StockDriftsStockDriftsTop 50 Tanglewood Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES S&P | 20.39% | 335.9K | $63.2M | -0.08%(-285) | $89.83(+116.26%) | 2026-06-30 | |
| IUSV | ISHARES CORE | 13.63% | 383.5K | $42.2M | +0.54%(+2.06K) | $74.30(+55.26%) | 2026-06-30 | |
| RWL | INVESCO S&P | 12.01% | 291.3K | $37.2M | +2.35%(+6.69K) | $111.87(+20.30%) | 2026-06-30 | |
| PAAA | PGIM AAA | 3.54% | 214.0K | $11.0M | -4.28%(-9.56K) | $51.19(+0.44%) | 2026-06-30 | |
| IWR | ISHARES RUSSELL | 3.33% | 93.5K | $10.3M | +2.10%(+1.93K) | $71.00(+61.28%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL | 2.86% | 71.4K | $8.9M | +0.99%(+700) | $58.90(+109.48%) | 2026-06-30 | |
| FMAY | FIRST TRUST | 1.88% | 103.5K | $5.8M | -0.52%(-542) | $34.20(+68.74%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL | 1.78% | 22.7K | $5.5M | +0.05%(+11) | $147.10(+74.93%) | 2026-06-30 | |
| SPY | STATE STREET | 1.62% | 6.7K | $5.0M | -2.30%(-158) | $404.29(+91.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.57% | 16.8K | $4.9M | +0.02%(+4) | $162.28(+88.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.90% | +55.68% | — | — | +74.73% |
| Top 20 Holdings Unweighted | +14.22% | +49.02% | — | — | +66.10% |
Tanglewood Legacy Advisors, LLC reports $309.85M in US-listed equity holdings across 280 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (20.4%), IUSV (13.6%) and RWL (12.0%). The top 20 holdings account for 74.1% of reported assets. Its disclosed equity book has returned +55.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tanglewood Legacy Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965616). View Tanglewood Legacy Advisors, LLC’s 13F filings on SEC