Tanglewood Legacy Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965616
Institutional-grade research for retail investors
13F Reported Value
ⓘ$276.5M
Holdings
269
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tanglewood Legacy Advisors, LLC disclosed 269 positions worth $276.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 3 — including a new stake in $TSM and a full exit from $VLO. The portfolio is most concentrated in Other (76.3% of disclosed assets). All figures are sourced directly from Tanglewood Legacy Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1965616.
AI Fund Analysis
StableISHARES S&P
18.9% weight
Held 6 quarters
ISHARES CORE
14.1% weight
Held 6 quarters
$IVZ11.8% weight
Held 6 quarters
PGIM AAA
4.1% weight
Held 6 quarters
ISHARES RUSSELL
3.2% weight
Held 6 quarters
ISHARES CORE
6 quarters accumulating
$CVX6 quarters accumulating
$BX6 quarters accumulating
$SPY4 quarters accumulating
INVESCO WILDERHILL
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyEnergyIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES S&P
—Quality
$52.2M336,216 shISHARES CORE
—Quality
$39.0M381,429 sh- —
Quality
$32.7M284,639 sh PGIM AAA
—Quality
$11.4M223,556 shISHARES RUSSELL
—Quality
$8.9M91,595 shISHARES RUSSELL
—Quality
$7.5M17,674 shFIRST TRUST
—Quality
$5.5M104,089 shISHARES RUSSELL
—Quality
$4.8M22,683 shFIRST TRUST
—Quality
$4.5M101,178 sh- —
Quality
$4.5M6,877 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES S&P | — | $52.2M | 336,216 |
| ISHARES CORE | — | $39.0M | 381,429 |
| Invesco Ltd.$IVZ | — | $32.7M | 284,639 |
| PGIM AAA | — | $11.4M | 223,556 |
| ISHARES RUSSELL | — | $8.9M | 91,595 |
| ISHARES RUSSELL | — | $7.5M | 17,674 |
| FIRST TRUST | — | $5.5M | 104,089 |
| ISHARES RUSSELL | — | $4.8M | 22,683 |
| FIRST TRUST | — | $4.5M | 101,178 |
| SPDR S&P 500 ETF TRUST$SPY | — | $4.5M | 6,877 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tanglewood Legacy Advisors, LLC's 269 positions.
Showing top 10 of 269 holdings.
Sector Allocation
Other
$210.8M
Financials
$36.5M
Technology
$9.2M
Energy
$6.0M
Industrials
$5.5M
Healthcare
$3.7M
Consumer Discretionary
$2.0M
Utilities
$1.6M
Full Holdings — Tanglewood Legacy Advisors, LLC (Q1 2026)
All 269 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES S&P | $52.2M | 18.9% | +3% | — |
| 2 | — | ISHARES CORE | $39.0M | 14.1% | +7% | — |
| 3 | $IVZ | Invesco Ltd. | $32.7M | 11.8% | +4% | — |
| 4 | — | PGIM AAA | $11.4M | 4.1% | +46% | — |
| 5 | — | ISHARES RUSSELL | $8.9M | 3.2% | +1% | — |
| 6 | — | ISHARES RUSSELL | $7.5M | 2.7% | +3% | — |
| 7 | — | FIRST TRUST | $5.5M | 2.0% | -1% | — |
| 8 | — | ISHARES RUSSELL | $4.8M | 1.8% | -3% | — |
