Tanglewood Legacy Advisors, LLC

RIA/Wealth

Tanglewood Legacy Advisors, LLC is a RIA/Wealth based in Houston, TX led by Kevin Bruce Roth, reporting $562.1M in AUM as of Q3 2025 with 88% ETF concentration, 64% concentrated in top 10 holdings, 25% allocation to IUSV, and minimal technology exposure.

CEOKevin Bruce Roth

Portfolio Value: $258.9M
Positions: 273
Top Holding: IUSV at 24.84%
Last Reported: Q3 2025

AddressOne Riverway, Suite 1550, Houston, TX, 77056, United States

Top Holdings

Largest long holdings in Tanglewood Legacy Advisors, LLC's portfolio (63.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P U.S. Value IUSV	ETF ETF	$64.3M	24.84%	+$1.8M Bought	— 643.4K shares	Q4 2022 Held for 2y 11m
2 iShares Core S&P U.S. Growth IUSG	ETF ETF	$52.5M	20.28%	+$837.8K Bought	— 319.1K shares	Q4 2022 Held for 2y 11m
3 iShares Russell Mid-Cap ETF IWR	ETF ETF	$8.7M	3.37%	+$332.1K Bought	— 90.3K shares	Q4 2022 Held for 2y 11m
4 iShares Russell 1000 Growth IWF	ETF ETF	$8.1M	3.15%	+$233.3K Bought	— 17.4K shares	Q4 2022 Held for 2y 11m
5 PAAA PGIM AAA CLO PAAA	ETF ETF	$7.5M	2.91%	-$3.0M Sold	— 146.2K shares	Q2 2024 Held for 1y 5m
6 FT Vest U.S. Equity Buffer ETF FMAY	ETF ETF	$5.8M	2.24%	-$3.1K Sold	— 110.8K shares	Q4 2022 Held for 2y 11m
7 iShares Russell 1000 Value IWD	ETF ETF	$4.9M	1.90%	+$97.9K Bought	— 24.2K shares	Q4 2022 Held for 2y 11m
8 FT Vest U.S. Equity Deep Buffer ETF DMAY	ETF ETF	$4.7M	1.83%	-$42.2K Sold	— 106.9K shares	Q4 2022 Held for 2y 11m
9 FT Vest U.S. Equity Buffer ETF FAPR	ETF ETF	$4.3M	1.66%	-$10.9K Sold	— 98.6K shares	Q4 2022 Held for 2y 11m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.2M	1.61%	+$18.0K Bought	— 6.2K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tanglewood Legacy Advisors, LLC's latest filing

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Market Value

$258.9M

Prior: $243.8M

Q/Q Change

+6.21%

+$15.1M

Net Flows % of MV

-0.173%

Turnover Ratio

1.85%

New Purchases

5 stocks

$350.9K

Added To

18 stocks

+$4.2M

Sold Out Of

15 stocks

$678.0K

Reduced Holdings

35 stocks

-$4.3M

Increased Positions

Position	Shares Δ	Change
1 iShares Russell 2000 IWM	New	0 → 1.1K +$276.3K
2 MSC Income Fund, Inc. MSIF	New	0 → 2.9K +$38.2K
3 Dow DOW	New	0 → 1.5K +$34.4K
4 Global X Data Center & Digital Infrastructure DTCR	New	0 → 51.0 +$1.0K
5 iShares Bitcoin Trust IBIT	New	0 → 14.0 +$910.0

Decreased Positions

Position	Shares Δ	Change
1 CION Investment CION	Sold	16.9K → 0 −$161.4K
2 Vanguard Small-Cap Value VBR	Sold	539.0 → 0 −$105.1K
3 Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ	Sold	2.2K → 0 −$89.0K
4 Vanguard Large-Cap VV	Sold	275.0 → 0 −$78.5K
5 Vanguard Information Technology VGT	Sold	92.0 → 0 −$61.0K