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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, PAAA, and represent 54.54% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSV, IUSG, FJUL, IWR, IWM, IWF, GJUL, GAUG, DAUG, IWD.
Started 5 new stock positions in IWM, MSIF, IBIT, DTCR, DOW.
Reduced shares in these 10 stocks: PAAA, CION, VFH, FSEP, JNJ, DSEP, GFEB, DFEB, VBR, PRFZ.
Sold out of its positions in AMLP, CION, SPXL, HPE, PRFZ, PLTR, VDC, VHT, VIS, VGT. VPU, VBR, VV, VB, Wk Kellogg.
Tanglewood Legacy Advisors was a net seller of stock by $-449k.
Tanglewood Legacy Advisors has $259M in assets under management (AUM), dropping by 6.21%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 273 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IUSV)	24.8	$64M	+2%	643k	99.95	View chart
Ishares S&p MF Closed and MF Open (IUSG)	20.3	$53M		319k	164.54	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.4	$8.7M	+3%	90k	96.55	View chart
Ishares Russell MF Closed and MF Open (IWF)	3.1	$8.1M	+2%	17k	468.41	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	2.9	$7.5M	-28%	146k	51.50	View chart
First Trust MF Closed and MF Open (FMAY)	2.2	$5.8M		111k	52.25	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.9	$4.9M	+2%	24k	203.59	View chart
First Trust MF Closed and MF Open (DMAY)	1.8	$4.7M		107k	44.32	View chart
First Trust MF Closed and MF Open (FAPR)	1.7	$4.3M		99k	43.50	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.6	$4.2M		6.2k	666.15	View chart
Apple Common Stock (AAPL)	1.5	$4.0M		16k	254.63	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.3	$3.4M		5.7k	600.37	View chart
First Trust MF Closed and MF Open (GJAN)	1.1	$2.9M		71k	41.67	View chart
First Trust MF Closed and MF Open (DNOV)	1.1	$2.9M		61k	46.82	View chart
First Trust MF Closed and MF Open (DAPR)	1.1	$2.8M		72k	38.64	View chart
First Trust MF Closed and MF Open (GFEB)	1.1	$2.8M	-3%	68k	40.57	View chart
First Trust MF Closed and MF Open (GAUG)	0.8	$2.2M	+9%	56k	38.61	View chart
Caterpillar Common Stock (CAT)	0.8	$2.2M	-3%	4.5k	477.12	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.8	$2.0M	-2%	21k	95.14	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.8	$2.0M		43k	46.42	View chart
First Trust MF Closed and MF Open (FJUN)	0.8	$2.0M		35k	55.95	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.8	$1.9M		43k	45.76	View chart
Sm Energy Common Stock (SM)	0.7	$1.9M		74k	24.97	View chart
First Trust MF Closed and MF Open (DJUN)	0.7	$1.8M		39k	46.50	View chart
First Trust MF Closed and MF Open (DFEB)	0.7	$1.8M	-5%	38k	46.54	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$1.8M		3.4k	517.97	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.6M		2.4k	669.40	View chart
First Trust MF Closed and MF Open (GMAY)	0.6	$1.6M		38k	40.47	View chart
First Trust MF Closed and MF Open (FDEC)	0.6	$1.5M		31k	49.24	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.5M		10k	145.65	View chart
Southwest Airlines Common Stock (LUV)	0.6	$1.5M		47k	31.91	View chart
First Trust MF Closed and MF Open (FNOV)	0.5	$1.3M		25k	52.89	View chart
First Trust MF Closed and MF Open (GNOV)	0.5	$1.2M		32k	38.05	View chart
First Trust MF Closed and MF Open (FJAN)	0.5	$1.2M		24k	50.15	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$1.1M		2.4k	479.61	View chart
First Trust MF Closed and MF Open (GJUN)	0.4	$1.1M	-2%	28k	38.88	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.4	$1.1M		10k	108.70	View chart
First Trust MF Closed and MF Open (GDEC)	0.4	$1.1M		29k	36.68	View chart
Merck & Company Common Stock (MRK)	0.4	$1.0M		12k	83.93	View chart
First Trust MF Closed and MF Open (GAPR)	0.4	$989k	-6%	25k	39.25	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$982k	-10%	5.3k	185.42	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$948k		30k	31.38	View chart
Ab Intl MF Closed and MF Open (ILOW)	0.4	$912k		21k	42.52	View chart
Exxon Mobil Common Stock (XOM)	0.3	$868k	-8%	7.7k	112.75	View chart
First Trust MF Closed and MF Open (DJUL)	0.3	$847k		18k	46.70	View chart