| 9 | — | FIRST TRUST | $4.5M | 1.6% | -3% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 1.6% | +8% | — |
| 11 | — | FIRST TRUST | $4.4M | 1.6% | -0% | — |
| 12 |  $AAPL | Apple Inc. | $4.3M | 1.6% | +9% | 76.1 |
| 13 | — | FIRST TRUST | $3.7M | 1.3% | +32% | — |
| 14 | — | FIRST TRUST | $3.6M | 1.3% | +20% | — |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.4M | 1.2% | +4% | — |
| 16 | — | FIRST TRUST | $3.0M | 1.1% | +0% | — |
| 17 | — | FIRST TRUST | $2.9M | 1.0% | +0% | — |
| 18 | — | FIRST TRUST | $2.5M | 0.9% | +39% | — |
| 19 |  $SM | SM Energy Co | $2.3M | 0.8% | +0% | 66.6 |
| 20 | — | XTRACKERS MSCI | $2.1M | 0.8% | -0% | — |
| 21 | — | FIRST TRUST | $2.1M | 0.8% | -0% | — |
| 22 | — | FIRST TRUST | $2.0M | 0.7% | +0% | — |
| 23 | — | ISHARES MSCI | $1.9M | 0.7% | -1% | — |
| 24 | — | FIRST TRUST | $1.9M | 0.7% | +0% | — |
| 25 | — | DIMENSIONAL US | $1.8M | 0.7% | -5% | — |
| 26 |  $CAT | CATERPILLAR INC | $1.7M | 0.6% | +0% | 67.8 |
| 27 |  $LUV | SOUTHWEST AIRLINES CO | $1.7M | 0.6% | +0% | 51.1 |
| 28 | — | ISHARES CORE | $1.6M | 0.6% | +0% | — |
| 29 | — | FIRST TRUST | $1.6M | 0.6% | +0% | — |
| 30 | — | FIRST TRUST | $1.6M | 0.6% | +13% | — |
| 31 | — | ISHARES CORE | $1.5M | 0.6% | +2% | — |
| 32 | — | FIRST TRUST | $1.5M | 0.5% | +0% | — |
| 33 | — | FIRST TRUST | $1.5M | 0.5% | -0% | — |
| 34 |  $MRK | Merck & Co., Inc. | $1.5M | 0.5% | +1% | 70.9 |
| 35 | — | FIRST TRUST | $1.4M | 0.5% | -1% | — |
| 36 | — | FIRST TRUST | $1.4M | 0.5% | +20% | — |
| 37 | — | VANGUARD GROWTH | $1.4M | 0.5% | +32% | — |
| 38 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.5% | +0% | 61.8 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.5% | +0% | 72.8 |
| 40 | — | VANGUARD VALUE | $1.2M | 0.4% | +48% | — |
| 41 |  $MSFT | MICROSOFT CORP | $1.2M | 0.4% | +0% | 83.7 |
| 42 | — | FIRST TRUST | $1.1M | 0.4% | +0% | — |
| 43 | — | FIRST TRUST | $1.1M | 0.4% | +43% | — |
| 44 | $CVX | CHEVRON CORP | $1.1M | 0.4% | +0% | 54.7 |
| 45 | — | DIMENSIONAL WORLD | $1.0M | 0.4% | +0% | — |
| 46 | — | FIRST TRUST | $1.0M | 0.4% | +0% | — |
| 47 | — | AB INTL | $914,972 | 0.3% | +0% | — |
| 48 | — | FIRST TRUST | $848,363 | 0.3% | +0% | — |
| 49 | — | AVANTIS U S | $823,399 | 0.3% | -20% | — |
| 50 | — | FIRST TRUST | $822,530 | 0.3% | +24% | — |
| 51 | — | INNOVATOR US | $804,034 | 0.3% | +0% | — |
| 52 | — | FIRST TRUST | $737,970 | 0.3% | +46% | — |
| 53 | — | FIRST TRUST | $731,651 | 0.3% | +0% | — |
| 54 | — | FIRST TRUST | $729,144 | 0.3% | +0% | — |
| 55 |  $GE | GENERAL ELECTRIC CO | $725,486 | 0.3% | +0% | 74.8 |
| 56 |  $NEE | NEXTERA ENERGY INC | $724,464 | 0.3% | +0% | 71.7 |
| 57 | — | FIRST TRUST | $707,201 | 0.3% | +0% | — |
