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Tanglewood Legacy Advisors

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

Top 5 stock holdings are IUSV, IUSG, IWR, IWF, DMAY, and represent 51.78% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: PAAA, GAUG, Ab Active Etfs, DAUG, GMAY, IWR, MSFT, AVGO, IUSV, GSEP.
Started 4 new stock positions in Ab Active Etfs, BROS, BIV, OEF.
Reduced shares in these 10 stocks: ARKK, MLM, OII, SPLV, DNOV, DMAY, , COP, DJUN, FNOV.
Sold out of its positions in FSEP, MLM, OII, XLV, VLTO.
Tanglewood Legacy Advisors was a net buyer of stock by $2.4M.
Tanglewood Legacy Advisors has $225M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 283 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IUSV)	23.6	$53M		556k	95.49	View chart
Ishares S&p MF Closed and MF Open (IUSG)	19.4	$44M		332k	131.91	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.2	$7.3M	+2%	83k	88.14	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.8	$6.4M		17k	375.37	View chart
First Trust MF Closed and MF Open (DMAY)	2.7	$6.1M		152k	39.97	View chart
First Trust MF Closed and MF Open (FMAY)	2.6	$5.9M		127k	46.51	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	2.4	$5.5M	+26%	107k	51.24	View chart
Ishares Russell MF Closed and MF Open (IWD)	2.4	$5.3M		28k	189.80	View chart
First Trust MF Closed and MF Open (FAPR)	2.1	$4.7M		117k	40.43	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.9	$4.3M		7.5k	573.76	View chart
First Trust MF Closed and MF Open (DAPR)	1.6	$3.5M		96k	36.48	View chart
Apple Common Stock (AAPL)	1.5	$3.3M		14k	232.99	View chart
Sm Energy Common Stock (SM)	1.3	$3.0M		74k	39.97	View chart
Ishares Msci MF Closed and MF Open (USMV)	1.2	$2.8M		30k	91.31	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.2	$2.6M		5.4k	488.07	View chart
First Trust MF Closed and MF Open (DNOV)	1.1	$2.4M	-4%	57k	42.17	View chart
First Trust MF Closed and MF Open (FJUN)	1.0	$2.3M		46k	50.52	View chart
Dimensional Us MF Closed and MF Open (DFAU)	1.0	$2.3M		58k	39.69	View chart
First Trust MF Closed and MF Open (DJUN)	1.0	$2.2M	-3%	51k	42.56	View chart
First Trust MF Closed and MF Open (GFEB)	0.9	$2.1M		58k	36.52	View chart
First Trust MF Closed and MF Open (GAUG)	0.9	$2.1M	+101%	60k	34.77	View chart
Caterpillar Common Stock (CAT)	0.8	$1.8M		4.7k	391.10	View chart
X Trackers MF Closed and MF Open (DBEF)	0.7	$1.7M		40k	42.02	View chart
First Trust MF Closed and MF Open (GMAY)	0.7	$1.6M	+16%	45k	36.24	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$1.5M	+12%	3.5k	430.30	View chart
First Trust MF Closed and MF Open (GJAN)	0.6	$1.5M		39k	37.85	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.5M	-3%	2.5k	576.73	View chart
Southwest Airlines Common Stock (LUV)	0.6	$1.4M		47k	29.63	View chart
Merck & Company Common Stock (MRK)	0.6	$1.4M		12k	113.56	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.6	$1.3M		27k	49.94	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.6	$1.3M		14k	95.15	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.3M		10k	125.62	View chart
First Trust MF Closed and MF Open (GAPR)	0.5	$1.1M		29k	36.74	View chart
First Trust MF Closed and MF Open (GJUN)	0.5	$1.0M		29k	35.42	View chart
First Trust MF Closed and MF Open (FJAN)	0.4	$1.0M		23k	44.72	View chart
Exxon Mobil Common Stock (XOM)	0.4	$992k		8.5k	117.22	View chart
Ab Active MF Closed and MF Open	0.4	$987k	NEW	27k	36.61	View chart
First Trust MF Closed and MF Open (FNOV)	0.4	$973k	-6%	21k	47.18	View chart
First Trust MF Closed and MF Open (FDEC)	0.4	$928k		21k	43.78	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$897k		2.3k	383.93	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$890k		5.5k	162.06	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$860k		32k	27.01	View chart
Genuine Parts Common Stock (GPC)	0.4	$834k		6.0k	139.68	View chart
First Trust MF Closed and MF Open (FOCT)	0.3	$779k		18k	42.26	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$750k	+4%	21k	36.03	View chart
First Trust MF Closed and MF Open (DAUG)	0.3	$700k	+196%	18k	39.13	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$664k		3.8k	174.57	View chart
