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Latest Tanglewood Wealth Management, Inc. Stock Portfolio

$1.18Billion | No. of Holdings #44

Tanglewood Wealth Management, Inc. Performance

2026 Q2+7.25%
YTD+7.45%
2025+19.66%

About Tanglewood Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

Tanglewood Wealth Management, Inc. is a hedge fund based in Houston, TX. On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tanglewood Wealth Management, Inc. reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Tanglewood Wealth Management, Inc. are VB, VEA, AAXJ. The fund has invested 20.4% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 17.9% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF. <br><br> The fund managers got completely rid off ISHARES 1-3 YEAR TREASURY BOND ETF (IJR) and GMO ETF TRUST stocks. They significantly reduced their stock positions in FIRST EAGLE OVERSEAS EQUITY ETF, ISHARES RUSSELL 3000 ETF (IJR) and VANGUARD INTERMEDIATE-TERM TREASURY ETF (BNDW). Tanglewood Wealth Management, Inc. opened new stock positions in COHEN & STEERS ETF TRUST, SCHWAB STRATEGIC TR (FNDA) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AEMB), VANGUARD REAL ESTATE ETF (VB) and STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLB).
Tanglewood Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$1.18Billion
  as of Jul 27, 2026

Tanglewood Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tanglewood Wealth Management, Inc. made a return of 7.25% in the last quarter. In trailing 12 months, it's portfolio return was 18.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cohen & steers etf trust31,569,900
schwab strategic tr2,352,710
invesco exch traded fd tr ii1,683,300
vanguard index fds482,827
caterpillar inc266,225
welltower inc217,210
amazon com inc204,019
johnson & johnson200,382
New stocks bought by Tanglewood Wealth Management, Inc.

Additions

Ticker% Inc.
avantis international small cap value etf75.57
vanguard real estate etf12.74
state street technology select sector spdr etf11.61
vanguard total stock market etf8.82
schwab u.s. broad market etf2.78
ishares msci eafe etf2.55
t. rowe price capital appreciation equity etf1.63
vanguard ftse developed markets etf1.38
Additions to existing portfolio by Tanglewood Wealth Management, Inc.

Reductions

Ticker% Reduced
first eagle overseas equity etf-91.56
ishares russell 3000 etf-20.15
vanguard intermediate-term treasury etf-19.87
ishares gold tr-14.95
fpa global equity etf-13.5
spdr gold tr-13.22
ishares msci eafe growth etf-10.94
ishares 3-7 year treasury bond etf-9.49
Tanglewood Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares 1-3 year treasury bond etf-76,981,900
gmo etf trust-29,514,300
Tanglewood Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Tanglewood Wealth Management, Inc. has about 99.8% of it's holdings in Others sector.

  • Others
Sector%
Others99.8

Market Cap. Distribution

Tanglewood Wealth Management, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED99.8

Stocks belong to which Index?

About 0% of the stocks held by Tanglewood Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others99.8
Top 5 Winners (%)%
XLB
state street technology select sector spdr etf
40.2 %
BOB
freedom 100 emerging markets etf
33.3 %
QQQ
invesco qqq trust series i
27.5 %
GOOG
alphabet inc cap stk cl a
24.3 %
TAGG
t. rowe price capital appreciation equity etf
15.3 %
Top 5 Winners ($)$
VB
vanguard total stock market etf
30.5 M
VEA
vanguard ftse developed markets etf
21.0 M
BOB
freedom 100 emerging markets etf
14.5 M
QQQ
invesco qqq trust series i
12.2 M
FNDA
schwab u.s. broad market etf
6.0 M
Top 5 Losers (%)%
SLV
ishares silver tr
-21.5 %
GLD
spdr gold tr
-13.4 %
IAU
ishares gold tr
-13.3 %
AAXJ
ishares international select dividend etf
-2.6 %
AAXJ
ishares 3-7 year treasury bond etf
-0.9 %
Top 5 Losers ($)$
IAU
ishares gold tr
-10.7 M
GLD
spdr gold tr
-7.3 M
AAXJ
ishares 3-7 year treasury bond etf
-1.7 M
BNDW
vanguard intermediate-term treasury etf
-0.7 M
SLV
ishares silver tr
-0.1 M

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.

