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 Market Cap. of $50 Millions to $300 Millions

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

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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