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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 52.91% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$6.7M), VUG, RWL, GJUN, DAPR, DJUN, GAPR, GMAY, IUSV, IWR.
Started 16 new stock positions in GNR, DUK, CCL, DVN, VMI, SCHW, VEU, APD, ENB, AWR. HPQ, VPLS, Trulieve Cannabis Corporatio, CMDT, CMCSA, AIQ.
Reduced shares in these 10 stocks: PAAA, GPC, GAUG, FDEC, DBEF, USMV, GFEB, VOO, SPY, DFEB.
Sold out of its positions in CTRA, Carnival Corporation, IBIT, MSTR, PNC.
Tanglewood Legacy Advisors was a net buyer of stock by $9.6M.
Tanglewood Legacy Advisors has $310M in assets under management (AUM), dropping by 12.08%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 280 positions in its portfolio as reported in the June 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)	20.4	$63M		336k	188.09	View chart
Ishares Core MF Closed and MF Open (IUSV)	13.6	$42M		384k	110.15	View chart
Invesco S&p MF Closed and MF Open (RWL)	12.0	$37M	+2%	291k	127.76	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	3.5	$11M	-4%	214k	51.27	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.3	$10M	+2%	94k	110.32	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.9	$8.9M	+303%	71k	124.17	View chart
First Trust MF Closed and MF Open (FMAY)	1.9	$5.8M		104k	56.20	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.8	$5.5M		23k	242.43	View chart
State Street MF Closed and MF Open (SPY)	1.6	$5.0M	-2%	6.7k	746.76	View chart
Apple Common Stock (AAPL)	1.6	$4.9M		17k	289.36	View chart
First Trust MF Closed and MF Open (DMAY)	1.5	$4.7M		100k	47.12	View chart
First Trust MF Closed and MF Open (FAPR)	1.5	$4.6M		99k	46.74	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.4	$4.4M		6.0k	736.40	View chart
First Trust MF Closed and MF Open (GFEB)	1.2	$3.8M	-3%	87k	44.03	View chart
First Trust MF Closed and MF Open (GJAN)	1.2	$3.8M		85k	45.02	View chart
First Trust MF Closed and MF Open (DAPR)	1.1	$3.4M	+15%	83k	40.88	View chart
First Trust MF Closed and MF Open (DNOV)	1.0	$3.3M		63k	51.35	View chart
Caterpillar Common Stock (CAT)	0.8	$2.6M		2.5k	1064.79	View chart
First Trust MF Closed and MF Open (DFEB)	0.8	$2.6M	-3%	52k	50.49	View chart
Southwest Airlines Common Stock (LUV)	0.8	$2.4M		47k	51.42	View chart
First Trust MF Closed and MF Open (DJUN)	0.8	$2.3M	+19%	47k	49.28	View chart
First Trust MF Closed and MF Open (FJUN)	0.7	$2.3M	+6%	38k	59.95	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.7	$2.2M	-7%	40k	54.63	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.7	$2.1M		41k	51.69	View chart
First Trust MF Closed and MF Open (GAUG)	0.7	$2.0M	-9%	49k	41.42	View chart
Sm Energy Common Stock (SM)	0.6	$1.9M		74k	26.10	View chart
First Trust MF Closed and MF Open (GMAY)	0.6	$1.9M	+16%	45k	43.04	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$1.8M		2.5k	748.85	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.6	$1.8M	-7%	19k	96.46	View chart
First Trust MF Closed and MF Open (GJUN)	0.6	$1.8M	+53%	43k	41.19	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.7M		11k	164.27	View chart
First Trust MF Closed and MF Open (GDEC)	0.5	$1.7M		43k	39.80	View chart
First Trust MF Closed and MF Open (FNOV)	0.5	$1.6M		28k	58.49	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.5	$1.6M	+500%	19k	86.14	View chart
First Trust MF Closed and MF Open (GNOV)	0.5	$1.6M		38k	41.80	View chart
Merck & Company Common Stock (MRK)	0.5	$1.6M		12k	128.50	View chart
First Trust MF Closed and MF Open (FJAN)	0.5	$1.5M	-2%	28k	55.09	View chart
First Trust MF Closed and MF Open (GAPR)	0.5	$1.4M	+34%	34k	41.67	View chart
First Trust MF Closed and MF Open (FDEC)	0.4	$1.4M	-11%	26k	54.47	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.4	$1.3M		6.1k	217.93	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.3M	-3%	5.1k	253.97	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$1.2M	-2%	3.2k	373.01	View chart
First Trust MF Closed and MF Open (GMAR)	0.4	$1.2M		26k	44.24	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$1.1M		30k	36.84	View chart
Exxon Mobil Common Stock (XOM)	0.3	$1.1M		7.9k	136.72	View chart
Ab Intl MF Closed and MF Open (ILOW)	0.3	$975k		21k	45.46	View chart
