Tanglewood Legacy Advisors, LLC 13F Holdings
CIK 0001965616 · HOUSTON, TX
As of Sep 30, 2025, Tanglewood Legacy Advisors, LLC reported 273 positions worth $258.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 643,398 | $64.3M | 24.92% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 319,082 | $52.5M | 20.34% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 90,260 | $8.7M | 3.38% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 17,394 | $8.1M | 3.16% |
| PGIM AAA CLO ETF | PAAA | — | 146,248 | $7.5M | 2.92% |
| FT VEST US EQUITY BUFFER ETF - MAY | FMAY | — | 110,846 | $5.8M | 2.24% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 24,183 | $4.9M | 1.91% |
| FT VEST US EQUITY DEEP BUFFER ETF - MAY | DMAY | — | 106,864 | $4.7M | 1.84% |
| FT VEST US EQUITY BUFFER ETF - APRIL | FAPR | — | 98,608 | $4.3M | 1.66% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,241 | $4.2M | 1.61% |
| APPLE INC | AAPL | Technology | 15,609 | $4.0M | 1.54% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,731 | $3.4M | 1.33% |
| FT VEST US EQUITY MODERATE BUFFER ETF - JANUARY | GJAN | — | 70,453 | $2.9M | 1.14% |
| FT VEST US EQUITY DEEP BUFFER ETF - NOVEMBER | DNOV | — | 61,252 | $2.9M | 1.11% |
| FT VEST US EQUITY DEEP BUFFER ETF - APRIL | DAPR | — | 72,310 | $2.8M | 1.08% |
| FT VEST US EQUITY MODERATE BUFFER ETF - FEBRUARY | GFEB | — | 67,971 | $2.8M | 1.07% |
| FT VEST US EQUITY MODERATE BUFFER ETF - AUGUST | GAUG | — | 56,408 | $2.2M | 0.84% |
| CATERPILLAR INC | CAT | Industrials | 4,525 | $2.2M | 0.84% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 21,288 | $2.0M | 0.78% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 42,810 | $2.0M | 0.77% |
| FT VEST US EQUITY BUFFER ETF - JUNE | FJUN | — | 35,389 | $2.0M | 0.77% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 42,517 |