Tanglewood Legacy Advisors, LLC - Portfolio overview

Tanglewood Legacy Advisors, LLC has 290 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IUSG - ISHARES S&P, 18.77%
2. IUSV - ISHARES CORE, 14.04%
3. RWL - INVESCO S&P, 11.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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