Tanglewood Legacy Advisors, LLC

CIK

1965616

Location

HOUSTON, TX

Portfolio Value

Micro $1,640,249

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

7 positions · $1,640,249 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Held	7,800	$724,464	+15.7%	44.17%
OGE	Oge Energy Corp. Utilities	Held	13,295	$637,628	+12.3%	38.87%
SO	Southern Co Utilities	Held	1,501	$144,876	+10.7%	8.83%
WEC	Wec Energy Group, Inc. Utilities	Held	600	$69,462	+9.8%	4.23%
XEL	Xcel Energy Inc Utilities	Held	410	$32,570	+7.6%	1.99%
OGS	ONE Gas, Inc. Utilities	Held	250	$21,532	+11.5%	1.31%
SRE	Sempra Utilities	Held	100	$9,717	+10.1%	0.59%