account_balance
Investment manager · 13F filer · SEC CIK 1965616
Tanglewood Legacy Advisors, LLC
Reported value$309Mas of Sep 30, 2026
Positions302 24 new, 2 sold out
Top 10 weight62.1%IUSG alone is 20%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSGiShares S&P
20.3%Trimmed −4%
RWLInvesco S&P
14.8%Added +22%
IUSViShares Core
10.2%Trimmed −26%
PAAAPgim Aaa
3.9%Added +9%
IWRiShares Russell
3.1%−4%
IWFiShares Russell
2.9%
FMAYFirst Trust
1.9%−3%
IWDiShares Russell
1.8%
SPYSPDR S&P 500 ETF Trust
1.7%
AAPLApple Inc.
1.7%
FAPR1.5%
DMAY1.5%
IUSGiShares S&P
20.3%Trimmed −4%
RWLInvesco S&P
14.8%Added +22%
IUSViShares Core
10.2%−26%
PAAA3.9%
IWR3.1%
IWF2.9%
FMAY
IWD1.8%
SPY1.7%AAPL1.7%FAPR
DMAY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IUSG iShares S&P 20.3% Trimmed −4%
RWL Invesco S&P 14.8% Added +22%
IUSV iShares Core 10.2% Trimmed −26%
PAAA Pgim Aaa 3.9% Added +9%
IWR iShares Russell 3.1% Trimmed −4%
IWF iShares Russell 2.9% Held
FMAY First Trust 1.9% Trimmed −3%
IWD iShares Russell 1.8% Held
SPY SPDR S&P 500 ETF Trust 1.7% HeldAAPL Apple Inc. 1.7% Trimmed −9%FAPR First Trust 1.5% Held
DMAY First Trust 1.5% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- HIMU $97.8K
- BUSM $88.8K
- VTP $77.9K
- SCHF $56.2K
arrow_upwardAdded
- DSEP +655%
- GSEP +107%
- FJUL +38%
- RWL +22%
arrow_downwardTrimmed
- CAT −26%
- IUSV −26%
- GJUN −14%
- QQQ −12%
remove_circleSold out
- IWM $311K
- VIOO $55.6K
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