Tanglewood Legacy Advisors, LLC Portfolio Holdings

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024

Tanglewood Legacy Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 299 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 $53.3B, Ishares Core S&P U.S Growth Et with a value of $46.2B, Ishares Russell Mid Cap ETF with a value of $7.41B, Ishares Russell 1000 Gr ETF with a value of $6.82B, and First Tr Ex Tr Fd Viii Cboe Ve with a value of $6.06B.

Examining the 13F form we can see an increase of $8.81B in the current position value, from $225B to 234B.

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 $234 Billion
ETFs: $161 Billion
Technology: $6.96 Billion
Energy: $5.77 Billion
Industrials: $5.01 Billion
Financial Services: $3.14 Billion
Healthcare: $3.09 Billion
Consumer Cyclical: $2.44 Billion
Utilities: $1.26 Billion
Other: $1.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.1B
$106 Million 0.05% of portfolio
1,708
Q4 2022 New
$0
$116 Million 0.05% of portfolio
-
Q4 2022 New
$126B
$119 Million 0.05% of portfolio
690
Q4 2024 Added 0.58%
$422B
$121 Million 0.05% of portfolio
312
Q4 2024 Added 0.32%
$57.5B
$120 Million 0.05% of portfolio
500
Q4 2022 New
$51.3B
$112 Million 0.05% of portfolio
910
Q1 2024 Reduced 9.0%
$2.3B
$106 Million 0.05% of portfolio
3,000
Q4 2024 Reduced 50.0%
$75B
$98.6 Million 0.04% of portfolio
210
Q2 2024 Reduced 13.58%
$325B
$94.7 Million 0.04% of portfolio
533
Q4 2022 New
$507B
$61.7 Million 0.03% of portfolio
122
Q4 2022 New
$234B
$78 Million 0.03% of portfolio
150
Q4 2022 New
$94.3B
$77.3 Million 0.03% of portfolio
277
Q4 2022 New
$771B
$80.3 Million 0.03% of portfolio
104
Q1 2024 Added 4.0%
$76.8B
$62.9 Million 0.03% of portfolio
508
Q3 2023 Reduced 23.38%
$393B
$80.3 Million 0.03% of portfolio
479
Q3 2023 Reduced 29.46%
$202B
$58.6 Million 0.03% of portfolio
487
Q4 2022 New
$459B
$72.2 Million 0.03% of portfolio
433
Q4 2022 New
$224B
$60.3 Million 0.03% of portfolio
533
Q1 2024 Reduced 3.09%
$149B
$68 Million 0.03% of portfolio
2,561
Q3 2024 Reduced 12.02%
$86.1B
$68.2 Million 0.03% of portfolio
372
Q4 2024 New
$190B
$70.6 Million 0.03% of portfolio
610
Q1 2023 Added 48.78%
$275B
$61.9 Million 0.03% of portfolio
994
Q2 2023 New
$79.5B
$77.4 Million 0.03% of portfolio
1,296
Q4 2022 New
$84.1B
$64.5 Million 0.03% of portfolio
500
Q3 2023 Reduced 30.75%
$1.09T
$39.3 Million 0.02% of portfolio
199
Q4 2022 New
$0
$42.4 Million 0.02% of portfolio
3,338
Q4 2023 New
$8.21B
$50 Million 0.02% of portfolio
542
Q2 2024 New
$0
$36.4 Million 0.02% of portfolio
7,107
Q4 2022 New
$21.4B
$51.4 Million 0.02% of portfolio
1,000
Q1 2024 New
$194B
$45.3 Million 0.02% of portfolio
295
Q4 2022 New
$91.4B
$41.8 Million 0.02% of portfolio
508
Q4 2022 New
$212B
$52.5 Million 0.02% of portfolio
181
Q1 2023 Added 123.46%
$1.55T
$41.6 Million 0.02% of portfolio
71
Q1 2024 Added 18.33%
$161B
$37 Million 0.02% of portfolio
150
Q4 2022 New
$31.3B
$56.4 Million 0.02% of portfolio
600
Q1 2024 Reduced 18.48%
$372B
$37.2 Million 0.02% of portfolio
847
Q1 2024 Added 9.29%
$8.31B
$48.9 Million 0.02% of portfolio
715
Q4 2022 New
$27.8B
$40.8 Million 0.02% of portfolio
504
Q4 2022 New
$0
$46.8 Million 0.02% of portfolio
4,500
Q4 2024 New
$165B
$34 Million 0.01% of portfolio
850
Q4 2024 Reduced 15.0%
$145B
$32.6 Million 0.01% of portfolio
270
Q4 2022 New
$44.9B
$31.9 Million 0.01% of portfolio
269
Q4 2022 New
$13.7B
$29.4 Million 0.01% of portfolio
2,358
Q3 2023 Reduced 2.56%
$81.2B
$23.1 Million 0.01% of portfolio
120
Q4 2022 New
$148B
$15.5 Million 0.01% of portfolio
413
Q4 2024 Reduced 19.49%
$29B
$21.2 Million 0.01% of portfolio
1,360
Q4 2024 New
$208B
$16 Million 0.01% of portfolio
105
Q4 2022 New
$36.8B
$27.7 Million 0.01% of portfolio
410
Q4 2022 New
$38.8B
$30.7 Million 0.01% of portfolio
530
Q3 2023 Added 562.5%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $234 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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