Tanglewood Legacy Advisors, LLC

Q2 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    283

  • Value ($000)

    $243,755

  • Date Filed
    08/08/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IUSV
IUSV

ISHARES CORE

MF CLOSED AND MF OPEN
464287663
$59.20M
24 %

625,593

IUSG
IUSG

ISHARES S&P

MF CLOSED AND MF OPEN
464287671
$47.22M
19 %

313,990

---

PGIM AAA

MF CLOSED AND MF OPEN
69344A834
$10.48M
4 %

203,754

IWR
IWR

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287499
$7.98M
3 %

86,820

IWF
IWF

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287614
$7.17M
3 %

16,896

FMAY
FMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F748
$5.55M
2 %

110,905

DMAY
DMAY

FIRST TRUST

MF CLOSED AND MF OPEN
33740F730
$4.62M
2 %

107,816

IWD
IWD

ISHARES RUSSELL

MF CLOSED AND MF OPEN
464287598
$4.60M
2 %

23,702

FAPR
FAPR

FIRST TRUST

MF CLOSED AND MF OPEN
33740U885
$4.17M
2 %

98,858

SPY
SPY

SPDR S&P

MF CLOSED AND MF OPEN
78462F103
$3.84M
2 %

6,214

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