First Trust MF Closed and MF Open (FFEB)	0.3	$838k		15k	55.15	View chart
Chevron Corp Common Stock (CVX)	0.3	$781k		5.0k	155.28	View chart
Ge Aerospace Common Stock (GE)	0.3	$769k		2.6k	300.82	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$761k		4.1k	186.49	View chart
First Trust MF Closed and MF Open (FJUL)	0.3	$757k	+99%	14k	54.73	View chart
First Trust MF Closed and MF Open (GMAR)	0.3	$743k		19k	40.10	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$728k	+38%	18k	40.56	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$709k	+6%	14k	51.91	View chart
Genuine Parts Common Stock (GPC)	0.3	$703k		5.1k	138.60	View chart
First Trust MF Closed and MF Open (DJAN)	0.3	$660k		16k	42.14	View chart
Amazon Common Stock (AMZN)	0.2	$636k		2.9k	219.57	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$618k	-2%	4.4k	140.95	View chart
First Trust MF Closed and MF Open (FOCT)	0.2	$617k		13k	47.51	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$615k		13k	46.27	View chart
Nextera Energy Common Stock (NEE)	0.2	$589k		7.8k	75.49	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$582k		7.4k	78.90	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$573k		2.7k	215.79	View chart
Innovator Us MF Closed and MF Open (ZALT)	0.2	$564k		18k	31.88	View chart
First Trust MF Closed and MF Open (DAUG)	0.2	$556k	+22%	13k	43.63	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$519k		1.6k	315.43	View chart
Technology Select MF Closed and MF Open (XLK)	0.2	$502k		1.8k	281.86	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.2	$501k		6.8k	73.48	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$486k		966.00	502.74	View chart
Cullen Frost Common Stock (CFR)	0.2	$482k		3.8k	126.77	View chart
Broadcom Common Stock (AVGO)	0.2	$477k	-11%	1.4k	329.91	View chart
First Trust MF Closed and MF Open (DDEC)	0.2	$474k		11k	43.77	View chart
Tesla Common Stock (TSLA)	0.2	$465k	-8%	1.0k	444.72	View chart
First Trust MF Closed and MF Open (GSEP)	0.2	$433k		11k	38.08	View chart
American Express Common Stock (AXP)	0.2	$414k		1.2k	332.16	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$406k		14k	29.11	View chart
Ge Vernova Common Stock (GEV)	0.1	$388k		631.00	614.90	View chart
Pimco Dynamic MF Closed and MF Open (PDX)	0.1	$335k		13k	24.93	View chart
Goldman Sachs Common Stock (GS)	0.1	$335k		420.00	796.35	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.1	$333k		6.4k	52.12	View chart
First Trust MF Closed and MF Open (DOCT)	0.1	$325k		7.5k	43.20	View chart
Deere & Co Common Stock (DE)	0.1	$320k		700.00	457.26	View chart
Conocophillips Common Stock (COP)	0.1	$307k		3.2k	94.59	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$305k		9.7k	31.53	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$299k		2.6k	116.82	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$293k		478.00	612.38	View chart
Walt Disney Common Stock (DIS)	0.1	$288k		2.5k	114.50	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$276k	NEW	1.1k	241.96	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$272k		1.9k	140.05	View chart
Alphabet Common Stock (GOOG)	0.1	$268k		1.1k	243.55	View chart
Intl Business Common Stock (IBM)	0.1	$262k		930.00	282.16	View chart
Vulcan Materials Common Stock (VMC)	0.1	$246k		800.00	307.62	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$239k		7.7k	31.27	View chart
Texas Instruments Common Stock (TXN)	0.1	$219k		1.2k	183.73	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$215k		2.5k	87.31	View chart
Costco Wholesale Common Stock (COST)	0.1	$212k		229.00	925.63	View chart
Altria Group Common Stock (MO)	0.1	$194k		2.9k	66.06	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.1	$191k	-39%	1.5k	131.24	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$173k		2.1k	82.73	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$172k		2.6k	65.26	View chart
Cigna Group Common Stock (CI)	0.1	$164k		569.00	288.25	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$161k		1.6k	98.50	View chart
