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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ZBHZIMMER BIOMET | 1,631 | $160.7M | 0.06% | |
| 102 | EBAEBAY INC | 1,708 | $155.3M | 0.06% | |
| 103 | VLOVALERO ENERGY | 910 | $154.9M | 0.06% | |
| 104 | VVISA INC | 429 | $146.4M | 0.06% | |
| 105 | ESGUISHARES ESG | 1,000 | $145.6M | 0.06% | |
| 106 | UPSUNITED PARCEL | 1,734 | $144.8M | 0.06% | |
| 107 | UALUNITED AIRLINES | 1,500 | $144.8M | 0.06% | |
| 108 | ADPAUTOMATIC DATA | 490 | $143.7M | 0.06% | |
| 109 | FSEPFIRST TRUST | 2,822 | $142.6M | 0.06% | |
| 110 | TRVTRAVELERS COS | 500 | $139.6M | 0.05% | |
| 111 | RSPINVESCO S&P | 727 | $137.9M | 0.05% | |
| 112 | VOXVANGUARD COMMUNICATION | 730 | $137.0M | 0.05% | |
| 113 | GOOGLALPHABET INC | 558 | $135.7M | 0.05% | |
| 114 | SHELSHELL PLC | 1,888 | $135.0M | 0.05% | |
| 115 | XMARFIRST TRUST | 3,300 | $129.4M | 0.05% | |
| 116 | PSXPHILLIPS 66 | 950 | $129.2M | 0.05% | |
| 117 | NOCNORTHROP GRUMMAN | 210 | $128.0M | 0.05% | |
| 118 | OKEONEOK INC | 1,706 | $124.5M | 0.05% | |
| 119 | ORCLORACLE CORP | 433 | $121.8M | 0.05% | |
| 120 | BXBLACKSTONE INC | 705 | $120.4M | 0.05% | |
| 121 | QTECFIRST TRUST | 506 | $116.2M | 0.04% | |
| 122 | PYPLPAYPAL HOLDINGS | 1,708 | $114.5M | 0.04% | |
| 123 | FISVFISERV INC | 872 | $112.4M | 0.04% | |
| 124 | FXLFIRST TRUST | 661 | $111.0M | 0.04% | |
| 125 | ABBVABBVIE INC | 478 | $110.7M | 0.04% | |
| 126 | FNDXSCHWAB FUNDAMENTAL | 4,159 | $109.4M | 0.04% | |
| 127 | LINLINDE PLC | 230 | $109.3M | 0.04% | |
| 128 | FNDBSCHWAB FUNDAMENTAL | 4,191 | $107.9M | 0.04% | |
| 129 | ARKKARK INNOVATION | 1,220 | $105.3M | 0.04% | |
| 130 | RTXRTX CORP | 610 | $102.1M | 0.04% | |
| 131 | GEHCGE HEALTHCARE | 1,342 | $100.8M | 0.04% | |
| 132 | IVOOVANGUARD S&P | 822 | $90.7M | 0.04% | |
| 133 | IGVISHARES EXPANDED | 775 | $89.1M | 0.03% | |
| 134 | GOCTFIRST TRUST | 2,240 | $85.8M | 0.03% | |
| 135 | XFEBFIRST TRUST | 4,700 | $85.7M | 0.03% | |
| 136 | BMYBRISTOL MYERS | 1,868 | $84.2M | 0.03% | |
| 137 | DSEPFIRST TRUST | 1,899 | $83.9M | 0.03% | |
| 138 | CCOCAMECO CORP | 1,000 | $83.9M | 0.03% | |
| 139 | XLIINDUSTRIAL SELECT | 535 | $82.5M | 0.03% | |
| 140 | NVDANVIDIA CORP | 435 | $81.2M | 0.03% | |
| 141 | MDLZMONDELEZ INTERNATIONAL | 1,296 | $81.0M | 0.03% | |
| 142 | MGKVANGUARD MEGA | 200 | $80.5M | 0.03% | |
| 143 | SDGISHARES MSCI | 950 | $79.0M | 0.03% | |
| 144 | 4I1PHILIP MORRIS | 487 | $79.0M | 0.03% | |
| 145 | LLYELI LILLY | 100 | $76.3M | 0.03% | |
| 146 | VOEVANGUARD MID | 436 | $76.1M | 0.03% | |
| 147 | HDHOME DEPOT | 185 | $74.8M | 0.03% | |
| 148 | AVLVAVANTIS US | 1,017 | $73.5M | 0.03% | |
| 149 | RBLXROBLOX CORP | 530 | $73.4M | 0.03% | |
