Tanglewood Legacy Advisors, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$243.8M
Holdings
283
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (283 positions)
| Stock | Value |
|---|---|
IMCGISHARES MORNINGSTAR | $168K |
IJHISHARES CORE | $163K |
CIONCION INVESTMENT | $161K |
VVISA INC | $157K |
ADPAUTOMATIC DATA | $151K |
FISVFISERV INC | $150K |
ZBHZIMMER BIOMET | $149K |
OKEONEOK INC | $139K |
ESGUISHARES ESG | $135K |
TRVTRAVELERS COS | $134K |
SHELSHELL PLC | $133K |
RSPINVESCO S&P | $132K |
EBAEBAY INC | $127K |
PYPLPAYPAL HOLDINGS | $127K |
XMARFIRST TRUST | $126K |
VOXVANGUARD COMMUNICATION | $125K |
VLOVALERO ENERGY | $122K |
UALUNITED AIRLINES | $119K |
XFEBFIRST TRUST | $116K |
PSXPHILLIPS 66 | $113K |
LINLINDE PLC | $108K |
QTECFIRST TRUST | $108K |
VBRVANGUARD SMALL | $105K |
NOCNORTHROP GRUMMAN | $105K |
BXBLACKSTONE INC | $105K |
FXLFIRST TRUST | $104K |
FNDXSCHWAB FUNDAMENTAL | $102K |
NVDANVIDIA CORP | $102K |
FNDBSCHWAB FUNDAMENTAL | $101K |
GEHCGE HEALTHCARE | $99K |
GOOGLALPHABET INC | $98K |
ORCLORACLE CORP | $95K |
RTXRTX CORP | $89K |
PRFZINVESCO RAFI | $89K |
ABBVABBVIE INC | $89K |
4I1PHILIP MORRIS | $89K |
MDLZMONDELEZ INTERNATIONAL | $87K |
BMYBRISTOL MYERS | $86K |
IVOOVANGUARD S&P | $86K |
ARKKARK INNOVATION | $86K |
IGVISHARES EXPANDED | $85K |
AMTAMERICAN TOWER | $82K |
GOCTFIRST TRUST | $82K |
XLIINDUSTRIAL SELECT | $79K |
VVVANGUARD LARGE | $78K |
LLYELI LILLY | $78K |
PGPROCTER & GAMBLE | $76K |
MARMARRIOTT INTL | $76K |
CCOCAMECO CORP | $74K |
MGKVANGUARD MEGA | $73K |
ABTABBOTT LABORATORIES | $72K |
SDGISHARES MSCI | $72K |
VOEVANGUARD MID | $72K |
KOCOCA COLA COMPANY | $70K |
AVLVAVANTIS US | $69K |
HDHOME DEPOT | $68K |
FMARFIRST TRUST | $65K |
EQWLINVESCO S&P | $63K |
WECWEC ENERGY | $63K |
VGTVANGUARD INFORMATION | $61K |
DFSVDIMENSIONAL US | $60K |
PFEPFIZER INC | $59K |
MGVVANGUARD MEGA | $57K |
RBLXROBLOX CORP | $56K |
WMTWALMART INC | $54K |
EMREMERSON ELECTRIC | $53K |
VXUSVANGUARD TOTAL | $52K |
JMSTJPMORGAN | $51K |
PDOPIMCO DYNAMIC | $49K |
QCOMQUALCOMM INC | $47K |
SOSOUTHERN COMPANY | $47K |
FDLFIRST TRUST | $45K |
METAMETA PLATFORMS | $45K |
MCDMCDONALDS CORP | $44K |
COFCAPITAL ONE | $43K |
RWLINVESCO S&P | $43K |
KYNKAYNE ANDERSON | $42K |
XLEENERGY SELECT | $42K |
PAXSPIMCO ACCESS | $42K |
VIOOVANGUARD S&P | $41K |
PLTRPALANTIR TECHNOLOGIES | $41K |
OMFSINVESCO RUSSELL | $40K |
KELKELLANOVA | $40K |
DMARFIRST TRUST | $40K |
MTUMISHARES MSCI | $40K |
INTUINTUIT INC | $39K |
JPSTJPMORGAN | $39K |
FBINFORTUNE BRANDS | $37K |
BACBANK AMERICA | $37K |
MPLXMPLX | $36K |
CSCOCISCO SYSTEMS | $35K |
TJXTJX COS | $33K |
LOWLOWES COMPANIES | $33K |
TSMTAIWAN SEMICONDUCTOR | $33K |
AMLPALERIAN MLP | $32K |
PWVINVESCO LARGE | $32K |
RCLROYAL CARIBBEAN | $32K |
XMMOINVESCO S&P | $32K |
CCLCARNIVAL CORP | $31K |
AVEMAVANTIS EMERGING | $30K |