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 Under $50 Millions

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
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