Q2 2026 13F · SEC CIK 1965616
Tanglewood Legacy Advisors, LLC
Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $309.8M
- Reported positions
- 280
- Top holdings a year, 3 yrs
- +17.1%
- Assets under management
- $809.0M
Tanglewood Legacy Advisors, LLC is a wealth manager that reported 280 positions worth $309.8M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (IUSG, 20.4%), Ishares Tr (IUSV, 13.6%), Invesco Exch Traded Fd Tr II (RWL, 12.0%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.
Tanglewood Legacy Advisors, LLC holdings largest 50 of 280 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Tanglewood Legacy Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VUG Vanguard Index Fds+500.0% shares
- IWF Ishares Tr+304.0% shares
- GJUN First Tr Exchng Traded Fd Vi+53.0% shares
- GAPR First Tr Exchng Traded Fd Vi+34.8% shares
- DJUN First Tr Exchng Traded Fd Vi+19.9% shares
- GMAY First Tr Exchng Traded Fd Vi+16.6% shares
- DAPR First Tr Exchng Traded Fd Vi+15.0% shares
- FJUN First Tr Exchng Traded Fd Vi+6.2% shares
Reduced
- FDEC First Tr Exchng Traded Fd Vi-12.0% shares
- GAUG First Tr Exchng Traded Fd Vi-9.8% shares
- USMV Ishares Tr-7.9% shares
- DBEF Dbx ETF Tr-7.1% shares
Left the top 50
- CVX Chevron Corporationwas 0.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +19.2% /yr
- S&P 500 +20.1%
- 3 years
- +17.1% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $309.8M | 280 |
| Q1 2026 | $276.5M | 269 |
| Q4 2025 | $266.3M | 267 |
| Q3 2025 | $258.9M | 273 |
| Q2 2025 | $243.8M | 283 |
| Q1 2025 | $228.2M | 293 |
| Q4 2024 | $233.9M | 299 |
| Q3 2024 | $225.1M | 283 |
| Q2 2024 | $211.7M | 284 |
| Q1 2024 | $203.0M | 295 |
| Q4 2023 | $183.1M | 279 |
| Q3 2023 | $166.8M | 285 |
Questions about Tanglewood Legacy Advisors, LLC's portfolio
What stocks does Tanglewood Legacy Advisors, LLC own?
Tanglewood Legacy Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 280 positions worth $309.8M. The largest are Ishares Tr (IUSG) at 20.4%, Ishares Tr (IUSV) at 13.6%, Invesco Exch Traded Fd Tr II (RWL) at 12.0%, Pgim ETF Tr (PAAA) at 3.5% and Ishares Tr (IWR) at 3.3%.
What did Tanglewood Legacy Advisors, LLC buy last quarter?
In Q2 2026, Tanglewood Legacy Advisors, LLC added Vanguard Index Fds (VUG) (+500.0% shares), Ishares Tr (IWF) (+304.0% shares) and First Tr Exchng Traded Fd Vi (GJUN) (+53.0% shares), compared with its Q1 2026 filing.
What did Tanglewood Legacy Advisors, LLC sell last quarter?
In Q2 2026, Tanglewood Legacy Advisors, LLC cut from its top 50 Chevron Corporation (CVX), First Tr Exchng Traded Fd Vi (FDEC) (-12.0% shares), First Tr Exchng Traded Fd Vi (GAUG) (-9.8% shares) and Ishares Tr (USMV) (-7.9% shares), compared with its Q1 2026 filing.
How has Tanglewood Legacy Advisors, LLC's portfolio performed?
A portfolio copying Tanglewood Legacy Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.2% against +20.1%.
When is Tanglewood Legacy Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tanglewood Legacy Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Tanglewood Legacy Advisors, LLC manage?
Tanglewood Legacy Advisors, LLC reported $809.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $309.8M.