Tanglewood Legacy Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $59.2B, Ishares Core S&P U.S Growth Et with a value of $47.2B, Pgim Aaa with a value of $10.5B, Ishares Russell Mid Cap ETF with a value of $7.98B, and Ishares Russell 1000 Gr ETF with a value of $7.17B.
Examining the 13F form we can see an increase of $15.6B in the current position value, from $228B to 244B.
Tanglewood Legacy Advisors, LLC is based out at Houston, TX
Below you can find more details about Tanglewood Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Billion
ETFs: $167 Billion
Technology: $6.5 Billion
Industrials: $5.19 Billion
Energy: $4.66 Billion
Financial Services: $3.08 Billion
Healthcare: $2.68 Billion
Consumer Cyclical: $2.14 Billion
Utilities: $1.29 Billion
Other: $2.25 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
