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 51–100 of 141 positions by value · page 2 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FBIN	Fortune Brands Innovations, Inc. Industrials	Held	715	0	$27,863	−22.1%	0.07%
ORCL	Oracle Corp Technology	Held	190	0	$27,950	−24.5%	0.07%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	102	+1	$28,068	−0.4%	0.07%
MUA	Blackrock Muniassets Fund, Inc. Financial Services	Held	2,680	0	$28,434	−0.9%	0.07%
CCL	Carnival Corp Ltd. Consumer Cyclical	Held	1,100	0	$28,468	−15.3%	0.07%
CC	Chemours Co Basic Materials	Held	1,336	0	$29,432	+86.9%	0.07%
RBLX	Roblox Corp Communication Services	Held	530	0	$29,976	−30.2%	0.08%
VTRS	Viatris Inc Healthcare	Held	2,402	0	$32,451	+8.5%	0.08%
WDS	Woodside Energy Group Ltd Energy	Held	1,360	0	$32,476	+53.2%	0.08%
XEL	Xcel Energy Inc Utilities	Held	410	0	$32,570	+7.6%	0.08%
MCK	Mckesson Corp Healthcare	Held	40	0	$34,614	+5.5%	0.09%
LOW	Lowes Companies Inc Consumer Cyclical	Held	150	0	$35,442	−2.0%	0.09%
COF	Capital One Financial Corp Financial Services	Held	203	0	$37,033	−24.7%	0.09%
V	Visa Inc. Financial Services	Held	124	0	$37,477	−13.8%	0.09%
BAC	Bank Of America Corp /De/ Financial Services	Held	775	0	$37,781	−11.4%	0.10%
QCOM	Qualcomm Inc/De Technology	Held	295	0	$37,990	−24.7%	0.10%
MSIF	Msc Income Fund, Inc. Financial Services	Reduced	3,250	-2,581	$39,585	−48.3%	0.10%
MPLX	Mplx LP Energy	Held	696	0	$39,720	+6.9%	0.10%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	106	0	$40,269	+11.7%	0.10%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	270	0	$43,119	+4.0%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Held	150	0	$46,618	+1.7%	0.12%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Held	3,338	0	$47,666	+15.3%	0.12%
FISV	Fiserv Inc	Held	872	0	$48,657	−16.9%	0.12%
EMR	Emerson Electric Co Industrials	Held	400	0	$52,408	−1.3%	0.13%
ABT	Abbott Laboratories Healthcare	Held	533	0	$54,723	−18.1%	0.14%
PFE	Pfizer Inc Healthcare	Held	2,072	0	$58,181	+12.8%	0.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	183	-2	$60,186	−5.5%	0.15%
CSCO	Cisco Systems, Inc. Technology	Held	783	0	$60,752	+0.7%	0.15%
WMT	Walmart Inc. Consumer Defensive	Held	549	0	$68,229	+11.6%	0.17%
WEC	Wec Energy Group, Inc. Utilities	Held	600	0	$69,462	+9.8%	0.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	512	0	$73,953	+0.8%	0.19%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	1,296	0	$74,701	+7.1%	0.19%
PYPL	PayPal Holdings, Inc. Financial Services	Held	1,708	0	$77,252	−22.5%	0.20%
PM	Philip Morris International Inc. Consumer Defensive	Held	487	0	$80,520	+3.1%	0.20%
BX	Blackstone Inc. Financial Services	Added	719	+8	$82,677	−24.6%	0.21%
CCJ	Cameco Corp Energy	Reduced	815	-140	$88,517	+1.3%	0.22%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	277	0	$90,598	+5.4%	0.23%
LLY	ELI LILLY & Co Healthcare	Held	100	0	$91,977	−14.4%	0.23%
KO	Coca Cola Co Consumer Defensive	Held	1,238	0	$94,149	+8.8%	0.24%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	1,342	0	$95,523	−13.2%	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	443	-35	$96,348	−11.8%	0.24%
ADP	Automatic Data Processing Inc Technology	Held	490	0	$99,558	−21.0%	0.25%
BMY	Bristol Myers Squibb Co Healthcare	Held	1,868	0	$113,294	+12.4%	0.29%
LIN	Linde PLC Basic Materials	Held	230	0	$114,024	+16.3%	0.29%
RTX	RTX Corp Industrials	Held	610	0	$117,669	+5.2%	0.30%
SHEL	Shell plc Energy	Held	1,388	0	$129,084	+26.6%	0.33%
UAL	United Airlines Holdings, Inc. Industrials	Held	1,500	0	$138,105	−17.7%	0.35%
NOC	Northrop Grumman Corp /De/ Industrials	Held	210	0	$143,270	+19.6%	0.36%
SO	Southern Co Utilities	Held	1,501	0	$144,876	+10.7%	0.37%
TRV	Travelers Companies, Inc. Financial Services	Held	500	0	$145,840	+0.6%	0.37%