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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 IUSG, IUSV, RWL, PAAA, IWR, and represent 52.16% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: PAAA, IUSV, IUSG, RWL, GFEB, DFEB, GJAN, NVDA, VTV, AAPL.
Started 6 new stock positions in TSM, SPXL, SHOP, SCZ, MU, TMFC.
Reduced shares in these 10 stocks: AVUS, SDY, DMAY, , IWD, DFAU, DAUG, FMAY, , IWM.
Sold out of its positions in AMT, DFAC, KGS, VLO.
Tanglewood Legacy Advisors was a net buyer of stock by $15M.
Tanglewood Legacy Advisors has $277M in assets under management (AUM), dropping by 3.80%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 269 positions in its portfolio as reported in the March 2026 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)	18.9	$52M	+3%	336k	155.11	View chart
Ishares Core MF Closed and MF Open (IUSV)	14.1	$39M	+7%	381k	102.25	View chart
Invesco S&p MF Closed and MF Open (RWL)	11.8	$33M	+4%	285k	114.91	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	4.1	$11M	+45%	224k	51.18	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.2	$8.9M		92k	97.23	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.7	$7.5M	+2%	18k	426.40	View chart
First Trust MF Closed and MF Open (FMAY)	2.0	$5.5M		104k	52.80	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.8	$4.8M	-2%	23k	213.67	View chart
First Trust MF Closed and MF Open (DMAY)	1.6	$4.5M	-3%	101k	44.93	View chart
State Street MF Closed and MF Open (SPY)	1.6	$4.5M	+7%	6.9k	650.37	View chart
First Trust MF Closed and MF Open (FAPR)	1.6	$4.4M		98k	44.91	View chart
Apple Common Stock (AAPL)	1.5	$4.3M	+8%	17k	253.80	View chart
First Trust MF Closed and MF Open (GFEB)	1.3	$3.7M	+32%	90k	41.09	View chart
First Trust MF Closed and MF Open (GJAN)	1.3	$3.6M	+20%	85k	41.91	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.2	$3.4M	+3%	6.0k	577.18	View chart
First Trust MF Closed and MF Open (DNOV)	1.1	$3.0M		63k	47.91	View chart
First Trust MF Closed and MF Open (DAPR)	1.0	$2.9M		72k	39.76	View chart
First Trust MF Closed and MF Open (DFEB)	0.9	$2.5M	+39%	53k	47.37	View chart
Sm Energy Common Stock (SM)	0.8	$2.3M		74k	31.18	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.8	$2.1M		43k	49.40	View chart
First Trust MF Closed and MF Open (GAUG)	0.8	$2.1M		54k	38.71	View chart
First Trust MF Closed and MF Open (FJUN)	0.7	$2.0M		35k	56.50	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.7	$1.9M		20k	92.74	View chart
First Trust MF Closed and MF Open (DJUN)	0.7	$1.9M		39k	47.04	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.7	$1.8M	-4%	41k	45.12	View chart
Caterpillar Common Stock (CAT)	0.6	$1.7M		2.5k	708.38	View chart
Southwest Airlines Common Stock (LUV)	0.6	$1.7M		47k	37.57	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.6M		2.5k	653.14	View chart
First Trust MF Closed and MF Open (GMAY)	0.6	$1.6M		38k	41.06	View chart
First Trust MF Closed and MF Open (GDEC)	0.6	$1.6M	+13%	43k	37.02	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.5	$1.5M	+2%	11k	142.43	View chart
First Trust MF Closed and MF Open (GNOV)	0.5	$1.5M		38k	38.94	View chart
First Trust MF Closed and MF Open (FNOV)	0.5	$1.5M		28k	53.40	View chart
Merck & Company Common Stock (MRK)	0.5	$1.5M		12k	120.29	View chart
First Trust MF Closed and MF Open (FDEC)	0.5	$1.4M		29k	49.72	View chart
First Trust MF Closed and MF Open (FJAN)	0.5	$1.4M	+19%	28k	50.41	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.5	$1.4M	+32%	3.2k	436.79	View chart
Exxon Mobil Common Stock (XOM)	0.5	$1.3M		7.9k	169.65	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$1.3M		5.3k	244.44	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.4	$1.2M	+48%	6.1k	196.20	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$1.2M		3.2k	370.16	View chart
First Trust MF Closed and MF Open (GJUN)	0.4	$1.1M		28k	39.42	View chart
First Trust MF Closed and MF Open (GMAR)	0.4	$1.1M	+42%	26k	41.69	View chart
Chevron Corp Common Stock (CVX)	0.4	$1.1M		5.2k	206.89	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$1.0M		30k	33.97	View chart