Ebay Common Stock (EBAY)	0.1	$155k		1.7k	90.95	View chart
Valero Energy Common Stock (VLO)	0.1	$155k		910.00	170.26	View chart
Visa Common Stock (V)	0.1	$146k	-3%	429.00	341.21	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$146k		1.0k	145.60	View chart
United Parcel Common Stock (UPS)	0.1	$145k		1.7k	83.53	View chart
United Airlines Common Stock (UAL)	0.1	$145k		1.5k	96.50	View chart
Automatic Data Common Stock (ADP)	0.1	$144k		490.00	293.33	View chart
First Trust MF Closed and MF Open (FSEP)	0.1	$143k	-45%	2.8k	50.54	View chart
Travelers Cos Common Stock (TRV)	0.1	$140k		500.00	279.22	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$138k		727.00	189.70	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.1	$137k		730.00	187.73	View chart
Alphabet Common Stock (GOOGL)	0.1	$136k		558.00	243.10	View chart
Shell Common Stock (SHEL)	0.1	$135k		1.9k	71.53	View chart
First Trust MF Closed and MF Open (XMAR)	0.0	$129k		3.3k	39.22	View chart
Phillips 66 Common Stock (PSX)	0.0	$129k		950.00	136.02	View chart
Northrop Grumman Common Stock (NOC)	0.0	$128k		210.00	609.32	View chart
Oneok Common Stock (OKE)	0.0	$125k		1.7k	72.97	View chart
Oracle Corp Common Stock (ORCL)	0.0	$122k		433.00	281.24	View chart
Blackstone Common Stock (BX)	0.0	$120k		705.00	170.73	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$116k		506.00	229.61	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$115k		1.7k	67.06	View chart
Fiserv Common Stock (FI)	0.0	$112k		872.00	128.93	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$111k		661.00	167.99	View chart
Abbvie Common Stock (ABBV)	0.0	$111k		478.00	231.54	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$109k		4.2k	26.30	View chart
Linde Common Stock (LIN)	0.0	$109k		230.00	475.00	View chart
Schwab Fundamental MF Closed and MF Open (FNDB)	0.0	$108k		4.2k	25.74	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$105k		1.2k	86.30	View chart
Rtx Corp Common Stock (RTX)	0.0	$102k		610.00	167.33	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$101k		1.3k	75.10	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$91k		822.00	110.38	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$89k		775.00	115.01	View chart
First Trust MF Closed and MF Open (GOCT)	0.0	$86k		2.2k	38.31	View chart
First Trust MF Closed and MF Open (FPE)	0.0	$86k	-27%	4.7k	18.24	View chart
Bristol Myers Common Stock (BMY)	0.0	$84k		1.9k	45.10	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$84k	-57%	1.9k	44.20	View chart
Cameco Corp Common Stock (CCJ)	0.0	$84k		1.0k	83.86	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$83k		535.00	154.23	View chart
Nvidia Corp Common Stock (NVDA)	0.0	$81k	-32%	435.00	186.58	View chart
Mondelez International Common Stock (MDLZ)	0.0	$81k		1.3k	62.47	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$81k		200.00	402.42	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$79k		950.00	83.20	View chart
Philip Morris Common Stock (PM)	0.0	$79k		487.00	162.20	View chart
Eli Lilly Common Stock (LLY)	0.0	$76k		100.00	763.00	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$76k		436.00	174.58	View chart
Home Depot Common Stock (HD)	0.0	$75k		185.00	404.29	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$74k		1.0k	72.26	View chart
Roblox Corp Common Stock (RBLX)	0.0	$73k		530.00	138.52	View chart
Marriott Intl Common Stock (MAR)	0.0	$72k		277.00	260.44	View chart
American Tower Common Stock (AMT)	0.0	$72k		372.00	192.32	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$71k		533.00	133.94	View chart
Wec Energy Common Stock (WEC)	0.0	$69k		600.00	114.59	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$67k		1.4k	46.39	View chart
Coca Cola Company Common Stock (KO)	0.0	$66k		994.00	66.32	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$65k		570.00	114.68	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$65k		2.0k	31.84	View chart
Procter & Gamble Common Stock (PG)	0.0	$62k	-15%	405.00	153.65	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$60k		433.00	137.74	View chart
