Tanglewood Legacy Advisors, LLC ETF holdings
Houston, TX
Reported $275.1M in 133 ETFs in its Form 13F for June 30, 2026.
ETF value
$275.1M
ETFs held
133
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
88.8%
of $309.8M
Top 10 of 133 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IUSG | iShares Core S&P U.S. Growth ETF | $63.2M | 335,931 | −285 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $42.2M | 383,487 | +2,058 shares |
| RWL | Invesco S&P 500 Revenue ETF | $37.2M | 291,325 | +6,686 shares |
| PAAA | PGIM AAA CLO ETF | $11.0M | 213,996 | −9,560 shares |
| IWR | iShares Russell Mid-Cap ETF | $10.3M | 93,523 | +1,928 shares |
| IWF | iShares Russell 1000 Growth ETF | $8.9M | 71,396 | +53,722 shares |
| FMAY | FT Vest U.S. Equity Buffer ETF - May | $5.8M | 103,547 | −542 shares |
| IWD | iShares Russell 1000 Value ETF | $5.5M | 22,694 | +11 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.0M | 6,719 | −158 shares |
| DMAY | FT Vest U.S. Equity Deep Buffer ETF - May | $4.7M | 100,098 | −1,080 shares |
123 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965616. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tanglewood Legacy Advisors, LLC own?
Tanglewood Legacy Advisors, LLC reported 133 ETF positions worth $275.1M in its Form 13F for June 30, 2026. The largest was IUSG, at $63.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.