First Trust MF Closed and MF Open (GAPR)	0.4	$1.0M		25k	40.47	View chart
Ab Intl MF Closed and MF Open (ILOW)	0.3	$915k		21k	42.66	View chart
First Trust MF Closed and MF Open (FFEB)	0.3	$848k		15k	55.85	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.3	$823k	-19%	7.4k	111.18	View chart
First Trust MF Closed and MF Open (DJAN)	0.3	$823k	+23%	19k	42.53	View chart
Innovator Us MF Closed and MF Open (ZALT)	0.3	$804k		25k	32.46	View chart
First Trust MF Closed and MF Open (DDEC)	0.3	$738k	+46%	17k	44.28	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$732k		18k	40.78	View chart
First Trust MF Closed and MF Open (FJUL)	0.3	$729k		13k	54.72	View chart
Ge Aerospace Common Stock (GE)	0.3	$726k		2.6k	283.73	View chart
Nextera Energy Common Stock (NEE)	0.3	$725k		7.8k	92.88	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$707k		14k	51.78	View chart
Amazon Common Stock (AMZN)	0.2	$666k	+18%	3.2k	208.27	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$649k		4.4k	148.10	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$638k		13k	47.96	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$626k		7.4k	84.84	View chart
First Trust MF Closed and MF Open (FOCT)	0.2	$619k		13k	47.68	View chart
First Trust MF Closed and MF Open (DJUL)	0.2	$610k		13k	46.74	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$570k		2.7k	215.06	View chart
Tesla Common Stock (TSLA)	0.2	$569k	+70%	1.5k	371.75	View chart
Innovator Defined MF Closed and MF Open (BALT)	0.2	$558k	+114%	17k	33.47	View chart
Ge Vernova Common Stock (GEV)	0.2	$551k		631.00	873.00	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$540k		12k	43.43	View chart
Genuine Parts Common Stock (GPC)	0.2	$536k		5.1k	105.75	View chart
Cullen Frost Common Stock (CFR)	0.2	$521k		3.8k	137.08	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$520k		1.8k	294.16	View chart
Nvidia Corp Common Stock (NVDA)	0.2	$495k	+551%	2.8k	174.40	View chart
Broadcom Common Stock (AVGO)	0.2	$494k	+10%	1.6k	309.51	View chart
First Trust MF Closed and MF Open (DAUG)	0.2	$477k	-14%	11k	43.55	View chart
State Street MF Closed and MF Open (XLK)	0.2	$473k		3.6k	132.90	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$463k		966.00	479.20	View chart
First Trust MF Closed and MF Open (GSEP)	0.2	$433k		11k	38.11	View chart
Conocophillips Common Stock (COP)	0.2	$429k		3.2k	132.00	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$426k		14k	30.50	View chart
Costco Wholesale Common Stock (COST)	0.1	$412k	+80%	413.00	996.43	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$411k		5.6k	73.14	View chart
Deere & Co Common Stock (DE)	0.1	$394k		700.00	563.30	View chart
American Express Common Stock (AXP)	0.1	$377k		1.2k	302.48	View chart
First Trust MF Closed and MF Open (GOCT)	0.1	$357k		9.2k	38.63	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.1	$356k		6.4k	55.66	View chart
Goldman Sachs Common Stock (GS)	0.1	$355k		420.00	845.99	View chart
Alphabet Common Stock (GOOG)	0.1	$350k	+10%	1.2k	286.86	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$327k		9.7k	33.86	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$304k		2.5k	121.95	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$290k		7.7k	37.84	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$286k		478.00	597.55	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$257k	-16%	1.0k	248.00	View chart
Intl Business Common Stock (IBM)	0.1	$243k	-2%	1.0k	242.39	View chart
Walt Disney Common Stock (DIS)	0.1	$242k		2.5k	96.38	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$234k		2.6k	90.53	View chart
Texas Instruments Common Stock (TXN)	0.1	$231k		1.2k	194.14	View chart
Altria Group Common Stock (MO)	0.1	$193k		2.9k	65.99	View chart
Phillips 66 Common Stock (PSX)	0.1	$173k		950.00	182.18	View chart
United Parcel Common Stock (UPS)	0.1	$171k		1.7k	98.38	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$165k		2.1k	78.77	View chart
Alphabet Common Stock (GOOGL)	0.1	$161k		558.00	287.56	View chart
