Tanglewood Legacy Advisors, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$228.2B
Holdings
293
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (293 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GOOGALPHABET INC | 1,100 | $171.9M | 0.08% | |
| 102 | DSEPFIRST TRUST | 4,303 | $170.7M | 0.07% | |
| 103 | OKEONEOK INC | 1,706 | $169.3M | 0.07% | |
| 104 | VVISA INC | 471 | $164.9M | 0.07% | |
| 105 | SHELSHELL PLC | 2,208 | $161.8M | 0.07% | |
| 106 | ADPAUTOMATIC DATA | 522 | $159.4M | 0.07% | |
| 107 | IJHISHARES CORE | 2,635 | $153.8M | 0.07% | |
| 108 | AVGOBROADCOM INC | 900 | $150.7M | 0.07% | |
| 109 | IMCGISHARES MORNINGSTAR | 2,094 | $149.6M | 0.07% | |
| 110 | MINOPIMCO MUNICIPAL | 3,000 | $134.2M | 0.06% | |
| 111 | TRVTRAVELERS COS | 500 | $132.2M | 0.06% | |
| 112 | DDECFIRST TRUST | 3,327 | $130.2M | 0.06% | |
| 113 | RSPINVESCO S&P | 727 | $125.9M | 0.06% | |
| 114 | ESGUISHARES ESG | 1,000 | $121.9M | 0.05% | |
| 115 | XMARFIRST TRUST | 3,300 | $121.3M | 0.05% | |
| 116 | VLOVALERO ENERGY | 910 | $120.2M | 0.05% | |
| 117 | PSXPHILLIPS 66 | 950 | $117.3M | 0.05% | |
| 118 | EBAEBAY INC | 1,708 | $115.7M | 0.05% | |
| 119 | CRD/ACRAWFORD & COMPANY | 10,000 | $114.2M | 0.05% | |
| 120 | BMYBRISTOL MYERS | 1,868 | $113.9M | 0.05% | |
| 121 | ABBVABBVIE INC | 533 | $111.7M | 0.05% | |
| 122 | PYPLPAYPAL HOLDINGS | 1,708 | $111.4M | 0.05% | |
| 123 | VOXVANGUARD COMMUNICATION | 730 | $108.3M | 0.05% | |
| 124 | GEHCGE HEALTHCARE | 1,342 | $108.3M | 0.05% | |
| 125 | NOCNORTHROP GRUMMAN | 210 | $107.5M | 0.05% | |
| 126 | LINLINDE PLC | 230 | $107.1M | 0.05% | |
| 127 | DYHTARGET CORP | 1,020 | $106.4M | 0.05% | |
| 128 | UALUNITED AIRLINES | 1,500 | $103.6M | 0.05% | |
| 129 | FMHIFIRST TRUST | 2,100 | $100.4M | 0.04% | |
| 130 | FNDXSCHWAB FUNDAMENTAL | 4,159 | $98.2M | 0.04% | |
| 131 | BXBLACKSTONE INC | 696 | $97.2M | 0.04% | |
| 132 | NVDANVIDIA CORP | 896 | $97.1M | 0.04% | |
| 133 | FNDBSCHWAB FUNDAMENTAL | 4,191 | $96.4M | 0.04% | |
| 134 | MDLZMONDELEZ INTERNATIONAL | 1,296 | $87.9M | 0.04% | |
| 135 | QTECFIRST TRUST | 506 | $87.8M | 0.04% | |
| 136 | FXLFIRST TRUST | 661 | $87.4M | 0.04% | |
| 137 | GOOGLALPHABET INC | 558 | $86.3M | 0.04% | |
| 138 | PRFZINVESCO RAFI | 2,189 | $82.9M | 0.04% | |
| 139 | LLYELI LILLY | 100 | $82.6M | 0.04% | |
| 140 | PGPROCTER & GAMBLE | 479 | $81.6M | 0.04% | |
| 141 | IVOOVANGUARD S&P | 822 | $81.1M | 0.04% | |
| 142 | AMTAMERICAN TOWER | 372 | $80.9M | 0.04% | |
| 143 | RTXRTX CORP | 610 | $80.8M | 0.04% | |
| 144 | VXUSVANGUARD TOTAL | 1,299 | $80.7M | 0.04% | |
| 145 | VBRVANGUARD SMALL | 433 | $80.7M | 0.04% | |
| 146 | 4I1PHILIP MORRIS | 487 | $77.3M | 0.03% | |
| 147 | GOCTFIRST TRUST | 2,240 | $76.9M | 0.03% | |
