§ 13F · FUND PROFILE
Tanglewood Legacy Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259M (13F)Positions · 273Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$181K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES S&P | 336K | $52M | 18.9% | +3% |
| 2 | IUSV | ISHARES CORE | 381K | $39M | 14.1% | +7% |
| 3 | RWL | INVESCO S&P | 285K | $33M | 11.8% | +4% |
| 4 | PAAA | PGIM AAA | 224K | $11M | 4.1% | +46% |
| 5 | IWR | ISHARES RUSSELL | 92K | $9M | 3.2% | +1% |
| 6 | IWF | ISHARES RUSSELL | 18K | $8M | 2.7% | +3% |
| 7 | FMAY | FIRST TRUST | 104K | $5M | 2.0% | −1% |
| 8 | IWD | ISHARES RUSSELL | 23K | $5M | 1.8% | −3% |
| 9 | DMAY | FIRST TRUST | 101K | $5M | 1.6% | −3% |
| 10 | SPY | STATE STREET | 7K | $4M | 1.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANGLEWOOD SIGNAL
AC read
Tanglewood Legacy Advisors, LLC is a Other fund managing $259 million in assets. The fund runs a broad portfolio of 273 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed