Holdings
Tanglewood Legacy Advisors, LLC
As of Jun 30, 2026, Tanglewood Legacy Advisors, LLC reported 138 positions worth US$34.5M. Largest: Apple Inc, Caterpillar, Inc. and Southwest Airlines Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,848 | US$4.88M | +4 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,470 | US$2.63M | no change | Jun 30, 2026 |
| Southwest Airlines Company | 46,464 | US$2.39M | no change | Jun 30, 2026 |
| Sm Energy Company | 74,323 | US$1.94M | no change | Jun 30, 2026 |
| Merck & Company, Inc. | 12,210 | US$1.57M | no change | Jun 30, 2026 |
| Johnson & Johnson | 5,091 | US$1.29M | −203 | Jun 30, 2026 |
| Microsoft Corp. | 3,171 | US$1.18M | −69 | Jun 30, 2026 |
| Exxon Mobil Corporation | 7,902 | US$1.08M | −10 | Jun 30, 2026 |
| Ge Aerospace | 2,557 | US$956K | no change | Jun 30, 2026 |
| Chevron Corporation | 5,181 | US$859K | +17 | Jun 30, 2026 |