Tanglewood Wealth Management, Inc. Portfolio Holdings

Tanglewood Wealth Management, Inc.

  • $850 Million
  • Q1 2025

Tanglewood Wealth Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $850 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $129M, Ishares Barclays 3 7 Yr Treas with a value of $125M, Vanguard Ftse Developed Market with a value of $107M, Ishares Gold Trust with a value of $75M, and Ishares Barclays with a value of $53.1M.

Examining the 13F form we can see an increase of $21.4M in the current position value, from $829M to 850M.

Below you can find more details about Tanglewood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $850 Million
ETFs: $848 Million
Technology: $1.26 Million
Financial Services: $798,000
Communication Services: $546,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$129 Million 15.13% of portfolio
470,705
Q1 2025 Reduced 27.89%
$0
$125 Million 14.72% of portfolio
1,060,696
Q1 2025 Reduced 27.07%
$0
$107 Million 12.63% of portfolio
2,096,680
Q1 2025 Added 44.67%
$53.4B
$75 Million 8.82% of portfolio
1,272,287
Q1 2025 Reduced 0.78%
$0
$53.1 Million 6.25% of portfolio
558,606
Q1 2025 Added 6,139.32%
$106B
$52.8 Million 6.21% of portfolio
183,188
Q1 2025 Reduced 1.87%
$0
$37.6 Million 4.42% of portfolio
80,240
Q1 2025 Reduced 13.81%
$0
$33.2 Million 3.9% of portfolio
559,633
Q1 2025 Reduced 24.21%
$0
$28.8 Million 3.39% of portfolio
1,233,735
Q1 2025 Reduced 20.12%
$0
$28.4 Million 3.34% of portfolio
90,009
Q1 2025 Reduced 8.39%
$0
$26.9 Million 3.16% of portfolio
232,522
Q1 2025 New
$0
$26.2 Million 3.08% of portfolio
745,583
Q1 2025 Added 29.05%
$0
$25.3 Million 2.98% of portfolio
201,853
Q1 2025 New
$0
$24.1 Million 2.83% of portfolio
292,006
Q1 2025 Reduced 5.82%
$0
$21.3 Million 2.5% of portfolio
125,570
Q1 2025 Reduced 10.91%
$0
$19.2 Million 2.25% of portfolio
213,588
Q1 2025 Reduced 5.0%
$0
$6.88 Million 0.81% of portfolio
82,648
Q1 2025 Reduced 16.54%
$0
$4.3 Million 0.51% of portfolio
56,342
Q1 2025 Reduced 6.03%
$0
$2.08 Million 0.24% of portfolio
20,642
Q1 2025 Reduced 68.35%
$0
$1.79 Million 0.21% of portfolio
29,319
Q1 2025 Reduced 17.35%
$0
$1.33 Million 0.16% of portfolio
2,374
Q1 2025 Reduced 4.2%
$0
$1.11 Million 0.13% of portfolio
5,391
Q1 2025 Reduced 22.58%
$440B
$798,000 0.09% of portfolio
1
Q2 2024 New
$0
$642,000 0.08% of portfolio
29,249
Q1 2025 Reduced 2.26%
$3.34T
$678,000 0.08% of portfolio
3,056
Q4 2024 Added 27.71%
$3.67T
$579,000 0.07% of portfolio
1,544
Q4 2024 Added 38.72%
$1.06T
$546,000 0.06% of portfolio
3,540
Q4 2024 Added 53.91%
$0
$401,000 0.05% of portfolio
4,855
Q1 2025 New
$0
$399,000 0.05% of portfolio
7,040
Q4 2023 New
$0
$319,000 0.04% of portfolio
3,372
Q4 2024 Added 7.97%
$0
$355,000 0.04% of portfolio
5,972
Q4 2024 Reduced 0.32%
$0
$294,000 0.03% of portfolio
10,677
Q4 2024 Added 200.0%
$0
$204,000 0.02% of portfolio
9,596
Q4 2024 Reduced 3.89%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.93%
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.59%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $850 Million
  • Prior Value $829 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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