Ebay Common Stock (EBAY)	0.1	$156k		1.7k	91.02	View chart
Oneok Common Stock (OKE)	0.1	$154k		1.7k	90.39	View chart
Meta Platforms Common Stock (META)	0.1	$152k	+336%	266.00	572.13	View chart
Cigna Group Common Stock (CI)	0.1	$152k		569.00	266.75	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$148k		1.6k	90.42	View chart
First Trust MF Closed and MF Open (FSEP)	0.1	$147k		2.9k	50.33	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$146k		2.2k	67.53	View chart
Travelers Cos Common Stock (TRV)	0.1	$146k		500.00	291.68	View chart
Southern Company Common Stock (SO)	0.1	$145k		1.5k	96.52	View chart
Northrop Grumman Common Stock (NOC)	0.1	$143k		210.00	682.24	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$141k		1.0k	141.42	View chart
United Airlines Common Stock (UAL)	0.0	$138k		1.5k	92.07	View chart
First Trust MF Closed and MF Open (XMAR)	0.0	$134k		3.3k	40.49	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.0	$131k		730.00	179.84	View chart
Shell Common Stock (SHEL)	0.0	$129k		1.4k	93.00	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$128k	-27%	1.1k	120.81	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.0	$127k	NEW	1.6k	78.41	View chart
Rtx Corp Common Stock (RTX)	0.0	$118k		610.00	192.90	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$116k		4.2k	27.85	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$115k		597.00	191.92	View chart
Linde Common Stock (LIN)	0.0	$114k		230.00	495.76	View chart
Schwab Fundamental MF Closed and MF Open (FNDB)	0.0	$114k		4.2k	27.20	View chart
Bristol Myers Common Stock (BMY)	0.0	$113k		1.9k	60.65	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$109k		506.00	215.98	View chart
State Street MF Closed and MF Open (SDY)	0.0	$108k	-61%	741.00	145.94	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$105k		661.00	158.87	View chart
Automatic Data Common Stock (ADP)	0.0	$100k		490.00	203.06	View chart
Abbvie Common Stock (ABBV)	0.0	$96k	-7%	443.00	217.49	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$96k		1.3k	71.18	View chart
Coca Cola Company Common Stock (KO)	0.0	$94k		1.2k	76.05	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$94k		822.00	114.32	View chart
Eli Lilly Common Stock (LLY)	0.0	$92k		100.00	919.77	View chart
Marriott Intl Common Stock (MAR)	0.0	$91k		277.00	327.07	View chart
Cameco Corp Common Stock (CCJ)	0.0	$89k	-14%	815.00	108.61	View chart
State Street MF Closed and MF Open (XLI)	0.0	$87k		535.00	161.73	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$84k		1.9k	43.96	View chart
Blackstone Common Stock (BX)	0.0	$83k		719.00	114.95	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$83k		1.2k	67.59	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$82k		1.0k	80.61	View chart
Philip Morris Common Stock (PM)	0.0	$81k		487.00	165.34	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$80k		436.00	184.28	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$80k		950.00	83.95	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$77k		1.7k	45.23	View chart
Mondelez International Common Stock (MDLZ)	0.0	$75k		1.3k	57.64	View chart
Procter & Gamble Common Stock (PG)	0.0	$74k		512.00	144.44	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$74k		200.00	367.44	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$71k		2.0k	35.04	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$70k		1.4k	48.49	View chart
Wec Energy Common Stock (WEC)	0.0	$70k		600.00	115.77	View chart
Walmart Common Stock (WMT)	0.0	$68k		549.00	124.28	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$66k		570.00	115.24	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$63k		433.00	144.95	View chart
State Street MF Closed and MF Open (XLE)	0.0	$62k		1.0k	61.25	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$62k		775.00	80.05	View chart
Cisco Systems Common Stock (CSCO)	0.0	$61k		783.00	77.59	View chart
Home Depot Common Stock (HD)	0.0	$60k		183.00	328.56	View chart