| 58 |  $AMZN | AMAZON COM INC | $665,631 | 0.2% | +19% | 74.6 |
| 59 | — | VANGUARD HIGH | $649,122 | 0.2% | +0% | — |
| 60 |  $OGE | OGE ENERGY CORP. | $637,628 | 0.2% | +0% | 57.8 |
| 61 | — | AVANTIS INTL | $626,119 | 0.2% | +0% | — |
| 62 | — | FIRST TRUST | $619,076 | 0.2% | +0% | — |
| 63 | — | FIRST TRUST | $609,863 | 0.2% | +0% | — |
| 64 | — | VANGUARD DIVIDEND | $570,125 | 0.2% | +0% | — |
| 65 |  $TSLA | Tesla, Inc. | $568,778 | 0.2% | +70% | 50.1 |
| 66 | — | INNOVATOR DEFINED | $557,527 | 0.2% | +115% | — |
| 67 |  $GEV | GE Vernova Inc. | $550,860 | 0.2% | +0% | 70.1 |
| 68 | — | FIRST TRUST | $539,682 | 0.2% | +0% | — |
| 69 |  $GPC | GENUINE PARTS CO | $536,258 | 0.2% | +0% | 54.2 |
| 70 |  $CFR | CULLEN/FROST BANKERS, INC. | $521,178 | 0.2% | +0% | 66.5 |
| 71 |  $JPM | JPMORGAN CHASE & CO | $519,486 | 0.2% | +0% | 35.6 |
| 72 |  $NVDA | NVIDIA CORP | $494,599 | 0.2% | +552% | 90.2 |
| 73 |  $AVGO | Broadcom Inc. | $494,289 | 0.2% | +11% | 86.4 |
| 74 | — | FIRST TRUST | $476,726 | 0.2% | -14% | — |
| 75 | — | STATE STREET | $473,124 | 0.2% | +0% | — |
| 76 |  $BRK.B | BERKSHIRE HATHAWAY INC | $462,908 | 0.2% | +0% | 64.5 |
| 77 | — | FIRST TRUST | $433,425 | 0.2% | +0% | — |
| 78 |  $COP | CONOCOPHILLIPS | $428,736 | 0.2% | +0% | 74.8 |
| 79 | — | SCHWAB US | $425,566 | 0.1% | +0% | — |
| 80 |  $COST | COSTCO WHOLESALE CORP /NEW | $411,525 | 0.1% | +80% | 67 |
| 81 | $IVZ | Invesco Ltd. | $411,120 | 0.1% | +0% | — |
| 82 |  $DE | DEERE & CO | $394,310 | 0.1% | +0% | 57.4 |
| 83 |  $AXP | AMERICAN EXPRESS CO | $377,192 | 0.1% | +0% | 73.2 |
| 84 | — | FIRST TRUST | $356,796 | 0.1% | +0% | — |
| 85 | $IVZ | Invesco Ltd. | $355,667 | 0.1% | +0% | — |
| 86 |  $GS | GOLDMAN SACHS GROUP INC | $355,316 | 0.1% | +0% | — |
| 87 |  $GOOGL | Alphabet Inc. | $349,969 | 0.1% | +11% | 80.2 |
| 88 | — | DIMENSIONAL EMERGING | $327,054 | 0.1% | +0% | — |
| 89 | — | FIRST TRUST | $303,658 | 0.1% | +0% | — |
| 90 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $289,479 | 0.1% | +0% | 66.4 |
| 91 | — | VANGUARD S&P | $285,629 | 0.1% | +0% | — |
| 92 | — | ISHARES RUSSELL | $256,928 | 0.1% | -16% | — |
| 93 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $242,875 | 0.1% | -2% | 66.7 |
| 94 |  $DIS | Walt Disney Co | $242,300 | 0.1% | +0% | 68.9 |
| 95 | — | ISHARES CORE | $234,292 | 0.1% | +0% | — |
| 96 |  $TXN | TEXAS INSTRUMENTS INC | $231,415 | 0.1% | +0% | 70.4 |
| 97 |  $MO | ALTRIA GROUP, INC. | $193,417 | 0.1% | +0% | 72.1 |
| 98 |  $PSX | Phillips 66 | $173,071 | 0.1% | +0% | 47.6 |
| 99 |  $UPS | UNITED PARCEL SERVICE INC | $170,591 | 0.1% | +0% | 58.2 |
| 100 | — | ISHARES MORNINGSTAR | $164,944 | 0.1% | +0% | — |
