Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tanglewood Legacy Advisors

Latest statistics and disclosures from Tanglewood Legacy Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, IUSV, RWL, IWR, IWF, and represent 52.30% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: RWL (+$31M), IUSG, PAAA, GDEC, GOCT, GNOV, BALT, XLK, ZALT, DOCT.
Started 11 new stock positions in OBTC, AVUV, FLDR, GLW, BALT, VTIP, FBND, IEUR, XTEN, VZ. GME.WS.
Reduced shares in these 10 stocks: IUSV (-$30M), CAT, PDX, FMAY, VMC, DJUL, IWD, IWF, V, AVUS.
Sold out of its positions in DOW, ACVF, FSLY, FPE, HTAB, HUBS, OMFS, JMST, K, PDX. PDO, PAXS, TSM, VXUS, VMC, ZIMV, ASML.
Tanglewood Legacy Advisors was a net buyer of stock by $1.9M.
Tanglewood Legacy Advisors has $266M in assets under management (AUM), dropping by 2.87%.
Central Index Key (CIK): 0001965616

Tip: Access up to 7 years of quarterly data

Positions held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 267 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p MF Closed and MF Open (IUSG)	20.5	$55M		325k	167.94	View chart
Ishares Core MF Closed and MF Open (IUSV)	13.7	$37M	-44%	356k	102.54	View chart
Invesco S&p MF Closed and MF Open (RWL)	11.7	$31M	+66381%	273k	114.50	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.3	$8.8M		91k	96.27	View chart
Ishares Russell MF Closed and MF Open (IWF)	3.0	$8.1M		17k	473.29	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	3.0	$7.9M	+5%	154k	51.26	View chart
First Trust MF Closed and MF Open (FMAY)	2.1	$5.6M	-4%	106k	53.45	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.8	$4.9M	-3%	23k	210.34	View chart
First Trust MF Closed and MF Open (DMAY)	1.8	$4.7M		105k	45.24	View chart
First Trust MF Closed and MF Open (FAPR)	1.6	$4.4M		98k	44.42	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.6	$4.4M	+2%	6.4k	681.96	View chart
Apple Common Stock (AAPL)	1.6	$4.2M		16k	271.85	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.3	$3.5M		5.7k	614.31	View chart
First Trust MF Closed and MF Open (DNOV)	1.2	$3.1M	+3%	63k	48.84	View chart
First Trust MF Closed and MF Open (GJAN)	1.1	$3.0M		71k	42.79	View chart
First Trust MF Closed and MF Open (DAPR)	1.1	$2.8M		72k	39.35	View chart
First Trust MF Closed and MF Open (GFEB)	1.1	$2.8M		68k	41.53	View chart
First Trust MF Closed and MF Open (GAUG)	0.8	$2.1M	-4%	54k	39.26	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.8	$2.1M		43k	48.11	View chart
First Trust MF Closed and MF Open (FJUN)	0.8	$2.0M		35k	57.06	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.7	$2.0M		43k	46.80	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.7	$1.9M	-2%	21k	94.16	View chart
Southwest Airlines Common Stock (LUV)	0.7	$1.9M		47k	41.33	View chart
First Trust MF Closed and MF Open (DJUN)	0.7	$1.9M		39k	47.34	View chart
First Trust MF Closed and MF Open (DFEB)	0.7	$1.8M		38k	47.72	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.7M		2.5k	684.82	View chart
First Trust MF Closed and MF Open (GMAY)	0.6	$1.6M		38k	41.29	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$1.6M	-4%	3.2k	483.62	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.5M		10k	148.69	View chart
First Trust MF Closed and MF Open (FNOV)	0.6	$1.5M	+13%	28k	54.83	View chart
First Trust MF Closed and MF Open (GNOV)	0.6	$1.5M	+21%	38k	39.72	View chart
First Trust MF Closed and MF Open (FDEC)	0.6	$1.5M	-4%	29k	51.18	View chart
First Trust MF Closed and MF Open (GDEC)	0.5	$1.4M	+29%	38k	37.82	View chart
Caterpillar Common Stock (CAT)	0.5	$1.4M	-45%	2.5k	572.81	View chart
Sm Energy Common Stock (SM)	0.5	$1.4M		74k	18.70	View chart
Merck & Company Common Stock (MRK)	0.5	$1.3M		12k	105.26	View chart
First Trust MF Closed and MF Open (FJAN)	0.5	$1.2M		24k	51.75	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$1.2M		2.4k	487.86	View chart
First Trust MF Closed and MF Open (GJUN)	0.4	$1.1M		28k	39.60	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.1M		5.3k	206.95	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.4	$1.0M	-8%	9.2k	111.78	View chart
First Trust MF Closed and MF Open (GAPR)	0.4	$1.0M		25k	39.99	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$988k		30k	32.73	View chart
