§ 13F · FUND PROFILE
Tanglewood Legacy Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $243.8T (13F)Positions · 283Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$355.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES S&P | 325K | $54.6T | 20.5% | +2% |
| 2 | IUSV | ISHARES CORE | 356K | $36.5T | 13.7% | −45% |
| 3 | RWL | INVESCO S&P | 273K | $31.3T | 11.7% | — |
| 4 | IWR | ISHARES RUSSELL | 91K | $8.8T | 3.3% | +1% |
| 5 | IWF | ISHARES RUSSELL | 17K | $8.1T | 3.0% | −1% |
| 6 | PAAA | PGIM AAA | 154K | $7.9T | 3.0% | +5% |
| 7 | FMAY | FIRST TRUST | 106K | $5.6T | 2.1% | −5% |
| 8 | IWD | ISHARES RUSSELL | 23K | $4.9T | 1.8% | −4% |
| 9 | DMAY | FIRST TRUST | 105K | $4.7T | 1.8% | −2% |
| 10 | FAPR | FIRST TRUST | 98K | $4.4T | 1.6% | −1% |
§ 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 $243755.2 trillion in assets. The fund runs a broad portfolio of 283 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed