Tanglewood Legacy Advisors, LLC Reduced Holdings in Q3 2025

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Pgim Aaa
-57.5K
- 28.22%
N/A
146K $7.53B
VFH
Vanguard Financial ETF

ETFs
-945
- 39.33%
$125.23 - $132.78 $118K - $125K
1.46K $191M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.4K
- 45.99%
$47.96 - $50.54 $115K - $121K
2.82K $143M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.59K
- 57.69%
$42.35 - $44.2 $110K - $114K
1.9K $83.9M
First Trust
-1.79K
- 6.64%
N/A
25.2K $989M
XOM
Exxon Mobil Corp

Energy
-718
- 8.53%
$105.83 - $117.22 $76K - $84.2K
7.7K $868M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-2.39K
- 5.89%
$44.57 - $46.53 $106K - $111K
38.2K $1.78B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.8K
- 27.69%
$17.81 - $18.39 $32.1K - $33.1K
4.7K $85.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-539
- 2.47%
$92.18 - $95.14 $49.7K - $51.3K
21.3K $2.03B
NVDA
Nvidia Corp

Technology
-210
- 32.56%
$153.3 - $186.58 $32.2K - $39.2K
435 $81.2M
PG
Procter & Gamble CO

Consumer Defensive
-74
- 15.45%
$150.47 - $161.22 $11.1K - $11.9K
405 $62.2M
V
Visa Inc.

Financial Services
-14
- 3.16%
$332.09 - $358.86 $4.65K - $5.02K
429 $146M
First Trust
-2.74K
- 3.88%
N/A
68K $2.76B
First Trust
-862
- 2.97%
N/A
28.2K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.54%
$357.4 - $423.42 $357 - $423
185 $74.8M
First Trust
-134
- 1.16%
N/A
11.4K $433M
FEX
First Tr Large Cap Core Alphde

ETFs
-41
- 1.58%
$110.0 - $117.08 $4.51K - $4.8K
2.56K $299M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-105
- 2.34%
$132.9 - $142.03 $14K - $14.9K
4.38K $618M
AVGO
Broadcom Inc.

Technology
-194
- 11.84%
$264.74 - $369.57 $51.4K - $71.7K
1.45K $477M
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.08%
N/A
2.66K $573M
First Trust
-326
- 0.84%
N/A
38.4K $1.56B
MRK
Merck & Co., Inc.

Healthcare
-141
- 1.16%
$77.6 - $87.37 $10.9K - $12.3K
12K $1.01B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-121
- 0.31%
$45.06 - $46.5 $5.45K - $5.63K
39.3K $1.83B
AVUS
American Centy ETF Tr Avantis

ETFs
-200
- 1.95%
$101.2 - $109.16 $20.2K - $21.8K
10.1K $1.09B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-127
- 0.51%
$50.18 - $52.89 $6.37K - $6.72K
24.9K $1.32B
JNJ
Johnson & Johnson

Healthcare
-637
- 10.74%
$155.17 - $185.42 $98.8K - $118K
5.29K $982M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-25
- 0.08%
$46.61 - $49.24 $1.17K - $1.23K
30.7K $1.51B
TSLA
Tesla, Inc.

Consumer Cyclical
-100
- 8.73%
$293.94 - $444.72 $29.4K - $44.5K
1.05K $465M
First Trust
-280
- 0.4%
N/A
70.5K $2.94B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-250
- 0.25%
$42.16 - $43.5 $10.5K - $10.9K
98.6K $4.29B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-952
- 0.88%
$42.84 - $44.34 $40.8K - $42.2K
107K $4.74B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-59
- 0.05%
$49.98 - $52.24 $2.95K - $3.08K
111K $5.79B
CAT
Caterpillar Inc

Industrials
-160
- 3.42%
$390.92 - $477.15 $62.5K - $76.3K
4.53K $2.16B
AAPL
Apple Inc.

Technology
-7
- 0.04%
$202.38 - $256.87 $1.42K - $1.8K
15.6K $3.97B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email