Exxon Mobil Common Stock (XOM)	0.4	$952k	+2%	7.9k	120.33	View chart
Ab Intl MF Closed and MF Open (ILOW)	0.3	$914k		21k	42.59	View chart
First Trust MF Closed and MF Open (FFEB)	0.3	$860k		15k	56.62	View chart
Innovator Us MF Closed and MF Open (ZALT)	0.3	$807k	+39%	25k	32.57	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$792k		4.1k	190.99	View chart
Ge Aerospace Common Stock (GE)	0.3	$787k		2.6k	308.07	View chart
Chevron Corp Common Stock (CVX)	0.3	$784k	+2%	5.1k	152.42	View chart
First Trust MF Closed and MF Open (GMAR)	0.3	$759k		19k	40.94	View chart
First Trust MF Closed and MF Open (FJUL)	0.3	$745k	-3%	13k	55.92	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$742k		18k	41.33	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$723k		14k	52.95	View chart
First Trust MF Closed and MF Open (DJAN)	0.3	$680k		16k	43.41	View chart
First Trust MF Closed and MF Open (FOCT)	0.2	$636k		13k	48.99	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$629k		4.4k	143.52	View chart
Nextera Energy Common Stock (NEE)	0.2	$626k		7.8k	80.28	View chart
Genuine Parts Common Stock (GPC)	0.2	$624k		5.1k	122.96	View chart
Amazon Common Stock (AMZN)	0.2	$622k	-6%	2.7k	230.82	View chart
First Trust MF Closed and MF Open (DJUL)	0.2	$621k	-28%	13k	47.57	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$608k		7.4k	82.32	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$583k		2.7k	219.78	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$569k	+7%	1.8k	322.22	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$568k		13k	42.70	View chart
First Trust MF Closed and MF Open (DAUG)	0.2	$565k		13k	44.34	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$550k	+65%	12k	44.29	View chart
First Trust MF Closed and MF Open (DDEC)	0.2	$514k	+5%	11k	45.09	View chart
State Street MF Closed and MF Open (XLK)	0.2	$513k	+100%	3.6k	143.97	View chart
Broadcom Common Stock (AVGO)	0.2	$500k		1.4k	346.10	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$486k		966.00	502.65	View chart
Cullen Frost Common Stock (CFR)	0.2	$481k		3.8k	126.63	View chart
American Express Common Stock (AXP)	0.2	$461k		1.2k	369.95	View chart
First Trust MF Closed and MF Open (GSEP)	0.2	$441k		11k	38.74	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$413k		14k	29.61	View chart
Ge Vernova Common Stock (GEV)	0.2	$412k		631.00	653.60	View chart
Tesla Common Stock (TSLA)	0.2	$405k	-13%	900.00	449.72	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.2	$402k	-17%	5.6k	71.42	View chart
Goldman Sachs Common Stock (GS)	0.1	$369k		420.00	879.00	View chart
First Trust MF Closed and MF Open (GOCT)	0.1	$363k	+312%	9.2k	39.29	View chart
Alphabet Common Stock (GOOG)	0.1	$345k		1.1k	313.80	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.1	$333k		6.4k	52.04	View chart
Deere & Co Common Stock (DE)	0.1	$326k		700.00	465.57	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$315k		9.7k	32.57	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$304k	+8%	1.2k	246.16	View chart
Conocophillips Common Stock (COP)	0.1	$304k		3.2k	93.61	View chart
Intl Business Common Stock (IBM)	0.1	$304k	+10%	1.0k	296.21	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$300k		478.00	627.13	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$295k	-2%	2.5k	118.64	View chart
Walt Disney Common Stock (DIS)	0.1	$286k		2.5k	113.77	View chart
State Street MF Closed and MF Open (SDY)	0.1	$270k		1.9k	139.16	View chart
Innovator Defined MF Closed and MF Open (BALT)	0.1	$260k	NEW	7.8k	33.51	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$245k		7.7k	32.06	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$232k	+5%	2.6k	89.46	View chart
Texas Instruments Common Stock (TXN)	0.1	$207k		1.2k	173.49	View chart
Costco Wholesale Common Stock (COST)	0.1	$198k		229.00	862.34	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.1	$195k		1.5k	133.49	View chart
Alphabet Common Stock (GOOGL)	0.1	$175k		558.00	313.00	View chart
United Parcel Common Stock (UPS)	0.1	$172k		1.7k	99.19	View chart
Altria Group Common Stock (MO)	0.1	$169k		2.9k	57.66	View chart
United Airlines Common Stock (UAL)	0.1	$168k		1.5k	111.82	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$167k		2.1k	79.84	View chart
