Tanglewood Legacy Advisors, LLC Portfolio Holdings

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $244 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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