| 101 |  $GOOG | Alphabet Inc. | $160,458 | 0.1% | +0% | 80.2 |
| 102 |  $EBAY | EBAY INC | $155,462 | 0.1% | +0% | 69.3 |
| 103 |  $OKE | ONEOK INC /NEW/ | $154,200 | 0.1% | +0% | 72 |
| 104 |  $META | Meta Platforms, Inc. | $152,187 | 0.1% | +336% | 80.9 |
| 105 |  $CI | Cigna Group | $151,781 | 0.1% | +0% | 66.8 |
| 106 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $147,475 | 0.1% | +0% | 64.9 |
| 107 | — | FIRST TRUST | $147,417 | 0.1% | +0% | — |
| 108 | — | ISHARES CORE | $146,202 | 0.1% | +0% | — |
| 109 |  $TRV | TRAVELERS COMPANIES, INC. | $145,840 | 0.1% | +0% | 71.5 |
| 110 |  $SO | SOUTHERN CO | $144,876 | 0.1% | +0% | 65.1 |
| 111 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $143,270 | 0.1% | +0% | 60.5 |
| 112 | — | ISHARES ESG | $141,420 | 0.1% | +0% | — |
| 113 |  $UAL | United Airlines Holdings, Inc. | $138,105 | 0.1% | +0% | 61.3 |
| 114 | — | FIRST TRUST | $133,617 | 0.1% | +0% | — |
| 115 | — | VANGUARD COMMUNICATION | $131,283 | 0.1% | +0% | — |
| 116 |  $SHEL | Shell plc | $129,084 | 0.1% | +0% | — |
| 117 | — | VANGUARD FINANCIALS | $127,817 | 0.1% | -27% | — |
| 118 | — | ISHARES MSCI | $126,632 | 0.1% | +879% | — |
| 119 |  $RTX | RTX Corp | $117,670 | 0.0% | +0% | 70 |
| 120 | — | SCHWAB FUNDAMENTAL | $115,828 | 0.0% | +0% | — |
| 121 | $IVZ | Invesco Ltd. | $114,576 | 0.0% | +0% | — |
| 122 |  $LIN | LINDE PLC | $114,025 | 0.0% | +0% | — |
| 123 | — | SCHWAB FUNDAMENTAL | $113,995 | 0.0% | +0% | — |
| 124 |  $BMY | BRISTOL MYERS SQUIBB CO | $113,294 | 0.0% | +0% | 70.1 |
| 125 | — | FIRST TRUST | $109,286 | 0.0% | +0% | — |
| 126 | — | STATE STREET | $108,141 | 0.0% | -62% | — |
| 127 | — | FIRST TRUST | $105,013 | 0.0% | +0% | — |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $99,500 | 0.0% | +0% | 77.9 |
| 129 |  $ABBV | AbbVie Inc. | $96,348 | 0.0% | -7% | 59.3 |
| 130 |  $GEHC | GE HealthCare Technologies Inc. | $95,524 | 0.0% | +0% | 58.2 |
| 131 |  $KO | COCA COLA CO | $94,150 | 0.0% | +0% | 74 |
| 132 | — | VANGUARD S&P | $93,971 | 0.0% | +0% | — |
| 133 |  $LLY | ELI LILLY & Co | $91,977 | 0.0% | +0% | 89.3 |
| 134 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $90,598 | 0.0% | +0% | 65.9 |
| 135 |  $CCJ | CAMECO CORP | $88,517 | 0.0% | -15% | — |
| 136 | — | STATE STREET | $86,526 | 0.0% | +0% | — |
| 137 | — | FIRST TRUST | $83,483 | 0.0% | +0% | — |
| 138 | $BX | Blackstone Inc. | $82,648 | 0.0% | +1% | 68 |
| 139 | — | ARK INNOVATION | $82,460 | 0.0% | +0% | — |
| 140 | — | AVANTIS US | $81,981 | 0.0% | +0% | — |
| 141 |  $PM | Philip Morris International Inc. | $80,520 | 0.0% | +0% | 80.5 |
| 142 | — | VANGUARD MID | $80,346 | 0.0% | +0% | — |
| 143 | — | ISHARES MSCI | $79,755 | 0.0% | +0% | — |