Nextera Energy Common Stock (NEE)	0.3	$659k		7.8k	84.53	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$623k		14k	45.75	View chart
Chevron Corp Common Stock (CVX)	0.3	$619k		4.2k	147.25	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$554k		14k	41.02	View chart
First Trust MF Closed and MF Open (GMAR)	0.2	$533k		15k	36.72	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$526k		4.1k	128.20	View chart
First Trust MF Closed and MF Open (FJUL)	0.2	$519k		11k	48.11	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$504k		13k	39.03	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$495k		7.4k	67.03	View chart
Ge Aerospace Common Stock (GE)	0.2	$482k		2.6k	188.58	View chart
First Trust MF Closed and MF Open (DFEB)	0.2	$435k		10k	41.74	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.2	$431k	-26%	6.0k	71.73	View chart
First Trust MF Closed and MF Open (FPE)	0.2	$431k	-6%	24k	18.10	View chart
First Trust MF Closed and MF Open (DJUL)	0.2	$429k	-5%	10k	41.41	View chart
Cullen Frost Common Stock (CFR)	0.2	$425k		3.8k	111.86	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$409k		2.1k	198.06	View chart
First Trust MF Closed and MF Open (FFEB)	0.2	$403k		8.3k	48.56	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$402k		1.8k	225.76	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$374k		4.7k	80.37	View chart
Tesla Common Stock (TSLA)	0.2	$352k		1.3k	261.63	View chart
American Express Common Stock (AXP)	0.2	$338k		1.2k	271.20	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$329k		3.2k	104.17	View chart
Texas Instruments Common Stock (TXN)	0.1	$317k	-14%	1.5k	206.57	View chart
First Trust MF Closed and MF Open (GDEC)	0.1	$298k		9.0k	33.20	View chart
Deere & Co Common Stock (DE)	0.1	$292k		700.00	417.33	View chart
First Trust MF Closed and MF Open (DDEC)	0.1	$285k	-15%	7.2k	39.49	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$271k		9.9k	27.41	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$263k		1.9k	142.04	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$252k		478.00	527.67	View chart
Walt Disney Common Stock (DIS)	0.1	$242k		2.5k	96.19	View chart
Amazon Common Stock (AMZN)	0.1	$238k		1.3k	186.33	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$238k		516.00	460.26	View chart
United Parcel Common Stock (UPS)	0.1	$236k		1.7k	136.34	View chart
Goldman Sachs Common Stock (GS)	0.1	$233k		470.00	495.11	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$223k		2.9k	78.05	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$223k		7.7k	29.11	View chart
Alphabet Common Stock (GOOG)	0.1	$217k		1.3k	167.19	View chart
Shell Common Stock (SHEL)	0.1	$214k		3.2k	65.95	View chart
Intl Business Common Stock (IBM)	0.1	$206k		930.00	221.08	View chart
Costco Wholesale Common Stock (COST)	0.1	$203k		229.00	886.52	View chart
Cion Investment Common Stock (CION)	0.1	$201k		17k	11.90	View chart
Vulcan Materials Common Stock (VMC)	0.1	$200k		800.00	250.43	View chart
Cigna Group Common Stock (CI)	0.1	$200k		576.00	346.44	View chart
Trustmark Corp Common Stock (TRMK)	0.1	$191k		6.0k	31.82	View chart
Conocophillips Common Stock (COP)	0.1	$190k	-28%	1.8k	105.28	View chart
First Trust MF Closed and MF Open (GNOV)	0.1	$186k		5.4k	34.48	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$176k		1.6k	107.95	View chart
Oneok Common Stock (OKE)	0.1	$170k		1.9k	91.13	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$164k		2.6k	62.32	View chart
Ge Vernova Common Stock (GEV)	0.1	$162k		637.00	254.98	View chart
Fiserv Common Stock (FI)	0.1	$157k		872.00	179.65	View chart
Broadcom Common Stock (AVGO)	0.1	$155k	+900%	900.00	172.50	View chart
Altria Group Common Stock (MO)	0.1	$150k		2.9k	51.04	View chart
Alphabet Common Stock (GOOGL)	0.1	$146k		878.00	165.85	View chart
Automatic Data Common Stock (ADP)	0.1	$144k		522.00	276.58	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$133k		1.7k	78.03	View chart
Visa Common Stock (V)	0.1	$132k		478.00	275.18	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$126k		1.0k	126.18	View chart
Home Depot Common Stock (HD)	0.1	$126k		311.00	405.67	View chart
