Tanglewood Legacy Advisors, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$243.8B
Holdings
283
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (283 positions)
| Stock | Value |
|---|---|
IUSVISHARES CORE | $59.2B |
IUSGISHARES S&P | $47.2B |
PAAAPGIM AAA | $10.5B |
IWRISHARES RUSSELL | $8.0B |
IWFISHARES RUSSELL | $7.2B |
FMAYFIRST TRUST | $5.5B |
DMAYFIRST TRUST | $4.6B |
IWDISHARES RUSSELL | $4.6B |
FAPRFIRST TRUST | $4.2B |
SPYSPDR S&P | $3.8B |
AAPLAPPLE INC | $3.2B |
NDQINVESCO QQQ | $3.2B |
GJANFIRST TRUST | $2.8B |
XFEBFIRST TRUST | $2.8B |
DNOVFIRST TRUST | $2.7B |
DAPRFIRST TRUST | $2.7B |
USMVISHARES MSCI | $2.0B |
GAUGFIRST TRUST | $1.9B |
FJUNFIRST TRUST | $1.9B |
DBEFXTRACKERS MSCI | $1.9B |
SMSM ENERGY | $1.8B |
CATCATERPILLAR INC | $1.8B |
DFEBFIRST TRUST | $1.8B |
DFAUDIMENSIONAL US | $1.8B |
DJUNFIRST TRUST | $1.8B |
MSFTMICROSOFT CORP | $1.7B |
GMAYFIRST TRUST | $1.5B |
LUVSOUTHWEST AIRLINES | $1.5B |
IVVISHARES CORE | $1.5B |
FDECFIRST TRUST | $1.4B |
ITOTISHARES CORE | $1.4B |
FNOVFIRST TRUST | $1.3B |
GNOVFIRST TRUST | $1.2B |
FJANFIRST TRUST | $1.1B |
GJUNFIRST TRUST | $1.1B |
VUGVANGUARD GROWTH | $1.0B |
AVUSAVANTIS U S | $1.0B |
GAPRFIRST TRUST | $1.0B |
GDECFIRST TRUST | $1.0B |
MRKMERCK & COMPANY | $959.7M |
XOMEXXON MOBIL | $907.2M |
JNJJOHNSON & JOHNSON | $906.0M |
ILOWAB INTL | $892.9M |
DFAXDIMENSIONAL WORLD | $887.0M |
XFEBFIRST TRUST | $806.2M |
FFEBFIRST TRUST | $796.1M |
GMARFIRST TRUST | $721.9M |
VTVVANGUARD VALUE | $721.1M |
CVXCHEVRON CORP | $717.3M |
GEGE AEROSPACE | $657.9M |
AMZNAMAZON COM | $635.8M |
DJANFIRST TRUST | $631.3M |
FAUGFIRST TRUST | $628.3M |
GPCGENUINE PARTS | $615.2M |
VYMVANGUARD HIGH | $598.3M |
OGEOGE ENERGY CORP | $590.0M |
FOCTFIRST TRUST | $581.3M |
AVDEAVANTIS INTL | $546.2M |
ZALTINNOVATOR US | $545.2M |
VIGVANGUARD DIVIDEND | $544.0M |
NEENEXTERA ENERGY | $541.5M |
XFEBFIRST TRUST | $500.9M |
SPLVINVESCO S&P | $496.0M |
CFRCULLEN FROST | $488.7M |
JPMJPMORGAN CHASE | $476.6M |
BRK/BBERKSHIRE HATHAWAY | $469.3M |
AVGOBROADCOM INC | $451.8M |
DDECFIRST TRUST | $451.7M |
XLKTECHNOLOGY SELECT | $450.7M |
DAUGFIRST TRUST | $434.2M |
GSEPFIRST TRUST | $422.0M |
AXPAMERICAN EXPRESS | $397.8M |
SCHVSCHWAB US | $386.1M |
TSLATESLA INC | $363.7M |
FJULFIRST TRUST | $359.6M |
DEDEERE & CO | $355.9M |
GEVGE VERNOVA | $333.9M |
PDXPIMCO DYNAMIC | $331.5M |
DISWALT DISNEY | $311.8M |
DOCTFIRST TRUST | $309.2M |
VFHVANGUARD FINANCIALS | $305.9M |
RDIVINVESCO S&P | $305.8M |
GSGOLDMAN SACHS | $297.3M |
COPCONOCOPHILLIPS | $291.5M |
FEXFIRST TRUST | $285.6M |
DFAEDIMENSIONAL EMERGING | $279.6M |
IBMINTL BUSINESS | $274.1M |
VOOVANGUARD S&P | $271.5M |
SDYSPDR SERIES | $263.5M |
FSEPFIRST TRUST | $250.8M |
TXNTEXAS INSTRUMENTS | $247.5M |
EPDENTERPRISE PRODUCTS | $237.2M |
COSTCOSTCO WHOLESALE | $226.7M |
VMCVULCAN MATERIALS | $208.7M |
AQLTISHARES CORE | $205.5M |
GOOGALPHABET INC | $195.1M |
DSEPFIRST TRUST | $190.3M |
CICIGNA GROUP | $188.1M |
UPSUNITED PARCEL | $175.0M |
MOALTRIA GROUP | $171.8M |
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