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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 51.23% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSV, GNOV, AAPL, FDEC, DNOV, AMZN, FNOV, JPM, GDEC, VFH.
Started 23 new stock positions in VBR, VB, TGT, MDYG, FNDX, IGV, GOCT, MSTR, PRFZ, VXUS. FNDB, IMCG, VFH, VOE, AMT, WDS, FXL, FDL, MGK, MYD, RSP, QTEC, MGV.
Reduced shares in these 10 stocks: DAPR, DMAY, PAAA, TMFC, TRMK, NVO, DOCT, GMAY, DJUN, FJUN.
Sold out of its positions in FSCO, TBLL, LPLA, MKC, NVO, TMFC, TELL.
Tanglewood Legacy Advisors was a net buyer of stock by $7.0M.
Tanglewood Legacy Advisors has $234M in assets under management (AUM), dropping by 3.91%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 299 positions in its portfolio as reported in the December 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)	22.8	$53M	+3%	576k	92.59	View chart
Ishares S&p MF Closed and MF Open (IUSG)	19.8	$46M		332k	139.35	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.2	$7.4M		84k	88.40	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.9	$6.8M		17k	401.58	View chart
First Trust MF Closed and MF Open (DMAY)	2.6	$6.1M	-2%	149k	40.74	View chart
First Trust MF Closed and MF Open (FMAY)	2.6	$6.0M		127k	47.43	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	2.3	$5.3M	-2%	105k	51.20	View chart
Ishares Russell MF Closed and MF Open (IWD)	2.2	$5.1M		28k	185.13	View chart
First Trust MF Closed and MF Open (FAPR)	2.1	$4.8M		117k	41.29	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.9	$4.4M		7.5k	586.08	View chart
Apple Common Stock (AAPL)	1.8	$4.2M	+16%	17k	250.42	View chart
First Trust MF Closed and MF Open (DAPR)	1.5	$3.4M	-3%	92k	37.21	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.3	$2.9M	+5%	5.7k	511.23	View chart
Sm Energy Common Stock (SM)	1.2	$2.9M		74k	38.76	View chart
First Trust MF Closed and MF Open (DNOV)	1.2	$2.8M	+15%	65k	42.87	View chart
Ishares Msci MF Closed and MF Open (USMV)	1.1	$2.6M		30k	88.79	View chart
Dimensional Us MF Closed and MF Open (DFAU)	1.0	$2.4M		58k	40.49	View chart
First Trust MF Closed and MF Open (FJUN)	1.0	$2.3M	-3%	44k	51.38	View chart
First Trust MF Closed and MF Open (GFEB)	0.9	$2.1M		58k	37.35	View chart
First Trust MF Closed and MF Open (DJUN)	0.9	$2.1M	-3%	49k	43.28	View chart
First Trust MF Closed and MF Open (GAUG)	0.9	$2.1M		60k	35.28	View chart
Caterpillar Common Stock (CAT)	0.7	$1.7M		4.7k	362.74	View chart
X Trackers MF Closed and MF Open (DBEF)	0.7	$1.7M		41k	41.40	View chart
First Trust MF Closed and MF Open (GMAY)	0.7	$1.6M	-5%	43k	36.89	View chart
Southwest Airlines Common Stock (LUV)	0.7	$1.6M		47k	33.62	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.5M		2.6k	588.64	View chart
First Trust MF Closed and MF Open (GJAN)	0.6	$1.5M		39k	38.65	View chart
First Trust MF Closed and MF Open (FDEC)	0.6	$1.4M	+53%	33k	44.58	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$1.4M		3.4k	421.47	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.6	$1.4M		14k	96.93	View chart
First Trust MF Closed and MF Open (FNOV)	0.6	$1.3M	+34%	28k	47.82	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.6	$1.3M		27k	48.25	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.3M		10k	128.62	View chart
Merck & Company Common Stock (MRK)	0.5	$1.2M		12k	99.48	View chart
First Trust MF Closed and MF Open (GAPR)	0.5	$1.1M		29k	37.49	View chart
First Trust MF Closed and MF Open (GJUN)	0.5	$1.1M		29k	36.00	View chart
First Trust MF Closed and MF Open (FJAN)	0.4	$1.0M		23k	45.90	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$1.0M	+7%	2.5k	410.44	View chart
Ab Active MF Closed and MF Open (ILOW)	0.4	$919k		27k	34.08	View chart
