Tanglewood Wealth Management, Inc. Portfolio Holdings

Tanglewood Wealth Management, Inc.

  • $971 Million
  • Q2 2025

Tanglewood Wealth Management, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $971 Million distributed in 40 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 $172M, Vanguard Ftse Developed Market with a value of $156M, Ishares Barclays 3 7 Yr Treas with a value of $126M, Vanguard Intermediate Term Tre with a value of $80.6M, and Ishares Gold Trust with a value of $72.1M.

Examining the 13F form we can see an increase of $120M in the current position value, from $850M to 971M.

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

Portfolio value $971 Million
ETFs: $968 Million
Technology: $1.31 Million
Financial Services: $938,000
Communication Services: $623,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172 Million 17.71% of portfolio
565,435
Q2 2025 Added 20.13%
$0
$156 Million 16.09% of portfolio
2,739,624
Q2 2025 Added 30.66%
$0
$126 Million 12.95% of portfolio
1,055,521
Q2 2025 Reduced 0.49%
$0
$80.6 Million 8.3% of portfolio
1,347,593
Q2 2025 Added 140.8%
$54.4B
$72.1 Million 7.42% of portfolio
1,155,471
Q2 2025 Reduced 9.18%
$0
$54.1 Million 5.58% of portfolio
565,204
Q2 2025 Added 1.18%
$108B
$50.8 Million 5.24% of portfolio
166,719
Q2 2025 Reduced 8.99%
$0
$44.8 Million 4.61% of portfolio
1,107,772
Q2 2025 Added 48.58%
$0
$44 Million 4.53% of portfolio
79,758
Q2 2025 Reduced 0.6%
$0
$30.1 Million 3.1% of portfolio
1,226,154
Q2 2025 Reduced 0.61%
$0
$26.5 Million 2.73% of portfolio
75,462
Q2 2025 Reduced 16.16%
$0
$26 Million 2.68% of portfolio
291,019
Q2 2025 Reduced 0.34%
$0
$22.9 Million 2.36% of portfolio
125,216
Q2 2025 Reduced 0.28%
$0
$22 Million 2.26% of portfolio
922,238
Q2 2025 Added 36.64%
$0
$18 Million 1.85% of portfolio
201,578
Q2 2025 Reduced 5.62%
$0
$7.41 Million 0.76% of portfolio
82,205
Q2 2025 Reduced 0.54%
$0
$2.31 Million 0.24% of portfolio
20,642
Q1 2025 Reduced 68.35%
$0
$1.47 Million 0.15% of portfolio
2,374
Q1 2025 Reduced 4.2%
$0
$1.42 Million 0.15% of portfolio
5,624
Q2 2025 Added 4.32%
$3.8T
$749,000 0.08% of portfolio
1,506
Q2 2025 Reduced 2.46%
$427B
$728,000 0.08% of portfolio
1
Q2 2024 New
$0
$714,000 0.07% of portfolio
29,250
Q2 2025 Added 0.0%
$0
$597,000 0.06% of portfolio
14,433
Q2 2025 New
$0
$603,000 0.06% of portfolio
28,507
Q2 2025 Added 197.07%
$3.41T
$560,000 0.06% of portfolio
2,731
Q2 2025 Reduced 10.63%
$0
$606,000 0.06% of portfolio
5,119
Q2 2025 Reduced 97.8%
$1.07T
$623,000 0.06% of portfolio
3,540
Q4 2024 Added 53.91%
$0
$400,000 0.04% of portfolio
7,040
Q4 2023 New
$0
$402,000 0.04% of portfolio
4,855
Q1 2025 New
$0
$379,000 0.04% of portfolio
5,972
Q4 2024 Reduced 0.32%
$0
$317,000 0.03% of portfolio
3,372
Q4 2024 Added 7.97%
$0
$282,000 0.03% of portfolio
10,677
Q4 2024 Added 200.0%
$0
$205,000 0.02% of portfolio
1,057
Q2 2025 New
$0
$219,000 0.02% of portfolio
6,353
Q2 2025 New
$0
$225,000 0.02% of portfolio
1,755
Q2 2025 Reduced 99.13%
$170B
$210,000 0.02% of portfolio
400
Q2 2025 New
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.78%
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.43%
Rbb Fund Trust
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $971 Million
  • Prior Value $850 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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