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CIK: 0001965616
Total reported value
$309.8M
$309.8M
283 檔
42.6%
In Q2 2025, Tanglewood Legacy Advisors, LLC's U.S. equity holdings reached a combined market value of $309.8M, distributed across 283 disclosed stock positions.
In Q2 2025, Tanglewood Legacy Advisors, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 24.29% | -0.48% | +2.70% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 19.37% | +1.53% | -0.32% | |
| 3 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 4.30% | -0.60% | -9.54% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.28% | +0.11% | -2.85% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.94% | +0.13% | +0.76% | |
| 6 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 2.28% | -0.11% | -2.67% | |
| 7 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 1.89% | -0.12% | -3.36% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.89% | +0.03% | -18.63% | |
| 9 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.71% | -0.10% | -4.19% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | — | +0.40% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.02% | -8.31% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.18% | — | |
| 13 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 1.16% | -0.06% | +8.55% | |
| 14 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.13% | -0.11% | -1.38% | |
| 15 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.12% | -0.05% | — | |
| 16 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.12% | +0.06% | -0.86% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.84% | -0.10% | -17.25% | |
| 18 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.78% | -0.11% | -9.70% | |
| 19 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.78% | +0.01% | -5.02% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.77% | -0.06% | +3.05% | |
| 21 | SM | Sm Energy Co | Stock-Energy | 0.75% | -0.21% | — | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.22% | — | |
| 23 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.74% | -0.07% | +115.03% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.74% | +0.02% | — | |
| 25 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.73% | +0.08% | -4.18% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.05% | — | |
| 27 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.62% | +0.05% | -1.33% | |
| 28 | LUV | Southwest Airlines Co | Stock-Industrials | 0.62% | +0.14% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | -4.35% | |
| 30 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.59% | -0.07% | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | +0.01% | +0.27% | |
| 32 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.51% | -0.01% | -0.08% | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.47% | -0.02% | +34.55% | |
| 34 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.46% | -0.02% | +4.32% | |
| 35 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.45% | +0.17% | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.03% | -2.06% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | — | — | |
| 38 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.42% | +0.09% | — | |
| 39 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.42% | -0.02% | +96.34% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.14% | -0.02% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.05% | — | |
| 43 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 0.37% | -0.02% | — | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.36% | -0.01% | — | |
| 45 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.33% | -0.01% | +75.38% | |
| 46 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.33% | -0.01% | +71.41% | |
| 47 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.30% | -0.02% | +27.74% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.11% | +0.42% | |
| 50 | GE | General Electric | Stock-Industrials | 0.27% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +1.8% | -0.32% | Trim |
| 2 | DFEB | Ft Vest U.s. Equity Deep Buf | +0.4% | +115.03% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.3% | +0.76% | Add |
| 4 | GDEC | Ft Vest US Equity Moderate B | +0.2% | +96.34% | Add |
| 5 | DJUL | Ft Vest US Equity Deep Buffe | +0.1% | +75.38% | Add |
| 6 | FFEB | Ft Vest US Equity Buffer ETF | +0.1% | +71.41% | Add |
| 7 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 8 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.1% | +225.13% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 10 | GNOV | Ft Vest US Equity Moderate B | +0.1% | +34.55% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +82.11% | Add |
| 12 | DJAN | Ft Vest U.s. Equity Deep Buf | +0.1% | +59.86% | Add |
| 13 | GJAN | Ft Vest US Equity Moderate B | +0.1% | +8.55% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.40% | Add |
| 16 | GMAR | Ft Vest US Equity Moderate B | +0.1% | +27.74% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 18 | GE | General Electric | +0.1% | — | Unchanged |
| 19 | VUG | Vanguard Growth ETF | 0% | -2.06% | Trim |
| 20 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.27% | Add |
| 22 | FJAN | Ft Vest U.s. Equity Buffer E | 0% | +4.32% | Add |
| 23 | ILOW | AB Internal Low Volat Eq ETF | 0% | — | Unchanged |
| 24 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 25 | FDEC | Ft Vest U.s. Equity Buffer E | 0% | — | Unchanged |
| 26 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 27 | GMAY | Ft Vest U.s. Equity Moderate | — | -1.33% | Trim |
| 28 | AVUS | Avantis U.s. Equity ETF | — | — | Unchanged |
| 29 | FNOV | Ft Vest US Equity Buffer ETF | — | -0.08% | Trim |
| 30 | DNOV | Ft Vest US Equity Deep Buffe | 0% | — | Unchanged |
| 31 | FMAY | Ft Vest US Equity Buffer ETF | 0% | -2.67% | Trim |
| 32 | GFEB | Ft Vest US Equity Moderate B | 0% | -1.38% | Trim |
| 33 | FMHI | First Trust Municipal High I | 0% | EXIT | Sold out |
| 34 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -2.85% | Trim |
| 35 | DMAY | Ft Vest US Equity Deep Buffe | -0.1% | -3.36% | Trim |
| 36 | CRD-A | Crawford & Company -cl A | -0.1% | EXIT | Sold out |
| 37 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 38 | MINO | Pimco Municipal Income Oppor | -0.1% | EXIT | Sold out |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -0.02% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | +0.42% | Add |
| 41 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 42 | DAUG | Ft Vest U.s. Equity Deep Buf | -0.1% | -36.10% | Trim |
| 43 | GJUL | Ft Vest US Equity Moderate B | -0.1% | -37.77% | Trim |
| 44 | FPE | Ft-preferred Secur & Inc ETF | -0.1% | -72.70% | Trim |
| 45 | SM | Sm Energy Co | -0.2% | — | Unchanged |
| 46 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -17.25% | Trim |
| 47 | IUSV | Ishares Core S&p U.s. Value | -0.4% | +2.70% | Add |
| 48 | AAPL | Apple Inc | -0.4% | -8.31% | Trim |
| 49 | IWD | Ishares Russell 1000 Value E | -0.5% | -18.63% | Trim |
| 50 | PAAA | Pgim Aaa Clo ETF | -0.8% | -9.54% | Trim |
According to official SEC Form 13F filings, Tanglewood Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $309.8M across 283 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSV, IUSG, PAAA) accounted for 42.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
MINO
前期市值: $134.2K
During Q2 2025, Tanglewood Legacy Advisors, LLC's top holdings by market value included IUSV (24.3%)、IUSG (19.4%)、PAAA (4.3%). The largest single position, IUSV, represented 24.3% of total portfolio value.
In Q2 2025, Tanglewood Legacy Advisors, LLC made 36 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 16 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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