Tanglewood Legacy Advisors, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$258.9M

Holdings

273

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (273 positions)

StockValue
ZBHZIMMER BIOMET
$161K
EBAEBAY INC
$155K
VLOVALERO ENERGY
$155K
VVISA INC
$146K
ESGUISHARES ESG
$146K
UPSUNITED PARCEL
$145K
UALUNITED AIRLINES
$145K
ADPAUTOMATIC DATA
$144K
FSEPFIRST TRUST
$143K
TRVTRAVELERS COS
$140K
RSPINVESCO S&P
$138K
VOXVANGUARD COMMUNICATION
$137K
GOOGLALPHABET INC
$136K
SHELSHELL PLC
$135K
XMARFIRST TRUST
$129K
PSXPHILLIPS 66
$129K
NOCNORTHROP GRUMMAN
$128K
OKEONEOK INC
$124K
ORCLORACLE CORP
$122K
BXBLACKSTONE INC
$120K
QTECFIRST TRUST
$116K
PYPLPAYPAL HOLDINGS
$115K
FISVFISERV INC
$112K
FXLFIRST TRUST
$111K
ABBVABBVIE INC
$111K
FNDXSCHWAB FUNDAMENTAL
$109K
LINLINDE PLC
$109K
FNDBSCHWAB FUNDAMENTAL
$108K
ARKKARK INNOVATION
$105K
RTXRTX CORP
$102K
GEHCGE HEALTHCARE
$101K
IVOOVANGUARD S&P
$91K
IGVISHARES EXPANDED
$89K
GOCTFIRST TRUST
$86K
XFEBFIRST TRUST
$86K
BMYBRISTOL MYERS
$84K
DSEPFIRST TRUST
$84K
CCOCAMECO CORP
$84K
XLIINDUSTRIAL SELECT
$83K
NVDANVIDIA CORP
$81K
MDLZMONDELEZ INTERNATIONAL
$81K
MGKVANGUARD MEGA
$80K
SDGISHARES MSCI
$79K
4I1PHILIP MORRIS
$79K
LLYELI LILLY
$76K
VOEVANGUARD MID
$76K
HDHOME DEPOT
$75K
AVLVAVANTIS US
$73K
RBLXROBLOX CORP
$73K
MARMARRIOTT INTL
$72K
AMTAMERICAN TOWER
$72K
ABTABBOTT LABORATORIES
$71K
WECWEC ENERGY
$69K
FMARFIRST TRUST
$67K
KOCOCA COLA COMPANY
$66K
EQWLINVESCO S&P
$65K
DFSVDIMENSIONAL US
$65K
PGPROCTER & GAMBLE
$62K
MGVVANGUARD MEGA
$60K
WMTWALMART INC
$57K
VXUSVANGUARD TOTAL
$55K
EMREMERSON ELECTRIC
$52K
PDOPIMCO DYNAMIC
$52K
JMSTJPMORGAN
$51K
QCOMQUALCOMM INC
$49K
SOSOUTHERN COMPANY
$48K
FDLFIRST TRUST
$47K
MCDMCDONALDS CORP
$46K
RWLINVESCO S&P
$45K
METAMETA PLATFORMS
$45K
PAXSPIMCO ACCESS
$45K
XLEENERGY SELECT
$45K
VIOOVANGUARD S&P
$45K
OMFSINVESCO RUSSELL
$44K
PFEPFIZER INC
$44K
COFCAPITAL ONE
$43K
MTUMISHARES MSCI
$42K
KELKELLANOVA
$41K
KYNKAYNE ANDERSON
$41K
DMARFIRST TRUST
$41K
TSMTAIWAN SEMICONDUCTOR
$40K
BACBANK AMERICA
$40K
JPSTJPMORGAN
$39K
TJXTJX COS
$39K
MSIFMSC INCOME
$38K
FBINFORTUNE BRANDS
$38K
LOWLOWES COMPANIES
$38K
PBWINVESCO WILDERHILL
$35K
MPLXMPLX
$35K
CSCOCISCO SYSTEMS
$35K
DOWDOW INC
$34K
INTUINTUIT INC
$34K
ASMLASML HOLDING
$34K
PWVINVESCO LARGE
$34K
XMMOINVESCO S&P
$33K
XELXCEL ENERGY
$33K
RCLROYAL CARIBBEAN
$33K
AVEMAVANTIS EMERGING
$33K
CCLCARNIVAL CORP
$32K
MCKMCKESSON CORP
$31K
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