TANGLEWOOD LEGACY ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SM | 74K | $2.32M |
 | LUV | 46K | $1.75M |
 | AAPL | 17K | $4.27M |
 | OGE | 13K | $637.63K |
 | MRK | 12K | $1.47M |
 | XOM | 8K | $1.34M |
 | NEE | 8K | $724.46K |
 | EPD | 8K | $289.48K |
 | JNJ | 5K | $1.29M |
 | CVX | 5K | $1.07M |
 | GPC | 5K | $536.26K |
 | CFR | 4K | $521.18K |
 | MSIF | 3K | $39.59K |
 | COP | 3K | $428.74K |
 | MSFT | 3K | $1.20M |
 | AMZN | 3K | $665.63K |
 | MO | 3K | $193.42K |
 | NVDA | 3K | $494.60K |
 | GE | 3K | $725.49K |
 | DIS | 3K | $242.30K |
SM Energy Company
SM
Shares Held
74K
Value
$2.32M
Southwest Airlines Co.
LUV
Shares Held
46K
Value
$1.75M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.27M
OGE Energy Corp.
OGE
Shares Held
13K
Value
$637.63K
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.47M
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$1.34M
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$724.46K
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$289.48K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$1.29M
Chevron Corporation
CVX
Shares Held
5K
Value
$1.07M
Genuine Parts Company
GPC
Shares Held
5K
Value
$536.26K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
4K
Value
$521.18K
MSC Income Fund, Inc.
MSIF
Shares Held
3K
Value
$39.59K
ConocoPhillips
COP
Shares Held
3K
Value
$428.74K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.20M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$665.63K
Altria Group, Inc.
MO
Shares Held
3K
Value
$193.42K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$494.60K
GE Aerospace
GE
Shares Held
3K
Value
$725.49K
The Walt Disney Company
DIS
Shares Held
3K
Value
$242.30K