristopher Aristotle Brown
- Portfolio Value
- $327.1M
- Positions
- 122
- Top Holding
- AAPL at 3.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Family Legacy, Inc.'s portfolio (23.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $10.1M | 3.10% | -$19.4K Sold | 0.00% 39.8K shares | |
Software - Infrastructure Technology | $10.1M | 3.09% | -$273.5K Sold | 0.00% 19.5K shares | |
Banks - Diversified Financial Services | $8.1M | 2.48% | -$630.6K Sold | 0.00% 25.7K shares | |
Agricultural - Machinery Industrials | $7.7M | 2.36% | -$266.3K Sold | 0.00% 16.2K shares | |
Internet Content & Information Communication Services | $7.6M | 2.32% | -$118.1K Sold | 0.00% 31.2K shares | |
Semiconductors Technology | $7.4M | 2.27% | -$768.3K Sold | — 26.6K shares | |
Software - Infrastructure Technology | $7.1M | 2.18% | -$1.5M Sold | 0.00% 25.4K shares | |
ETF ETF | $6.9M | 2.11% | -$130.3K Sold | — 150.0K shares | |
Construction Materials Basic Materials | $6.9M | 2.10% | -$132.3K Sold | 0.02% 22.3K shares | |
Regulated Electric Utilities | $6.2M | 1.90% | +$38.6K Bought | 0.01% 50.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Family Legacy, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+78.64% | |
+33.12% | |
+9.24% | |
+8.96% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-50.99% | |
-25.0% | |
-17.74% | |
-9.38% | |
-8.94% |
Analytics
Portfolio insights and performance metrics for Family Legacy, Inc.
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