Latest Tanglewood Wealth Management, Inc. Stock Portfolio
About Tanglewood Wealth Management, Inc. and 13F Hedge Fund Stock Holdings
Tanglewood Wealth Management, Inc. is a hedge fund based in HOUSTON, TX. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, Tanglewood Wealth Management, Inc. reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.
The top stock holdings of Tanglewood Wealth Management, Inc. are VB, VEA, AAXJ. The fund has invested 17% of it's portfolio in VANGUARD INDEX FDS and 15.3% of portfolio in VANGUARD TAX-MANAGED INTL FD.
The fund managers got completely rid off VANGUARD WELLINGTON FD (VFLQ) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), INVESTMENT MANAGERS SER TR I and ISHARES INC (ACWV). Tanglewood Wealth Management, Inc. opened new stock positions in SOUTHERN CO (SO). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), RBB FUND TRUST and T ROWE PRICE ETF INC (TAGG).
The top stock holdings of Tanglewood Wealth Management, Inc. are VB, VEA, AAXJ. The fund has invested 17% of it's portfolio in VANGUARD INDEX FDS and 15.3% of portfolio in VANGUARD TAX-MANAGED INTL FD.
The fund managers got completely rid off VANGUARD WELLINGTON FD (VFLQ) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), INVESTMENT MANAGERS SER TR I and ISHARES INC (ACWV). Tanglewood Wealth Management, Inc. opened new stock positions in SOUTHERN CO (SO). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), RBB FUND TRUST and T ROWE PRICE ETF INC (TAGG).
Tanglewood Wealth Management, Inc. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| southern co | 219,961 |
New stocks bought by Tanglewood Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 32.53 |
| rbb fund trust | 6.79 |
| select sector spdr tr | 4.66 |
| t rowe price etf inc | 3.58 |
| vanguard scottsdale fds | 1.64 |
| vanguard index fds | 0.76 |
| ea series trust | 0.75 |
| ishares tr | 0.32 |
Additions to existing portfolio by Tanglewood Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -12.64 |
| investment managers ser tr i | -2.27 |
| ishares inc | -1.19 |
| vanguard index fds | -1.15 |
| vanguard whitehall fds | -1.09 |
| ishares tr | -0.91 |
| ishares tr | -0.83 |
| invesco qqq tr | -0.68 |
Tanglewood Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard wellington fd | -225,044 |
| s&p global inc | -210,916 |
Tanglewood Wealth Management, Inc. got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.8 |
Tanglewood Wealth Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Tanglewood Wealth Management, Inc.
Last Reported on: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.06 | 2,731 | 695,395 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 11.62 | 1,045,950 | 125,002,000 | reduced | -0.91 | ||
| AAXJ | ishares tr | 0.22 | 20,642 | 2,350,710 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 5,972 | 405,081 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 5,550 | 202,853 | reduced | -12.64 | ||
| ACWV | ishares inc | 0.06 | 5,058 | 606,555 | reduced | -1.19 | ||
| BBAX | j p morgan exchange traded f | 0.04 | 7,040 | 401,984 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 7.64 | 1,369,750 | 82,226,200 | added | 1.64 | ||
| BOB | ea series trust | 4.60 | 1,116,030 | 49,451,300 | added | 0.75 | ||
| FNDA | schwab strategic tr | 2.99 | 1,223,480 | 32,177,400 | reduced | -0.22 | ||
| FNDA | schwab strategic tr | 2.20 | 921,412 | 23,689,500 | reduced | -0.09 | ||
| FNDA | schwab strategic tr | 0.07 | 29,250 | 770,444 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.06 | 28,507 | 614,896 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.03 | 10,677 | 291,482 | unchanged | 0.00 | ||
| GLD | spdr gold tr | 5.49 | 166,112 | 59,047,800 | reduced | -0.36 | ||
| GOOG | alphabet inc | 0.08 | 3,540 | 860,574 | unchanged | 0.00 | ||
| IAU | ishares gold tr | 7.81 | 1,154,960 | 84,046,400 | reduced | -0.04 | ||
| IBCE | ishares tr | 2.25 | 124,455 | 24,206,500 | reduced | -0.61 | ||
| IBCE | ishares tr | 0.46 | 56,033 | 4,892,240 | reduced | -0.04 | ||
| IJR | ishares tr | 5.08 | 567,028 | 54,695,500 | added | 0.32 | ||