Tanglewood Wealth Management

Latest statistics and disclosures from Tanglewood Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VEA, IEI, IAU, VGIT, and represent 65.76% of Tanglewood Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IEI (+$52M), VEA (+$11M), AKRE (+$5.9M), FNDX, VGIT, VTI, FPAG, FRDM, XLK, TCAF.
  • Started 2 new stock positions in BND, AKRE.
  • Reduced shares in these 10 stocks: IEF (-$55M), VNQ (-$18M), IAU (-$9.2M), GLD (-$8.9M), QQQ, SCHB, XLRE, EFA, SCHH, ACWV.
  • Sold out of its positions in ACWV, IEF, IYR, SCHH, XLRE, SO.
  • Tanglewood Wealth Management was a net seller of stock by $-26M.
  • Tanglewood Wealth Management has $1.1B in assets under management (AUM), dropping by 1.36%.
  • Central Index Key (CIK): 0001454308

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 17.3 $189M 564k 335.27
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Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 16.8 $183M +6% 2.9M 62.47
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Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 16.2 $177M +41% 1.5M 119.35
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Ishares Gold Trust Ishares New (IAU) 7.8 $85M -9% 1.0M 81.17
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Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT) 7.7 $84M +2% 1.4M 59.93
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Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM) 5.3 $58M 1.1M 51.27
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Spdr Gold Shares Gold Shs (GLD) 5.2 $57M -13% 144k 396.31
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Invesco Qqq Trust Series I Unit Ser 1 (QQQ) 4.1 $44M -9% 72k 614.32
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Fpa Global Equity Etf Fpa Gbl Eqty Etf (FPAG) 3.7 $40M 1.1M 37.10
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Schwab Fundamental U.s. Large Company Etf Schwab Fdt Us Lg (FNDX) 3.3 $36M +7% 1.3M 27.21
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Ishares Russell 3000 Etf Russell 3000 Etf (IWV) 2.7 $29M 75k 386.85
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Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 2.5 $27M -2% 283k 96.03
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Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL) 2.2 $24M -2% 122k 198.62
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Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 1.9 $21M -12% 805k 26.23
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Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI) 0.7 $7.2M -3% 78k 91.45
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.5 $5.9M NEW 91k 65.51
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T. Rowe Price Capital Appreciation Equity Etf Cap Appreciation (TCAF) 0.5 $5.3M +5% 140k 38.22
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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.5 $5.0M 56k 89.46
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Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.2 $2.3M 20k 113.92
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First Eagle Overseas Equity Etf First Eagle Over (FEOE) 0.2 $2.0M -16% 41k 48.36
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State Street Technology Select Sector Spdr Etf Technology (XLK) 0.1 $1.2M +43% 8.5k 143.97
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Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.2M -24% 1.8k 681.92
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Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.1 $1.1M -4% 3.4k 313.00
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Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.1 $787k 29k 26.91
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Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) 0.1 $755k 1.00 754800.00
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Apple (AAPL) 0.1 $742k 2.7k 271.86
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Microsoft Corporation (MSFT) 0.1 $728k 1.5k 483.62
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Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.1 $611k +51% 7.4k 82.82
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Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 0.0 $427k 6.0k 71.41
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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI) 0.0 $403k 7.0k 57.24
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.0 $354k -98% 4.0k 88.49
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Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.0 $293k 11k 27.43
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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.0 $276k +24% 1.3k 210.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $274k NEW 3.7k 74.07
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Ishares International Select Dividend Etf Intl Sel Div Etf (IDV) 0.0 $219k 5.6k 39.45
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Past Filings by Tanglewood Wealth Management

SEC 13F filings are viewable for Tanglewood Wealth Management going back to 2011

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