Tanglewood Legacy Advisors, LLC
Tanglewood Legacy Advisors, LLC is an SEC-registered investment adviser headquartered in Houston, Texas. Founded as a boutique wealth advisory firm, Tanglewood acts as the 'Family CFO' for successful families and private business owners, providing comprehensive strategic direction, implementation, and financial peace of mind. The firm offers wealth planning, investment management, financial, tax, philanthropic, and estate planning services, serving as the primary coordinator among a family's advisors. As of early 2025, it employs approximately 8-9 staff, with a focus on individualized service to high net worth clients, trusts, and estates.
Investment Strategy
Tanglewood Legacy Advisors emphasizes a collaborative, goal-focused approach tailored for successful families and business owners, offering both discretionary and non-discretionary investment management and financial planning. The firm applies its proprietary five-stage 'Infinity Model' to identify growth opportunities while anticipating the consequences of actions and inactions to secure client financial futures. Tanglewood operates as a problem-solving partner and integrates family-level coordination, aiming to maximize long-term impact on clients’ lives and wealth. Its strategy centers on continuous monitoring, facilitating strategic financial decisions, and optimizing across financial, business, tax, and estate planning domains.
Latest 13F Filing Activity
Tanglewood Legacy Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 282 equity positions with a total 13F market value of $244M. The fund increased holdings in Ishares S&P, Ishares Core, Ishares Russell among other positions. Tanglewood Legacy Advisors, LLC reduced exposure to Pgim Aaa, Ishares Russell, Apple Inc. among others.
Top Holdings
Equity Positions (282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSV | ISHARES CORE | 24.29% | $59.2M | 625,593 | $74.76 | $94.63 | +$3.0M |
I IUSG | ISHARES S&P | 19.37% | $47.2M | 313,990 | $86.04 | $150.40 | +$7.2M |
P PAAA | PGIM AAA | 4.30% | $10.5M | 203,754 | $51.15 | $51.45 | -$1.1M |
I IWR | ISHARES RUSSELL | 3.28% | $8.0M | 86,820 | $70.99 | $91.97 | +$382.4K |
I IWF | ISHARES RUSSELL | 2.94% | $7.2M | 16,896 | $223.35 | $424.58 | +$1.1M |