| 148 | HDHOME DEPOT | 207 | $76.0M | 0.03% | |
| 149 | MMM3M COMPANY | 500 | $73.4M | 0.03% | |
| 150 | KOCOCA COLA COMPANY | 994 | $71.2M | 0.03% | |
| 151 | ABTABBOTT LABORATORIES | 533 | $70.7M | 0.03% | |
| 152 | XLIINDUSTRIAL SELECT | 535 | $70.1M | 0.03% | |
| 153 | VOEVANGUARD MID | 436 | $70.0M | 0.03% | |
| 154 | IGVISHARES EXPANDED | 775 | $69.0M | 0.03% | |
| 155 | SDGISHARES MSCI | 950 | $68.8M | 0.03% | |
| 156 | AVLVAVANTIS US | 1,017 | $66.3M | 0.03% | |
| 157 | MARMARRIOTT INTL | 277 | $66.0M | 0.03% | |
| 158 | WECWEC ENERGY | 600 | $65.4M | 0.03% | |
| 159 | PFEPFIZER INC | 2,561 | $64.9M | 0.03% | |
| 160 | MGKVANGUARD MEGA | 200 | $61.8M | 0.03% | |
| 161 | FMARFIRST TRUST | 1,440 | $60.8M | 0.03% | |
| 162 | ORCLORACLE CORP | 433 | $60.5M | 0.03% | |
| 163 | EQWLINVESCO S&P | 570 | $58.8M | 0.03% | |
| 164 | WMTWALMART INC | 669 | $58.7M | 0.03% | |
| 165 | ARKKARK INNOVATION | 1,220 | $58.0M | 0.03% | |
| 166 | MTUMISHARES MSCI | 285 | $57.6M | 0.03% | |
| 167 | DFSVDIMENSIONAL US | 2,034 | $57.3M | 0.03% | |
| 168 | MCDMCDONALDS CORP | 181 | $56.5M | 0.02% | |
| 169 | MGVVANGUARD MEGA | 433 | $55.8M | 0.02% | |
| 170 | LVLNSPDR ICE | 1,601 | $51.9M | 0.02% | |
| 171 | JMSTJPMORGAN | 1,000 | $50.9M | 0.02% | |
| 172 | PDOPIMCO DYNAMIC | 3,655 | $50.7M | 0.02% | |
| 173 | FDLFIRST TRUST | 1,085 | $47.1M | 0.02% | |
| 174 | XLEENERGY SELECT | 500 | $46.7M | 0.02% | |
| 175 | SOSOUTHERN COMPANY | 508 | $46.7M | 0.02% | |
| 176 | QCOMQUALCOMM INC | 295 | $45.3M | 0.02% | |
| 177 | PAXSPIMCO ACCESS | 2,747 | $44.1M | 0.02% | |
| 178 | EMREMERSON ELECTRIC | 400 | $43.9M | 0.02% | |
| 179 | FBINFORTUNE BRANDS | 715 | $43.5M | 0.02% | |
| 180 | KYNKAYNE ANDERSON | 3,338 | $42.8M | 0.02% | |
| 181 | KELKELLANOVA | 504 | $41.6M | 0.02% | |
| 182 | CCOCAMECO CORP | 1,000 | $41.2M | 0.02% | |
| 183 | RWLINVESCO S&P | 411 | $40.8M | 0.02% | |
| 184 | PSNPARSONS CORP | 666 | $39.4M | 0.02% | |
| 185 | JPSTJPMORGAN | 775 | $39.2M | 0.02% | |
| 186 | VIOOVANGUARD S&P | 404 | $39.0M | 0.02% | |
| 187 | DMARFIRST TRUST | 1,010 | $38.1M | 0.02% | |
| 188 | OMFSINVESCO RUSSELL | 1,000 | $38.0M | 0.02% | |
| 189 | MPLXMPLX | 696 | $37.3M | 0.02% | |
| 190 | METAMETA PLATFORMS | 61 | $35.2M | 0.02% | |
| 191 | LOWLOWES COMPANIES | 150 | $35.0M | 0.02% | |
| 192 | GLOCLOUGH GLOBAL | 7,107 | $34.8M | 0.02% | |
| 193 | DFSEURDISCOVER FINANCIAL | 200 | $34.1M | 0.01% | |
| 194 | TSMTAIWAN SEMICONDUCTOR | 199 | $33.0M | 0.01% | |
| 195 | TJXTJX COS | 270 | $32.9M | 0.01% | |
| 196 | IJRISHARES CORE | 313 | $32.7M | 0.01% | |
| 197 | BACBANK AMERICA | 775 | $32.3M | 0.01% | |
| 198 | CSCOCISCO SYSTEMS | 505 | $31.2M | 0.01% | |
| 199 | RBLXROBLOX CORP | 530 | $30.9M | 0.01% | |
| 200 | PWVINVESCO LARGE | 517 | $30.8M | 0.01% |