SEC Form 13F

Tanglewood Legacy Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$309,849,229
Positions280

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES S&PIUSGMF Closed and MF Open$63,185,274335,931
ISHARES COREIUSVMF Closed and MF Open$42,241,154383,487
INVESCO S&PRWLMF Closed and MF Open$37,219,624291,325
PGIM AAAPAAAMF Closed and MF Open$10,971,591213,996
ISHARES RUSSELLIWRMF Closed and MF Open$10,317,50693,523
ISHARES RUSSELLIWFMF Closed and MF Open$8,865,28271,396
FIRST TRUSTFMAYMF Closed and MF Open$5,819,343103,547
ISHARES RUSSELLIWDMF Closed and MF Open$5,501,81822,694
STATE STREETSPYMF Closed and MF Open$5,017,4646,719
APPLE INCAAPLCommon Stock$4,875,10616,848

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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