Walmart Common Stock (WMT)	0.0	$57k		549.00	103.06	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.0	$55k		749.00	73.46	View chart
Emerson Electric Common Stock (EMR)	0.0	$53k		400.00	131.18	View chart
Pimco Dynamic MF Closed and MF Open (PDO)	0.0	$52k		3.7k	14.12	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.0	$51k		1.0k	51.04	View chart
Qualcomm Common Stock (QCOM)	0.0	$49k		295.00	166.36	View chart
Southern Company Common Stock (SO)	0.0	$48k		508.00	94.77	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$47k		1.1k	43.41	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$46k		150.00	303.89	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$45k		411.00	110.52	View chart
Meta Platforms Common Stock (META)	0.0	$45k		61.00	734.38	View chart
Pimco Access MF Closed and MF Open (PAXS)	0.0	$45k		2.7k	16.27	View chart
Energy Select MF Closed and MF Open (XLE)	0.0	$45k		500.00	89.34	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$45k		404.00	110.47	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.0	$44k		1.0k	43.99	View chart
Pfizer Common Stock (PFE)	0.0	$44k	-29%	1.7k	25.47	View chart
Capital One Common Stock (COF)	0.0	$43k		203.00	212.58	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$42k		165.00	256.45	View chart
Kellanova Common Stock (K)	0.0	$41k		504.00	82.02	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$41k		3.3k	12.37	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$41k		1.0k	40.77	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$40k		144.00	279.29	View chart
Bank America Common Stock (BAC)	0.0	$40k		775.00	51.59	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$39k		775.00	50.73	View chart
Tjx Cos Common Stock (TJX)	0.0	$39k		270.00	144.54	View chart
Msc Income Common Stock (MSIF)	0.0	$38k	NEW	2.9k	13.13	View chart
Fortune Brands Common Stock (FBIN)	0.0	$38k		715.00	53.39	View chart
Lowes Companies Common Stock (LOW)	0.0	$38k		150.00	251.31	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$35k		1.2k	28.87	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$35k		696.00	49.95	View chart
Cisco Systems Common Stock (CSCO)	0.0	$35k		505.00	68.42	View chart
Dow Common Stock (DOW)	0.0	$34k	NEW	1.5k	22.93	View chart
Intuit Common Stock (INTU)	0.0	$34k		50.00	682.92	View chart
Asml Holding Common Stock (ASML)	0.0	$34k		35.00	968.09	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$34k		517.00	65.21	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$33k		245.00	135.23	View chart
Xcel Energy Common Stock (XEL)	0.0	$33k		410.00	80.65	View chart
Royal Caribbean Common Stock (RCL)	0.0	$33k		101.00	323.89	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$33k		435.00	75.10	View chart
Carnival Corp Common Stock (CCL)	0.0	$32k		1.1k	28.91	View chart
Mckesson Corp Common Stock (MCK)	0.0	$31k		40.00	772.55	View chart
Huntington Ingalls Common Stock (HII)	0.0	$31k		106.00	287.91	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$30k		2.7k	11.10	View chart
Uber Technologies Common Stock (UBER)	0.0	$29k		300.00	97.97	View chart
Prudential Financial Common Stock (PRU)	0.0	$28k		269.00	103.74	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$27k		539.00	50.70	View chart
Block H&r Common Stock (HRB)	0.0	$25k		500.00	50.57	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$25k		77.00	328.17	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.0	$24k		1.3k	19.13	View chart
Thermo Fisher Common Stock (TMO)	0.0	$24k		50.00	485.02	View chart
Pnc Financial Common Stock (PNC)	0.0	$24k		120.00	200.93	View chart
Ford Motor Common Stock (F)	0.0	$24k		2.0k	11.96	View chart
Viatris Common Stock (VTRS)	0.0	$23k		2.4k	9.90	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$21k		480.00	44.42	View chart
Chemours Company Common Stock (CC)	0.0	$21k		1.3k	15.84	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$21k		200.00	104.96	View chart
Woodside Energy Common Stock (WDS)	0.0	$21k		1.4k	15.05	View chart
One Gas Common Stock (OGS)	0.0	$20k		250.00	80.94	View chart
