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CIK: 0001965616
Total reported value
$309.8M
$309.8M
273 檔
45.6%
The Q3 2025 SEC filing reveals that Tanglewood Legacy Advisors, LLC held a total portfolio value of $309.8M, covering 273 public equity positions.
Tanglewood Legacy Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 18 positions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 24.84% | -0.48% | +2.85% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 20.28% | +1.53% | +1.62% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.37% | +0.11% | +3.96% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.15% | +0.13% | +2.95% | |
| 5 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.91% | -0.60% | -28.22% | |
| 6 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 2.24% | -0.11% | -0.05% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.90% | +0.03% | +2.03% | |
| 8 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 1.83% | -0.12% | -0.88% | |
| 9 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.66% | -0.10% | -0.25% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | — | +0.43% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.02% | -0.04% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | +0.18% | — | |
| 13 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 1.13% | -0.06% | -0.40% | |
| 14 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.11% | -0.05% | — | |
| 15 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.08% | +0.06% | — | |
| 16 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.07% | -0.11% | -3.88% | |
| 17 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.84% | -0.11% | +9.22% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.22% | -3.42% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.78% | -0.10% | -2.47% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.77% | -0.06% | — | |
| 21 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.76% | +0.01% | — | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.75% | +0.02% | — | |
| 23 | SM | Sm Energy Co | Stock-Energy | 0.72% | -0.21% | — | |
| 24 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.71% | +0.08% | -0.31% | |
| 25 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.69% | -0.07% | -5.89% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | +0.03% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | +0.41% | |
| 28 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.60% | +0.05% | -0.84% | |
| 29 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.58% | -0.07% | -0.08% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.01% | +0.26% | |
| 31 | LUV | Southwest Airlines Co | Stock-Industrials | 0.57% | +0.14% | — | |
| 32 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.51% | -0.01% | -0.51% | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.46% | -0.02% | — | |
| 34 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.46% | -0.02% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | — | |
| 36 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.42% | +0.17% | -2.97% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | — | -1.95% | |
| 38 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.41% | -0.02% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.02% | -1.16% | |
| 40 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.38% | +0.09% | -6.64% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | -10.74% | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.01% | — | |
| 43 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 0.35% | -0.02% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.14% | -8.53% | |
| 45 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.33% | -0.01% | — | |
| 46 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.32% | -0.01% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.11% | +0.40% | |
| 48 | GE | General Electric | Stock-Industrials | 0.30% | +0.05% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.01% | — | |
| 50 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.29% | — | +99.01% |
According to official SEC Form 13F filings, Tanglewood Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $309.8M across 273 disclosed positions in Q3 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, IWR) accounted for 45.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWM
市值: $276.3K
Top Position Liquidated / Trimmed
CION
前期市值: $174.6K
During Q3 2025, Tanglewood Legacy Advisors, LLC's top holdings by market value included IUSV (24.8%)、IUSG (20.3%)、IWR (3.4%). The largest single position, IUSV, represented 24.8% of total portfolio value.
In Q3 2025, Tanglewood Legacy Advisors, LLC made 42 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 2 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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