Phillips 66 Common Stock (PSX)	0.1	$125k	-27%	950.00	131.45	View chart
Valero Energy Common Stock (VLO)	0.1	$123k		910.00	135.03	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$122k	-24%	1.0k	121.44	View chart
First Trust MF Closed and MF Open (XMAR)	0.1	$117k		3.3k	35.49	View chart
Travelers Cos Common Stock (TRV)	0.1	$117k		500.00	234.12	View chart
First Trust MF Closed and MF Open (DJAN)	0.1	$115k		3.0k	38.17	View chart
RBB MF Closed and MF Open (TMFC)	0.0	$112k	-7%	2.0k	56.25	View chart
Ebay Common Stock (EBAY)	0.0	$111k		1.7k	65.11	View chart
Northrop Grumman Common Stock (NOC)	0.0	$111k		210.00	528.07	View chart
Crawford & Company Common Stock (CRD.A)	0.0	$110k		10k	10.97	View chart
Linde Common Stock (LIN)	0.0	$110k		230.00	476.86	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.0	$106k		730.00	145.39	View chart
Abbvie Common Stock (ABBV)	0.0	$105k		533.00	197.48	View chart
Blackstone Common Stock (BX)	0.0	$105k		686.00	153.13	View chart
First Trust MF Closed and MF Open (FMHI)	0.0	$104k		2.1k	49.40	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$97k		1.5k	64.60	View chart
Bristol Myers Common Stock (BMY)	0.0	$97k		1.9k	51.74	View chart
Mondelez International Common Stock (MDLZ)	0.0	$96k		1.3k	73.67	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$94k	-31%	2.4k	40.05	View chart
Novo Nordisk Common Stock (NVO)	0.0	$94k		790.00	119.07	View chart
Thermo Fisher Common Stock (TMO)	0.0	$93k		150.00	618.57	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$92k		788.00	116.96	View chart
Eli Lilly Common Stock (LLY)	0.0	$92k		104.00	885.94	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$87k		822.00	105.63	View chart
United Airlines Common Stock (UAL)	0.0	$86k		1.5k	57.06	View chart
Procter & Gamble Common Stock (PG)	0.0	$83k		479.00	173.20	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$81k		950.00	84.79	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$79k		842.00	93.85	View chart
Pfizer Common Stock (PFE)	0.0	$74k	-12%	2.6k	28.94	View chart
Rtx Corp Common Stock (RTX)	0.0	$74k		610.00	121.16	View chart
Oracle Corp Common Stock (ORCL)	0.0	$74k		433.00	170.40	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$73k		535.00	135.44	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$72k		357.00	202.76	View chart
Coca Cola Company Common Stock (KO)	0.0	$71k		994.00	71.86	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$71k		122.00	584.68	View chart
Marriott Intl Common Stock (MAR)	0.0	$69k		277.00	248.60	View chart
3m Company Common Stock (MMM)	0.0	$68k		500.00	136.70	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$67k		1.0k	65.83	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$66k		5.3k	12.40	View chart
Fortune Brands Common Stock (FBIN)	0.0	$64k		715.00	89.53	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$63k		2.0k	30.80	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$61k		1.2k	51.96	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$61k		1.4k	42.26	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$61k		533.00	114.01	View chart
Philip Morris Common Stock (PM)	0.0	$59k		487.00	121.40	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$58k		570.00	102.32	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$58k	-84%	1.2k	47.53	View chart
Wec Energy Common Stock (WEC)	0.0	$58k		600.00	96.18	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$58k		273.00	210.86	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$57k		1.6k	35.66	View chart
Parsons Corp Common Stock (PSN)	0.0	$56k		542.00	103.68	View chart
Emerson Electric Common Stock (EMR)	0.0	$56k		508.00	109.26	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$55k		181.00	304.51	View chart
Walmart Common Stock (WMT)	0.0	$54k		669.00	80.75	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$54k		445.00	120.33	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.0	$51k		1.0k	50.94	View chart
Qualcomm Common Stock (QCOM)	0.0	$50k		295.00	170.05	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.0	$50k		473.00	105.66	View chart
Cameco Corp Common Stock (CCJ)	0.0	$48k		1.0k	47.76	View chart
First Trust MF Closed and MF Open (GSEP)	0.0	$47k	+799%	1.3k	34.58	View chart