Ge Aerospace Common Stock (GE)	0.3	$956k		2.6k	373.73	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.3	$923k	-2%	7.2k	128.08	View chart
First Trust MF Closed and MF Open (FFEB)	0.3	$915k		15k	60.98	View chart
First Trust MF Closed and MF Open (DJAN)	0.3	$880k		19k	45.52	View chart
Chevron Corp Common Stock (CVX)	0.3	$859k		5.2k	165.77	View chart
Innovator Us MF Closed and MF Open (ZALT)	0.3	$839k		25k	33.87	View chart
First Trust MF Closed and MF Open (FJUL)	0.3	$793k		13k	59.54	View chart
First Trust MF Closed and MF Open (DDEC)	0.3	$790k		17k	47.38	View chart
First Trust MF Closed and MF Open (GJUL)	0.2	$773k		18k	43.49	View chart
First Trust MF Closed and MF Open (FAUG)	0.2	$772k		14k	56.51	View chart
Amazon Common Stock (AMZN)	0.2	$762k		3.2k	238.34	View chart
Ge Vernova Common Stock (GEV)	0.2	$742k		631.00	1175.05	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$693k		4.4k	158.03	View chart
Nextera Energy Common Stock (NEE)	0.2	$685k		7.8k	87.77	View chart
First Trust MF Closed and MF Open (FOCT)	0.2	$679k		13k	52.29	View chart
State Street MF Closed and MF Open (XLK)	0.2	$678k		3.6k	190.52	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$658k		7.4k	89.20	View chart
First Trust MF Closed and MF Open (DJUL)	0.2	$654k		13k	50.14	View chart
Broadcom Common Stock (AVGO)	0.2	$649k	+7%	1.7k	377.75	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$647k		13k	48.66	View chart
Tesla Common Stock (TSLA)	0.2	$644k		1.5k	420.60	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$627k		2.7k	236.62	View chart
Cullen Frost Common Stock (CFR)	0.2	$588k		3.8k	154.52	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$578k		1.8k	327.33	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$572k		12k	46.68	View chart
Innovator Defined MF Closed and MF Open (BALT)	0.2	$571k		17k	34.27	View chart
Nvidia Corp Common Stock (NVDA)	0.2	$568k		2.8k	200.09	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$518k	+7%	1.0k	500.39	View chart
First Trust MF Closed and MF Open (DAUG)	0.2	$513k		11k	46.85	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$486k		14k	34.81	View chart
First Trust MF Closed and MF Open (GSEP)	0.2	$465k		11k	40.96	View chart
Deere & Co Common Stock (DE)	0.1	$444k		700.00	634.33	View chart
Alphabet Common Stock (GOOG)	0.1	$431k		1.2k	353.33	View chart
Goldman Sachs Common Stock (GS)	0.1	$425k		420.00	1011.37	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$421k		5.6k	74.90	View chart
American Express Common Stock (AXP)	0.1	$418k		1.2k	338.25	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$388k		9.7k	40.21	View chart
Costco Wholesale Common Stock (COST)	0.1	$386k		413.00	935.47	View chart
First Trust MF Closed and MF Open (GOCT)	0.1	$375k	-2%	9.0k	41.54	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.1	$371k		6.4k	58.00	View chart
Texas Instruments Common Stock (TXN)	0.1	$355k		1.2k	298.07	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$349k		2.5k	139.89	View chart
Conocophillips Common Stock (COP)	0.1	$338k		3.2k	103.96	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$311k		1.0k	300.45	View chart
Genuine Parts Common Stock (GPC)	0.1	$299k	-50%	2.5k	117.98	View chart
Intl Business Common Stock (IBM)	0.1	$282k		1.0k	281.21	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$281k		7.7k	36.76	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$250k		2.6k	96.58	View chart
Walt Disney Common Stock (DIS)	0.1	$242k		2.5k	96.25	View chart
Altria Group Common Stock (MO)	0.1	$211k		2.9k	71.95	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$206k		2.1k	98.30	View chart
United Airlines Common Stock (UAL)	0.1	$204k		1.5k	135.99	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$191k	-41%	278.00	686.81	View chart
Ebay Common Stock (EBAY)	0.1	$191k		1.7k	111.75	View chart
United Parcel Common Stock (UPS)	0.1	$186k		1.7k	107.50	View chart
First Trust MF Closed and MF Open (QTEC)	0.1	$169k		506.00	334.69	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$167k		2.2k	77.11	View chart
Travelers Cos Common Stock (TRV)	0.1	$165k		500.00	330.12	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$164k		1.0k	163.67	View chart
