StockDriftsStockDriftsTop 50 Tanglewood Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES S&P | 18.86% | 336.2K | $52.2M | +3.41%(+11.10K) | $89.83(+108.74%) | 2026-03-31 | |
| IUSV | ISHARES CORE | 14.11% | 381.4K | $39.0M | +7.12%(+25.35K) | $74.13(+46.64%) | 2026-03-31 | |
| RWL | INVESCO S&P | 11.83% | 284.6K | $32.7M | +4.17%(+11.40K) | $111.68(+11.99%) | 2026-03-31 | |
| PAAA | PGIM AAA | 4.14% | 223.6K | $11.4M | +45.56%(+69.97K) | $51.19(+0.39%) | 2026-03-31 | |
| IWR | ISHARES RUSSELL | 3.22% | 91.6K | $8.9M | +0.59%(+536) | $70.34(+48.91%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL | 2.73% | 17.7K | $7.5M | +2.98%(+511) | $233.45(-46.75%) | 2026-03-31 | |
| FMAY | FIRST TRUST | 1.99% | 104.1K | $5.5M | -1.39%(-1.47K) | $34.20(+62.50%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL | 1.75% | 22.7K | $4.8M | -2.73%(-637) | $147.06(+59.58%) | 2026-03-31 | |
| DMAY | FIRST TRUST | 1.64% | 101.2K | $4.5M | -3.43%(-3.59K) | $30.72(+52.17%) | 2026-03-31 | |
| SPY | STATE STREET | 1.62% | 6.9K | $4.5M | +7.62%(+487) | $404.29(+83.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.11% | +48.59% |
| Top 20 Holdings Unweighted | +13.46% | +46.06% |
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