| 144 |  $PYPL | PayPal Holdings, Inc. | $77,253 | 0.0% | +0% | 70.5 |
| 145 |  $MDLZ | Mondelez International, Inc. | $74,701 | 0.0% | +0% | 53.9 |
| 146 |  $PG | PROCTER & GAMBLE Co | $73,953 | 0.0% | +0% | 72.9 |
| 147 | — | VANGUARD MEGA | $73,488 | 0.0% | +0% | — |
| 148 | — | DIMENSIONAL US | $71,268 | 0.0% | +0% | — |
| 149 | — | FIRST TRUST | $69,825 | 0.0% | +0% | — |
| 150 |  $WEC | WEC ENERGY GROUP, INC. | $69,462 | 0.0% | +0% | 67 |
| 151 |  $WMT | Walmart Inc. | $68,230 | 0.0% | +0% | 63.2 |
| 152 | $IVZ | Invesco Ltd. | $65,687 | 0.0% | +0% | — |
| 153 | — | VANGUARD MEGA | $62,763 | 0.0% | +0% | — |
| 154 | — | STATE STREET | $62,169 | 0.0% | +1% | — |
| 155 | — | ISHARES EXPANDED | $62,039 | 0.0% | +0% | — |
| 156 |  $CSCO | CISCO SYSTEMS, INC. | $60,753 | 0.0% | +0% | 72.3 |
| 157 |  $HD | HOME DEPOT, INC. | $60,126 | 0.0% | -1% | 69.2 |
| 158 |  $PFE | PFIZER INC | $58,173 | 0.0% | +0% | 69 |
| 159 | — | FIRST TRUST | $55,118 | 0.0% | +0% | — |
| 160 |  $ABT | ABBOTT LABORATORIES | $54,723 | 0.0% | +0% | 67 |
| 161 |  $EMR | EMERSON ELECTRIC CO | $52,408 | 0.0% | +0% | 65.9 |
| 162 | — | VANGUARD SHORT | $49,950 | 0.0% | +0% | — |
| 163 |  $FISV | FISERV INC | $48,658 | 0.0% | +0% | 67.4 |
| 164 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $47,667 | 0.0% | +0% | — |
| 165 |  $MCD | MCDONALDS CORP | $46,619 | 0.0% | +0% | 73.9 |
| 166 | — | VANGUARD S&P | $46,391 | 0.0% | +0% | — |
| 167 |  $TJX | TJX COMPANIES INC /DE/ | $43,119 | 0.0% | +0% | 70.7 |
| 168 | — | FIRST TRUST | $42,824 | 0.0% | +0% | — |
| 169 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $40,269 | 0.0% | +0% | 55.4 |
| 170 |  $MPLX | MPLX LP | $39,721 | 0.0% | +0% | 76.5 |
| 171 | — | ISHARES MSCI | $39,599 | 0.0% | +0% | — |
| 172 |  $MSIF | MSC INCOME FUND, INC. | $39,585 | 0.0% | -44% | — |
| 173 | — | INVESCO WILDERHILL | $38,926 | 0.0% | +0% | — |
| 174 |  $QCOM | QUALCOMM INC/DE | $37,990 | 0.0% | +0% | 81.9 |
| 175 |  $BAC | BANK OF AMERICA CORP /DE/ | $37,781 | 0.0% | +0% | 68.4 |
| 176 |  $V | VISA INC. | $37,468 | 0.0% | +0% | 83.5 |
| 177 |  $COF | CAPITAL ONE FINANCIAL CORP | $37,033 | 0.0% | +0% | 71 |
| 178 | $IVZ | Invesco Ltd. | $36,040 | 0.0% | +0% | — |
| 179 |  $LOW | LOWES COMPANIES INC | $35,442 | 0.0% | +0% | 63.5 |
| 180 | — | AVANTIS EMERGING | $35,050 | 0.0% | +0% | — |
| 181 |  $MCK | MCKESSON CORP | $34,614 | 0.0% | +0% | 63.7 |
| 182 |  $XEL | XCEL ENERGY INC | $32,570 | 0.0% | +0% | — |
| 183 |  $WDS | WOODSIDE ENERGY GROUP LTD | $32,477 | 0.0% | +0% | — |
| 184 |  $VTRS | Viatris Inc | $32,450 | 0.0% | +0% | 47.1 |
| 185 |  $RBLX | Roblox Corp | $29,977 | 0.0% | +0% | 53.7 |
| 186 |  $CC | Chemours Co | $29,432 | 0.0% | +0% | 36.5 |
