13F Filings History of Tanglewood Legacy Advisors, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$266,334,733
Signature - Title
Andrew T. Gardener - Chairman and CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Tanglewood Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tanglewood Legacy Advisors, LLC reported 267 stock holdings with total value $266,334,733 as of Q4 2025. Top holdings included IUSG, IUSV, RWL, IWR, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 267 $266,334,733 +$35,498,255 -$33,619,874 +$1,878,381 IUSG, IUSV, RWL, IWR, IWF 13F-HR 05 Feb 2026, 18:06
Q3 2025 273 $258,898,691 +$4,573,322 -$5,022,471 -$449,149 IUSV, IUSG, IWR, IWF, PAAA 13F-HR 06 Nov 2025, 17:50
Q2 2025 283 $243,755,153 +$5,674,945 -$6,458,307 -$783,362 IUSV, IUSG, PAAA, IWR, IWF 13F-HR 08 Aug 2025, 13:13
Q1 2025 293 $228,174,448 +$14,186,951 -$11,856,895 +$2,330,056 IUSV, IUSG, PAAA, IWR, IWF 13F-HR 22 Apr 2025, 16:46
Q4 2024 299 $233,916,015 +$8,803,680 -$1,821,062 +$6,982,618 IUSV, IUSG, IWR, IWF, DMAY 13F-HR 30 Jan 2025, 15:30
Q3 2024 283 $225,104,370 +$4,623,951 -$2,215,100 +$2,408,851 IUSV, IUSG, IWR, IWF, DMAY 13F-HR 15 Oct 2024, 15:44
Q2 2024 284 $211,657,175 +$10,903,428 -$5,837,609 +$5,065,819 IUSV, IUSG, IWR, IWF, DMAY 13F-HR 17 Jul 2024, 16:22
Q1 2024 295 $202,987,445 +$8,904,167 -$3,824,076 +$5,080,091 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 16 Apr 2024, 13:13
Q4 2023 279 $183,059,416 +$5,095,536 -$4,808,440 +$287,096 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 22 Jan 2024, 19:55
Q3 2023 285 $166,796,040 +$2,042,128 -$2,919,764 -$877,636 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 18 Oct 2023, 14:58
Q2 2023 283 $172,945,471 +$6,686,322 -$900,417 +$5,785,905 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 01 Aug 2023, 16:22
Q1 2023 279 $156,769,419 +$11,074,449 -$783,271 +$10,291,178 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 17 Apr 2023, 17:54
Q4 2022 247 $140,698,462 $0 $0 $0 IUSV, IUSG, DMAY, FMAY, IWR 13F-HR 13 Feb 2023, 14:30