Tanglewood Legacy Advisors, LLC

CIK

1965616

Location

HOUSTON, TX

Portfolio Value

Micro $39,573,823

Diversification

Diversified

Filing Date

Global Rank

#6,763 / 8,232 ▲ 320

Top Industry

Consumer Electronics 13.5%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.2%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

140 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

−0.5 pts

Top 5

41.1%

−1.3 pts

Top 10

58.9%

−0.2 pts

HHI

482

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	20.1%	$7,959,265	4
Technology	18.4%	$7,287,840	21
Energy	15.4%	$6,110,363	15
Industrials	15.0%	$5,936,251	20
Healthcare	9.3%	$3,682,343	16
Financial Services	7.2%	$2,844,521	18
Consumer Cyclical	5.9%	$2,327,301	18
Utilities	4.1%	$1,640,249	7
Consumer Defensive	2.6%	$1,016,892	9
Communication Services	1.5%	$613,182	8
Basic Materials	0.4%	$143,456	2
Real Estate	0.0%	$12,160	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,401	2,836	$494,598
AAPL	Apple Inc.	+1,331	16,844	$4,274,838
TSLA	Tesla, Inc.	+630	1,530	$568,777
AMZN	Amazon Com Inc	+500	3,196	$665,630
SPY	Spdr S&P 500 ETF Trust	+487	6,877	$4,472,388
QQQ	Invesco Qqq Trust, Series 1	+224	5,955	$3,437,106
META	Meta Platforms, Inc.	+205	266	$152,186
COST	Costco Wholesale Corp /New	+184	413	$411,525
AVGO	Broadcom Inc.	+152	1,597	$494,287
MRK	Merck & Co., Inc.	+78	12,210	$1,468,740
CVX	Chevron Corp	+18	5,164	$1,068,431
BX	Blackstone Inc.	+8	719	$82,677
MSFT	Microsoft Corp	+1	3,240	$1,199,350
RCL	Royal Caribbean Cruises Ltd	+1	102	$28,068
GE	General Electric Co	+1	2,557	$725,599
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
MSIF	Msc Income Fund, Inc.	−2,581	3,250	$39,585
CCJ	Cameco Corp	−140	815	$88,517
ABBV	AbbVie Inc.	−35	443	$96,348
IBM	International Business Machines Corp	−24	1,002	$242,874
HD	Home Depot, Inc.	−2	183	$60,186
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	50	$16,897
MU	Micron Technology Inc	50	$16,892
SHOP	Shopify Inc.	80	$9,489
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	910	$148,138
AMT	American Tower Corp /Ma/	372	$65,312
KGS	Kodiak Gas Services, Inc.	92	$3,440
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 positions · $39,573,823 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	6,877	+487	$4,472,388	+2.6%	11.30%
AAPL	Apple Inc. Technology	Added	16,844	+1,331	$4,274,838	+1.4%	10.80%
QQQ	Invesco Qqq Trust, Series 1	Added	5,955	+224	$3,437,106	−2.4%	8.69%
SM	SM Energy Co Energy	Held	74,323	0	$2,317,391	+66.7%	5.86%
CAT	Caterpillar Inc Industrials	Held	2,470	0	$1,749,896	+23.7%	4.42%
LUV	Southwest Airlines Co Industrials	Held	46,464	0	$1,745,652	−9.1%	4.41%
MRK	Merck & Co., Inc. Healthcare	Added	12,210	+78	$1,468,740	+15.0%	3.71%
XOM	Exxon Mobil Corp Energy	Held	7,912	0	$1,342,349	+41.0%	3.39%
JNJ	Johnson & Johnson Healthcare	Held	5,294	0	$1,294,065	+18.1%	3.27%
MSFT	Microsoft Corp Technology	Added	3,240	+1	$1,199,350	−23.4%	3.03%
