Tanglewood Legacy Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 295 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 $48.6B, Ishares Core S&P U.S Growth Et with a value of $36.8B, First Tr Ex Tr Fd Viii Cboe Ve with a value of $6.83B, First Tr Exch Tr Fd Viii Cboe with a value of $6.57B, and Ishares Russell Mid Cap ETF with a value of $6.22B.
Examining the 13F form we can see an increase of $19.9B in the current position value, from $183B to 203B.
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
$203 Billion
ETFs: $141 Billion
Energy: $7.08 Billion
Technology: $4.81 Billion
Industrials: $4.8 Billion
Healthcare: $3.79 Billion
Financial Services: $2.32 Billion
Consumer Cyclical: $1.92 Billion
Utilities: $1.09 Billion
Other: $2.14 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions