TLA
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Tanglewood Legacy Advisors’s Trump Media & Technology Group DJT Stock Holding History

Tanglewood Legacy Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$464 Hold
50
– – ﹤0.01% 265
2025
Q4 		$662 Hold
50
– – ﹤0.01% 262
2025
Q3 		$821 Hold
50
– – ﹤0.01% 268
2025
Q2 		$902 Hold
50
– – ﹤0.01% 277
2025
Q1 		$977 Hold
50
– – ﹤0.01% 288
2024
Q4 		$1.71K Hold
50
– – ﹤0.01% 284
2024
Q3 		$804 Hold
50
– – ﹤0.01% 278
2024
Q2 		$1.64K Hold
50
– – ﹤0.01% 268
2024
Q1 		$3.1K Hold
50
– – ﹤0.01% 272
2023
Q4 		$875 Hold
50
– – ﹤0.01% 275
2023
Q3 		$821 Hold
50
– – ﹤0.01% 282
2023
Q2 		$628 Hold
50
– – ﹤0.01% 280
2023
Q1 		$703 Hold
50
– – ﹤0.01% 276
2022
Q4 		$750 Buy
+50
New +$977 ﹤0.01% 242

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Tanglewood Legacy Advisors's DJT Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Trump Media & Technology Group (DJT) position steady in Q1 2026 at 50 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Tanglewood Legacy Advisors first reported a position in DJT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.1K in Q1 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Tanglewood Legacy Advisors held 50 shares of Trump Media & Technology Group worth $464 as of Q1 2026.
  • Tanglewood Legacy Advisors left its Trump Media & Technology Group share count unchanged in Q1 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #265 holding.
  • Tanglewood Legacy Advisors first reported a position in Trump Media & Technology Group in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Trump Media & Technology Group position peaked at $3.1K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.