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Tanglewood Legacy Advisors, LLC

CIK
1965616
City
HOUSTON
State / Country
TX

Top Portfolio Positions

141 positions · $39,574,783 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in MUA

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $28,434 2,680
2025-12-31 $28,702 2,680
2025-09-30 $29,748 2,680
2025-06-30 $27,872 2,680
2025-03-31 $29,024 2,680
2024-12-31 $29,587 2,680
2024-09-30 $65,472 5,280
2024-06-30 $61,248 5,280
2024-03-31 $58,502 5,280
2023-12-31 $55,915 5,280
2023-09-30 $47,520 5,280
2023-06-30 $94,470 9,280
2023-03-31 $97,718 9,280
2022-12-31 $24,345 2,250