Tanglewood-Legacy-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
293
Total Value
228174448
Accession Number
0001965616-25-000002
Form Type
13F-HR
Manager Name
Tanglewood-Legacy-Advisors
Data Enrichment
68% identified
199 identified94 unidentified

Holdings

293 positions • $228.2M total value
Manager:
Search and click to pin securities to the top
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233051200
Shares:41.5K
Value:$1.8M
% of Portfolio:0.8% ($1.8M/$228.2M)
33740F714
Shares:41.2K
Value:$1.7M
% of Portfolio:0.8% ($1.7M/$228.2M)
25434V104
Shares:42.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$228.2M)
SOUTHWEST AIRLINES CO
Shares:46.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$228.2M)
CATERPILLAR INC
Shares:4.7K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$228.2M)
33740F441
Shares:39.3K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$228.2M)
464287200
Shares:2.5K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$228.2M)
33740U505
Shares:30.7K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$228.2M)
MICROSOFT CORP
Shares:3.4K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$228.2M)
464287150
Shares:10.3K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$228.2M)
33740F847
Shares:25.0K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$228.2M)
Merck & Co., Inc.
Shares:12.1K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$228.2M)
33740F433
Shares:29.1K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$228.2M)
33740F458
Shares:27.0K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$228.2M)
EXXON MOBIL CORP
Shares:8.4K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$228.2M)
33740F623
Shares:22.5K
Value:$998.9K
% of Portfolio:0.4% ($998.9K/$228.2M)
JOHNSON & JOHNSON
Shares:5.9K
Value:$983.6K
% of Portfolio:0.4% ($983.6K/$228.2M)
025072885
Shares:10.3K
Value:$948.4K
% of Portfolio:0.4% ($948.4K/$228.2M)
922908736
Shares:2.4K
Value:$901.1K
% of Portfolio:0.4% ($901.1K/$228.2M)
CHEVRON CORP
Shares:5.0K
Value:$834.5K
% of Portfolio:0.4% ($834.5K/$228.2M)