TANGLEWOOD LEGACY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SM | 74K | $1.86M |
 | LUV | 46K | $1.48M |
 | AAPL | 16K | $3.97M |
 | OGE | 13K | $615.16K |
 | MRK | 12K | $1.01M |
 | NEE | 8K | $588.82K |
 | XOM | 8K | $867.97K |
 | EPD | 8K | $239.22K |
 | JNJ | 5K | $981.61K |
 | GPC | 5K | $702.84K |
 | CVX | 5K | $780.91K |
 | CAT | 5K | $2.16M |
 | CFR | 4K | $481.98K |
 | MSFT | 3K | $1.76M |
 | COP | 3K | $307.23K |
 | MO | 3K | $193.62K |
 | MSIF | 3K | $38.25K |
 | AMZN | 3K | $636.31K |
 | GE | 3K | $768.89K |
 | DIS | 3K | $287.85K |
SM Energy Company
SM
Shares Held
74K
Value
$1.86M
Southwest Airlines Co.
LUV
Shares Held
46K
Value
$1.48M
Apple Inc.
AAPL
Shares Held
16K
Value
$3.97M
OGE Energy Corp.
OGE
Shares Held
13K
Value
$615.16K
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.01M
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$588.82K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$867.97K
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$239.22K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$981.61K
Genuine Parts Company
GPC
Shares Held
5K
Value
$702.84K
Chevron Corporation
CVX
Shares Held
5K
Value
$780.91K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$2.16M
Cullen/Frost Bankers, Inc.
CFR
Shares Held
4K
Value
$481.98K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.76M
ConocoPhillips
COP
Shares Held
3K
Value
$307.23K
Altria Group, Inc.
MO
Shares Held
3K
Value
$193.62K
MSC Income Fund, Inc.
MSIF
Shares Held
3K
Value
$38.25K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$636.31K
GE Aerospace
GE
Shares Held
3K
Value
$768.89K
The Walt Disney Company
DIS
Shares Held
3K
Value
$287.85K