Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Tanglewood Legacy Advisors, LLC

•CIK: 1965616•Filing: Q4 2025

Tanglewood Legacy Advisors, LLC manages $266M across a diversified portfolio of 267 positions. The firm's top concentration is in IUSG, representing $54.6M, followed by IUSV at $36.5M and RWL at $31.3M. These significant allocations suggest a focused, multi-sector approach to capital deployment. The remaining holdings, including IWR ($8.8M) and IWF ($8.1M), further define the current investment mandate.

Total AUM

$266.3M

QoQ Performance

+2.9%

Positions

190

Top 10 Concentration

62.8%

Latest Filing

Q4 2025

Top Holdings Allocation

IUSG

IUSV

RWL

IUSG20.5%

IUSV13.7%

RWL11.7%

IWR3.3%

IWF3.0%

PAAA3.0%

FMAY2.1%

IWD1.8%

📈 Biggest Buys

INVESCO S&P

+66381.8%

11.7% of portfolio

ISHARES S&P

+1.9%

20.5% of portfolio

PGIM AAA

+5.0%

3.0% of portfolio

FIRST TRUST

+29.4%

0.5% of portfolio

FIRST TRUST

+312.4%

0.1% of portfolio

📉 Biggest Sells

ISHARES CORE

-44.7%

13.7% of portfolio

CATERPILLAR INC

-45.4%

0.5% of portfolio

FIRST TRUST

-4.8%

2.1% of portfolio

FIRST TRUST

-28.1%

0.2% of portfolio

ISHARES RUSSELL

-3.6%

1.8% of portfolio

Sector Breakdown

Other90.1%

Technology2.9%

ETF2.4%

Healthcare1.1%

Industrial1.1%

Financial0.8%

Consumer0.6%

Energy0.5%

🚪 Exited Positionssold since Q3 2025

PIMCO DYNAMIC

SOLD

$335.3K

VULCAN MATERIALS

SOLD

$246.1K

FIRST TRUST

SOLD

$85.7K

VANGUARD TOTAL

SOLD

$55.0K

PIMCO DYNAMIC

SOLD

$51.6K

+70 more exited positions

Changes from Q3 2025

NEW2 new positions

↑36 increased

↓28 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ISHARES RUSSELL

ISHARES RUSSELL

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.