Tanglewood Legacy Advisors, LLC

Est. AUM

$276.5M

13F long equity, this entity only

Positions

269

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES S&P	MF Closed and MF Open	$52.1M	336216	18.86%	SOLE
2	ISHARES CORE	MF Closed and MF Open	$39.0M	381429	14.11%	SOLE
3	INVESCO S&P	MF Closed and MF Open	$32.7M	284639	11.83%	SOLE
4	PGIM AAA	MF Closed and MF Open	$11.4M	223556	4.14%	SOLE
5	ISHARES RUSSELL	MF Closed and MF Open	$8.9M	91595	3.22%	SOLE
6	ISHARES RUSSELL	MF Closed and MF Open	$7.5M	17674	2.73%	SOLE
7	FIRST TRUST	MF Closed and MF Open	$5.5M	104089	1.99%	SOLE
8	ISHARES RUSSELL	MF Closed and MF Open	$4.8M	22683	1.75%	SOLE
9	FIRST TRUST	MF Closed and MF Open	$4.5M	101178	1.64%	SOLE
10	STATE STREET	MF Closed and MF Open	$4.5M	6877	1.62%	SOLE
11	FIRST TRUST	MF Closed and MF Open	$4.4M	98086	1.59%	SOLE
12	APPLE INC	Common Stock	$4.3M	16844	1.55%	SOLE
13	FIRST TRUST	MF Closed and MF Open	$3.7M	89829	1.34%	SOLE
14	FIRST TRUST	MF Closed and MF Open	$3.6M	84835	1.29%	SOLE
15	INVESCO QQQ	MF Closed and MF Open	$3.4M	5955	1.24%	SOLE
16	FIRST TRUST	MF Closed and MF Open	$3.0M	63336	1.10%	SOLE
17	FIRST TRUST	MF Closed and MF Open	$2.9M	71856	1.03%	SOLE
18	FIRST TRUST	MF Closed and MF Open	$2.5M	53209	0.91%	SOLE
19	SM ENERGY	Common Stock	$2.3M	74323	0.84%	SOLE
20	XTRACKERS MSCI	MF Closed and MF Open	$2.1M	43191	0.77%	SOLE
21	FIRST TRUST	MF Closed and MF Open	$2.1M	54087	0.76%	SOLE
22	FIRST TRUST	MF Closed and MF Open	$2.0M	35389	0.72%	SOLE
23	ISHARES MSCI	MF Closed and MF Open	$1.9M	20391	0.68%	SOLE
24	FIRST TRUST	MF Closed and MF Open	$1.9M	39341	0.67%	SOLE
25	DIMENSIONAL US	MF Closed and MF Open	$1.8M	40517	0.66%	SOLE
26	CATERPILLAR INC	Common Stock	$1.8M	2470	0.63%	SOLE
27	SOUTHWEST AIRLINES	Common Stock	$1.7M	46464	0.63%	SOLE
28	ISHARES CORE	MF Closed and MF Open	$1.6M	2468	0.58%	SOLE
29	FIRST TRUST	MF Closed and MF Open	$1.6M	38441	0.57%	SOLE
30	FIRST TRUST	MF Closed and MF Open	$1.6M	42501	0.57%	SOLE
31	ISHARES CORE	MF Closed and MF Open	$1.5M	10608	0.55%	SOLE
32	FIRST TRUST	MF Closed and MF Open	$1.5M	38442	0.54%	SOLE
33	FIRST TRUST	MF Closed and MF Open	$1.5M	28018	0.54%	SOLE
34	MERCK & COMPANY	Common Stock	$1.5M	12210	0.53%	SOLE
35	FIRST TRUST	MF Closed and MF Open	$1.4M	28958	0.52%	SOLE
36	FIRST TRUST	MF Closed and MF Open	$1.4M	28163	0.51%	SOLE
37	VANGUARD GROWTH	MF Closed and MF Open	$1.4M	3152	0.50%	SOLE
38	EXXON MOBIL	Common Stock	$1.3M	7912	0.49%	SOLE
39	JOHNSON & JOHNSON	Common Stock	$1.3M	5294	0.47%	SOLE
40	VANGUARD VALUE	MF Closed and MF Open	$1.2M	6137	0.44%	SOLE
41	MICROSOFT CORP	Common Stock	$1.2M	3240	0.43%	SOLE
42	FIRST TRUST	MF Closed and MF Open	$1.1M	28190	0.40%	SOLE
43	FIRST TRUST	MF Closed and MF Open	$1.1M	26430	0.40%	SOLE
44	CHEVRON CORP	Common Stock	$1.1M	5164	0.39%	SOLE
45	DIMENSIONAL WORLD	MF Closed and MF Open	$1.0M	30200	0.37%	SOLE
46	FIRST TRUST	MF Closed and MF Open	$1.0M	25198	0.37%	SOLE
47	AB INTL	MF Closed and MF Open	$915K	21448	0.33%	SOLE
48	FIRST TRUST	MF Closed and MF Open	$848K	15190	0.31%	SOLE
49	AVANTIS U S	MF Closed and MF Open	$823K	7406	0.30%	SOLE
50	FIRST TRUST	MF Closed and MF Open	$823K	19340	0.30%	SOLE

1–50 of 269

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.