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 59.40% of Tanglewood Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VGIT, FRDM, VEA, SO, XLRE, IEF, TCAF, FEOE, VNQ, XLK.
  • Started 1 new stock position in SO.
  • Reduced shares in these 10 stocks: VTI, IEI, FPAG, QQQ, VFMV, GLD, SPGI, QUAL, IWV, VIGI.
  • Sold out of its positions in SPGI, VFMV.
  • Tanglewood Wealth Management was a net seller of stock by $-2.5M.
  • Tanglewood Wealth Management has $1.1B in assets under management (AUM), dropping by 6.08%.
  • Central Index Key (CIK): 0001454308

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.0 $183M 559k 328.17
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 15.3 $165M 2.7M 59.92
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Ishares Tr 3 7 Yr Treas Bd (IEI) 11.6 $125M 1.0M 119.51
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Ishares Gold Tr Ishares New (IAU) 7.8 $84M 1.2M 72.77
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.6 $82M 1.4M 60.03
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Spdr Gold Tr Gold Shs (GLD) 5.5 $59M 166k 355.47
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.1 $55M 567k 96.46
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Ea Series Trust Freedom 100 Em (FRDM) 4.6 $50M 1.1M 44.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.4 $48M 79k 600.37
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Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 3.6 $38M -2% 1.1M 35.84
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.0 $32M 1.2M 26.30
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Ishares Tr Russell 3000 Etf (IWV) 2.6 $29M 75k 378.94
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Ishares Tr Msci Eafe Etf (EFA) 2.5 $27M 291k 93.37
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.2 $24M 125k 194.50
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $24M 921k 25.71
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Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $19M 203k 91.42
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $7.3M 81k 89.57
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T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $5.0M +3% 132k 37.70
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $4.9M 56k 87.31
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.4M 21k 113.88
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Rbb Fund Trust First Eagle Over (FEOE) 0.2 $2.3M +6% 49k 46.12
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.7M +4% 5.9k 281.86
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M 2.4k 666.18
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $861k 3.5k 243.10
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $806k +32% 19k 42.13
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Microsoft Corporation (MSFT) 0.1 $780k 1.5k 517.95
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $770k 29k 26.34
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $754k 1.00 754200.00
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Apple (AAPL) 0.1 $695k 2.7k 254.63
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $615k 29k 21.57
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $607k 5.1k 119.92
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Ishares Tr Eafe Value Etf (EFV) 0.0 $405k 6.0k 67.83
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $403k 4.9k 82.96
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $402k 7.0k 57.10
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $325k 3.3k 97.08
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $292k 11k 27.30
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Southern Company (SO) 0.0 $220k NEW 2.3k 94.77
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $215k 1.1k 203.59
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $203k -12% 5.6k 36.55
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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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