Tanglewood Legacy Advisors, LLC

CIK

1965616

Location

HOUSTON, TX

Portfolio Value

Micro $39,574,783

Diversification

Diversified

Filing Date

Global Rank

#7,112 / 8,586 ▲ 202

Top Industry

Consumer Electronics 13.5%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed Apr 27, 2026 · 50d

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

+65.5%

SPY

+78.1%

Annualised alpha

-2.9%

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

141 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

481

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	20.1%	$7,960,225	5
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
RCL	Royal Caribbean Cruises Ltd	+1	102	$28,068
GE	General Electric Co	+1	2,557	$725,599
MSFT	Microsoft Corp	+1	3,240	$1,199,350
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

141 positions · $39,574,783 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 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OGI	Organigram Global Inc. Healthcare	Held	126	0	$168	−20.4%	0.00%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	1	0	$249	+16.9%	0.00%
GME	GameStop Corp. Consumer Cyclical	Held	20	0	$460	+14.7%	0.00%
DJT	Trump Media & Technology Group Corp. Communication Services	Held	50	0	$464	−29.9%	0.00%
VSTS	Vestis Corp Industrials	Held	100	0	$786	+17.8%	0.00%
OBTC	Osprey Bitcoin Trust	Held	44	0	$960	−22.5%	0.00%
KD	Kyndryl Holdings, Inc. Technology	Held	84	0	$1,102	−50.6%	0.00%
IBIT	iShares Bitcoin Trust ETF	Held	29	0	$1,114	−22.6%	0.00%
MSTR	Strategy Inc Technology	Held	9	0	$1,123	−17.8%	0.00%
ZM	Zoom Communications, Inc. Technology	Held	20	0	$1,607	−6.8%	0.00%
BROS	Dutch Bros Inc. Consumer Cyclical	Held	50	0	$2,533	−17.2%	0.01%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	112	0	$3,075	−4.7%	0.01%
MGM	MGM Resorts International Consumer Cyclical	Held	100	0	$3,701	+1.4%	0.01%
GIS	General Mills Inc Consumer Defensive	Held	110	0	$4,094	−20.0%	0.01%
DEA	Easterly Government Properties, Inc. Real Estate	Held	210	0	$4,500	+1.1%	0.01%
BP	Bp PLC Energy	Held	100	0	$4,700	+35.3%	0.01%
OGN	Organon & Co. Healthcare	Held	1,213	0	$7,265	−16.5%	0.02%
ARM	Arm Holdings PLC /Uk Technology	Held	50	0	$7,564	+38.4%	0.02%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Held	400	0	$7,660	+0.1%	0.02%
WFC	Wells Fargo & Company/Mn Financial Services	Held	100	0	$7,961	−14.6%	0.02%
ARMK	Aramark Industrials	Held	200	0	$8,108	+10.0%	0.02%
EXE	EXPAND ENERGY Corp Energy	Held	74	0	$8,123	−0.5%	0.02%
MAT	Mattel Inc /De/ Consumer Cyclical	Held	600	0	$8,718	−26.8%	0.02%
SHOP	Shopify Inc. Technology	NEW	80	NEW	$9,489	NEW	0.02%
KBR	Kbr, Inc. Industrials	Held	260	0	$9,583	−8.3%	0.02%
SRE	Sempra Utilities	Held	100	0	$9,717	+10.1%	0.02%
BA	Boeing Co Industrials	Held	50	0	$9,951	−8.3%	0.03%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	25	0	$11,163	−1.5%	0.03%
VZ	Verizon Communications Inc Communication Services	Held	224	0	$11,244	+23.2%	0.03%
GRMN	Garmin Ltd Technology	Held	55	0	$12,760	+14.4%	0.03%
OTIS	Otis Worldwide Corp Industrials	Held	167	0	$12,872	−11.8%	0.03%
OXY	Occidental Petroleum Corp /De/ Energy	Held	200	0	$13,000	+58.1%	0.03%
T	At&T Inc. Communication Services	Held	465	0	$13,480	+16.7%	0.03%
GLW	Corning Inc /Ny Technology	Held	100	0	$13,597	+55.3%	0.03%
ETD	Ethan Allen Interiors Inc Consumer Cyclical	Held	643	0	$14,313	−2.5%	0.04%
MA	Mastercard Inc Financial Services	Held	31	0	$15,489	−12.5%	0.04%
HRB	H&R Block Inc Consumer Cyclical	Held	500	0	$15,870	−27.2%	0.04%
PEP	Pepsico Inc Consumer Defensive	Held	105	0	$16,305	+8.2%	0.04%
MU	Micron Technology Inc Technology	NEW	50	NEW	$16,892	NEW	0.04%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	50	NEW	$16,897	NEW	0.04%
CARR	CARRIER GLOBAL Corp Industrials	Held	335	0	$18,863	+6.6%	0.05%
UNP	Union Pacific Corp Industrials	Held	80	0	$19,409	+4.9%	0.05%
CTRA	Coterra Energy Inc. Energy	Held	600	0	$21,084	+33.5%	0.05%
OGS	ONE Gas, Inc. Utilities	Held	250	0	$21,532	+11.5%	0.05%
UBER	Uber Technologies, Inc Technology	Held	300	0	$21,579	−12.0%	0.05%
INTU	Intuit Inc. Technology	Held	50	0	$21,619	−34.7%	0.05%
F	Ford Motor Co Consumer Cyclical	Held	2,000	0	$23,080	−12.0%	0.06%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	50	0	$24,576	−15.2%	0.06%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	120	0	$24,970	−0.3%	0.06%
PRU	Prudential Financial Inc Financial Services	Held	269	0	$26,278	−13.5%	0.07%