Tanglewood Legacy Advisors, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 266,335
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 267 | 266,335 | 13F-HR | Tanglewood Legacy Advisors, LLC |
| Q3 2025 | 11/7/2025 | 273 | 258,899 | 13F-HR | Tanglewood Legacy Advisors, LLC |
| Q2 2025 | 8/8/2025 | 283 | 243,755 | 13F-HR | Tanglewood Legacy Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 266.3 K | 100.0% | 7.433 K | 0 | 7.433 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
266,335
Holdings
267
QoQ value change ($000)
7,436
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.