Tanglewood Legacy Advisors, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$258.9B
Holdings
273
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (273 positions)
| Stock | Value |
|---|---|
IUSVISHARES CORE | $64.3B |
IUSGISHARES S&P | $52.5B |
IWRISHARES RUSSELL | $8.7B |
IWFISHARES RUSSELL | $8.1B |
PAAAPGIM AAA | $7.5B |
FMAYFIRST TRUST | $5.8B |
IWDISHARES RUSSELL | $4.9B |
DMAYFIRST TRUST | $4.7B |
FAPRFIRST TRUST | $4.3B |
SPYSPDR S&P | $4.2B |
AAPLAPPLE INC | $4.0B |
NDQINVESCO QQQ | $3.4B |
GJANFIRST TRUST | $2.9B |
DNOVFIRST TRUST | $2.9B |
DAPRFIRST TRUST | $2.8B |
XFEBFIRST TRUST | $2.8B |
GAUGFIRST TRUST | $2.2B |
CATCATERPILLAR INC | $2.2B |
USMVISHARES MSCI | $2.0B |
DBEFXTRACKERS MSCI | $2.0B |
FJUNFIRST TRUST | $2.0B |
DFAUDIMENSIONAL US | $1.9B |
SMSM ENERGY | $1.9B |
DJUNFIRST TRUST | $1.8B |
DFEBFIRST TRUST | $1.8B |
MSFTMICROSOFT CORP | $1.8B |
IVVISHARES CORE | $1.6B |
GMAYFIRST TRUST | $1.6B |
FDECFIRST TRUST | $1.5B |
ITOTISHARES CORE | $1.5B |
LUVSOUTHWEST AIRLINES | $1.5B |
FNOVFIRST TRUST | $1.3B |
GNOVFIRST TRUST | $1.2B |
FJANFIRST TRUST | $1.2B |
VUGVANGUARD GROWTH | $1.1B |
GJUNFIRST TRUST | $1.1B |
AVUSAVANTIS U S | $1.1B |
GDECFIRST TRUST | $1.1B |
MRKMERCK & COMPANY | $1.0B |
GAPRFIRST TRUST | $988.9M |
JNJJOHNSON & JOHNSON | $981.6M |
DFAXDIMENSIONAL WORLD | $947.7M |
ILOWAB INTL | $912.0M |
XOMEXXON MOBIL | $868.0M |
XFEBFIRST TRUST | $847.4M |
FFEBFIRST TRUST | $837.7M |
CVXCHEVRON CORP | $780.9M |
GEGE AEROSPACE | $768.9M |
VTVVANGUARD VALUE | $760.9M |
FJULFIRST TRUST | $757.1M |
GMARFIRST TRUST | $743.3M |
XFEBFIRST TRUST | $727.8M |
FAUGFIRST TRUST | $708.9M |
GPCGENUINE PARTS | $702.8M |
DJANFIRST TRUST | $659.7M |
AMZNAMAZON COM | $636.3M |
VYMVANGUARD HIGH | $617.8M |
FOCTFIRST TRUST | $616.9M |
OGEOGE ENERGY CORP | $615.2M |
NEENEXTERA ENERGY | $588.8M |
AVDEAVANTIS INTL | $582.3M |
VIGVANGUARD DIVIDEND | $573.1M |
ZALTINNOVATOR US | $564.3M |
DAUGFIRST TRUST | $556.1M |
JPMJPMORGAN CHASE | $518.6M |
XLKTECHNOLOGY SELECT | $501.7M |
SPLVINVESCO S&P | $500.5M |
BRK/BBERKSHIRE HATHAWAY | $485.6M |
CFRCULLEN FROST | $482.0M |
AVGOBROADCOM INC | $476.7M |
DDECFIRST TRUST | $473.5M |
TSLATESLA INC | $464.7M |
GSEPFIRST TRUST | $433.1M |
AXPAMERICAN EXPRESS | $414.2M |
SCHVSCHWAB US | $406.2M |
GEVGE VERNOVA | $388.0M |
PDXPIMCO DYNAMIC | $335.3M |
GSGOLDMAN SACHS | $334.5M |
RDIVINVESCO S&P | $333.0M |
DOCTFIRST TRUST | $325.3M |
DEDEERE & CO | $320.1M |
COPCONOCOPHILLIPS | $307.2M |
DFAEDIMENSIONAL EMERGING | $304.5M |
FEXFIRST TRUST | $298.6M |
VOOVANGUARD S&P | $292.7M |
DISWALT DISNEY | $287.9M |
IWMISHARES RUSSELL | $276.3M |
SDYSPDR SERIES | $271.8M |
GOOGALPHABET INC | $267.9M |
IBMINTL BUSINESS | $262.4M |
VMCVULCAN MATERIALS | $246.1M |
EPDENTERPRISE PRODUCTS | $239.2M |
TXNTEXAS INSTRUMENTS | $219.0M |
AQLTISHARES CORE | $215.0M |
COSTCOSTCO WHOLESALE | $212.0M |
MOALTRIA GROUP | $193.6M |
VFHVANGUARD FINANCIALS | $191.3M |
IMCGISHARES MORNINGSTAR | $173.2M |
IJHISHARES CORE | $172.0M |
CICIGNA GROUP | $164.0M |
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