Tanglewood Legacy Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationhouston, TX
- CIK0001965616
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
267 | $266.34M | IUSG, IUSV, RWL, IWR | 13F-HR | Feb 6, 2026 | 000196561626000001 | ||
273 | $258.9M | IUSV, IUSG, IWR, IWF | 13F-HR | Nov 6, 2025 | 000196561625000006 | ||
283 | $243.76M | IUSV, IUSG, PGIM ETF TR, IWR | 13F-HR | Aug 8, 2025 | 000199282525000009 | ||
293 | $228.18M | IUSV, IUSG, PGIM ETF TR, IWR | 13F-HR | Apr 22, 2025 | 000196561625000002 | ||
299 | $233.92M | IUSV, IUSG, IWR, IWF | 13F-HR | Jan 30, 2025 | 000196561625000001 | ||
283 | $225.11M | IUSV, IUSG, IWR, IWF | 13F-HR | Oct 15, 2024 | 000196561624000005 | ||
284 | $211.66M | IUSV, IUSG, IWR, IWF | 13F-HR | Jul 17, 2024 | 000196561624000003 | ||
295 | $202.99M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Apr 16, 2024 | 000196561624000002 | ||
279 | $183.06M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Jan 23, 2024 | 000196561624000001 | ||
285 | $166.8M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Oct 18, 2023 | 000196561623000004 | ||
283 | $172.95M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Aug 1, 2023 | 000196561623000003 | ||
279 | $156.77M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Apr 18, 2023 | 000196561623000002 | ||
247 | $140.7M | IUSV, IUSG, DMAY, FMAY | 13F-HR | Feb 13, 2023 | 000196561623000001 |