Tanglewood Legacy Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 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 $53.1B, Ishares Core S&P U.S Growth Et with a value of $43.8B, Ishares Russell Mid Cap ETF with a value of $7.27B, Ishares Russell 1000 Gr ETF with a value of $6.38B, and First Tr Ex Tr Fd Viii Cboe Ve with a value of $6.08B.
Examining the 13F form we can see an increase of $13.4B in the current position value, from $212B to 225B.
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
$225 Billion
ETFs: $155 Billion
Technology: $6.1 Billion
Energy: $5.8 Billion
Industrials: $5.01 Billion
Healthcare: $3.45 Billion
Financial Services: $2.5 Billion
Consumer Cyclical: $1.99 Billion
Utilities: $1.37 Billion
Other: $1.81 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
