Tanglewood Legacy Advisors, LLC Reduced Holdings in Q2 2025

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Pgim Aaa
-21.5K
- 9.54%
N/A
204K $10.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.43K
- 18.63%
$166.82 - $194.23 $905K - $1.05M
23.7K $4.6B
AAPL
Apple Inc.

Technology
-1.42K
- 8.31%
$172.42 - $223.89 $244K - $317K
15.6K $3.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.55K
- 17.25%
$85.42 - $94.39 $389K - $429K
21.8K $2.05B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-17.3K
- 72.7%
$16.93 - $17.81 $293K - $308K
6.5K $116M
First Trust
-7.86K
- 37.77%
N/A
12.9K $501M
DAUG
First Tr ETF Viii Cboe Vest Us
-5.89K
- 36.1%
N/A
10.4K $434M
XOM
Exxon Mobil Corp

Energy
-2
- 0.02%
$99.93 - $119.04 $200 - $238
8.42K $907M
First Trust
-5.55K
- 9.7%
N/A
51.6K $1.91B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.81K
- 17.81%
$38.29 - $44.77 $108K - $126K
13K $581M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-550
- 42.34%
$55.54 - $69.09 $30.5K - $38K
749 $51.7M
SHEL
Shell PLC

Energy
-320
- 14.49%
$59.75 - $73.05 $19.1K - $23.4K
1.89K $133M
ABBV
Abb Vie Inc.

Healthcare
-55
- 10.32%
$170.16 - $206.27 $9.36K - $11.3K
478 $88.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-120
- 42.11%
$180.84 - $240.32 $21.7K - $28.8K
165 $39.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 17.13%
$285.55 - $321.23 $8.85K - $9.96K
150 $43.8M
ADP
Automatic Data Processing Inc

Industrials
-32
- 6.13%
$276.76 - $326.81 $8.86K - $10.5K
490 $151M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-43
- 0.67%
$42.44 - $49.08 $1.82K - $2.11K
6.39K $306M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-738
- 8.93%
$36.35 - $41.07 $26.8K - $30.3K
7.53K $309M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 10.14%
$335.24 - $380.78 $7.04K - $8K
186 $68.2M
V
Visa Inc.

Financial Services
-28
- 5.94%
$308.27 - $373.31 $8.63K - $10.5K
443 $157M
First Trust
-902
- 7.27%
N/A
11.5K $422M
PFE
Pfizer Inc

Healthcare
-146
- 5.7%
$21.59 - $24.84 $3.15K - $3.63K
2.42K $58.5M
WMT
Walmart Inc.

Consumer Defensive
-120
- 17.94%
$81.79 - $99.98 $9.81K - $12K
549 $53.7M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-518
- 9.02%
$41.22 - $48.01 $21.4K - $24.9K
5.23K $251M
UNP
Union Pacific Corp

Industrials
-19
- 19.19%
$208.27 - $238.46 $3.96K - $4.53K
80 $18.4M
ACVF
ETF Opportunities Tr American

ETFs
-110
- 39.29%
$38.25 - $47.16 $4.21K - $5.19K
170 $8.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11
- 7.64%
$96.84 - $99.46 $1.07K - $1.09K
133 $13.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-55
- 27.64%
$141.37 - $228.57 $7.78K - $12.6K
144 $32.6M
NVDA
Nvidia Corp

Technology
-251
- 28.01%
$94.31 - $157.99 $23.7K - $39.7K
645 $102M
TXN
Texas Instruments Inc

Technology
-140
- 10.51%
N/A
1.19K $247M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-630
- 0.86%
$33.92 - $37.71 $21.4K - $23.8K
72.3K $2.73B
FEX
First Tr Large Cap Core Alphde

ETFs
-73
- 2.73%
$90.17 - $109.96 $6.58K - $8.03K
2.6K $286M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.87K
- 5.02%
$46.04 - $53.67 $86.1K - $100K
35.4K $1.9B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.72K
- 4.18%
$39.23 - $45.02 $67.5K - $77.5K
39.5K $1.78B
IVV
Ishares Core S&P 500 ETF

ETFs
-110
- 4.35%
$498.8 - $620.9 $54.9K - $68.3K
2.42K $1.5B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-21
- 0.08%
$42.85 - $50.11 $900 - $1.05K
25K $1.25B
First Trust
-522
- 1.33%
N/A
38.8K $1.52B
First Trust
-987
- 1.38%
N/A
70.7K $2.76B
VUG
Vanguard Growth ETF

ETFs
-50
- 2.06%
$329.49 - $438.4 $16.5K - $21.9K
2.38K $1.04B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-3.75K
- 3.36%
$36.71 - $42.81 $137K - $160K
108K $4.62B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.04K
- 2.67%
$42.44 - $50.03 $129K - $152K
111K $5.55B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.55K
- 2.85%
$74.88 - $91.97 $191K - $234K
86.8K $7.98B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.01K
- 0.32%
$113.67 - $150.4 $115K - $152K
314K $47.2B
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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