| 187 |  $CCL | Carnival Corp Ltd. | $28,468 | 0.0% | +0% | — |
| 188 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $28,435 | 0.0% | +0% | — |
| 189 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $28,009 | 0.0% | +1% | — |
| 190 |  $ORCL | ORACLE CORP | $27,951 | 0.0% | +0% | 67.2 |
| 191 |  $FBIN | Fortune Brands Innovations, Inc. | $27,864 | 0.0% | +0% | 48.7 |
| 192 | — | FIRST TRUST | $27,306 | 0.0% | +0% | — |
| 193 |  $PFH | PRUDENTIAL FINANCIAL INC | $26,279 | 0.0% | +0% | 58.6 |
| 194 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $24,971 | 0.0% | +0% | 70.9 |
| 195 | — | VANGUARD TOTAL | $24,702 | 0.0% | +0% | — |
| 196 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $24,577 | 0.0% | +0% | 63.7 |
| 197 |  $F | FORD MOTOR CO | $23,080 | 0.0% | +0% | 58.5 |
| 198 |  $INTU | INTUIT INC. | $21,619 | 0.0% | +0% | 82 |
| 199 |  $UBER | Uber Technologies, Inc | $21,579 | 0.0% | +0% | 79.3 |
| 200 |  $OGS | ONE Gas, Inc. | $21,533 | 0.0% | +0% | — |
| 201 |  $CTRA | Coterra Energy Inc. | $21,084 | 0.0% | +0% | 80.6 |
| 202 | — | FIRST TRUST | $20,923 | 0.0% | +0% | — |
| 203 | $IVZ | Invesco Ltd. | $20,674 | 0.0% | +0% | — |
| 204 | — | ISHARES CORE | $20,068 | 0.0% | +0% | — |
| 205 |  $UNP | UNION PACIFIC CORP | $19,410 | 0.0% | +0% | 74 |
| 206 | $IVZ | Invesco Ltd. | $19,210 | 0.0% | +0% | — |
| 207 |  $CARR | CARRIER GLOBAL Corp | $18,864 | 0.0% | +0% | 61.5 |
| 208 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $16,898 | 0.0% | NEW | — |
| 209 |  $MU | MICRON TECHNOLOGY INC | $16,892 | 0.0% | NEW | 88.4 |
| 210 |  $PEP | PEPSICO INC | $16,305 | 0.0% | +0% | 62.7 |
| 211 |  $HRB | H&R BLOCK INC | $15,870 | 0.0% | +0% | 80.3 |
| 212 |  $MA | Mastercard Inc | $15,593 | 0.0% | +0% | 81.7 |
| 213 |  $ETD | ETHAN ALLEN INTERIORS INC | $14,313 | 0.0% | +0% | 47.6 |
| 214 | $IVZ | Invesco Ltd. | $13,777 | 0.0% | -61% | — |
| 215 | — | ISHARES ESG | $13,738 | 0.0% | +0% | — |
| 216 |  $GLW | CORNING INC /NY | $13,597 | 0.0% | +0% | 72.7 |
| 217 |  $T | AT&T INC. | $13,480 | 0.0% | +0% | 71.9 |
| 218 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $13,000 | 0.0% | +0% | 66.3 |
| 219 | — | JPMORGAN | $12,906 | 0.0% | -46% | — |
| 220 |  $OTIS | Otis Worldwide Corp | $12,872 | 0.0% | +0% | 60.3 |
| 221 |  $GRMN | GARMIN LTD | $12,761 | 0.0% | +0% | — |
| 222 |  $VZ | VERIZON COMMUNICATIONS INC | $11,245 | 0.0% | +0% | 71.6 |
| 223 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $11,164 | 0.0% | +0% | 76.6 |
| 224 |  $BA | BOEING CO | $9,952 | 0.0% | +0% | 51.8 |
| 225 |  $SRE | SEMPRA | $9,717 | 0.0% | +0% | 47.6 |
| 226 |  $KBR | KBR, INC. | $9,584 | 0.0% | +0% | 64.7 |
| 227 |  $SHOP | SHOPIFY INC. | $9,490 | 0.0% | NEW | — |
