Tanglewood Wealth Management

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

  • Top 5 stock holdings are VTI, IEI, VEA, IAU, SHY, and represent 60.01% of Tanglewood Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SHY (+$76M), QLTY (+$30M), VNQ (+$20M), SCHB (+$18M), IEI (+$14M), FEOE (+$14M), FNDX (+$11M), VTI (+$9.7M), IWV (+$6.9M), QQQ.
  • Started 5 new stock positions in QLTY, DVY, AVDV, XLRE, SLV.
  • Reduced shares in these 10 stocks: FPAG (-$38M), FRDM (-$18M), IAU (-$11M), GLD (-$7.5M), VGIT (-$7.4M), AKRE, SPY, EFA, VIGI, VEA.
  • Sold out of its positions in JEPI, SCHD.
  • Tanglewood Wealth Management was a net buyer of stock by $113M.
  • Tanglewood Wealth Management has $1.2B in assets under management (AUM), dropping by 10.70%.
  • Central Index Key (CIK): 0001454308

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 38 positions in its portfolio as reported in the March 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) 15.8 $191M +5% 594k 320.81
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Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 15.7 $189M +7% 1.6M 118.60
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Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 15.5 $187M 2.9M 64.08
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Ishares Gold Tr Ishares New (IAU) 6.7 $81M -11% 917k 88.16
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Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 6.4 $77M +12543% 932k 82.57
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Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT) 6.3 $76M -8% 1.3M 59.55
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Spdr Gold Tr Gold Shs (GLD) 4.5 $54M -12% 126k 430.29
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Schwab Fundamental U.s. Large Company Etf Schwab Fdt Us Lg (FNDX) 3.9 $47M +29% 1.7M 27.85
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Invesco Qqq Trust Series I Unit Ser 1 (QQQ) 3.7 $44M +6% 77k 577.18
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Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM) 3.6 $43M -29% 791k 54.65
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Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 3.2 $39M +90% 1.5M 25.10
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Ishares Russell 3000 Etf Russell 3000 Etf (IWV) 2.9 $35M +24% 93k 370.68
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Gmo Etf Trust Gmo Us Quality E (QLTY) 2.4 $30M NEW 816k 36.18
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Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 2.2 $27M -3% 274k 97.13
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Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL) 1.9 $23M 121k 191.81
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 1.7 $20M +5538% 226k 88.70
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First Eagle Overseas Equity Etf First Eagle Over (FEOE) 1.3 $16M +654% 311k 50.46
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Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI) 0.5 $6.1M -11% 69k 88.46
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T. Rowe Price Capital Appreciation Equity Etf Cap Appreciation (TCAF) 0.4 $5.2M +4% 147k 35.59
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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.4 $4.9M -2% 54k 90.53
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Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.2 $2.1M -7% 19k 111.37
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Fpa Global Equity Etf Fpa Gbl Eqty Etf (FPAG) 0.1 $1.7M -95% 47k 36.28
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.4M NEW 14k 99.86
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Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $1.1M NEW 28k 40.83
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State Street Technology Select Sector Spdr Etf Technology (XLK) 0.1 $1.1M -4% 8.1k 132.90
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Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.1 $750k 29k 25.64
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Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.1 $750k -22% 2.6k 287.56
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Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) 0.1 $718k 1.00 718140.00
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Apple (AAPL) 0.0 $548k -20% 2.2k 253.79
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Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 0.0 $444k 6.0k 74.35
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Microsoft Corporation (MSFT) 0.0 $420k -24% 1.1k 370.17
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Ishares Silver Tr Ishares (SLV) 0.0 $409k NEW 6.0k 68.14
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $389k -91% 7.4k 52.85
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Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.0 $291k -74% 448.00 650.34
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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.0 $281k 1.3k 213.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $272k 3.7k 73.64
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Ishares International Select Dividend Etf Intl Sel Div Etf (IDV) 0.0 $236k 5.6k 42.56
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Ishares Tr Select Divid Etf (DVY) 0.0 $204k NEW 1.3k 151.41
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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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