Holdings of Tanglewood Legacy Advisors, LLC
237 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 63.4 % of the equity sleeve
Sector breakdown
- Funds 27.3 %
- Technology 2.6 %
- Industrials 2.2 %
- Health care 1.4 %
- Energy 0.8 %
- Financials 0.8 %
- Consumer discretionary 0.6 %
- Consumer staples 0.4 %
- Utilities 0.4 %
- Communication 0.4 %
- Unattributed 63.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.1 %
- AU 0.0 %
- TW 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 232 | 269.6M $ | 99.93 % |
| 2 | GB | 3 | 141.3K $ | 0.05 % |
| 3 | AU | 1 | 32.5K $ | 0.01 % |
| 4 | TW | 1 | 16.9K $ | 0.01 % |