Exxon Mobil Common Stock (XOM)	0.4	$905k		8.4k	107.57	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$887k	+11%	6.1k	144.62	View chart
First Trust MF Closed and MF Open (GNOV)	0.4	$821k	+334%	24k	34.98	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.3	$791k		32k	24.86	View chart
First Trust MF Closed and MF Open (FOCT)	0.3	$786k		18k	42.63	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$763k		21k	36.67	View chart
Chevron Corp Common Stock (CVX)	0.3	$720k	+18%	5.0k	144.85	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$708k	+9%	4.2k	169.30	View chart
Genuine Parts Common Stock (GPC)	0.3	$697k		6.0k	116.76	View chart
First Trust MF Closed and MF Open (DAUG)	0.3	$673k	-5%	17k	39.68	View chart
Amazon Common Stock (AMZN)	0.3	$636k	+127%	2.9k	219.39	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$634k		14k	46.54	View chart
First Trust MF Closed and MF Open (GDEC)	0.3	$602k	+98%	18k	33.73	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$569k	+8%	4.5k	127.59	View chart
Nextera Energy Common Stock (NEE)	0.2	$559k		7.8k	71.69	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$548k		13k	41.25	View chart
First Trust MF Closed and MF Open (GMAR)	0.2	$544k		15k	37.46	View chart
Tesla Common Stock (TSLA)	0.2	$543k		1.3k	403.84	View chart
First Trust MF Closed and MF Open (FJUL)	0.2	$528k		11k	48.97	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$521k	+28%	2.7k	195.83	View chart
Cullen Frost Common Stock (CFR)	0.2	$510k		3.8k	134.25	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.2	$477k	+13%	6.8k	70.00	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$453k		7.4k	61.37	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$451k	+92%	994.00	453.28	View chart
First Trust MF Closed and MF Open (DFEB)	0.2	$445k		10k	42.69	View chart
First Trust MF Closed and MF Open (DJUL)	0.2	$435k		10k	41.98	View chart
Ge Aerospace Common Stock (GE)	0.2	$426k		2.6k	166.79	View chart
First Trust MF Closed and MF Open (FPE)	0.2	$421k		24k	17.70	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$419k	-17%	11k	39.37	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$414k		1.8k	232.52	View chart
First Trust MF Closed and MF Open (FFEB)	0.2	$413k		8.3k	49.77	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$397k	+506%	1.7k	239.71	View chart
American Express Common Stock (AXP)	0.2	$370k		1.2k	296.79	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$364k	+200%	14k	26.07	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$331k		3.2k	104.28	View chart
Conocophillips Common Stock (COP)	0.1	$322k	+80%	3.2k	99.17	View chart
Deere & Co Common Stock (DE)	0.1	$297k		700.00	423.70	View chart
First Trust MF Closed and MF Open (DDEC)	0.1	$290k		7.2k	40.14	View chart
Texas Instruments Common Stock (TXN)	0.1	$287k		1.5k	187.51	View chart
Walt Disney Common Stock (DIS)	0.1	$280k		2.5k	111.35	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.1	$273k	NEW	2.3k	118.07	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$258k		478.00	538.81	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$251k	+2%	1.9k	132.10	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$251k		9.9k	25.37	View chart
Goldman Sachs Common Stock (GS)	0.1	$241k	-10%	420.00	572.62	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$240k		7.7k	31.36	View chart
United Parcel Common Stock (UPS)	0.1	$219k		1.7k	126.10	View chart
Costco Wholesale Common Stock (COST)	0.1	$210k		229.00	916.27	View chart
Ge Vernova Common Stock (GEV)	0.1	$210k		637.00	328.93	View chart
Alphabet Common Stock (GOOG)	0.1	$210k	-15%	1.1k	190.44	View chart
Broadcom Common Stock (AVGO)	0.1	$209k		900.00	231.84	View chart