Phillips 66 Common Stock (PSX)	0.1	$161k		950.00	169.05	View chart
Cigna Group Common Stock (CI)	0.1	$157k		569.00	275.68	View chart
First Trust MF Closed and MF Open (FSEP)	0.1	$155k	-3%	2.8k	55.08	View chart
Meta Platforms Common Stock (META)	0.0	$150k		266.00	563.29	View chart
Oneok Common Stock (OKE)	0.0	$148k		1.7k	86.94	View chart
Southern Company Common Stock (SO)	0.0	$144k		1.5k	95.71	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$144k		661.00	217.22	View chart
First Trust MF Closed and MF Open (XMAR)	0.0	$141k		3.3k	42.74	View chart
Zimmer Biomet Common Stock (ZBH)	0.0	$140k		1.6k	86.09	View chart
Alphabet Common Stock (GOOGL)	0.0	$137k	-31%	382.00	357.37	View chart
Rtx Corp Common Stock (RTX)	0.0	$135k	+16%	710.00	189.73	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.0	$134k		730.00	183.95	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.0	$133k		1.6k	82.27	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$129k		4.2k	31.10	View chart
Schwab Fundamental MF Closed and MF Open (FNDB)	0.0	$128k		4.2k	30.46	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$127k		597.00	212.77	View chart
Eli Lilly Common Stock (LLY)	0.0	$120k		100.00	1199.43	View chart
Linde Common Stock (LIN)	0.0	$119k		230.00	518.94	View chart
State Street MF Closed and MF Open (SDY)	0.0	$113k		741.00	152.18	View chart
Abbvie Common Stock (ABBV)	0.0	$112k		443.00	251.64	View chart
Automatic Data Common Stock (ADP)	0.0	$110k		490.00	223.82	View chart
Bristol Myers Common Stock (BMY)	0.0	$108k		1.9k	57.62	View chart
Shell Common Stock (SHEL)	0.0	$108k		1.4k	77.54	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$107k		822.00	130.40	View chart
Northrop Grumman Common Stock (NOC)	0.0	$107k		210.00	509.31	View chart
Marriott Intl Common Stock (MAR)	0.0	$103k		277.00	370.59	View chart
Coca Cola Company Common Stock (KO)	0.0	$101k		1.2k	81.27	View chart
State Street MF Closed and MF Open (XLI)	0.0	$99k		535.00	185.23	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$99k		1.2k	80.82	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$93k		1.0k	91.21	View chart
Cisco Systems Common Stock (CSCO)	0.0	$92k		783.00	117.46	View chart
First Trust MF Closed and MF Open (DSEP)	0.0	$90k		1.9k	47.44	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.0	$88k	+400%	1.0k	87.91	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$86k		436.00	197.60	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$86k		1.3k	64.03	View chart
Blackstone Common Stock (BX)	0.0	$85k		726.00	117.59	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.0	$85k		950.00	89.43	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$84k	-39%	636.00	131.60	View chart
Philip Morris Common Stock (PM)	0.0	$84k	-5%	462.00	180.91	View chart
Cameco Corp Common Stock (CCJ)	0.0	$83k		815.00	101.86	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$79k		2.0k	38.79	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$75k		1.4k	52.26	View chart
Procter & Gamble Common Stock (PG)	0.0	$75k		512.00	146.64	View chart
Mondelez International Common Stock (MDLZ)	0.0	$75k		1.3k	57.84	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$74k		1.7k	43.18	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$74k		570.00	129.02	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.0	$71k		433.00	163.45	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$70k		775.00	90.60	View chart
Wec Energy Common Stock (WEC)	0.0	$70k		600.00	116.77	View chart
Home Depot Common Stock (HD)	0.0	$65k		183.00	353.55	View chart
Walmart Common Stock (WMT)	0.0	$62k		549.00	113.26	View chart
Air Products Common Stock (APD)	0.0	$59k	NEW	200.00	293.18	View chart
Micron Technology Common Stock (MU)	0.0	$58k		50.00	1154.30	View chart
Emerson Electric Common Stock (EMR)	0.0	$57k		400.00	143.15	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$56k		404.00	137.54	View chart
Qualcomm Common Stock (QCOM)	0.0	$55k		295.00	184.79	View chart
State Street MF Closed and MF Open (XLE)	0.0	$54k		1.0k	53.12	View chart
Pimco Commodity MF Closed and MF Open (CMDT)	0.0	$54k	NEW	1.8k	30.67	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$53k		1.1k	48.66	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$50k		1.0k	50.25	View chart