Carrier Global Common Stock (CARR)	0.0	$20k		335.00	59.70	View chart
Ethan Allen Common Stock (ETD)	0.0	$19k		643.00	29.46	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$19k		80.00	236.38	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$18k		295.00	61.63	View chart
Mastercard Common Stock (MA)	0.0	$18k		31.00	570.94	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$15k		167.00	91.43	View chart
Pepsico Common Stock (PEP)	0.0	$15k		105.00	140.44	View chart
Coterra Energy Common Stock (CTRA)	0.0	$14k		600.00	23.65	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$14k		104.00	135.65	View chart
Garmin Common Stock (GRMN)	0.0	$14k		55.00	246.22	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$13k		134.00	100.18	View chart
At&t Common Stock (T)	0.0	$13k		465.00	28.24	View chart
Organon & Co Common Stock (OGN)	0.0	$13k		1.2k	10.68	View chart
KBR Common Stock (KBR)	0.0	$12k		260.00	47.29	View chart
Boeing Company Common Stock (BA)	0.0	$11k		50.00	215.84	View chart
Mattel Common Stock (MAT)	0.0	$10k		600.00	16.83	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$9.8k		25.00	391.64	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$9.5k		200.00	47.25	View chart
Sempra Common Stock (SRE)	0.0	$9.0k		100.00	89.98	View chart
American Conservative MF Closed and MF Open (ACVF)	0.0	$8.4k		170.00	49.31	View chart
Wells Fargo Common Stock (WFC)	0.0	$8.4k		100.00	83.82	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$8.0k		41.00	194.51	View chart
Expand Energy Common Stock (EXE)	0.0	$7.9k		74.00	106.24	View chart
Aramark Common Stock (ARMK)	0.0	$7.7k		200.00	38.40	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$7.4k		400.00	18.41	View chart
Arm Holdings Common Stock (ARM)	0.0	$7.1k		50.00	141.50	View chart
Hubspot Common Stock (HUBS)	0.0	$5.6k		12.00	467.83	View chart
General Mills Common Stock (GIS)	0.0	$5.5k		110.00	50.42	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$5.5k		66.00	82.95	View chart
Easterly Government Common Stock (DEA)	0.0	$4.8k		210.00	22.93	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$4.7k		14.00	332.86	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$4.6k		44.00	104.30	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$3.9k		86.00	45.21	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.0	$3.6k		39.00	91.56	View chart
Mgm Resorts Common Stock (MGM)	0.0	$3.5k		100.00	34.66	View chart
BP Common Stock (BP)	0.0	$3.4k		100.00	34.46	View chart
Kodiak Gas Common Stock (KGS)	0.0	$3.4k		92.00	36.97	View chart
Ishares Trust MF Closed and MF Open (SUSB)	0.0	$3.1k		123.00	25.31	View chart
Zimvie Common Stock (ZIMV)	0.0	$3.1k		163.00	18.94	View chart
Strategy Common Stock (MSTR)	0.0	$2.9k		9.00	322.22	View chart
Dutch Bros Common Stock (BROS)	0.0	$2.6k		50.00	52.34	View chart
Warner Bros Common Stock (WBD)	0.0	$2.2k		112.00	19.53	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$2.1k		15.00	142.13	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$2.0k		65.00	30.03	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.0	$1.9k		50.00	38.58	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.8k		23.00	78.09	View chart
Zoom Communications Common Stock (ZM)	0.0	$1.7k		20.00	82.50	View chart
Global X MF Closed and MF Open (DTCR)	0.0	$1.0k	NEW	51.00	20.47	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$910.000000	NEW	14.00	65.00	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$867.999600		34.00	25.53	View chart
Trump Media Common Stock (DJT)	0.0	$821.000000		50.00	16.42	View chart
Gamestop Corp Common Stock (GME)	0.0	$546.000000		20.00	27.30	View chart
Vestis Corp Common Stock (VSTS)	0.0	$453.000000		100.00	4.53	View chart
Fastly Common Stock (FSLY)	0.0	$428.000000		50.00	8.56	View chart
Organigram Global Common Stock (OGI)	0.0	$255.994200		126.00	2.03	View chart
Wabtec Common Stock (WAB)	0.0	$200.000000		1.00	200.00	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 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

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