Tanglewood Legacy Advisors, LLC - Portfolio Stock Holdings
Tanglewood Legacy Advisors, LLC disclosed 280 stock positions in a recent SEC 13F filing. $308,767,633 of stock holdings were filed, with the largest holdings including IUSG, IUSV, and RWL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $808,974,525 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
280Est. Stock Holding Value:
$308,767,633Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tanglewood Legacy Advisors, LLC
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