Tanglewood Legacy Advisors, LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$266.3M

Holdings

267

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (267 positions)

#	Stock	Shares	Value	% Portfolio
101	IMCGISHARES MORNINGSTAR	2,094	$167K	0.06%
102	UALUNITED AIRLINES	1,500	$167K	0.06%
103	CICIGNA GROUP	569	$156K	0.06%
104	FSEPFIRST TRUST	2,929	$151K	0.06%
105	VLOVALERO ENERGY	910	$148K	0.06%
106	ESGUISHARES ESG	1,000	$148K	0.06%
107	EBAEBAY INC	1,708	$148K	0.06%
108	ZBHZIMMER BIOMET	1,631	$146K	0.05%
109	TRVTRAVELERS COS	500	$145K	0.05%
110	IJHISHARES CORE	2,165	$142K	0.05%
111	VOXVANGUARD COMMUNICATION	730	$141K	0.05%
112	XMARFIRST TRUST	3,300	$131K	0.05%
113	SOSOUTHERN COMPANY	1,501	$130K	0.05%
114	ADPAUTOMATIC DATA	490	$125K	0.05%
115	OKEONEOK INC	1,706	$125K	0.05%
116	PSXPHILLIPS 66	950	$122K	0.05%
117	NOCNORTHROP GRUMMAN	210	$119K	0.04%
118	QTECFIRST TRUST	506	$116K	0.04%
119	RSPINVESCO S&P	597	$114K	0.04%
120	FNDXSCHWAB FUNDAMENTAL	4,159	$113K	0.04%
121	RTXRTX CORP	610	$111K	0.04%
122	FNDBSCHWAB FUNDAMENTAL	4,191	$111K	0.04%
123	FXLFIRST TRUST	661	$111K	0.04%
124	GEHCGE HEALTHCARE	1,342	$110K	0.04%
125	ABBVABBVIE INC	478	$109K	0.04%
126	BXBLACKSTONE INC	711	$109K	0.04%
127	LLYELI LILLY	100	$107K	0.04%
128	SHELSHELL PLC	1,388	$101K	0.04%
129	BMYBRISTOL MYERS	1,868	$100K	0.04%
130	PYPLPAYPAL HOLDINGS	1,708	$99K	0.04%
131	LINLINDE PLC	230	$98K	0.04%
132	ARKKARK INNOVATION	1,220	$93K	0.03%
133	IVOOVANGUARD S&P	822	$91K	0.03%
134	CCOCAMECO CORP	955	$87K	0.03%
135	KOCOCA COLA COMPANY	1,238	$86K	0.03%
136	DSEPFIRST TRUST	1,899	$85K	0.03%
137	MARMARRIOTT INTL	277	$85K	0.03%
138	XLISTATE STREET	535	$82K	0.03%
139	MGKVANGUARD MEGA	200	$82K	0.03%
140	NVDANVIDIA CORP	435	$81K	0.03%
141	IGVISHARES EXPANDED	775	$81K	0.03%
142	SDGISHARES MSCI	950	$80K	0.03%
143	4I1PHILIP MORRIS	487	$78K	0.03%
144	AVLVAVANTIS US	1,017	$77K	0.03%
145	VOEVANGUARD MID	436	$77K	0.03%
146	MSIFMSC INCOME	5,831	$76K	0.03%
147	PGPROCTER & GAMBLE	512	$73K	0.03%
148	MDLZMONDELEZ INTERNATIONAL	1,296	$69K	0.03%
149	FMARFIRST TRUST	1,440	$68K	0.03%
150	EQWLINVESCO S&P	570	$67K	0.03%
151	ABTABBOTT LABORATORIES	533	$66K	0.02%
152	DFSVDIMENSIONAL US	2,034	$66K	0.02%
153	AMTAMERICAN TOWER	372	$65K	0.02%
154	HDHOME DEPOT	185	$63K	0.02%
155	WECWEC ENERGY	600	$63K	0.02%
156	MGVVANGUARD MEGA	433	$61K	0.02%
157	WMTWALMART INC	549	$61K	0.02%
158	CSCOCISCO SYSTEMS	783	$60K	0.02%
159	FISVFISERV INC	872	$58K	0.02%
160	EMREMERSON ELECTRIC	400	$53K	0.02%
161	PFEPFIZER INC	2,072	$51K	0.02%
162	QCOMQUALCOMM INC	295	$50K	0.02%
163	VTIPVANGUARD SHORT	1,000	$49K	0.02%
164	COFCAPITAL ONE	203	$49K	0.02%
165	FDLFIRST TRUST	1,085	$48K	0.02%
166	MCDMCDONALDS CORP	150	$45K	0.02%
167	XLESTATE STREET	1,008	$45K	0.02%
168	VIOOVANGUARD S&P	404	$44K	0.02%
169	VVISA INC	124	$43K	0.02%
170	RBLXROBLOX CORP	530	$42K	0.02%
171	DMARFIRST TRUST	1,010	$42K	0.02%
172	BACBANK AMERICA	775	$42K	0.02%
173	KYNKAYNE ANDERSON	3,338	$41K	0.02%
174	TJXTJX COS	270	$41K	0.02%
175	MTUMISHARES MSCI	165	$41K	0.02%
176	METAMETA PLATFORMS	61	$40K	0.02%
177	PBWINVESCO WILDERHILL	1,231	$37K	0.01%
178	MPLXMPLX	696	$37K	0.01%
179	ORCLORACLE CORP	190	$37K	0.01%
180	LOWLOWES COMPANIES	150	$36K	0.01%
181	HIIHUNTINGTON INGALLS	106	$36K	0.01%
182	FBINFORTUNE BRANDS	715	$35K	0.01%
183	PWVINVESCO LARGE	517	$34K	0.01%
184	CCLCARNIVAL CORP	1,100	$33K	0.01%
185	INTUINTUIT INC	50	$33K	0.01%
186	AVEMAVANTIS EMERGING	435	$33K	0.01%
187	XMMOINVESCO S&P	245	$33K	0.01%
188	MCKMCKESSON CORP	40	$32K	0.01%
189	PRUPRUDENTIAL FINANCIAL	269	$30K	0.01%
190	XELXCEL ENERGY	410	$30K	0.01%
191	VTRSVIATRIS INC	2,402	$29K	0.01%
192	MUABLACKROCK MUNIASSETS	2,680	$28K	0.01%
193	RCLROYAL CARIBBEAN	101	$28K	0.01%
194	TMOTHERMO FISHER	50	$28K	0.01%
195	FMBFIRST TRUST	539	$27K	0.01%
196	FFORD MOTOR	2,000	$26K	0.01%
197	PNCPNC FINANCIAL	120	$25K	0.01%
198	VTIVANGUARD TOTAL	77	$25K	0.01%
199	UBERUBER TECHNOLOGIES	300	$24K	0.01%
200	JPSTJPMORGAN	475	$24K	0.01%

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