§ 13F · FUND PROFILE
Tanglewood Legacy Advisors, LLC.
AUM · $310M (13F)Positions · 280Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$377K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES S&P | 336K | $63M | 20.4% | ±0% |
| 2 | IUSV | ISHARES CORE | 383K | $42M | 13.6% | +1% |
| 3 | RWL | INVESCO S&P | 291K | $37M | 12.0% | +2% |
| 4 | PAAA | PGIM AAA | 214K | $11M | 3.5% | −4% |
| 5 | IWR | ISHARES RUSSELL | 94K | $10M | 3.3% | +2% |
| 6 | IWF | ISHARES RUSSELL | 71K | $9M | 2.9% | +304% |
| 7 | FMAY | FIRST TRUST | 104K | $6M | 1.9% | −1% |
| 8 | IWD | ISHARES RUSSELL | 23K | $6M | 1.8% | ±0% |
| 9 | SPY | STATE STREET | 7K | $5M | 1.6% | −2% |
| 10 | AAPL | APPLE INC | 17K | $5M | 1.6% | ±0% |
§ 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 $310 million in assets. The fund runs a broad portfolio of 280 positions.
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