Tanglewood Legacy Advisors, LLC
Top Portfolio Positions
141 positions ·
$39,574,783 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
6,877 | $4,472,388 | 11.30% | |
| AAPL |
Apple Inc.
Technology
|
16,844 | $4,274,838 | 10.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,955 | $3,437,106 | 8.69% | |
| SM |
SM Energy Co
Energy
|
74,323 | $2,317,391 | 5.86% | |
| CAT |
Caterpillar Inc
Industrials
|
2,470 | $1,749,896 | 4.42% | |
| LUV |
Southwest Airlines Co
Industrials
|
46,464 | $1,745,652 | 4.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
12,210 | $1,468,740 | 3.71% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,912 | $1,342,349 | 3.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,294 | $1,294,065 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
3,240 | $1,199,350 | 3.03% |
Portfolio Trend
14 quarters · across all stocks
Holdings in OBTC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $960 | 44 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,239 | 44 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||