Tellurian Common Stock (TELL)	0.0	$46k	+82%	48k	0.97	View chart
Southern Company Common Stock (SO)	0.0	$46k		508.00	90.18	View chart
Verizon Communications Common Stock (VZ)	0.0	$45k		1.0k	44.91	View chart
Sector Energy MF Closed and MF Open (XLE)	0.0	$44k		500.00	87.80	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$44k		404.00	108.18	View chart
Kellanova Common Stock (K)	0.0	$41k		504.00	80.71	View chart
Meta Platforms Common Stock (META)	0.0	$41k		71.00	572.44	View chart
Lowes Companies Common Stock (LOW)	0.0	$41k		150.00	270.85	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$40k	-19%	411.00	97.95	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.0	$40k		1.0k	39.55	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$39k		775.00	50.74	View chart
Clough Global MF Closed and MF Open (GLO)	0.0	$39k		7.1k	5.45	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$38k		1.0k	37.34	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$37k		3.3k	11.00	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$35k		199.00	173.67	View chart
Bank America Common Stock (BAC)	0.0	$34k		847.00	39.68	View chart
Prudential Financial Common Stock (PRU)	0.0	$33k		269.00	121.10	View chart
Amgen Common Stock (AMGN)	0.0	$32k		100.00	322.21	View chart
Block H&r Common Stock (HRB)	0.0	$32k		500.00	63.55	View chart
Tjx Cos Common Stock (TJX)	0.0	$32k		270.00	117.54	View chart
Intuit Common Stock (INTU)	0.0	$31k		50.00	621.00	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$31k		696.00	44.46	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$30k		517.00	58.32	View chart
Asml Holding Common Stock (ASML)	0.0	$29k		35.00	833.26	View chart
Discover Financial Common Stock (DFS)	0.0	$28k		200.00	140.29	View chart
Huntington Ingalls Common Stock (HII)	0.0	$28k		106.00	264.38	View chart
Viatris Common Stock (VTRS)	0.0	$27k		2.4k	11.61	View chart
Chemours Company Common Stock (CC)	0.0	$27k		1.3k	20.32	View chart
Carrier Global Common Stock (CARR)	0.0	$27k		335.00	80.49	View chart
Cisco Systems Common Stock (CSCO)	0.0	$27k		505.00	53.22	View chart
Xcel Energy Common Stock (XEL)	0.0	$27k		410.00	65.30	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.0	$25k		1.3k	19.81	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$24k		99.00	246.47	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$24k		1.2k	20.03	View chart
Uber Technologies Common Stock (UBER)	0.0	$24k		321.00	75.16	View chart
Roblox Corp Common Stock (RBLX)	0.0	$24k		530.00	44.26	View chart
Lpl Financial Common Stock (LPLA)	0.0	$23k		100.00	232.63	View chart
Fs Credit MF Closed and MF Open (FSCO)	0.0	$23k		3.7k	6.35	View chart
Organon & Co Common Stock (OGN)	0.0	$23k		1.2k	19.13	View chart
Pnc Financial Common Stock (PNC)	0.0	$22k		120.00	184.85	View chart
Eastman Chemical Common Stock (EMN)	0.0	$22k	-60%	197.00	112.23	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$22k		480.00	45.24	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$21k		513.00	41.77	View chart
Ford Motor Common Stock (F)	0.0	$21k		2.0k	10.56	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$21k		200.00	102.58	View chart
Ethan Allen Common Stock (ETD)	0.0	$21k		643.00	31.89	View chart
Carnival Corp Common Stock (CCL)	0.0	$20k		1.1k	18.48	View chart
Mckesson Corp Common Stock (MCK)	0.0	$20k		40.00	494.43	View chart
One Gas Common Stock (OGS)	0.0	$19k		250.00	74.42	View chart
Pepsico Common Stock (PEP)	0.0	$18k		105.00	170.05	View chart
Royal Caribbean Common Stock (RCL)	0.0	$18k		100.00	177.36	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$18k		175.00	101.25	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$17k		167.00	103.94	View chart
KBR Common Stock (KBR)	0.0	$17k		260.00	65.13	View chart
Mc Cormick Common Stock (MKC)	0.0	$17k		200.00	82.30	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$16k		295.00	55.43	View chart
Mastercard Common Stock (MA)	0.0	$15k		31.00	493.03	View chart
Coterra Energy Common Stock (CTRA)	0.0	$14k		600.00	23.95	View chart
Direxion Daily MF Closed and MF Open (SPXL)	0.0	$14k		86.00	163.95	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$14k		61.00	223.08	View chart