Cigna Group Common Stock (CI)	0.1	$157k		569.00	275.23	View chart
First Trust MF Closed and MF Open (FSEP)	0.1	$151k	+3%	2.9k	51.56	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$149k		1.0k	148.98	View chart
Ebay Common Stock (EBAY)	0.1	$149k		1.7k	87.10	View chart
Valero Energy Common Stock (VLO)	0.1	$148k		910.00	162.79	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$147k		1.6k	89.92	View chart
Travelers Cos Common Stock (TRV)	0.1	$145k		500.00	290.06	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$143k	-17%	2.2k	66.00	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.1	$141k		730.00	193.63	View chart
First Trust MF Closed and MF Open (XMAR)	0.0	$132k		3.3k	39.93	View chart
Southern Company Common Stock (SO)	0.0	$131k	+195%	1.5k	87.20	View chart
Automatic Data Common Stock (ADP)	0.0	$126k		490.00	257.08	View chart
Oneok Common Stock (OKE)	0.0	$125k		1.7k	73.50	View chart
Phillips 66 Common Stock (PSX)	0.0	$123k		950.00	129.04	View chart
Northrop Grumman Common Stock (NOC)	0.0	$120k		210.00	570.21	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$117k		506.00	230.21	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$114k	-17%	597.00	191.56	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$113k		4.2k	27.21	View chart
Rtx Corp Common Stock (RTX)	0.0	$112k		610.00	183.40	View chart
Schwab Fundamental MF Closed and MF Open (FNDB)	0.0	$111k		4.2k	26.57	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$111k		661.00	168.28	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$110k		1.3k	82.02	View chart
Blackstone Common Stock (BX)	0.0	$110k		711.00	154.06	View chart
Abbvie Common Stock (ABBV)	0.0	$109k		478.00	228.49	View chart
Eli Lilly Common Stock (LLY)	0.0	$108k		100.00	1074.68	View chart
Shell Common Stock (SHEL)	0.0	$102k	-26%	1.4k	73.48	View chart
Bristol Myers Common Stock (BMY)	0.0	$101k		1.9k	53.94	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$100k		1.7k	58.38	View chart
Linde Common Stock (LIN)	0.0	$98k		230.00	426.39	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$94k		1.2k	76.92	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$92k		822.00	111.80	View chart
Cameco Corp Common Stock (CCJ)	0.0	$87k	-4%	955.00	91.49	View chart
Coca Cola Company Common Stock (KO)	0.0	$87k	+24%	1.2k	69.91	View chart
Marriott Intl Common Stock (MAR)	0.0	$86k		277.00	310.24	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$85k		1.9k	44.91	View chart
State Street MF Closed and MF Open (XLI)	0.0	$83k		535.00	155.12	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$83k		200.00	412.77	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$82k		775.00	105.69	View chart
Nvidia Corp Common Stock (NVDA)	0.0	$81k		435.00	186.50	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$80k		950.00	84.22	View chart
Philip Morris Common Stock (PM)	0.0	$78k		487.00	160.40	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$77k		436.00	177.37	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$77k		1.0k	75.77	View chart
Msc Income Common Stock (MSIF)	0.0	$77k	+100%	5.8k	13.14	View chart
Procter & Gamble Common Stock (PG)	0.0	$73k	+26%	512.00	143.31	View chart
Mondelez International Common Stock (MDLZ)	0.0	$70k		1.3k	53.83	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$68k		1.4k	47.47	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$67k		570.00	118.16	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$67k		2.0k	32.89	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$67k		533.00	125.29	View chart
American Tower Common Stock (AMT)	0.0	$65k		372.00	175.57	View chart
Home Depot Common Stock (HD)	0.0	$64k		185.00	344.43	View chart
Wec Energy Common Stock (WEC)	0.0	$63k		600.00	105.46	View chart
Walmart Common Stock (WMT)	0.0	$61k		549.00	111.41	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$61k		433.00	141.16	View chart
Cisco Systems Common Stock (CSCO)	0.0	$60k	+55%	783.00	77.03	View chart
Fiserv Common Stock (FI)	0.0	$59k		872.00	67.17	View chart
Emerson Electric Common Stock (EMR)	0.0	$53k		400.00	132.72	View chart
Pfizer Common Stock (PFE)	0.0	$52k	+20%	2.1k	24.90	View chart
