Tanglewood Wealth Management, Inc. Portfolio Holdings

Tanglewood Wealth Management, Inc.

  • $830 Million
  • Q3 2024

Tanglewood Wealth Management, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $830 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 $189M, Ishares Barclays 3 7 Yr Treas with a value of $131M, Vanguard Ftse Developed Market with a value of $87.3M, Ishares Gold Trust with a value of $60.9M, and Vanguard Intermediate Term Tre with a value of $45.5M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $769M to 830M.

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

Portfolio value $830 Million
ETFs: $828 Million
Technology: $1.04 Million
Financial Services: $690,000
Communication Services: $381,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $830 Million
  • Prior Value $769 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Tanglewood Wealth Management, Inc. Portfolio

Follow Tanglewood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email