Tanglewood Wealth Management, Inc. has 44 stocks in it's portfolio. About 84.4% of the portfolio is in top 10 stocks. IAU proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Tanglewood Wealth Management, Inc. last quarter.

$1.18BTotal Value
46.00Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Tanglewood Wealth Management, Inc., last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
Tanglewood Wealth Management, Inc.'s holding in Ishares 3-7 Year Treasury Bond Etf over time
14.44%1,445,260
$169.75M
14.44%
decreased 9.49 percentreduced
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Tanglewood Wealth Management, Inc.'s holding in Ishares Msci Eafe Growth Etf over time
0.18%16,818
$2.09M
0.18%
decreased 10.94 percentreduced
AAXJ
Ishares Msci Eafe Value Etf

Ishares Msci Eafe Value Etf

AAXJ
Tanglewood Wealth Management, Inc.'s holding in Ishares Msci Eafe Value Etf over time
0.04%5,972
$457.2K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares International Select Dividend Etf

Ishares International Select Dividend Etf

AAXJ
Tanglewood Wealth Management, Inc.'s holding in Ishares International Select Dividend Etf over time
0.02%5,550
$229.9K
0.02%
unchanged 0 percentunchanged
AEMB
Avantis International Small Cap Value Etf

Avantis International Small Cap Value Etf

AEMB
Tanglewood Wealth Management, Inc.'s holding in Avantis International Small Cap Value Etf over time
0.21%23,881
$2.46M
0.21%
increased 75.57 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Tanglewood Wealth Management, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.14%5,556
$1.68M
0.14%
new position
BIV
Vanguard Total Bond Market Etf

Vanguard Total Bond Market Etf

BIV
Tanglewood Wealth Management, Inc.'s holding in Vanguard Total Bond Market Etf over time
0.02%3,695
$271.3K
0.02%
unchanged 0 percentunchanged
BNDW
Vanguard Intermediate-Term Treasury Etf

Vanguard Intermediate-Term Treasury Etf

BNDW
Tanglewood Wealth Management, Inc.'s holding in Vanguard Intermediate-Term Treasury Etf over time
5.15%1,026,220
$60.53M
5.15%
decreased 19.87 percentreduced
BOB
Freedom 100 Emerging Markets Etf

Freedom 100 Emerging Markets Etf

BOB
Tanglewood Wealth Management, Inc.'s holding in Freedom 100 Emerging Markets Etf over time
4.93%795,880
$58.02M
4.93%
increased 0.64 percentadded
FNDA
Schwab Fundamental U.S. Large Company Etf

Schwab Fundamental U.S. Large Company Etf

FNDA
Tanglewood Wealth Management, Inc.'s holding in Schwab Fundamental U.S. Large Company Etf over time
4.55%1,719,650
$53.48M
4.55%
increased 1 percentadded
FNDA
Schwab U.S. Broad Market Etf

Schwab U.S. Broad Market Etf

FNDA
Tanglewood Wealth Management, Inc.'s holding in Schwab U.S. Broad Market Etf over time
3.89%1,577,490
$45.68M
3.89%
increased 2.78 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Tanglewood Wealth Management, Inc.'s holding in Schwab Strategic Tr over time
0.2%97,461
$2.35M
0.2%
new position
FNDA
Schwab U.S. Large-Cap Etf

Schwab U.S. Large-Cap Etf

FNDA
Tanglewood Wealth Management, Inc.'s holding in Schwab U.S. Large-Cap Etf over time
0.07%29,249
$860.8K
0.07%
unchanged 0 percentreduced
GLD
Spdr Gold Tr

Spdr Gold Tr

GLD
Tanglewood Wealth Management, Inc.'s holding in Spdr Gold Tr over time
3.43%109,503
$40.34M
3.43%
decreased 13.22 percentreduced
IAU
Ishares Gold Tr

Ishares Gold Tr

IAU
Tanglewood Wealth Management, Inc.'s holding in Ishares Gold Tr over time
5.01%780,110
$58.91M
5.01%
decreased 14.95 percentreduced
IBCE
Ishares Msci Usa Quality Factor Etf

Ishares Msci Usa Quality Factor Etf

IBCE
Tanglewood Wealth Management, Inc.'s holding in Ishares Msci Usa Quality Factor Etf over time
2.24%120,139
$26.36M
2.24%
decreased 0.62 percentreduced