Tanglewood Legacy Advisors, LLC
CIK 0001965616 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$309.8M
2026 Q2
Positions
280
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IUSG
ISHARES S&P
20.4%
IUSV
ISHARES CORE
13.6%
RWL
INVESCO S&P
12.0%
PAAA
PGIM AAA
3.5%
IWR
ISHARES RUSSELL
3.3%
IWF
ISHARES RUSSELL
2.9%
FMAY
FIRST TRUST
1.9%
IWD
ISHARES RUSSELL
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.