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Filers›Pension Fund›Tanglewood Legacy Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Tanglewood Legacy Advisors, LLC

Tanglewood Legacy's pension fund based in Omaha, NE — $276M in tracked AUM across 269 positions as of Q1 2026.

TL
Tanglewood Legacy·Omaha, NE·Pension Fund
CIK 0001965616 · last filed Mar 31, 2026
Total AUM
$276M
▼ 17.1%
vs prior
Holdings
269
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
40% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Tanglewood Legacy Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSG
ISHARES S&P
$52M336K18.9%
02
IUSV
ISHARES CORE
$39M381K14.1%
03
RWL
INVESCO S&P
$33M285K11.8%
04
PAAA
PGIM AAA
$11M224K4.1%
05
IWR
ISHARES RUSSELL
$9M92K3.2%
06
IWF
ISHARES RUSSELL
$8M18K2.7%
07
FMAY
FIRST TRUST
$5M104K2.0%
08
IWD
ISHARES RUSSELL
$5M23K1.8%
09
DMAY
FIRST TRUST
$5M101K1.6%
10
SPY
STATE STREET
$4M7K1.6%

Filing history

Filing history loading…
AI Agent · grounded in Tanglewood
haiku-4-5 · 269 positions indexed
Sector mix
  • Tech40%
  • Financials28%
  • Health Care18%
  • Communications5%
  • Energy12%
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