TANGLEWOOD LEGACY ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SM | 74K | $1.39M |
 | LUV | 46K | $1.92M |
 | AAPL | 16K | $4.22M |
 | OGE | 13K | $567.70K |
 | MRK | 12K | $1.28M |
 | XOM | 8K | $952.07K |
 | NEE | 8K | $626.18K |
 | EPD | 8K | $245.26K |
 | MSIF | 6K | $76.62K |
 | JNJ | 5K | $1.10M |
 | CVX | 5K | $784.37K |
 | GPC | 5K | $623.53K |
 | CFR | 4K | $481.45K |
 | COP | 3K | $304.05K |
 | MSFT | 3K | $1.57M |
 | MO | 3K | $169.00K |
 | AMZN | 3K | $622.29K |
 | GE | 3K | $787.41K |
 | DIS | 3K | $286.02K |
 | CAT | 2K | $1.41M |
SM Energy Company
SM
Shares Held
74K
Value
$1.39M
Southwest Airlines Co.
LUV
Shares Held
46K
Value
$1.92M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.22M
OGE Energy Corp.
OGE
Shares Held
13K
Value
$567.70K
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.28M
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$952.07K
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$626.18K
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$245.26K
MSC Income Fund, Inc.
MSIF
Shares Held
6K
Value
$76.62K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$1.10M
Chevron Corporation
CVX
Shares Held
5K
Value
$784.37K
Genuine Parts Company
GPC
Shares Held
5K
Value
$623.53K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
4K
Value
$481.45K
ConocoPhillips
COP
Shares Held
3K
Value
$304.05K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.57M
Altria Group, Inc.
MO
Shares Held
3K
Value
$169.00K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$622.29K
GE Aerospace
GE
Shares Held
3K
Value
$787.41K
The Walt Disney Company
DIS
Shares Held
3K
Value
$286.02K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$1.41M