Vulcan Materials Common Stock (VMC)	0.1	$206k		800.00	257.23	View chart
Intl Business Common Stock (IBM)	0.1	$204k		930.00	219.83	View chart
Cion Investment Common Stock (CION)	0.1	$192k		17k	11.40	View chart
Oneok Common Stock (OKE)	0.1	$182k	-2%	1.8k	100.40	View chart
Fiserv Common Stock (FI)	0.1	$179k		872.00	205.42	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$173k	-13%	2.5k	70.28	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$172k		1.6k	105.63	View chart
Target Corp Common Stock (TGT)	0.1	$170k	NEW	1.3k	135.18	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$164k		2.6k	62.31	View chart
Cigna Group Common Stock (CI)	0.1	$159k		576.00	276.14	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$158k	NEW	2.1k	75.53	View chart
Altria Group Common Stock (MO)	0.1	$153k		2.9k	52.29	View chart
Automatic Data Common Stock (ADP)	0.1	$153k		522.00	292.57	View chart
Visa Common Stock (V)	0.1	$151k		479.00	315.71	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$146k		1.7k	85.35	View chart
United Airlines Common Stock (UAL)	0.1	$146k		1.5k	97.10	View chart
Shell Common Stock (SHEL)	0.1	$138k	-32%	2.2k	62.65	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$135k		1.0k	134.29	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$129k		1.0k	128.82	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$127k	NEW	727.00	175.23	View chart
Home Depot Common Stock (HD)	0.1	$121k		312.00	388.84	View chart
Travelers Cos Common Stock (TRV)	0.1	$120k		500.00	240.89	View chart
First Trust MF Closed and MF Open (XMAR)	0.1	$120k		3.3k	36.20	View chart
Blackstone Common Stock (BX)	0.1	$119k		690.00	172.29	View chart
First Trust MF Closed and MF Open (DJAN)	0.1	$117k		3.0k	39.08	View chart
Crawford & Company Common Stock (CRD.A)	0.0	$116k		10k	11.56	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.0	$113k		730.00	154.96	View chart
Valero Energy Common Stock (VLO)	0.0	$112k		910.00	122.59	View chart
Phillips 66 Common Stock (PSX)	0.0	$108k		950.00	113.93	View chart
Trustmark Corp Common Stock (TRMK)	0.0	$106k	-50%	3.0k	35.37	View chart
Ebay Common Stock (EBAY)	0.0	$106k		1.7k	61.95	View chart
Bristol Myers Common Stock (BMY)	0.0	$106k		1.9k	56.56	View chart
Alphabet Common Stock (GOOGL)	0.0	$106k	-36%	558.00	189.30	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$105k	+59%	1.3k	78.18	View chart
First Trust MF Closed and MF Open (FMHI)	0.0	$101k		2.1k	48.29	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.0	$100k	NEW	1.7k	58.93	View chart
Northrop Grumman Common Stock (NOC)	0.0	$99k		210.00	469.29	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$99k	NEW	4.2k	23.68	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$98k	NEW	661.00	148.55	View chart
Schwab Fundamental MF Closed and MF Open (FNDB)	0.0	$98k	NEW	4.2k	23.26	View chart
Linde Common Stock (LIN)	0.0	$96k		230.00	418.67	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$95k		2.4k	40.55	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$95k	NEW	506.00	188.28	View chart
Abbvie Common Stock (ABBV)	0.0	$95k		533.00	177.70	View chart
Invesco Ftse MF Closed and MF Open (PRFZ)	0.0	$91k	NEW	2.2k	41.61	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$89k		1.5k	58.79	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$87k		822.00	105.50	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$86k	NEW	433.00	198.18	View chart
Procter & Gamble Common Stock (PG)	0.0	$80k		479.00	167.65	View chart
Eli Lilly Common Stock (LLY)	0.0	$80k		104.00	772.00	View chart
Thermo Fisher Common Stock (TMO)	0.0	$78k		150.00	520.23	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$78k	NEW	775.00	100.12	View chart
