Tanglewood Legacy Advisors, LLC Purchases in Q2 2025

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
16.4K
+ 2.7%
$81.46 - $94.63 $1.34M - $1.56M
626K $59.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
128
+ 0.76%
$320.42 - $424.58 $41K - $54.3K
16.9K $7.17B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
21.7K
+ 115.03%
$39.94 - $44.64 $867K - $969K
40.6K $1.81B
First Trust
14.3K
+ 96.34%
N/A
29.1K $1.02B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.8K
+ 75.38%
$38.3 - $44.42 $299K - $346K
18.1K $806M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.4%
$496.48 - $617.85 $12.4K - $15.4K
6.21K $3.84B
First Trust
5.57K
+ 8.55%
N/A
70.7K $2.83B
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
6.33K
+ 71.41%
N/A
15.2K $796M
First Trust
8.11K
+ 34.55%
N/A
31.6K $1.15B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.49K
+ 225.13%
$37.24 - $41.76 $279K - $313K
10.8K $452M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
5.86K
+ 59.86%
$36.05 - $40.34 $211K - $236K
15.7K $631M
First Trust
4.03K
+ 27.74%
N/A
18.5K $722M
ITOT
Ishares Core S&P Total U.S. St

ETFs
28
+ 0.27%
$108.12 - $135.04 $3.03K - $3.78K
10.3K $1.4B
FJAN
First Exc Trd Viii Cboe Vest U
973
+ 4.32%
N/A
23.5K $1.12B
VV
Vanguard Large Cap ETF

ETFs
275
New
$228.25 - $285.3 $62.8K - $78.5K
275 $78.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.27K
+ 3.05%
$38.18 - $45.52 $48.4K - $57.7K
42.8K $1.87B
VGT
Vanguard Information Technolog

ETFs
92
New
$470.37 - $663.28 $43.3K - $61K
92 $61M
COF
Capital One Financial Corp

Financial Services
203
New
$150.57 - $212.76 $30.6K - $43.2K
203 $43.2M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
181
+ 2.67%
$43.86 - $51.74 $7.94K - $9.36K
6.95K $360M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
660
New
$45.07 - $52.57 $29.7K - $34.7K
660 $32.2M
VFH
Vanguard Financial ETF

ETFs
95
+ 4.12%
$104.87 - $127.3 $9.96K - $12.1K
2.4K $306M
VBR
Vanguard Small Cap Value ETF

ETFs
106
+ 24.48%
$162.76 - $195.77 $17.3K - $20.8K
539 $105M
VTI
Vanguard Total Stock Market Et

ETFs
77
New
$243.75 - $303.93 $18.8K - $23.4K
77 $23.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25
+ 0.56%
$114.78 - $133.31 $2.87K - $3.33K
4.49K $598M
VDC
Vanguard Consumer Staples ETF

ETFs
100
New
$204.89 - $224.73 $20.5K - $22.5K
100 $21.9M
VHT
Vanguard Health Care ETF

ETFs
83
New
$236.71 - $261.92 $19.6K - $21.7K
83 $20.6M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
185
+ 4.3%
$37.41 - $42.4 $6.92K - $7.84K
4.49K $190M
VIS
Vanguard Industrial ETF

ETFs
60
New
$220.04 - $280.07 $13.2K - $16.8K
60 $16.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 1.0%
$177.93 - $313.14 $178 - $313
101 $31.6M
BX
Blackstone Inc.

Financial Services
4
+ 0.57%
$120.07 - $151.11 $480 - $604
700 $105M
PBW
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.16%
$13.42 - $20.22 $26.8 - $40.4
1.22K $24.4M
Easterly Government
210
New
N/A
210 $4.66M
VPU
Vanguard Utilities ETF

ETFs
26
New
$158.36 - $178.82 $4.12K - $4.65K
26 $4.59M
Kodiak Gas
92
New
N/A
92 $3.15M
Organigram Global
126
New
N/A
126 $170K
CVX
Chevron Corp

Energy
21
+ 0.42%
$133.73 - $168.51 $2.81K - $3.54K
5.01K $717M
Activity Summary
Buys All Purchases 37 New Holdings 12 Increased Positions 25 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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