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Tanglewood Legacy Advisors, LLC

13F
Tanglewood Legacy Advisors, LLC
Last update 2025-04-22 293 Stocks (13 new)
Value $228.00 Mil Turnover 6 %
Countries:
Tanglewood Legacy Advisors, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSV
ISHARES TRUST
609,152
56,218.6
+5.73%
24.640
+1.34%
0.280
+11.79%
+4.84%
21,409.0
 
IUSG
ISHARES TRUST
315,003
40,030.6
-5.01%
17.540
-0.99%
0.200
+24.71%
+10.86%
23,952.8
 
PAAA
PGIM AAA CLO ETF
225,232
11,556.7
+115.55%
5.060
+2.71%
0.380
+0.74%
+0.43%
3,914.3
 
IWR
iShares Russell Mid-Cap ETF
89,367
7,602.4
+6.65%
3.330
+0.21%
0.020
+16.42%
+7.64%
43,729.1
 
IWF
iShares Russell 1000 Growth ETF
16,768
6,054.9
-1.22%
2.650
-0.04%
0.010
+24.91%
+8.72%
113,994.5
 
IWD
iShares Russell 1000 Value ETF
29,129
5,480.8
+5.27%
2.400
+0.12%
0.010
+11.51%
+7.51%
63,002.5
 
FMAY
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
113,948
5,262.0
-9.92%
2.310
-0.25%
0.630
+13.71%
+6.97%
1,013.5
 
DMAY
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
111,561
4,417.7
-25.03%
1.940
-0.65%
1.990
+13.62%
+6.31%
283.7
 
FAPR
FT Vest U.S. Equity Buffer ETF - April
FT Vest U.S. Equity Buffer ETF - April
103,181
4,219.1
-11.62%
1.850
-0.24%
0.570
+9.23%
+3.22%
833.2
 
AAPL
Apple Inc
17,031
3,783.1
+2.47%
1.660
+0.04%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware

Tanglewood Legacy Advisors, LLC's Historical Top Holdings Breakdowns

Tanglewood Legacy Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PAAA
PGIM AAA CLO ETF
2025-03-31
Add
Add
+2.71%
51.15 ($51.33) 51.52
$51.42
0.18%
Add 115.55%
225,232
120,742
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+1.34%
90 ($93.85) 96.32
$97.07
3.43%
Add 5.73%
609,152
33,036
IUSG
ISHARES TRUST
2025-03-31
Reduce
Reduce
-0.99%
126.86 ($138.28) 146.45
$154.48
11.72%
Reduce -5.01%
315,003
-16,599
DMAY
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
2025-03-31
Reduce
Reduce
-0.65%
39.11 ($40.89) 41.9
$43.31
5.92%
Reduce -25.03%
111,561
-37,255
RDIV
Invesco S&P Ultra Dividend Revenue ETF
Invesco S&P Ultra Dividend Revenue ETF
2025-03-31
Reduce
Reduce
-0.43%
47.27 ($49.12) 50.63
$49.77
1.32%
Reduce -76.2%
6,433
-20,597
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.32%
551.42 ($587.78) 612.93
$634.21
7.90%
Reduce -17.24%
6,189
-1,289
DAPR
FT Vest U.S. Equity Deep Buffer ETF - April
FT Vest U.S. Equity Deep Buffer ETF - April
2025-03-31
Reduce
Reduce
-0.31%
36.57 ($37.5) 37.9
$37.97
1.24%
Reduce -21.09%
72,940
-19,489
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Reduce
Reduce
-0.27%
37.84 ($40.57) 42.31
$43.57
7.39%
Reduce -27.06%
42,517
-15,770
FMAY
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
2025-03-31
Reduce
Reduce
-0.25%
45.66 ($47.63) 48.85
$50.74
6.52%
Reduce -9.92%
113,948
-12,550
FAPR
FT Vest U.S. Equity Buffer ETF - April
FT Vest U.S. Equity Buffer ETF - April
2025-03-31
Reduce
Reduce
-0.24%
40.29 ($41.59) 42.24
$42.62
2.48%
Reduce -11.62%
103,181
-13,562

Tanglewood Legacy Advisors, LLC Total Holding History ($B)

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Tanglewood Legacy Advisors, LLC's Asset Allocation

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Tanglewood Legacy Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Tanglewood Legacy Advisors, LLC's Hypothetical Growth since 2025-03-31

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