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CIK: 0001965616
Total reported value
$309.8M
$309.8M
269 檔
46.5%
At the close of Q1 2026, Tanglewood Legacy Advisors, LLC disclosed equity holdings valued at approximately $309.8M, spread across 269 reported holdings.
In Q1 2026, Tanglewood Legacy Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 18.86% | +1.53% | +3.41% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 14.11% | -0.48% | +7.12% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 11.83% | +0.18% | +4.17% | |
| 4 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 4.14% | -0.60% | +45.56% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.22% | +0.11% | +0.59% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.73% | +0.13% | +2.98% | |
| 7 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.99% | -0.11% | -1.39% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.75% | +0.03% | -2.73% | |
| 9 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 1.64% | -0.12% | -3.43% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | — | +7.62% | |
| 11 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.59% | -0.10% | -0.02% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.02% | +8.58% | |
| 13 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.34% | -0.11% | +32.16% | |
| 14 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 1.29% | -0.06% | +20.41% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.18% | +3.91% | |
| 16 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.10% | -0.05% | — | |
| 17 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.03% | +0.06% | — | |
| 18 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.91% | -0.07% | +39.39% | |
| 19 | SM | Sm Energy Co | Stock-Energy | 0.84% | -0.21% | — | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.77% | -0.06% | -0.30% | |
| 21 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.76% | -0.11% | -0.09% | |
| 22 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.72% | +0.01% | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.68% | -0.10% | -1.49% | |
| 24 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.67% | +0.08% | — | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | +0.02% | -4.70% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.22% | — | |
| 27 | LUV | Southwest Airlines Co | Stock-Industrials | 0.63% | +0.14% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | — | |
| 29 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.57% | +0.05% | — | |
| 30 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.57% | -0.02% | +13.02% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.01% | +2.02% | |
| 32 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.54% | -0.02% | — | |
| 33 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.54% | -0.01% | -0.39% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.02% | +0.64% | |
| 35 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.52% | -0.07% | -0.73% | |
| 36 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.51% | -0.02% | +19.87% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.03% | +32.44% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.14% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | +48.06% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.05% | +0.03% | |
| 42 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.40% | +0.17% | — | |
| 43 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.40% | -0.02% | +42.60% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.11% | +0.35% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.01% | — | |
| 46 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.37% | +0.09% | — | |
| 47 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 0.33% | -0.02% | — | |
| 48 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.31% | -0.01% | — | |
| 49 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.30% | — | -19.55% | |
| 50 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.30% | -0.02% | +23.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +1.2% | +45.56% | Add |
| 2 | IUSV | Ishares Core S&p U.s. Value | +0.4% | +7.12% | Add |
| 3 | SM | Sm Energy Co | +0.3% | — | Unchanged |
| 4 | GFEB | Ft Vest US Equity Moderate B | +0.3% | +32.16% | Add |
| 5 | DFEB | Ft Vest U.s. Equity Deep Buf | +0.2% | +39.39% | Add |
| 6 | GJAN | Ft Vest US Equity Moderate B | +0.2% | +20.41% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +551.95% | Add |
| 8 | VTV | Vanguard Value ETF | +0.1% | +48.06% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 10 | GMAR | Ft Vest US Equity Moderate B | +0.1% | +42.60% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 12 | BALT | Inn Defined Wealth Shield | +0.1% | +114.69% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +0.35% | Add |
| 14 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +4.17% | Add |
| 15 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.1% | +46.19% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | +80.35% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +32.44% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 19 | TSLA | Tesla Inc | +0.1% | +70.00% | Add |
| 20 | FJAN | Ft Vest U.s. Equity Buffer E | +0.1% | +19.87% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +0.64% | Add |
| 22 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 23 | COP | Conocophillips | +0.1% | — | Unchanged |
| 24 | GDEC | Ft Vest US Equity Moderate B | 0% | +13.02% | Add |
| 25 | DJAN | Ft Vest U.s. Equity Deep Buf | 0% | +23.56% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | +336.07% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 28 | OGE | Oge Energy CORP | 0% | — | Unchanged |
| 29 | DE | Deere & Co | 0% | — | Unchanged |
| 30 | PSX | Phillips 66 | 0% | — | Unchanged |
| 31 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 32 | AMZN | Amazon.com Inc | 0% | +18.55% | Add |
| 33 | CFR | Cullen/frost Bankers Inc | 0% | — | Unchanged |
| 34 | OKE | Oneok Inc | 0% | — | Unchanged |
| 35 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 36 | MO | Altria Group Inc | 0% | — | Unchanged |
| 37 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 38 | RDIV | Invesco S&p Ultra Dividend | 0% | — | Unchanged |
| 39 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 40 | DFAX | Dimensional World Ex US Core | — | — | Unchanged |
| 41 | TXN | Texas Instruments Inc | — | — | Unchanged |
| 42 | AVDE | Avantis International Equity | — | — | Unchanged |
| 43 | XLE | Ss Energy Select Sector | — | +0.69% | Add |
| 44 | LIN | Linde plc | — | — | Unchanged |
| 45 | SO | Southern Co/the | — | — | Unchanged |
| 46 | CC | Chemours Co/the | — | — | Unchanged |
| 47 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
| 48 | DFAE | Dimensional Emerging Core Eq | — | — | Unchanged |
| 49 | INTU | Intuit Inc | — | — | Unchanged |
| 50 | WDS | Woodside Energy Group-adr | — | — | Unchanged |
According to official SEC Form 13F filings, Tanglewood Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $309.8M across 269 disclosed positions in Q1 2026.
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 IUSG, IUSV, RWL) accounted for 46.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCZ
市值: $126.6K
Top Position Liquidated / Trimmed
VLO
前期市值: $148.1K
During Q1 2026, Tanglewood Legacy Advisors, LLC's top holdings by market value included IUSG (18.9%)、IUSV (14.1%)、RWL (11.8%). The largest single position, IUSG, represented 18.9% of total portfolio value.
In Q1 2026, Tanglewood Legacy Advisors, LLC made 66 total portfolio adjustments, initiating 6 new buys, adding to 35 positions, trimming 21 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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