Pfizer Common Stock (PFE)	0.0	$50k		2.1k	24.08	View chart
American Sts Wtr Common Stock (AWR)	0.0	$50k	NEW	600.00	82.63	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$48k		1.2k	39.00	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$48k		533.00	90.74	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$46k		3.3k	13.83	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$45k	-20%	132.00	342.83	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$45k		1.0k	44.73	View chart
Bank America Common Stock (BAC)	0.0	$44k		775.00	56.98	View chart
Fiserv Common Stock (FISV)	0.0	$43k		872.00	49.05	View chart
Visa Common Stock (V)	0.0	$43k		124.00	343.26	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$42k		435.00	96.48	View chart
Tjx Cos Common Stock (TJX)	0.0	$41k		270.00	151.50	View chart
Capital One Common Stock (COF)	0.0	$41k		203.00	200.62	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$41k		150.00	270.31	View chart
Vanguard Core MF Closed and MF Open (VPLS)	0.0	$40k	NEW	520.00	77.58	View chart
Fortune Brands Common Stock (FBIN)	0.0	$39k		715.00	54.90	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$39k		696.00	56.33	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$39k		517.00	75.77	View chart
Viatris Common Stock (VTRS)	0.0	$38k		2.4k	15.88	View chart
Msc Income Common Stock (MSIF)	0.0	$38k		3.3k	11.57	View chart
Lowes Companies Common Stock (LOW)	0.0	$33k		150.00	220.49	View chart
Xcel Energy Common Stock (XEL)	0.0	$33k		410.00	80.30	View chart
Royal Caribbean Common Stock (RCL)	0.0	$33k		102.00	318.59	View chart
Carnival Corp Common Stock (CCL)	0.0	$31k	NEW	1.1k	28.57	View chart
Mckesson Corp Common Stock (MCK)	0.0	$30k		40.00	755.60	View chart
Huntington Ingalls Common Stock (HII)	0.0	$30k		106.00	279.89	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$30k		2.7k	11.01	View chart
Prudential Financial Common Stock (PRU)	0.0	$29k		269.00	107.93	View chart
Roblox Corp Common Stock (RBLX)	0.0	$29k		530.00	54.38	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$29k		77.00	370.04	View chart
Oracle Corp Common Stock (ORCL)	0.0	$28k		190.00	146.55	View chart
Ford Motor Common Stock (F)	0.0	$28k		2.0k	13.90	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$28k		539.00	51.37	View chart
Chemours Company Common Stock (CC)	0.0	$27k		1.3k	20.52	View chart
Woodside Energy Common Stock (WDS)	0.0	$26k		1.4k	19.32	View chart
Duke Energy Common Stock (DUK)	0.0	$26k	NEW	206.00	126.58	View chart
Corning Common Stock (GLW)	0.0	$26k		100.00	255.43	View chart
Thermo Fisher Common Stock (TMO)	0.0	$25k		50.00	501.36	View chart
Carrier Global Common Stock (CARR)	0.0	$25k		335.00	73.35	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$24k		50.00	477.58	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$23k		200.00	112.88	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$22k		80.00	272.00	View chart
Uber Technologies Common Stock (UBER)	0.0	$22k		300.00	72.16	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$21k		295.00	70.92	View chart
One Gas Common Stock (OGS)	0.0	$19k		250.00	77.07	View chart
Block H&r Common Stock (HRB)	0.0	$19k		500.00	38.08	View chart
Devon Energy Common Stock (DVN)	0.0	$17k	NEW	420.00	41.32	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$17k	NEW	200.00	83.75	View chart
Organon & Co Common Stock (OGN)	0.0	$16k		1.2k	13.54	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$16k		95.00	170.14	View chart
Mastercard Common Stock (MA)	0.0	$16k		31.00	517.94	View chart
Ishares Esg MF Closed and MF Open (SUSA)	0.0	$16k		104.00	154.30	View chart
Global X MF Closed and MF Open (DTCR)	0.0	$16k	+490%	520.00	30.37	View chart
Valmont Industries Common Stock (VMI)	0.0	$14k	NEW	25.00	577.60	View chart
Ethan Allen Common Stock (ETD)	0.0	$14k		643.00	22.34	View chart
Pepsico Common Stock (PEP)	0.0	$14k		105.00	135.40	View chart
Schwab Charles Common Stock (SCHW)	0.0	$14k	NEW	150.00	92.27	View chart
State Street MF Closed and MF Open (GNR)	0.0	$14k	NEW	200.00	67.31	View chart
Garmin Common Stock (GRMN)	0.0	$13k		55.00	237.55	View chart