| 150 | MARMARRIOTT INTL | 277 | $72.1M | 0.03% | |
| 151 | AMTAMERICAN TOWER | 372 | $71.5M | 0.03% | |
| 152 | ABTABBOTT LABORATORIES | 533 | $71.4M | 0.03% | |
| 153 | WECWEC ENERGY | 600 | $68.8M | 0.03% | |
| 154 | FMARFIRST TRUST | 1,440 | $66.8M | 0.03% | |
| 155 | KOCOCA COLA COMPANY | 994 | $65.9M | 0.03% | |
| 156 | EQWLINVESCO S&P | 570 | $65.4M | 0.03% | |
| 157 | DFSVDIMENSIONAL US | 2,034 | $64.8M | 0.03% | |
| 158 | PGPROCTER & GAMBLE | 405 | $62.2M | 0.02% | |
| 159 | MGVVANGUARD MEGA | 433 | $59.6M | 0.02% | |
| 160 | WMTWALMART INC | 549 | $56.6M | 0.02% | |
| 161 | VXUSVANGUARD TOTAL | 749 | $55.0M | 0.02% | |
| 162 | EMREMERSON ELECTRIC | 400 | $52.5M | 0.02% | |
| 163 | PDOPIMCO DYNAMIC | 3,655 | $51.6M | 0.02% | |
| 164 | JMSTJPMORGAN | 1,000 | $51.0M | 0.02% | |
| 165 | QCOMQUALCOMM INC | 295 | $49.1M | 0.02% | |
| 166 | SOSOUTHERN COMPANY | 508 | $48.1M | 0.02% | |
| 167 | FDLFIRST TRUST | 1,085 | $47.1M | 0.02% | |
| 168 | MCDMCDONALDS CORP | 150 | $45.6M | 0.02% | |
| 169 | RWLINVESCO S&P | 411 | $45.4M | 0.02% | |
| 170 | METAMETA PLATFORMS | 61 | $44.8M | 0.02% | |
| 171 | PAXSPIMCO ACCESS | 2,747 | $44.7M | 0.02% | |
| 172 | XLEENERGY SELECT | 500 | $44.7M | 0.02% | |
| 173 | VIOOVANGUARD S&P | 404 | $44.6M | 0.02% | |
| 174 | OMFSINVESCO RUSSELL | 1,000 | $44.0M | 0.02% | |
| 175 | PFEPFIZER INC | 1,714 | $43.7M | 0.02% | |
| 176 | COFCAPITAL ONE | 203 | $43.2M | 0.02% | |
| 177 | MTUMISHARES MSCI | 165 | $42.3M | 0.02% | |
| 178 | KELKELLANOVA | 504 | $41.3M | 0.02% | |
| 179 | KYNKAYNE ANDERSON | 3,338 | $41.3M | 0.02% | |
| 180 | DMARFIRST TRUST | 1,010 | $41.2M | 0.02% | |
| 181 | TSMTAIWAN SEMICONDUCTOR | 144 | $40.2M | 0.02% | |
| 182 | BACBANK AMERICA | 775 | $40.0M | 0.02% | |
| 183 | JPSTJPMORGAN | 775 | $39.3M | 0.02% | |
| 184 | TJXTJX COS | 270 | $39.0M | 0.02% | |
| 185 | MSIFMSC INCOME | 2,913 | $38.2M | 0.01% | |
| 186 | FBINFORTUNE BRANDS | 715 | $38.2M | 0.01% | |
| 187 | LOWLOWES COMPANIES | 150 | $37.7M | 0.01% | |
| 188 | PBWINVESCO WILDERHILL | 1,227 | $35.4M | 0.01% | |
| 189 | MPLXMPLX | 696 | $34.8M | 0.01% | |
| 190 | CSCOCISCO SYSTEMS | 505 | $34.6M | 0.01% | |
| 191 | DOWDOW INC | 1,500 | $34.4M | 0.01% | |
| 192 | INTUINTUIT INC | 50 | $34.1M | 0.01% | |
| 193 | ASMLASML HOLDING | 35 | $33.9M | 0.01% | |
| 194 | PWVINVESCO LARGE | 517 | $33.7M | 0.01% | |
| 195 | XMMOINVESCO S&P | 245 | $33.1M | 0.01% | |
| 196 | XELXCEL ENERGY | 410 | $33.1M | 0.01% | |
| 197 | RCLROYAL CARIBBEAN | 101 | $32.7M | 0.01% | |
| 198 | AVEMAVANTIS EMERGING | 435 | $32.7M | 0.01% | |
| 199 | CCLCARNIVAL CORP | 1,100 | $31.8M | 0.01% | |
| 200 | MCKMCKESSON CORP | 40 | $30.9M | 0.01% |