Pfizer Common Stock (PFE)	0.0	$58k		2.1k	28.08	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$55k		1.1k	50.80	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$55k		533.00	102.67	View chart
Emerson Electric Common Stock (EMR)	0.0	$52k		400.00	131.02	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$50k		1.0k	49.95	View chart
Fiserv Common Stock (FISV)	0.0	$49k		872.00	55.80	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$48k		3.3k	14.28	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$47k		150.00	310.79	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$46k		404.00	114.83	View chart
Tjx Cos Common Stock (TJX)	0.0	$43k		270.00	159.70	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$43k		1.0k	42.40	View chart
Huntington Ingalls Common Stock (HII)	0.0	$40k		106.00	379.90	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$40k		696.00	57.07	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$40k		165.00	239.99	View chart
Msc Income Common Stock (MSIF)	0.0	$40k	-44%	3.3k	12.18	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$39k		1.2k	31.57	View chart
Qualcomm Common Stock (QCOM)	0.0	$38k		295.00	128.78	View chart
Bank America Common Stock (BAC)	0.0	$38k		775.00	48.75	View chart
Visa Common Stock (V)	0.0	$38k		124.00	302.16	View chart
Capital One Common Stock (COF)	0.0	$37k		203.00	182.43	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$36k		517.00	69.71	View chart
Lowes Companies Common Stock (LOW)	0.0	$35k		150.00	236.28	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$35k		435.00	80.57	View chart
Mckesson Corp Common Stock (MCK)	0.0	$35k		40.00	865.35	View chart
Xcel Energy Common Stock (XEL)	0.0	$33k		410.00	79.44	View chart
Woodside Energy Common Stock (WDS)	0.0	$33k		1.4k	23.88	View chart
Viatris Common Stock (VTRS)	0.0	$33k		2.4k	13.51	View chart
Roblox Corp Common Stock (RBLX)	0.0	$30k		530.00	56.56	View chart
Chemours Company Common Stock (CC)	0.0	$29k		1.3k	22.03	View chart
Carnival Corp Common Stock (CCL)	0.0	$29k		1.1k	25.88	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$28k		2.7k	10.61	View chart
Royal Caribbean Common Stock (RCL)	0.0	$28k		102.00	274.60	View chart
Oracle Corp Common Stock (ORCL)	0.0	$28k		190.00	147.11	View chart
Fortune Brands Common Stock (FBIN)	0.0	$28k		715.00	38.97	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$27k		539.00	50.66	View chart
Prudential Financial Common Stock (PRU)	0.0	$26k		269.00	97.69	View chart
Pnc Financial Common Stock (PNC)	0.0	$25k		120.00	208.09	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$25k		77.00	320.81	View chart
Thermo Fisher Common Stock (TMO)	0.0	$25k		50.00	491.54	View chart
Ford Motor Common Stock (F)	0.0	$23k		2.0k	11.54	View chart
Intuit Common Stock (INTU)	0.0	$22k		50.00	432.38	View chart
Uber Technologies Common Stock (UBER)	0.0	$22k		300.00	71.93	View chart
One Gas Common Stock (OGS)	0.0	$22k		250.00	86.13	View chart
Coterra Energy Common Stock (CTRA)	0.0	$21k		600.00	35.14	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$21k		480.00	43.59	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$21k		200.00	103.37	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$20k		202.00	99.35	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$19k		80.00	242.62	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$19k		295.00	65.12	View chart
Carrier Global Common Stock (CARR)	0.0	$19k		335.00	56.31	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$17k	NEW	50.00	337.96	View chart
Micron Technology Common Stock (MU)	0.0	$17k	NEW	50.00	337.84	View chart
Pepsico Common Stock (PEP)	0.0	$16k		105.00	155.29	View chart
Block H&r Common Stock (HRB)	0.0	$16k		500.00	31.74	View chart
Mastercard Common Stock (MA)	0.0	$16k		31.00	503.00	View chart
Ethan Allen Common Stock (ETD)	0.0	$14k		643.00	22.26	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$14k	-61%	95.00	145.02	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$14k		104.00	132.10	View chart
Corning Common Stock (GLW)	0.0	$14k		100.00	135.97	View chart
