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Portfolio (Quarterly) Guide ↗

Tanglewood Legacy Advisors, LLC

· CIK 0001965616
13F Portfolio $310M AUM 280 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 280 New
Page 8 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX BLACKSTONE INC Financial Services 726.0 $85K 0.03% NEW $117.59 +21.9%
142 SDG ISHARES MSCI 950.0 $85K 0.03% NEW $89.43 +4.9%
143 VFH VANGUARD FINANCIALS 636.0 $84K 0.03% NEW $131.60 +6.9%
144 PM PHILIP MORRIS Consumer Defensive 462.0 $84K 0.03% NEW $180.91 +4.0%
145 CCJ CAMECO CORP Energy 815.0 $83K 0.03% NEW $101.86 +0.6%
146 DFSV DIMENSIONAL US 2,034.0 $79K 0.03% NEW $38.79 +3.9%
147 FMAR FIRST TRUST 1,440.0 $75K 0.02% NEW $52.26 +2.0%
148 PG PROCTER & GAMBLE Consumer Defensive 512.0 $75K 0.02% NEW $146.64 -1.3%
149 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 1,296.0 $75K 0.02% NEW $57.84 +11.4%
150 PYPL PAYPAL HOLDINGS Financial Services 1,708.0 $74K 0.02% NEW $43.18 +42.5%
151 EQWL INVESCO S&P 570.0 $74K 0.02% NEW $129.02 +4.6%
152 MGV VANGUARD MEGA 433.0 $71K 0.02% NEW $163.45 +2.9%
153 IGV ISHARES EXPANDED 775.0 $70K 0.02% NEW $90.60 +14.1%
154 WEC WEC ENERGY Utilities 600.0 $70K 0.02% NEW $116.77 -9.2%
155 HD HOME DEPOT Consumer Cyclical 183.0 $65K 0.02% NEW $353.55 -5.1%
156 WMT WALMART INC Consumer Defensive 549.0 $62K 0.02% NEW $113.26 -8.4%
157 APD AIR PRODUCTS Basic Materials 200.0 $59K 0.02% NEW $293.18 +4.1%
158 MU MICRON TECHNOLOGY Technology 50.0 $58K 0.02% NEW $1154.30 -16.2%
159 EMR EMERSON ELECTRIC Industrials 400.0 $57K 0.02% NEW $143.15 +9.8%
160 VIOO VANGUARD S&P 404.0 $56K 0.02% NEW $137.54 -0.7%
Page 8 of 14  ·  280 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.0%
Technology 19.5%
Industrials 17.2%
Energy 11.2%
Healthcare 8.9%
Utilities 5.7%
Consumer Cyclical 5.3%
Consumer Defensive 2.4%
Communication Services 1.3%
Basic Materials 0.5%