Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Tanglewood Legacy Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Tanglewood Legacy Advisors, LLC 13F Holdings (2026-03-31)
Creator: ko.io

Tanglewood Legacy Advisors, LLC (CIK 1965616) reported $276.5M across 268 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSG ($52.2M, 18.86%), IUSV ($39.0M, 14.11%), RWL ($32.7M, 11.83%), PAAA ($11.4M, 4.14%), IWR ($8.9M, 3.22%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IUSG	ISHARES S&P	$52.2M	18.86%	336,216	Added
2	IUSV	ISHARES CORE	$39.0M	14.11%	381,429	Added
3	RWL	INVESCO S&P	$32.7M	11.83%	284,639	Added
4	PAAA	PGIM AAA	$11.4M	4.14%	223,556	Added
5	IWR	ISHARES RUSSELL	$8.9M	3.22%	91,595	Added
6	IWF	ISHARES RUSSELL	$7.5M	2.73%	17,674	Added
7	FMAY	FIRST TRUST	$5.5M	1.99%	104,089	Trimmed
8	IWD	ISHARES RUSSELL	$4.8M	1.75%	22,683	Trimmed
9	DMAY	FIRST TRUST	$4.5M	1.64%	101,178	Trimmed
10	SPY	STATE STREET	$4.5M	1.62%	6,877	Added
11	FAPR	FIRST TRUST	$4.4M	1.59%	98,086	Trimmed
12	AAPL	APPLE INC	$4.3M	1.55%	16,844	Added
13	GFEB	FIRST TRUST	$3.7M	1.34%	89,829	Added
14	GJAN	FIRST TRUST	$3.6M	1.29%	84,835	Added
15	QQQ	INVESCO QQQ	$3.4M	1.24%	5,955	Added
16	DNOV	FIRST TRUST	$3.0M	1.10%	63,336	Hold
17	DAPR	FIRST TRUST	$2.9M	1.03%	71,856	Hold
18	DFEB	FIRST TRUST	$2.5M	0.91%	53,209	Added
19	SM	SM ENERGY	$2.3M	0.84%	74,323	Hold
20	DBEF	XTRACKERS MSCI	$2.1M	0.77%	43,191	Trimmed
21	GAUG	FIRST TRUST	$2.1M	0.76%	54,087	Trimmed
22	FJUN	FIRST TRUST	$2.0M	0.72%	35,389	Hold
23	USMV	ISHARES MSCI	$1.9M	0.68%	20,391	Trimmed
24	DJUN	FIRST TRUST	$1.9M	0.67%	39,341	Hold
25	DFAU	DIMENSIONAL US	$1.8M	0.66%	40,517	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31