Tanglewood Legacy Advisors, LLC

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    273

  • Value ($000)

    $258,899

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001965616
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSV

ISHARES CORE

MF CLOSED AND MF OPEN
464287663
$64.31M
25 %

643,398

I
IUSG

ISHARES S&P

MF CLOSED AND MF OPEN
464287671
$52.50M
20 %

319,082

I
IWR

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287499
$8.71M
3 %

90,260

I
IWF

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287614
$8.15M
3 %

17,394

---

PGIM AAA

MF CLOSED AND MF OPEN
69344A834
$7.53M
3 %

146,248

F
FMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F748
$5.79M
2 %

110,846

I
IWD

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287598
$4.92M
2 %

24,183

D
DMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F730
$4.74M
2 %

106,864

F
FAPR

FIRST TRUST

MF CLOSED AND MF OPEN
33740U885
$4.29M
2 %

98,608

S
SPY

SPDR S&P

MF CLOSED AND MF OPEN
78462F103
$4.16M
2 %

6,241

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