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 (2026-06-30)

Name: Tanglewood Legacy Advisors, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Tanglewood Legacy Advisors, LLC (CIK 1965616) reported $309.8M across 280 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IUSG ($63.2M, 20.39%), IUSV ($42.2M, 13.63%), RWL ($37.2M, 12.01%), PAAA ($11.0M, 3.54%), IWR ($10.3M, 3.33%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IUSG	ISHARES S&P	$63.2M	20.39%	335,931	Trimmed
2	IUSV	ISHARES CORE	$42.2M	13.63%	383,487	Added
3	RWL	INVESCO S&P	$37.2M	12.01%	291,325	Added
4	PAAA	PGIM AAA	$11.0M	3.54%	213,996	Trimmed
5	IWR	ISHARES RUSSELL	$10.3M	3.33%	93,523	Added
6	IWF	ISHARES RUSSELL	$8.9M	2.86%	71,396	Added
7	FMAY	FIRST TRUST	$5.8M	1.88%	103,547	Trimmed
8	IWD	ISHARES RUSSELL	$5.5M	1.78%	22,694	Added
9	SPY	STATE STREET	$5.0M	1.62%	6,719	Trimmed
10	AAPL	APPLE INC	$4.9M	1.57%	16,848	Added
11	DMAY	FIRST TRUST	$4.7M	1.52%	100,098	Trimmed
12	FAPR	FIRST TRUST	$4.6M	1.49%	98,740	Added
13	QQQ	INVESCO QQQ	$4.4M	1.42%	5,955	Hold
14	GFEB	FIRST TRUST	$3.8M	1.23%	86,661	Trimmed
15	GJAN	FIRST TRUST	$3.8M	1.23%	84,702	Trimmed
16	DAPR	FIRST TRUST	$3.4M	1.09%	82,637	Added
17	DNOV	FIRST TRUST	$3.3M	1.05%	63,336	Hold
18	CAT	CATERPILLAR INC	$2.6M	0.85%	2,470	Hold
19	DFEB	FIRST TRUST	$2.6M	0.84%	51,607	Trimmed
20	LUV	SOUTHWEST AIRLINES	$2.4M	0.77%	46,464	Hold
21	DJUN	FIRST TRUST	$2.3M	0.75%	47,164	Added
22	FJUN	FIRST TRUST	$2.3M	0.73%	37,590	Added
23	DBEF	XTRACKERS MSCI	$2.2M	0.71%	40,111	Trimmed
24	DFAU	DIMENSIONAL US	$2.1M	0.68%	40,517	Hold
25	GAUG	FIRST TRUST	$2.0M	0.65%	48,766	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30