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
$3.13B
$2.61 Million 0.0% of portfolio
9
Q4 2024 New
$323B
$1.48 Million 0.0% of portfolio
6
Q1 2024 New
$435B
$2.67 Million 0.0% of portfolio
3
Q1 2024 New
$96.9B
$4.54 Million 0.0% of portfolio
60
Q3 2023 Reduced 83.78%
-
$937,000 0.0% of portfolio
-
Q1 2023 Added 277.78%
$43.5B
$9.88 Million 0.0% of portfolio
200
Q3 2023 Reduced 4.76%
$162B
$5.97 Million 0.0% of portfolio
26
Q4 2022 New
$98B
$2.01 Million 0.0% of portfolio
9
Q1 2024 New
$6.58B
$10.6 Million 0.0% of portfolio
600
Q1 2023 New
$10.4B
$7.37 Million 0.0% of portfolio
74
Q4 2022 New
$81.6B
$1.5 Million 0.0% of portfolio
5
Q1 2024 New
$87.6B
$4.69 Million 0.0% of portfolio
111
Q4 2022 New
$0
$1.71 Million 0.0% of portfolio
50
Q4 2022 New
$3.08B
$6.96 Million 0.0% of portfolio
400
Q1 2023 New
$105B
$8.85 Million 0.0% of portfolio
50
Q1 2023 New
$8.61B
$2.25 Million 0.0% of portfolio
65
Q2 2023 Reduced 67.34%
$95.2B
$2.96 Million 0.0% of portfolio
100
Q4 2022 New
$4.66B
$7.91 Million 0.0% of portfolio
135
Q4 2022 New
$13.8B
$1.61 Million 0.0% of portfolio
28
Q1 2024 New

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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