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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, IEI, VGIT, IAU, and represent 62.84% of Tanglewood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Cohen & Steers Etf Trust (+$32M), VTI (+$19M), VEA, VNQ, SCHO, QQQM, SCHB, AVDV, EFA, FNDX.
Started 8 new stock positions in SCHO, QQQM, CAT, JNJ, AMZN, Cohen & Steers Etf Trust, VOO, WELL.
Reduced shares in these 10 stocks: SHY (-$77M), QLTY (-$30M), IEI (-$18M), FEOE (-$15M), VGIT (-$15M), IAU (-$10M), IWV (-$8.0M), GLD (-$6.1M), EFG, FPAG.
Sold out of its positions in SHY, QLTY.
Tanglewood Wealth Management was a net seller of stock by $-114M.
Tanglewood Wealth Management has $1.2B in assets under management (AUM), dropping by -2.62%.
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 44 positions in its portfolio as reported in the June 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)	20.3	$239M	+8%	646k	370.04	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	17.9	$211M		3.0M	71.25	View chart
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	14.4	$170M	-9%	1.4M	117.45	View chart
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)	5.1	$61M	-19%	1.0M	58.98	View chart
Ishares Gold Tr Ishares New (IAU)	5.0	$59M	-14%	780k	75.51	View chart
Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM)	4.9	$58M		796k	72.90	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	4.8	$56M		76k	736.40	View chart
Schwab Fundamental U.s. Large Company Etf Schwab Fdt Us Lg (FNDX)	4.5	$54M		1.7M	31.10	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	3.9	$46M	+2%	1.6M	28.96	View chart
Spdr Gold Tr Gold Shs (GLD)	3.4	$40M	-13%	110k	368.38	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	2.7	$32M	-20%	75k	426.40	View chart
Cohen & Steers Etf Trust Future Of Energy	2.7	$32M	NEW	1.3M	23.65	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	2.5	$29M	+2%	281k	103.88	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	2.2	$26M		120k	219.43	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	2.1	$25M	+12%	254k	96.43	View chart
Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI)	0.5	$6.4M		69k	93.38	View chart
T. Rowe Price Capital Appreciation Equity Etf Cap Appreciation (TCAF)	0.5	$6.1M		149k	41.10	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.4	$5.2M		54k	96.58	View chart
Avantis International Small Cap Value Etf Intl Smcp Vlu (AVDV)	0.2	$2.5M	+75%	24k	103.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.4M	NEW	98k	24.14	View chart
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG)	0.2	$2.1M	-10%	17k	124.42	View chart
State Street Technology Select Sector Spdr Etf Technology (XLK)	0.1	$1.7M	+11%	9.0k	190.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.7M	NEW	5.6k	302.97	View chart
Fpa Global Equity Etf Fpa Gbl Eqty Etf (FPAG)	0.1	$1.6M	-13%	41k	40.14	View chart
First Eagle Overseas Equity Etf First Eagle Over (FEOE)	0.1	$1.4M	-91%	26k	53.40	View chart
State Street Real Estate Select Sector Spdr Etf State Street Rea (XLRE)	0.1	$1.2M		28k	44.03	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$932k		2.6k	357.37	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.1	$861k		29k	29.43	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Apple (AAPL)	0.1	$625k		2.2k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$483k	NEW	703.00	686.81	View chart
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV)	0.0	$457k		6.0k	76.55	View chart
Microsoft Corporation (MSFT)	0.0	$423k		1.1k	373.02	View chart
Akre Focus Etf Akre Focus Etf (AKRE)	0.0	$392k		7.4k	53.19	View chart
State Street Spdr S&p 500 Etf Tr Unit (SPY)	0.0	$335k		448.00	746.77	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$321k		6.0k	53.47	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$318k		1.3k	242.43	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.0	$271k		3.7k	73.41	View chart
Caterpillar (CAT)	0.0	$266k	NEW	250.00	1064.90	View chart
Ishares International Select Dividend Etf Intl Sel Div Etf (IDV)	0.0	$230k		5.6k	41.43	View chart
Welltower Inc Com reit (WELL)	0.0	$217k	NEW	957.00	226.97	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$211k		1.3k	156.30	View chart
Amazon (AMZN)	0.0	$204k	NEW	856.00	238.34	View chart
Johnson & Johnson (JNJ)	0.0	$200k	NEW	789.00	253.97	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 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
Tanglewood Wealth Management 2022 Q3 filed Nov. 2, 2022

View all past filings

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