Tanglewood Wealth Management, Inc. Portfolio Holdings

Tanglewood Wealth Management, Inc.

  • $1.02 Billion
  • Q4 2025

Tanglewood Wealth Management, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 35 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 $186M, Vanguard Ftse Developed Market with a value of $179M, Ishares Barclays 3 7 Yr Treas with a value of $177M, Vanguard Intermediate Term Tre with a value of $84.3M, and Ishares Gold Trust with a value of $80.2M.

Examining the 13F form we can see an decrease of $13M in the current position value, from $1.03B to 1.02B.

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

Portfolio value $1.02 Billion
ETFs: $1.01 Billion
Technology: $1.49 Million
Communication Services: $932,000
Financial Services: $755,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$186 Million 18.28% of portfolio
563,822
Q4 2025 Added 0.88%
$0
$179 Million 17.63% of portfolio
2,925,381
Q4 2025 Added 6.58%
$0
$177 Million 17.38% of portfolio
1,480,366
Q4 2025 Added 41.53%
$0
$84.3 Million 8.29% of portfolio
1,405,143
Q4 2025 Added 2.58%
$65.3B
$80.2 Million 7.89% of portfolio
1,042,001
Q4 2025 Reduced 9.78%
$130B
$54 Million 5.31% of portfolio
143,657
Q4 2025 Reduced 13.52%
$0
$53.5 Million 5.26% of portfolio
1,124,159
Q4 2025 Added 0.73%
$0
$43.5 Million 4.28% of portfolio
72,067
Q4 2025 Reduced 9.03%
$0
$35 Million 3.44% of portfolio
1,316,823
Q4 2025 Added 7.63%
$0
$28.4 Million 2.8% of portfolio
74,744
Q4 2025 Reduced 0.58%
$0
$26.9 Million 2.65% of portfolio
282,825
Q4 2025 Reduced 2.76%
$0
$23.6 Million 2.32% of portfolio
121,624
Q4 2025 Reduced 2.27%
$0
$20.8 Million 2.04% of portfolio
805,302
Q4 2025 Reduced 12.6%
$0
$7.1 Million 0.7% of portfolio
78,446
Q4 2025 Reduced 3.52%
$0
$4.95 Million 0.49% of portfolio
55,764
Q4 2025 Reduced 0.48%
$0
$2.44 Million 0.24% of portfolio
8,465
Q4 2025 Added 43.82%
$0
$1.19 Million 0.12% of portfolio
1,784
Q4 2025 Reduced 24.85%
$0
$776,000 0.08% of portfolio
29,249
Q4 2025 Reduced -0.0%
$0
$610,000 0.06% of portfolio
7,374
Q4 2025 Added 51.88%
$0
$358,000 0.04% of portfolio
3,999
Q4 2025 Reduced 98.03%
$0
$419,000 0.04% of portfolio
5,972
Q4 2024 Reduced 0.32%
$0
$399,000 0.04% of portfolio
7,040
Q4 2023 New
$0
$290,000 0.03% of portfolio
10,677
Q4 2024 Added 200.0%
$0
$274,000 0.03% of portfolio
3,695
Q4 2025 New
$0
$268,000 0.03% of portfolio
1,313
Q4 2025 Added 24.22%
$0
$212,000 0.02% of portfolio
5,550
Q3 2025 Reduced 12.64%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.02 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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