Mondelez International Common Stock (MDLZ)	0.0	$77k		1.3k	59.73	View chart
Marriott Intl Common Stock (MAR)	0.0	$77k		277.00	278.94	View chart
Oracle Corp Common Stock (ORCL)	0.0	$72k		433.00	166.64	View chart
Rtx Corp Common Stock (RTX)	0.0	$71k		610.00	115.72	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$71k	NEW	436.00	161.77	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$71k		535.00	131.76	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$69k		1.2k	56.77	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$69k	NEW	200.00	343.41	View chart
American Tower Common Stock (AMT)	0.0	$68k	NEW	372.00	183.41	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$68k		950.00	71.56	View chart
Pfizer Common Stock (PFE)	0.0	$68k		2.6k	26.53	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$68k		1.0k	66.77	View chart
3m Company Common Stock (MMM)	0.0	$65k		500.00	129.09	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$64k	-14%	307.00	206.92	View chart
Emerson Electric Common Stock (EMR)	0.0	$63k		508.00	123.81	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$63k		2.0k	30.78	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$62k		1.4k	43.27	View chart
Coca Cola Company Common Stock (KO)	0.0	$62k		994.00	62.26	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$62k		122.00	505.86	View chart
Walmart Common Stock (WMT)	0.0	$60k		669.00	90.35	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$60k		533.00	113.11	View chart
Philip Morris Common Stock (PM)	0.0	$59k		487.00	120.35	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$58k		570.00	102.28	View chart
Wec Energy Common Stock (WEC)	0.0	$56k		600.00	94.04	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$55k		445.00	123.53	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$54k	NEW	433.00	124.91	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$54k	-40%	468.00	115.22	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$53k		1.6k	32.99	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$53k		181.00	289.89	View chart
Cameco Corp Common Stock (CCJ)	0.0	$51k		1.0k	51.39	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.0	$51k		1.0k	50.71	View chart
First Trust MF Closed and MF Open (GOCT)	0.0	$50k	NEW	1.4k	34.99	View chart
Parsons Corp Common Stock (PSN)	0.0	$50k		542.00	92.25	View chart
Fortune Brands Common Stock (FBIN)	0.0	$49k		715.00	68.33	View chart
First Trust MF Closed and MF Open (GSEP)	0.0	$47k		1.3k	35.04	View chart
Blackrock Muniyield MF Closed and MF Open (MYD)	0.0	$47k	NEW	4.5k	10.39	View chart
Qualcomm Common Stock (QCOM)	0.0	$45k		295.00	153.62	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$44k	NEW	1.1k	40.26	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$43k		404.00	106.04	View chart
Sector Energy MF Closed and MF Open (XLE)	0.0	$43k		500.00	85.66	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$42k		3.3k	12.71	View chart
Southern Company Common Stock (SO)	0.0	$42k		508.00	82.32	View chart
Meta Platforms Common Stock (META)	0.0	$42k		71.00	585.52	View chart
Kellanova Common Stock (K)	0.0	$41k		504.00	80.97	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$40k		411.00	97.80	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.0	$40k		1.0k	39.56	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$39k		199.00	197.49	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$39k		775.00	50.37	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$39k		1.0k	38.17	View chart
Bank America Common Stock (BAC)	0.0	$37k		847.00	43.95	View chart
Lowes Companies Common Stock (LOW)	0.0	$37k		150.00	246.80	View chart
Clough Global MF Closed and MF Open (GLO)	0.0	$36k		7.1k	5.12	View chart
