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Tanglewood Wealth Management

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

Top 5 stock holdings are VTI, VEA, VGIT, IAU, QQQ, and represent 57.74% of Tanglewood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$71M), PYLD (+$51M), SPYM (+$41M), FNDF (+$24M), XLRE (+$15M), IVV (+$14M), AGG (+$10M), VNQ (+$8.4M), SCHB, VEA.
Started 7 new stock positions in SPYM, PYLD, IWB, FNDF, AGG, MDY, IVV.
Reduced shares in these 10 stocks: IEI (-$154M), Cohen & Steers Etf Trust (-$32M), IWV (-$7.7M), FRDM (-$5.5M), VTI, AVDV, QQQ, SCHO, GLD, TCAF.
Sold out of its positions in AVDV, Cohen & Steers Etf Trust, WELL.
Tanglewood Wealth Management was a net buyer of stock by $34M.
Tanglewood Wealth Management has $1.2B in assets under management (AUM), dropping by 2.45%.
Central Index Key (CIK): 0001454308

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Positions held by Tanglewood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 48 positions in its portfolio as reported in the September 2026 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)	19.8	$238M		636k	374.24	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	17.5	$211M		3.0M	70.61	View chart
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)	10.7	$129M	+122%	2.3M	56.66	View chart
Ishares Gold Tr Ishares New (IAU)	5.1	$62M		794k	78.10	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	4.6	$56M		75k	739.77	View chart
Schwab Fundamental U.s. Large Company Etf Schwab Fdt Us Lg (FNDX)	4.5	$55M		1.7M	31.47	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.2	$51M	NEW	2.0M	25.39	View chart
Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM)	4.2	$50M	-9%	717k	69.96	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	4.0	$49M	+5%	1.7M	29.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.4	$41M	NEW	461k	89.76	View chart
Spdr Gold Tr Gold Shs (GLD)	3.4	$41M		108k	380.84	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	2.6	$31M	+36%	348k	89.63	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	2.4	$29M		281k	103.89	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	2.2	$27M		119k	222.24	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	2.0	$25M	-23%	57k	431.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.0	$24M	NEW	444k	53.75	View chart
State Street Real Estate Select Sector Spdr Etf State Street Rea (XLRE)	1.3	$16M	+1309%	390k	40.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$14M	NEW	19k	765.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$10M	NEW	107k	94.54	View chart
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	0.8	$9.5M	-94%	84k	113.44	View chart
Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI)	0.5	$6.5M		69k	94.42	View chart
T. Rowe Price Capital Appreciation Equity Etf Cap Appreciation (TCAF)	0.5	$6.0M	-4%	143k	42.27	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.4	$5.2M		54k	96.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.3M	+38%	7.7k	304.64	View chart
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG)	0.2	$2.0M	-2%	16k	119.83	View chart
Fpa Global Equity Etf Fpa Gbl Eqty Etf (FPAG)	0.1	$1.7M		41k	40.88	View chart
State Street Technology Select Sector Spdr Etf Technology (XLK)	0.1	$1.7M	-5%	8.5k	195.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.6M	-31%	66k	23.86	View chart
First Eagle Overseas Equity Etf First Eagle Over (FEOE)	0.1	$1.3M	-6%	24k	53.77	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$929k	+3%	2.7k	344.08	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.1	$878k		29k	30.00	View chart
Apple (AAPL)	0.1	$761k	+5%	2.3k	333.02	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
State Street Spdr S&p 500 Etf Tr Unit (SPY)	0.1	$670k	+95%	878.00	762.73	View chart
Microsoft Corporation (MSFT)	0.1	$669k	+14%	1.3k	512.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$609k	+23%	868.00	701.15	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$534k	NEW	813.00	657.07	View chart
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV)	0.0	$473k		6.0k	79.14	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$327k		6.0k	54.51	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$326k		1.3k	247.93	View chart
Akre Focus Etf Akre Focus Etf (AKRE)	0.0	$289k	-25%	5.5k	52.67	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.0	$259k		3.7k	70.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$239k	NEW	574.00	416.13	View chart
Ishares International Select Dividend Etf Intl Sel Div Etf (IDV)	0.0	$234k		5.6k	42.19	View chart
Amazon (AMZN)	0.0	$233k	+9%	936.00	249.15	View chart
Johnson & Johnson (JNJ)	0.0	$209k		789.00	264.74	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$205k		1.3k	152.07	View chart
Caterpillar (CAT)	0.0	$203k		250.00	810.79	View chart

Past Filings by Tanglewood Wealth Management

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

Tanglewood Wealth Management 2026 Q3 filed Oct. 23, 2026
Tanglewood Wealth Management 2026 Q2 filed July 27, 2026
Tanglewood Wealth Management 2026 Q1 filed April 21, 2026
Tanglewood Wealth Management 2025 Q4 filed Jan. 29, 2026
Tanglewood Wealth Management 2025 Q3 filed Oct. 30, 2025
Tanglewood Wealth Management 2025 Q2 filed July 21, 2025
Tanglewood Wealth Management 2025 Q1 filed April 14, 2025
Tanglewood Wealth Management 2024 Q4 filed Jan. 24, 2025
Tanglewood Wealth Management 2024 Q3 filed Oct. 28, 2024
Tanglewood Wealth Management 2024 Q2 filed July 26, 2024
Tanglewood Wealth Management 2024 Q1 filed May 8, 2024
Tanglewood Wealth Management 2023 Q4 filed Feb. 8, 2024
Tanglewood Wealth Management 2023 Q3 filed Oct. 31, 2023
Tanglewood Wealth Management 2023 Q2 filed Aug. 4, 2023
Tanglewood Wealth Management 2023 Q1 filed May 2, 2023
Tanglewood Wealth Management 2022 Q4 filed Feb. 7, 2023

View all past filings

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