CVX	Chevron Corp Energy	Added	5,164	+18	$1,068,431	+36.2%	2.70%
GE	General Electric Co Industrials	Added	2,557	+1	$725,599	−7.8%	1.83%
NEE	Nextera Energy Inc Utilities	Held	7,800	0	$724,464	+15.7%	1.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,196	+500	$665,630	+7.0%	1.68%
OGE	Oge Energy Corp. Utilities	Held	13,295	0	$637,628	+12.3%	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,530	+630	$568,777	+40.5%	1.44%
GEV	GE Vernova Inc. Industrials	Held	631	0	$550,799	+33.6%	1.39%
GPC	Genuine Parts Co Consumer Cyclical	Held	5,071	0	$536,258	−14.0%	1.36%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Held	3,802	0	$521,178	+8.3%	1.32%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,766	0	$519,486	−8.7%	1.31%
NVDA	Nvidia Corp Technology	Added	2,836	+2,401	$494,598	+509.7%	1.25%
AVGO	Broadcom Inc. Technology	Added	1,597	+152	$494,287	−1.2%	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	966	0	$462,907	−4.7%	1.17%
COP	Conocophillips Energy	Held	3,248	0	$428,736	+41.0%	1.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	413	+184	$411,525	+108.4%	1.04%
DE	Deere & Co Industrials	Held	700	0	$394,310	+21.0%	1.00%
AXP	American Express Co Financial Services	Held	1,247	0	$377,192	−18.2%	0.95%
GS	Goldman Sachs Group Inc Financial Services	Held	420	0	$355,315	−3.8%	0.90%
EPD	Enterprise Products Partners L.P. Energy	Held	7,650	0	$289,476	+18.0%	0.73%
IBM	International Business Machines Corp Technology	Reduced	1,002	-24	$242,874	−20.1%	0.61%
DIS	Walt Disney Co Communication Services	Held	2,514	0	$242,299	−15.3%	0.61%
TXN	Texas Instruments Inc Technology	Held	1,192	0	$231,414	+11.9%	0.58%
MO	Altria Group, Inc. Consumer Defensive	Held	2,931	0	$193,416	+14.4%	0.49%
PSX	Phillips 66 Energy	Held	950	0	$173,071	+41.2%	0.44%
UPS	United Parcel Service Inc Industrials	Held	1,734	0	$170,590	−0.8%	0.43%
GOOGL	Alphabet Inc. Communication Services	Held	558	0	$160,458	−8.1%	0.41%
EBAY	Ebay Inc Consumer Cyclical	Held	1,708	0	$155,462	+4.5%	0.39%
OKE	Oneok Inc /New/ Energy	Held	1,706	0	$154,205	+23.0%	0.39%
META	Meta Platforms, Inc. Communication Services	Added	266	+205	$152,186	+278.0%	0.38%
CI	Cigna Group Healthcare	Held	569	0	$151,780	−3.1%	0.38%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Held	1,631	0	$147,475	+0.6%	0.37%
TRV	Travelers Companies, Inc. Financial Services	Held	500	0	$145,840	+0.6%	0.37%
SO	Southern Co Utilities	Held	1,501	0	$144,876	+10.7%	0.37%
NOC	Northrop Grumman Corp /De/ Industrials	Held	210	0	$143,270	+19.6%	0.36%
UAL	United Airlines Holdings, Inc. Industrials	Held	1,500	0	$138,105	−17.7%	0.35%
SHEL	Shell plc Energy	Held	1,388	0	$129,084	+26.6%	0.33%
RTX	RTX Corp Industrials	Held	610	0	$117,669	+5.2%	0.30%
LIN	Linde PLC Basic Materials	Held	230	0	$114,024	+16.3%	0.29%
BMY	Bristol Myers Squibb Co Healthcare	Held	1,868	0	$113,294	+12.4%	0.29%
ADP	Automatic Data Processing Inc Technology	Held	490	0	$99,558	−21.0%	0.25%