Qualcomm Common Stock (QCOM)	0.0	$51k		295.00	171.05	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$50k	NEW	1.0k	49.46	View chart
Capital One Common Stock (COF)	0.0	$49k		203.00	242.36	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$48k		1.1k	44.34	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$46k		150.00	305.63	View chart
State Street MF Closed and MF Open (XLE)	0.0	$45k	+101%	1.0k	44.73	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$45k		404.00	110.96	View chart
Visa Common Stock (V)	0.0	$43k	-71%	124.00	350.34	View chart
Roblox Corp Common Stock (RBLX)	0.0	$43k		530.00	81.03	View chart
Bank America Common Stock (BAC)	0.0	$43k		775.00	55.00	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$42k		1.0k	41.65	View chart
Tjx Cos Common Stock (TJX)	0.0	$42k		270.00	153.61	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$41k		3.3k	12.38	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$41k		165.00	250.31	View chart
Meta Platforms Common Stock (META)	0.0	$40k		61.00	660.10	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$38k		1.2k	30.55	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$37k		696.00	53.37	View chart
Oracle Corp Common Stock (ORCL)	0.0	$37k	-56%	190.00	194.91	View chart
Lowes Companies Common Stock (LOW)	0.0	$36k		150.00	241.16	View chart
Huntington Ingalls Common Stock (HII)	0.0	$36k		106.00	340.07	View chart
Fortune Brands Common Stock (FBIN)	0.0	$36k		715.00	50.02	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$34k		517.00	66.52	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$34k		245.00	138.46	View chart
Carnival Corp Common Stock (CCL)	0.0	$34k		1.1k	30.54	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$34k		435.00	77.01	View chart
Intuit Common Stock (INTU)	0.0	$33k		50.00	662.42	View chart
Mckesson Corp Common Stock (MCK)	0.0	$33k		40.00	820.30	View chart
Prudential Financial Common Stock (PRU)	0.0	$30k		269.00	112.88	View chart
Xcel Energy Common Stock (XEL)	0.0	$30k		410.00	73.86	View chart
Viatris Common Stock (VTRS)	0.0	$30k		2.4k	12.45	View chart
Thermo Fisher Common Stock (TMO)	0.0	$29k		50.00	579.46	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$29k		2.7k	10.71	View chart
Royal Caribbean Common Stock (RCL)	0.0	$28k		101.00	280.08	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$28k		539.00	51.14	View chart
Ford Motor Common Stock (F)	0.0	$26k		2.0k	13.12	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$26k		77.00	335.27	View chart
Pnc Financial Common Stock (PNC)	0.0	$25k		120.00	208.73	View chart
Uber Technologies Common Stock (UBER)	0.0	$25k		300.00	81.71	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$24k	-38%	475.00	50.59	View chart
Block H&r Common Stock (HRB)	0.0	$22k		500.00	43.58	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$21k		480.00	44.32	View chart
Woodside Energy Common Stock (WDS)	0.0	$21k		1.4k	15.59	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$21k		200.00	102.42	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$20k	+50%	201.00	100.08	View chart
One Gas Common Stock (OGS)	0.0	$19k		250.00	77.25	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$19k		295.00	64.16	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$19k		80.00	231.32	View chart
Mastercard Common Stock (MA)	0.0	$18k		31.00	573.77	View chart
Carrier Global Common Stock (CARR)	0.0	$18k		335.00	52.84	View chart
Coterra Energy Common Stock (CTRA)	0.0	$16k		600.00	26.32	View chart
Chemours Company Common Stock (CC)	0.0	$16k		1.3k	11.79	View chart
Pepsico Common Stock (PEP)	0.0	$15k		105.00	143.52	View chart
Ethan Allen Common Stock (ETD)	0.0	$15k		643.00	22.84	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$15k		167.00	87.35	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$15k		104.00	139.35	View chart
Mattel Common Stock (MAT)	0.0	$12k		600.00	19.84	View chart
At&t Common Stock (T)	0.0	$12k		465.00	24.84	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$11k		25.00	453.36	View chart
Garmin Common Stock (GRMN)	0.0	$11k		55.00	202.85	View chart
Boeing Company Common Stock (BA)	0.0	$11k		50.00	217.12	View chart
KBR Common Stock (KBR)	0.0	$11k		260.00	40.20	View chart
