Tanglewood Legacy Advisors, LLC ETFs

Tanglewood Legacy Advisors, LLC

$244 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FNDB Schwab Fundamental U S Broad M	$0	$101 Million 0.04% of portfolio	4,191	Q4 2024 New
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$89 Million 0.04% of portfolio	2,189	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$86.3 Million 0.04% of portfolio	822	Q1 2023 Added 100.0%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$85.8 Million 0.04% of portfolio	1,220	Q3 2024 Reduced 84.56%
IGV Ishares Expanded Tech Software	$0	$84.9 Million 0.03% of portfolio	775	Q4 2024 New
XLI Industrial Sector Spdr	$0	$78.9 Million 0.03% of portfolio	535	Q4 2022 New
VV Vanguard Large Cap ETF	$0	$78.5 Million 0.03% of portfolio	275	Q2 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$73.2 Million 0.03% of portfolio	200	Q4 2024 New
SDG Ishares Trust Ishares Msci Glo	$0	$72.1 Million 0.03% of portfolio	950	Q2 2024 Reduced 32.14%
VOE Vanguard Mid Cap Value Index F	$0	$71.7 Million 0.03% of portfolio	436	Q4 2024 New
EQWL Invesco Exchange Traded Fd Tr	$0	$62.7 Million 0.03% of portfolio	570	Q4 2022 New
VGT Vanguard Information Technolog	$0	$61 Million 0.03% of portfolio	92	Q2 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$59.9 Million 0.02% of portfolio	2,034	Q1 2024 Reduced 78.52%
MGV Vanguard Mega Cap Value	$0	$56.8 Million 0.02% of portfolio	433	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$51.7 Million 0.02% of portfolio	749	Q2 2025 Reduced 42.34%
JMST Jp Morgan Ultra Short Mun Inco	$0	$50.9 Million 0.02% of portfolio	1,000	Q1 2023 New
FDL First Tr Morningstar Dividend	$0	$45.4 Million 0.02% of portfolio	1,085	Q4 2024 New
RWL Invesco Exchange Traded Fd Tr	$0	$42.8 Million 0.02% of portfolio	411	Q3 2024 Reduced 19.57%
XLE Energy Sector Spdr	$0	$42.4 Million 0.02% of portfolio	500	Q4 2022 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$40.9 Million 0.02% of portfolio	404	Q1 2023 Reduced 1.22%
OMFS Invesco Exchange Traded Self I	$0	$40.1 Million 0.02% of portfolio	1,000	Q1 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$39.7 Million 0.02% of portfolio	165	Q2 2025 Reduced 42.11%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$39.3 Million 0.02% of portfolio	775	Q4 2022 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$32.2 Million 0.01% of portfolio	660	Q2 2025 New
PWV Invesco Exchange Traded Fd Tr	$0	$32.1 Million 0.01% of portfolio	517	Q4 2022 New
XMMO Invesco Exchange Traded Fd Tr	$0	$31.5 Million 0.01% of portfolio	245	Q1 2025 Reduced 44.94%
AVEM American Centy ETF Tr Avantis	$0	$29.8 Million 0.01% of portfolio	435	Q1 2025 Reduced 71.1%
FMB First Tr Exchange Traded Fd Ii	$0	$26.9 Million 0.01% of portfolio	539	Q4 2024 Reduced 54.4%
VB Vanguard Small Cap ETF	$0	$24.6 Million 0.01% of portfolio	104	Q4 2024 New
PBW Invesco Exchange Traded Fd Tr	$0	$24.4 Million 0.01% of portfolio	1,223	Q2 2025 Added 0.16%
HTAB Hartford Fds Exchange Traded	$0	$23.9 Million 0.01% of portfolio	1,275	Q1 2023 New
VDC Vanguard Consumer Staples ETF	$0	$21.9 Million 0.01% of portfolio	100	Q2 2025 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$21.1 Million 0.01% of portfolio	480	Q4 2023 New
VHT Vanguard Health Care ETF	$0	$20.6 Million 0.01% of portfolio	83	Q2 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$19.6 Million 0.01% of portfolio	200	Q4 2022 New
VIS Vanguard Industrial ETF	$0	$16.8 Million 0.01% of portfolio	60	Q2 2025 New
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$16.4 Million 0.01% of portfolio	295	Q4 2022 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$13.2 Million 0.01% of portfolio	104	Q4 2022 New
AGG Ishares Core U.S. Aggregate Bo	$0	$13.2 Million 0.01% of portfolio	133	Q2 2025 Reduced 7.64%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$9.02 Million 0.0% of portfolio	52	Q4 2024 Reduced 39.53%
ACVF ETF Opportunities Tr American	$0	$8.02 Million 0.0% of portfolio	170	Q2 2025 Reduced 39.29%
QUAL Ishares Msci Usa Quality Facto	$0	$7.5 Million 0.0% of portfolio	41	Q1 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$5.47 Million 0.0% of portfolio	66	Q1 2025 New
VPU Vanguard Utilities ETF	$0	$4.59 Million 0.0% of portfolio	26	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$4.26 Million 0.0% of portfolio	14	Q3 2024 New
PRF Invesco Exchange Traded Fd Tr	$0	$3.64 Million 0.0% of portfolio	86	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$3.39 Million 0.0% of portfolio	39	Q4 2024 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$3.1 Million 0.0% of portfolio	123	Q1 2025 New
DVY Ishares Tr	$0	$1.99 Million 0.0% of portfolio	15	Q1 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.79 Million 0.0% of portfolio	50	Q2 2023 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.