Tanglewood Legacy Advisors, LLC
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
273
- Value ($000)
$258,899
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001965616
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSV ISHARES CORE | MF CLOSED AND MF OPEN | 464287663 | $64.31 M | 25 % | 643,398 | ||
IUSG ISHARES S&P | MF CLOSED AND MF OPEN | 464287671 | $52.50 M | 20 % | 319,082 | ||
IWR ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287499 | $8.71 M | 3 % | 90,260 | ||
IWF ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287614 | $8.15 M | 3 % | 17,394 | ||
PGIM AAA | MF CLOSED AND MF OPEN | 69344A834 | $7.53 M | 3 % | 146,248 | ||
FMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F748 | $5.79 M | 2 % | 110,846 | ||
IWD ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287598 | $4.92 M | 2 % | 24,183 | ||
DMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F730 | $4.74 M | 2 % | 106,864 | ||
FAPR FIRST TRUST | MF CLOSED AND MF OPEN | 33740U885 | $4.29 M | 2 % | 98,608 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $4.16 M | 2 % | 6,241 |
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