Chief Compliance Officer

0001965616-23-000002.txt : 20230418 0001965616-23-000002.hdr.sgml : 20230418 20230417175404 ACCESSION NUMBER: 0001965616-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tanglewood Legacy Advisors, LLC CENTRAL INDEX KEY: 0001965616 IRS NUMBER: 113684591 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22922 FILM NUMBER: 23824973 BUSINESS ADDRESS: STREET 1: ONE RIVERWAY STREET 2: SUITE 1550 CITY: HOUSTON STATE: TX ZIP: 77056 BUSINESS PHONE: 713-599-4999 MAIL ADDRESS: STREET 1: ONE RIVERWAY STREET 2: SUITE 1550 CITY: HOUSTON STATE: TX ZIP: 77056 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965616 XXXXXXXX 03-31-2023 03-31-2023 Tanglewood Legacy Advisors, LLC

ONE RIVERWAY SUITE 1550 HOUSTON TX 77056

13F HOLDINGS REPORT 028-22922 000127289 801-107793 N Matthew Berti Chief Compliance Officer 713-599-4999 Matthew Berti Houston TX 04-17-2023 0 279 156769419 false INFORMATION TABLE 2 tanglewood1q23.xml 3M COMPANY Common Stock 88579Y101 75889 722 SH SOLE 0 0 722 ABBOTT LABORATORIES Common Stock 002824100 88612 875 SH SOLE 0 0 875 ABBVIE INC Common Stock 00287Y109 84944 533 SH SOLE 0 0 533 ACCENTURE PLC Common Stock G1151C101 6859 24 SH SOLE 0 0 24 ALPHABET INC Common Stock 02079K107 41600 400 SH SOLE 0 0 400 ALPHABET INC Common Stock 02079K305 87134 840 SH SOLE 0 0 840 ALTRIA GROUP Common Stock 02209S103 155584 3487 SH SOLE 0 0 3487 AMAZON COM Common Stock 023135106 57842 560 SH SOLE 0 0 560 AMERICAN EXPRESS Common Stock 025816109 230436 1397 SH SOLE 0 0 1397 AMGEN INC Common Stock 031162100 24175 100 SH SOLE 0 0 100 AMPLIFY ONLINE MF Closed and MF Open 032108102 5743 130 SH SOLE 0 0 130 APPLE INC Common Stock 037833100 2141842 12989 SH SOLE 0 0 12989 ARAMARK Common Stock 03852U106 7160 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