Wells Fargo Common Stock (WFC)	0.0	$9.3k		100.00	93.20	View chart
Verizon Communications Common Stock (VZ)	0.0	$9.1k	NEW	224.00	40.73	View chart
Sempra Common Stock (SRE)	0.0	$8.8k		100.00	88.29	View chart
Corning Common Stock (GLW)	0.0	$8.8k	NEW	100.00	87.56	View chart
Organon & Co Common Stock (OGN)	0.0	$8.7k		1.2k	7.17	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$8.2k		200.00	41.12	View chart
Expand Energy Common Stock (EXE)	0.0	$8.2k		74.00	110.36	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$8.1k		41.00	198.61	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$7.7k		400.00	19.13	View chart
Aramark Common Stock (ARMK)	0.0	$7.4k		200.00	36.86	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$6.6k	NEW	143.00	46.04	View chart
Bondbloxx 10 MF Closed and MF Open (XTEN)	0.0	$6.6k	NEW	142.00	46.22	View chart
Arm Holdings Common Stock (ARM)	0.0	$5.5k		50.00	109.32	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$5.5k		66.00	82.82	View chart
Fidelity Low MF Closed and MF Open (FLDR)	0.0	$5.2k	NEW	104.00	50.23	View chart
General Mills Common Stock (GIS)	0.0	$5.1k		110.00	46.50	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$4.8k		14.00	343.00	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$4.6k		44.00	104.05	View chart
Easterly Government Common Stock (DEA)	0.0	$4.5k		210.00	21.19	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$4.3k	NEW	42.00	101.98	View chart
Ishares Core MF Closed and MF Open (IEUR)	0.0	$4.3k	NEW	60.00	70.98	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$4.0k		86.00	46.92	View chart
Mgm Resorts Common Stock (MGM)	0.0	$3.6k		100.00	36.49	View chart
State Street MF Closed and MF Open (MDYG)	0.0	$3.6k		39.00	92.44	View chart
BP Common Stock (BP)	0.0	$3.5k		100.00	34.73	View chart
Kodiak Gas Common Stock (KGS)	0.0	$3.4k		92.00	37.40	View chart
Warner Bros Common Stock (WBD)	0.0	$3.2k		112.00	28.82	View chart
Ishares Trust MF Closed and MF Open (SUSB)	0.0	$3.1k		123.00	25.24	View chart
Dutch Bros Common Stock (BROS)	0.0	$3.1k		50.00	61.22	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$2.2k	+29%	84.00	26.56	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$2.1k		15.00	141.13	View chart
Global X MF Closed and MF Open (DTCR)	0.0	$2.0k	+86%	95.00	21.11	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.0	$2.0k		50.00	39.60	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.8k		23.00	77.87	View chart
Zoom Communications Common Stock (ZM)	0.0	$1.7k		20.00	86.30	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$1.4k	+107%	29.00	49.66	View chart
Strategy Common Stock (MSTR)	0.0	$1.4k		9.00	152.00	View chart
Osprey Bitcoin Common Stock (OBTC)	0.0	$1.2k	NEW	44.00	28.16	View chart
Vestis Corp Common Stock (VSTS)	0.0	$667.000000		100.00	6.67	View chart
Trump Media Common Stock (DJT)	0.0	$662.000000		50.00	13.24	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$654.999800		34.00	19.26	View chart
Gamestop Corp Common Stock (GME)	0.0	$402.000000		20.00	20.10	View chart
Wabtec Common Stock (WAB)	0.0	$213.000000		1.00	213.00	View chart
Organigram Global Common Stock (OGI)	0.0	$211.995000		126.00	1.68	View chart
Gamestop Corp Rights and Bearer Warrants; Warrants (except Bearer) (GME.WS)	0.0	$6.000000	NEW	2.00	3.00	View chart

Past Filings by Tanglewood Legacy Advisors

SEC 13F filings are viewable for Tanglewood Legacy Advisors going back to 2022

Tanglewood Legacy Advisors 2025 Q4 filed Feb. 6, 2026
Tanglewood Legacy Advisors 2025 Q3 filed Nov. 7, 2025
Tanglewood Legacy Advisors 2025 Q2 filed Aug. 8, 2025
Tanglewood Legacy Advisors 2025 Q1 filed April 22, 2025
Tanglewood Legacy Advisors 2024 Q4 filed Jan. 30, 2025
Tanglewood Legacy Advisors 2024 Q3 filed Oct. 15, 2024
Tanglewood Legacy Advisors 2024 Q2 filed July 17, 2024
Tanglewood Legacy Advisors 2024 Q1 filed April 16, 2024
Tanglewood Legacy Advisors 2023 Q4 filed Jan. 23, 2024
Tanglewood Legacy Advisors 2023 Q3 filed Oct. 18, 2023
Tanglewood Legacy Advisors 2023 Q2 filed Aug. 1, 2023
Tanglewood Legacy Advisors 2023 Q1 filed April 18, 2023
Tanglewood Legacy Advisors 2022 Q4 filed Feb. 13, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z