Tanglewood Legacy Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 293 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 $56.2B, Ishares Core S&P U.S Growth Et with a value of $40B, Pgim Aaa with a value of $11.6B, Ishares Russell Mid Cap ETF with a value of $7.6B, and Ishares Russell 1000 Gr ETF with a value of $6.05B.
Examining the 13F form we can see an decrease of $5.74B in the current position value, from $234B to 228B.
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
$228 Billion
ETFs: $153 Billion
Technology: $6.28 Billion
Energy: $5.38 Billion
Industrials: $4.9 Billion
Healthcare: $3.01 Billion
Financial Services: $2.96 Billion
Consumer Cyclical: $1.96 Billion
Utilities: $1.33 Billion
Other: $2.21 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