| 228 |  $MAT | MATTEL INC /DE/ | $8,718 | 0.0% | +0% | 54 |
| 229 | — | MOTLEY FOOL | $8,246 | 0.0% | NEW | — |
| 230 |  $EXE | EXPAND ENERGY Corp | $8,124 | 0.0% | +0% | 83.9 |
| 231 |  $ARMK | Aramark | $8,108 | 0.0% | +0% | 53 |
| 232 |  $WFC | WELLS FARGO & COMPANY/MN | $7,961 | 0.0% | +0% | — |
| 233 | — | ISHARES MSCI | $7,864 | 0.0% | +0% | — |
| 234 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $7,660 | 0.0% | +0% | — |
| 235 |  $ARM | ARM HOLDINGS PLC /UK | $7,564 | 0.0% | +0% | — |
| 236 |  $OGN | Organon & Co. | $7,266 | 0.0% | +0% | 55.1 |
| 237 | — | FIDELITY TOTAL | $6,524 | 0.0% | +0% | — |
| 238 | — | BONDBLOXX 10 | $6,512 | 0.0% | +0% | — |
| 239 | — | ISHARES 1-3YR | $5,450 | 0.0% | +0% | — |
| 240 | — | FIDELITY LOW | $5,205 | 0.0% | +0% | — |
| 241 |  $BP | BP PLC | $4,700 | 0.0% | +0% | — |
| 242 | — | AVANTIS U S | $4,640 | 0.0% | +0% | — |
| 243 |  $DEA | Easterly Government Properties, Inc. | $4,500 | 0.0% | +0% | 51 |
| 244 | — | ISHARES S&P | $4,453 | 0.0% | +0% | — |
| 245 | — | ISHARES CORE | $4,216 | 0.0% | +0% | — |
| 246 | — | ISHARES MORNINGSTAR | $4,201 | 0.0% | +0% | — |
| 247 |  $GIS | GENERAL MILLS INC | $4,094 | 0.0% | +0% | 64.1 |
| 248 | $IVZ | Invesco Ltd. | $4,088 | 0.0% | +0% | — |
| 249 |  $STT | STATE STREET CORP | $3,742 | 0.0% | +0% | 61.5 |
| 250 |  $MGM | MGM Resorts International | $3,701 | 0.0% | +0% | 48 |
| 251 | — | ISHARES TRUST | $3,083 | 0.0% | +0% | — |
| 252 |  $WBD | Warner Bros. Discovery, Inc. | $3,076 | 0.0% | +0% | 42.1 |
| 253 |  $BROS | Dutch Bros Inc. | $2,533 | 0.0% | +0% | 65.9 |
| 254 | — | DIREXION DAILY | $2,404 | 0.0% | NEW | — |
| 255 | — | ISHARES SELECT | $2,271 | 0.0% | +0% | — |
| 256 | — | GLOBAL X | $2,108 | 0.0% | -7% | — |
| 257 | — | VANGUARD INTERMEDIATE | $1,775 | 0.0% | +0% | — |
| 258 |  $ZM | Zoom Communications, Inc. | $1,608 | 0.0% | +0% | 72.4 |
| 259 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $1,459 | 0.0% | +0% | 66.3 |
| 260 |  $MSTR | Strategy Inc | $1,123 | 0.0% | +0% | 25.4 |
| 261 |  $IBIT | iShares Bitcoin Trust ETF | $1,114 | 0.0% | +0% | — |
| 262 |  $KD | Kyndryl Holdings, Inc. | $1,102 | 0.0% | +0% | 46 |
| 263 |  $OBTC | Osprey Bitcoin Trust | $960 | 0.0% | +0% | — |
| 264 |  $VSTS | Vestis Corp | $786 | 0.0% | +0% | 37.7 |
| 265 |  $DJT | Trump Media & Technology Group Corp. | $464 | 0.0% | +0% | 22.2 |
| 266 |  $GME | GameStop Corp. | $461 | 0.0% | +0% | 60.6 |
| 267 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $250 | 0.0% | +0% | 70.8 |
| 268 |  $OGI | ORGANIGRAM GLOBAL INC. | $169 | 0.0% | +0% | — |
| 269 | $GME | GameStop Corp. | $8 | 0.0% | +0% | 60.6 |
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