Discover Financial Common Stock (DFS)	0.0	$35k		200.00	173.23	View chart
Verizon Communications Common Stock (VZ)	0.0	$34k	-15%	850.00	39.99	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$33k		696.00	47.86	View chart
Tjx Cos Common Stock (TJX)	0.0	$33k		270.00	120.81	View chart
Prudential Financial Common Stock (PRU)	0.0	$32k		269.00	118.53	View chart
Intuit Common Stock (INTU)	0.0	$31k		50.00	628.50	View chart
Roblox Corp Common Stock (RBLX)	0.0	$31k		530.00	57.86	View chart
Cisco Systems Common Stock (CSCO)	0.0	$30k		505.00	59.20	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$30k	-49%	2.7k	11.04	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$29k		517.00	56.88	View chart
Viatris Common Stock (VTRS)	0.0	$29k		2.4k	12.45	View chart
Xcel Energy Common Stock (XEL)	0.0	$28k		410.00	67.52	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$28k	-54%	539.00	51.01	View chart
Carnival Corp Common Stock (CCL)	0.0	$27k		1.1k	24.92	View chart
Block H&r Common Stock (HRB)	0.0	$26k		500.00	52.84	View chart
Amgen Common Stock (AMGN)	0.0	$26k		100.00	260.64	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$25k	NEW	104.00	240.28	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.0	$25k		1.3k	19.36	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$24k		1.2k	20.01	View chart
Asml Holding Common Stock (ASML)	0.0	$24k		35.00	693.09	View chart
Pnc Financial Common Stock (PNC)	0.0	$23k		120.00	192.85	View chart
Royal Caribbean Common Stock (RCL)	0.0	$23k		100.00	231.16	View chart
Carrier Global Common Stock (CARR)	0.0	$23k		335.00	68.26	View chart
Mckesson Corp Common Stock (MCK)	0.0	$23k		40.00	569.90	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$23k		300.00	75.63	View chart
Chemours Company Common Stock (CC)	0.0	$23k		1.3k	16.90	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$23k		99.00	228.04	View chart
Woodside Energy Common Stock (WDS)	0.0	$21k	NEW	1.4k	15.60	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$21k		480.00	42.97	View chart
Huntington Ingalls Common Stock (HII)	0.0	$20k		106.00	188.97	View chart
Ford Motor Common Stock (F)	0.0	$20k		2.0k	9.90	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$20k		200.00	98.47	View chart
Uber Technologies Common Stock (UBER)	0.0	$19k		321.00	60.32	View chart
Ethan Allen Common Stock (ETD)	0.0	$18k		643.00	28.11	View chart
Eastman Chemical Common Stock (EMN)	0.0	$18k		197.00	91.55	View chart
Organon & Co Common Stock (OGN)	0.0	$18k		1.2k	14.92	View chart
One Gas Common Stock (OGS)	0.0	$17k		250.00	69.25	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$17k		177.00	96.79	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$16k		295.00	55.42	View chart
Mastercard Common Stock (MA)	0.0	$16k		31.00	526.39	View chart
Pepsico Common Stock (PEP)	0.0	$16k		105.00	152.06	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$16k	-19%	413.00	37.53	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$16k		167.00	92.61	View chart
Coterra Energy Common Stock (CTRA)	0.0	$15k		600.00	25.54	View chart
KBR Common Stock (KBR)	0.0	$15k		260.00	57.93	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$13k		61.00	212.41	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$13k		104.00	121.59	View chart
Eog Resources Common Stock (EOG)	0.0	$12k		100.00	122.58	View chart
Etfs American MF Closed and MF Open (ACVF)	0.0	$12k		280.00	43.72	View chart
Garmin Common Stock (GRMN)	0.0	$11k		55.00	206.25	View chart
Wells Fargo Common Stock (WFC)	0.0	$11k		155.00	70.24	View chart
Etf Solutions MF Closed and MF Open (MAGA)	0.0	$11k		230.00	47.33	View chart
Hewlett Packard Common Stock (HPE)	0.0	$11k		502.00	21.35	View chart
