13FBOX
Tanglewood Legacy Advisors, LLC · 13F Holdings
Options Calculator Rankings

Tanglewood Legacy Advisors, LLC

No.5683 Data as of 2026Q2
Latest AUM (Q2 2026)
$309.8M
QoQ Change Q1 2026
+$33.4M+12.1%
Holdings
280
New Buys
15
Adds
26
Reduces
34
Exits
4
Unchanged
205
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES S&PIUSG
20.39%18.86%$63.2M335,931$52.2M336,216-285-0.08%Reduce
IISHARES TRIUSV
13.63%14.11%$42.2M383,487$39.0M381,429+2,058+0.54%Add
IINVESCO S&PRWL
12.01%11.83%$37.2M291,325$32.7M284,639+6,686+2.35%Add
PPGIM AAAPAAA
3.54%4.14%$11.0M213,996$11.4M223,556-9,560-4.28%Reduce
IISHARES RUSSELL MIDCAP ETFIWR
3.33%3.22%$10.3M93,523$8.9M91,595+1,928+2.10%Add
IISHARES RUSSELLIWF
2.86%2.73%$8.9M71,396$7.5M17,674+53,722+303.96%Add
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
1.88%1.99%$5.8M103,547$5.5M104,089-542-0.52%Reduce
IISHARES TRIWD
1.78%1.75%$5.5M22,694$4.8M22,683+11+0.05%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.62%1.62%$5.0M6,719$4.5M6,877-158-2.30%Reduce
APPLE INCAAPL
1.57%1.55%$4.9M16,848$4.3M16,844+4+0.02%Add
FFIRST TR EXCHNG TRADED FD VIDMAY
1.52%1.64%$4.7M100,098$4.5M101,178-1,080-1.07%Reduce
FFIRST TR EXCHNG TRADED FD VIFAPR
1.49%1.59%$4.6M98,740$4.4M98,086+654+0.67%Add
IINVESCO QQQ TRVOO
1.42%1.24%$4.4M5,955$3.4M5,95500.00%Unchanged
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARYGFEB
1.23%1.34%$3.8M86,661$3.7M89,829-3,168-3.53%Reduce
FFIRST TR EXCHNG TRADED FD VIGJAN
1.23%1.29%$3.8M84,702$3.6M84,835-133-0.16%Reduce
FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRILDAPR
1.09%1.03%$3.4M82,637$2.9M71,856+10,781+15.00%Add
FFIRST TR EXCHNG TRADED FD VIDNOV
1.05%1.1%$3.3M63,336$3.0M63,33600.00%Unchanged
CATERPILLAR INCCAT
0.85%0.63%$2.6M2,470$1.7M2,47000.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIII FT VEST USFVD
0.84%0.91%$2.6M51,607$2.5M53,209-1,602-3.01%Reduce
SOUTHWEST AIRLS CO COMLUV
0.77%0.63%$2.4M46,464$1.7M46,46400.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIFVD
0.75%0.67%$2.3M47,164$1.9M39,341+7,823+19.89%Add
FIRST INDL RLTY TR INCFR
0.73%0.72%$2.3M37,590$2.0M35,389+2,201+6.22%Add
DDBX ETF TRDBEF
0.71%0.77%$2.2M40,111$2.1M43,191-3,080-7.13%Reduce
DDIMENSIONAL ETF TRUSTDFAU
0.68%0.66%$2.1M40,517$1.8M40,51700.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIGAUG
0.65%0.76%$2.0M48,766$2.1M54,087-5,321-9.84%Reduce
SSM ENERGY COMPANYSM
0.63%0.84%$1.9M74,323$2.3M74,32300.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIEDOW
0.62%0.57%$1.9M44,841$1.6M38,441+6,400+16.65%Add
IISHARES TRIVV
0.6%0.58%$1.8M2,468$1.6M2,46800.00%Unchanged
IISHARES TRUSMV
0.58%0.68%$1.8M18,787$1.9M20,391-1,604-7.87%Reduce
FFIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQTGJUN
0.57%0.4%$1.8M43,132$1.1M28,190+14,942+53.00%Add
IISHARES TRITOT
0.56%0.55%$1.7M10,632$1.5M10,608+24+0.23%Add
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBERGDEC
0.55%0.57%$1.7M42,501$1.6M42,50100.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIFNOV
0.53%0.54%$1.6M27,895$1.5M28,018-123-0.44%Reduce
VVANGUARD INDEX FDSVUG
0.53%0.5%$1.6M18,912$1.4M3,152+15,760+500.00%Add
FFIRST TR EXCHNG TRADED FD VIGNOV
0.52%0.54%$1.6M38,442$1.5M38,44200.00%Unchanged
MERCK & CO INCMRK
0.51%0.53%$1.6M12,210$1.5M12,21000.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIFJAN
0.49%0.51%$1.5M27,503$1.4M28,163-660-2.34%Reduce
FIRST MERCHANTS CORPFRME
0.46%0.37%$1.4M33,966$1.0M25,198+8,768+34.80%Add
FFIRST TR EXCHNG TRADED FD VIFDEC
0.45%0.52%$1.4M25,486$1.4M28,958-3,472-11.99%Reduce
VVANGUARD INDEX FDSVTV
0.43%0.44%$1.3M6,137$1.2M6,13700.00%Unchanged
JOHNSON & JOHNSONJNJ
0.42%0.47%$1.3M5,091$1.3M5,294-203-3.83%Reduce
MICROSOFT CORPMSFT
0.38%0.43%$1.2M3,171$1.2M3,240-69-2.13%Reduce
FFIRST TR EXCHNG TRADED FD VIGMAR
0.38%0.4%$1.2M26,430$1.1M26,43000.00%Unchanged
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.36%0.37%$1.1M30,200$1.0M30,20000.00%Unchanged
EXXON MOBIL CORPXOM
0.35%0.49%$1.1M7,902$1.3M7,912-10-0.13%Reduce
AAB INTLILOW
0.31%0.33%$975,02621,448$914,97221,44800.00%Unchanged
GE AEROSPACEGE
0.31%0.26%$955,6342,557$725,4862,55700.00%Unchanged
AAMERICAN CENTY ETF TRAVUS
0.3%0.3%$922,9457,206$823,3997,406-200-2.70%Reduce
FIRST TR EXCHNG TRADED FD VIFR
0.3%0.31%$915,31015,010$848,36315,190-180-1.18%Reduce
FFIRST TR EXCHNG TRADED FD VIDJAN
0.28%0.3%$880,43819,340$822,53019,34000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow