Tanglewood Wealth Management, Inc.
CIK: 0001454308SEC EDGAR →
Portfolio Value
$1.1B
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 563,822 | $189.0M | 17.33% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,925,381 | $182.7M | 16.76% |
| 3 | ISHARES 3-7 YEAR TREASURY BOND ETF | 1,480,366 | $176.7M | 16.20% |
| 4 | ISHARES GOLD TRUST | 1,042,001 | $84.6M | 7.75% |
| 5 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1,405,143 | $84.2M | 7.72% |
| 6 | FREEDOM 100 EMERGING MARKETS ETF | 1,124,159 | $57.6M | 5.28% |
| 7 | SPDR GOLD SHARES | 143,657 | $56.9M | 5.22% |
| 8 | INVESCO QQQ TRUST SERIES I | 72,067 | $44.3M | 4.06% |
| 9 | FPA GLOBAL EQUITY ETF | 1,085,742 | $40.3M | 3.69% |
| 10 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,316,823 | $35.8M | 3.29% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (35)
$189.0M · 564K shares
$182.7M · 2.9M shares
$176.7M · 1.5M shares
$84.6M · 1.0M shares
$84.2M · 1.4M shares
$57.6M · 1.1M shares
$56.9M · 144K shares
$44.3M · 72K shares
$40.3M · 1.1M shares
$35.8M · 1.3M shares
$28.9M · 75K shares
$27.2M · 283K shares
$24.2M · 122K shares
$21.1M · 805K shares
$7.2M · 78K shares
$5.9M · 91K shares
$5.3M · 140K shares
$5.0M · 56K shares
$2.3M · 20K shares
$2.0M · 41K shares
$1.2M · 8K shares
$1.2M · 2K shares
$1.1M · 3K shares
$787K · 29K shares
$754K · 1 shares
$742K · 3K shares
$728K · 2K shares
$610K · 7K shares
$426K · 6K shares
$402K · 7K shares
$353K · 4K shares
$292K · 11K shares
$276K · 1K shares
$273K · 4K shares
$218K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $896.4M | 82.2% |
| Unknown | 6 | $191.7M | 17.6% |
| Technology | 2 | $1.5M | 0.1% |
| Communication Services | 1 | $1.1M | 0.1% |