Masterbrand Common Stock (MBC)	0.0	$13k		715.00	18.54	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$13k		104.00	120.37	View chart
Eog Resources Common Stock (EOG)	0.0	$12k		100.00	122.93	View chart
Etfs American MF Closed and MF Open (ACVF)	0.0	$12k		280.00	43.65	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$12k		25.00	465.08	View chart
Mattel Common Stock (MAT)	0.0	$11k		600.00	19.05	View chart
Etf Solutions MF Closed and MF Open (MAGA)	0.0	$11k		230.00	49.04	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$11k		300.00	37.20	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$10k		200.00	51.54	View chart
Hewlett Packard Common Stock (HPE)	0.0	$10k		502.00	20.46	View chart
At&t Common Stock (T)	0.0	$10k	-68%	465.00	22.00	View chart
Garmin Common Stock (GRMN)	0.0	$9.7k		55.00	176.04	View chart
Wells Fargo Common Stock (WFC)	0.0	$8.8k		155.00	56.49	View chart
Solventum Corp Common Stock (SOLV)	0.0	$8.7k		125.00	69.72	View chart
Accenture Common Stock (ACN)	0.0	$8.5k		24.00	353.50	View chart
Sempra Common Stock (SRE)	0.0	$8.4k		100.00	83.63	View chart
General Mills Common Stock (GIS)	0.0	$8.1k		110.00	73.85	View chart
Aramark Common Stock (ARMK)	0.0	$7.7k		200.00	38.73	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$7.6k		400.00	19.01	View chart
Boeing Company Common Stock (BA)	0.0	$7.6k		50.00	152.04	View chart
Danaher Corp Common Stock (DHR)	0.0	$7.2k		26.00	278.04	View chart
Arm Holdings Common Stock (ARM)	0.0	$7.2k		50.00	143.02	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$7.2k		110.00	65.00	View chart
Main Street Common Stock (MAIN)	0.0	$6.8k		135.00	50.14	View chart
Hubspot Common Stock (HUBS)	0.0	$6.4k		12.00	531.58	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$6.2k		65.00	95.95	View chart
Chesapeake Energy Common Stock (CHK)	0.0	$6.1k		74.00	82.26	View chart
Nike Common Stock (NKE)	0.0	$5.3k		60.00	88.40	View chart
Enbridge Common Stock (ENB)	0.0	$4.5k		111.00	40.42	View chart
Mgm Resorts Common Stock (MGM)	0.0	$3.9k		100.00	39.09	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$3.9k	NEW	14.00	276.79	View chart
BP Common Stock (BP)	0.0	$3.1k		100.00	31.39	View chart
Huntsman Corp Common Stock (HUN)	0.0	$2.9k		121.00	24.20	View chart
Zimvie Common Stock (ZIMV)	0.0	$2.6k		163.00	15.87	View chart
Constellation Energy Common Stock (CEG)	0.0	$2.3k		9.00	260.00	View chart
Wk Kellogg Common Stock (KLG)	0.0	$2.2k		126.00	17.11	View chart
Netflix Common Stock (NFLX)	0.0	$2.1k		3.00	709.33	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.8k	NEW	23.00	78.39	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.0	$1.7k		50.00	34.30	View chart
Dutch Bros Common Stock (BROS)	0.0	$1.6k	NEW	50.00	32.04	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.6k		24.00	65.17	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.5k		65.00	22.98	View chart
Vestis Corp Common Stock (VSTS)	0.0	$1.5k		100.00	14.90	View chart
Copart Common Stock (CPRT)	0.0	$1.5k		28.00	52.39	View chart
Zoom Video Common Stock (ZM)	0.0	$1.4k		20.00	69.75	View chart
Sap Se Common Stock (SAP)	0.0	$1.4k		6.00	229.17	View chart
Cadence Design Common Stock (CDNS)	0.0	$1.4k		5.00	271.00	View chart
Adobe Common Stock (ADBE)	0.0	$1.0k		2.00	518.00	View chart
Synopsys Common Stock (SNPS)	0.0	$1.0k		2.00	506.50	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$1.0k		34.00	29.74	View chart
Warner Bros Common Stock (WBD)	0.0	$924.000000	-68%	112.00	8.25	View chart
Trump Media Common Stock (DJT)	0.0	$804.000000		50.00	16.08	View chart
Gamestop Corp Common Stock (GME)	0.0	$459.000000		20.00	22.95	View chart
Fastly Common Stock (FSLY)	0.0	$379.000000		50.00	7.58	View chart
Celsius Holdings Common Stock (CELH)	0.0	$375.999600		12.00	31.33	View chart
Organigram Hldgs Common Stock (OGI)	0.0	$227.997000		126.00	1.81	View chart
Wabtec Common Stock (WAB)	0.0	$182.000000		1.00	182.00	View chart

Past Filings by Tanglewood Legacy Advisors

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

Tanglewood Legacy Advisors 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

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