Intuit Common Stock (INTU)	0.0	$13k		50.00	261.00	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$13k		255.00	50.57	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$12k		25.00	496.72	View chart
Arm Holdings Common Stock (ARM)	0.0	$12k	-30%	35.00	354.57	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$12k	-39%	123.00	99.26	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$12k		167.00	71.60	View chart
Aramark Common Stock (ARMK)	0.0	$11k		200.00	56.90	View chart
HP Common Stock (HPQ)	0.0	$11k	NEW	500.00	21.94	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$11k	NEW	166.00	65.61	View chart
Boeing Company Common Stock (BA)	0.0	$11k		50.00	216.48	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$9.8k	NEW	400.00	24.55	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$9.7k		200.00	48.57	View chart
At&t Common Stock (T)	0.0	$9.6k		465.00	20.70	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$9.5k		125.00	76.16	View chart
Verizon Communications Common Stock (VZ)	0.0	$9.5k		224.00	42.34	View chart
Sempra Common Stock (SRE)	0.0	$9.3k		100.00	92.71	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$9.2k	-56%	210.00	43.61	View chart
Shopify Common Stock (SHOP)	0.0	$9.1k		80.00	114.17	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$9.0k		41.00	219.44	View chart
KBR Common Stock (KBR)	0.0	$9.0k		260.00	34.53	View chart
Mattel Common Stock (MAT)	0.0	$8.3k		600.00	13.88	View chart
Wells Fargo Common Stock (WFC)	0.0	$8.3k		100.00	82.64	View chart
Enbridge Common Stock (ENB)	0.0	$8.2k	NEW	152.00	54.21	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$6.8k		400.00	16.95	View chart
Expand Energy Common Stock (EXE)	0.0	$6.7k		74.00	91.19	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$6.5k		143.00	45.49	View chart
Bondbloxx 10 MF Closed and MF Open (XTEN)	0.0	$6.5k		142.00	45.58	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$5.4k		66.00	82.11	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$5.2k		42.00	124.76	View chart
Easterly Government Common Stock (DEA)	0.0	$5.2k		210.00	24.93	View chart
Fidelity Low MF Closed and MF Open (FLDR)	0.0	$5.2k		104.00	50.11	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$5.1k		44.00	117.02	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$5.1k		14.00	365.86	View chart
Mgm Resorts Common Stock (MGM)	0.0	$4.8k		100.00	47.81	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$4.6k		86.00	54.03	View chart
Ishares Core MF Closed and MF Open (IEUR)	0.0	$4.5k		60.00	75.17	View chart
State Street MF Closed and MF Open (MDYG)	0.0	$4.4k		39.00	112.10	View chart
Direxion Daily MF Closed and MF Open (SPXL)	0.0	$4.3k	+23%	16.00	270.69	View chart
General Mills Common Stock (GIS)	0.0	$3.8k		110.00	34.80	View chart
BP Common Stock (BP)	0.0	$3.7k		100.00	36.95	View chart
Dutch Bros Common Stock (BROS)	0.0	$3.6k		50.00	71.82	View chart
Ishares Trust MF Closed and MF Open (SUSB)	0.0	$3.1k		123.00	24.99	View chart
Warner Bros Common Stock (WBD)	0.0	$3.0k		112.00	26.66	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$2.3k		15.00	156.33	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.0	$1.8k		23.00	76.70	View chart
Zoom Communications Common Stock (ZM)	0.0	$1.7k		20.00	86.30	View chart
Vestis Corp Common Stock (VSTS)	0.0	$1.5k		100.00	14.52	View chart
Trulieve Cannabis Common Stock	0.0	$1.2k	NEW	117.00	9.83	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$949.998000		84.00	11.31	View chart
Occidental Pete Rights and Bearer Warrants; Warrants (except Bearer) (OXY.WS)	0.0	$906.001400		34.00	26.65	View chart
Osprey Bitcoin Common Stock (OBTC)	0.0	$828.999600		44.00	18.84	View chart
Gamestop Corp Common Stock (GME)	0.0	$442.000000		20.00	22.10	View chart
Trump Media Common Stock (DJT)	0.0	$387.000000		50.00	7.74	View chart
Wabtec Common Stock (WAB)	0.0	$270.000000		1.00	270.00	View chart
Organigram Global Common Stock (OGI)	0.0	$128.998800		126.00	1.02	View chart
Gamestop Corp Rights and Bearer Warrants; Warrants (except Bearer) (GME.WS)	0.0	$6.000000		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 2026 Q2 filed Aug. 10, 2026
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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