Mattel Common Stock (MAT)	0.0	$11k		600.00	17.73	View chart
At&t Common Stock (T)	0.0	$11k		465.00	22.77	View chart
Masterbrand Common Stock (MBC)	0.0	$10k		715.00	14.61	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$10k		25.00	402.72	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$9.9k		200.00	49.41	View chart
Boeing Company Common Stock (BA)	0.0	$8.9k		50.00	177.00	View chart
Sempra Common Stock (SRE)	0.0	$8.8k		100.00	87.72	View chart
Direxion Daily MF Closed and MF Open (SPXL)	0.0	$8.8k	-39%	52.00	168.69	View chart
Accenture Common Stock (ACN)	0.0	$8.4k		24.00	351.79	View chart
Hubspot Common Stock (HUBS)	0.0	$8.4k		12.00	696.75	View chart
Solventum Corp Common Stock (SOLV)	0.0	$8.3k		125.00	66.06	View chart
Main Street Common Stock (MAIN)	0.0	$7.9k		135.00	58.58	View chart
Aramark Common Stock (ARMK)	0.0	$7.5k		200.00	37.31	View chart
Expand Energy Common Stock (EXE)	0.0	$7.4k		74.00	99.55	View chart
General Mills Common Stock (GIS)	0.0	$7.0k		110.00	63.77	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$7.0k		400.00	17.41	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$6.4k		110.00	58.27	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$6.3k		65.00	96.52	View chart
Arm Holdings Common Stock (ARM)	0.0	$6.2k		50.00	123.36	View chart
Danaher Corp Common Stock (DHR)	0.0	$6.0k		26.00	229.54	View chart
Enbridge Common Stock (ENB)	0.0	$4.7k		111.00	42.24	View chart
Nike Common Stock (NKE)	0.0	$4.5k		60.00	75.67	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$4.0k		14.00	288.86	View chart
Mgm Resorts Common Stock (MGM)	0.0	$3.5k		100.00	34.65	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.0	$3.4k	NEW	39.00	86.90	View chart
BP Common Stock (BP)	0.0	$3.0k		100.00	29.56	View chart
Netflix Common Stock (NFLX)	0.0	$2.7k		3.00	891.33	View chart
Dutch Bros Common Stock (BROS)	0.0	$2.6k		50.00	52.38	View chart
Microstrategy Common Stock (MSTR)	0.0	$2.6k	NEW	9.00	289.67	View chart
Zimvie Common Stock (ZIMV)	0.0	$2.3k		163.00	13.95	View chart
Wk Kellogg Common Stock (KLG)	0.0	$2.3k		126.00	17.99	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$2.2k		65.00	34.60	View chart
Huntsman Corp Common Stock (HUN)	0.0	$2.2k		121.00	18.03	View chart
Constellation Energy Common Stock (CEG)	0.0	$2.0k		9.00	223.67	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.0	$1.7k		50.00	34.60	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.7k		23.00	74.74	View chart
Trump Media Common Stock (DJT)	0.0	$1.7k		50.00	34.10	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.7k		24.00	69.46	View chart
Zoom Communications Common Stock (ZM)	0.0	$1.6k		20.00	81.60	View chart
Copart Common Stock (CPRT)	0.0	$1.6k		28.00	57.39	View chart
Vestis Corp Common Stock (VSTS)	0.0	$1.5k		100.00	15.24	View chart
Cadence Design Common Stock (CDNS)	0.0	$1.5k		5.00	300.40	View chart
Sap Se Common Stock (SAP)	0.0	$1.5k		6.00	246.17	View chart
Warner Bros Common Stock (WBD)	0.0	$1.2k		112.00	10.57	View chart
Synopsys Common Stock (SNPS)	0.0	$971.000000		2.00	485.50	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$936.999200		34.00	27.56	View chart
Adobe Common Stock (ADBE)	0.0	$889.000000		2.00	444.50	View chart
Gamestop Corp Common Stock (GME)	0.0	$627.000000		20.00	31.35	View chart
Fastly Common Stock (FSLY)	0.0	$472.000000		50.00	9.44	View chart
Celsius Holdings Common Stock (CELH)	0.0	$315.999600		12.00	26.33	View chart
Organigram Hldgs Common Stock (OGI)	0.0	$202.998600		126.00	1.61	View chart
Wabtec Common Stock (WAB)	0.0	$190.000000		1.00	190.00	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 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

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