Tanglewood Legacy Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    houston, TX
  • CIK
    0001965616
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

299

$233.92M
IUSV, IUSG, IWR, IWF
13F-HR
Jan 30, 2025
000196561625000001

283

$225.10M
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

$166.80M
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

$140.70M
IUSV, IUSG, DMAY, FMAY
13F-HR
Feb 13, 2023
000196561623000001
Tanglewood Legacy Advisors, Llc 13F Filings