At&t Common Stock (T)	0.0	$14k		465.00	28.99	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$13k		200.00	65.00	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$13k	-46%	255.00	50.61	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$13k		167.00	77.08	View chart
Garmin Common Stock (GRMN)	0.0	$13k		55.00	232.02	View chart
Verizon Communications Common Stock (VZ)	0.0	$11k		224.00	50.20	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$11k		25.00	446.56	View chart
Boeing Company Common Stock (BA)	0.0	$10k		50.00	199.04	View chart
Sempra Common Stock (SRE)	0.0	$9.7k		100.00	97.17	View chart
KBR Common Stock (KBR)	0.0	$9.6k		260.00	36.86	View chart
Shopify Common Stock (SHOP)	0.0	$9.5k	NEW	80.00	118.62	View chart
Mattel Common Stock (MAT)	0.0	$8.7k		600.00	14.53	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$8.2k	NEW	125.00	65.97	View chart
Expand Energy Common Stock (EXE)	0.0	$8.1k		74.00	109.78	View chart
Aramark Common Stock (ARMK)	0.0	$8.1k		200.00	40.54	View chart
Wells Fargo Common Stock (WFC)	0.0	$8.0k		100.00	79.61	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$7.9k		41.00	191.80	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$7.7k		400.00	19.15	View chart
Arm Holdings Common Stock (ARM)	0.0	$7.6k		50.00	151.28	View chart
Organon & Co Common Stock (OGN)	0.0	$7.3k		1.2k	5.99	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$6.5k		143.00	45.62	View chart
Bondbloxx 10 MF Closed and MF Open (XTEN)	0.0	$6.5k		142.00	45.86	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$5.5k		66.00	82.58	View chart
Fidelity Low MF Closed and MF Open (FLDR)	0.0	$5.2k		104.00	50.05	View chart
BP Common Stock (BP)	0.0	$4.7k		100.00	47.00	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$4.6k		42.00	110.48	View chart
Easterly Government Common Stock (DEA)	0.0	$4.5k		210.00	21.43	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$4.5k		14.00	318.07	View chart
Ishares Core MF Closed and MF Open (IEUR)	0.0	$4.2k		60.00	70.27	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$4.2k		44.00	95.48	View chart
General Mills Common Stock (GIS)	0.0	$4.1k		110.00	37.22	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$4.1k		86.00	47.53	View chart
State Street MF Closed and MF Open (MDYG)	0.0	$3.7k		39.00	95.95	View chart
Mgm Resorts Common Stock (MGM)	0.0	$3.7k		100.00	37.01	View chart
Ishares Trust MF Closed and MF Open (SUSB)	0.0	$3.1k		123.00	25.07	View chart
Warner Bros Common Stock (WBD)	0.0	$3.1k		112.00	27.46	View chart
Dutch Bros Common Stock (BROS)	0.0	$2.5k		50.00	50.66	View chart
Direxion Daily MF Closed and MF Open (SPXL)	0.0	$2.4k	NEW	13.00	184.92	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$2.3k		15.00	151.40	View chart
Global X MF Closed and MF Open (DTCR)	0.0	$2.1k	-7%	88.00	23.95	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.8k		23.00	77.17	View chart
Zoom Communications Common Stock (ZM)	0.0	$1.6k		20.00	80.40	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$1.5k		34.00	42.91	View chart
Strategy Common Stock (MSTR)	0.0	$1.1k		9.00	124.78	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$1.1k		29.00	38.41	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.1k		84.00	13.12	View chart
Osprey Bitcoin Common Stock (OBTC)	0.0	$960.000800		44.00	21.82	View chart
Vestis Corp Common Stock (VSTS)	0.0	$786.000000		100.00	7.86	View chart
Trump Media Common Stock (DJT)	0.0	$464.000000		50.00	9.28	View chart
Gamestop Corp Common Stock (GME)	0.0	$461.000000		20.00	23.05	View chart
Wabtec Common Stock (WAB)	0.0	$250.000000		1.00	250.00	View chart
Organigram Global Common Stock (OGI)	0.0	$169.003800		126.00	1.34	View chart
Gamestop Corp Rights and Bearer Warrants; Warrants (except Bearer) (GME.WS)	0.0	$8.000000		2.00	4.00	View chart

Past Filings by Tanglewood Legacy Advisors

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

Tanglewood Legacy Advisors 2026 Q1 filed April 27, 2026
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

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