Tanglewood Wealth Management, Inc.

Name: Tanglewood Wealth Management, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001454308 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

Tanglewood Wealth Management, Inc. reported 44 positions worth $1.18B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VTI (20.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.18B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

84.4%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 44 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$239.2M	20.35%	646,444	—	—
▸ 2	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$210.5M	17.90%	2,953,730	—	—
▸ 3	IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	SH	$169.7M	14.44%	1,445,259	—	—
▸ 4	VGIT	VANGUARD INTERMEDIATE-TERM TREASURY ETF	SH	$60.5M	5.15%	1,026,225	—	—
▸ 5	IAU	ISHARES GOLD TR	SH	$58.9M	5.01%	780,110	—	—
▸ 6	FRDM	FREEDOM 100 EMERGING MARKETS ETF	SH	$58.0M	4.93%	795,880	—	—
▸ 7	QQQ	INVESCO QQQ TRUST SERIES I	SH	$56.1M	4.77%	76,145	—	—
▸ 8	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SH	$53.5M	4.55%	1,719,646	—	—
▸ 9	SCHB	SCHWAB U.S. BROAD MARKET ETF	SH	$45.7M	3.89%	1,577,486	—	—
▸ 10	GLD	SPDR GOLD TR	SH	$40.3M	3.43%	109,503	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tanglewood Wealth Management, Inc. hold as of Q2 2026?

Tanglewood Wealth Management, Inc. reported 44 positions worth $1.18B in its Q2 2026 13F filing. Largest positions: VTI (20.3%), VEA (17.9%), IEI (14.4%), VGIT (5.1%) and IAU (5.0%).

What did Tanglewood Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tanglewood Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.