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Tanglewood Legacy Advisors, LLC

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    269

  • Value ($000)

    $276,450

  • Date Filed
    04/27/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSG

ISHARES S&P

MF CLOSED AND MF OPEN
464287671
$52.15M
19 %

336,216

I
IUSV

ISHARES CORE

MF CLOSED AND MF OPEN
464287663
$39M
14 %

381,429

R
RWL

INVESCO S&P

MF CLOSED AND MF OPEN
46138G698
$32.71M
12 %

284,639

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PGIM AAA

MF CLOSED AND MF OPEN
69344A834
$11.44M
4 %

223,556

I
IWR

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287499
$8.91M
3 %

91,595

I
IWF

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287614
$7.54M
3 %

17,674

F
FMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F748
$5.5M
2 %

104,089

I
IWD

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287598
$4.85M
2 %

22,683

D
DMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F730
$4.55M
2 %

101,178

S
SPY

STATE STREET

MF CLOSED AND MF OPEN
78462F103
$4.47M
2 %

6,877

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