EdgeMarket › What Tanglewood Wealth Management, Inc. reported owning
What Tanglewood Wealth Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
38Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 190.6M | 15.8% | 594.0K | 378.24 | +20.5% |
| IEI iShares 3-7 Year Treasury Bond ETF | 189.4M | 15.7% | 1.6M | 116.41 | -2.1% |
| VEA Vanguard FTSE Developed Markets ETF | 186.7M | 15.5% | 2.9M | 73.42 | +24.7% |
| IAU ISHARES GOLD TRUST | 80.9M | 6.7% | 917.3K | 86.79 | +37.5% |
| SHY iShares 1-3 Year Treasury Bond ETF | 77.0M | 6.4% | 932.3K | 82.00 | -0.9% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 76.3M | 6.3% | 1.3M | 58.31 | -2.3% |
| GLD SPDR GOLD TRUST | 54.3M | 4.5% | 126.2K | 423.36 | +37.3% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 47.4M | 3.9% | 1.7M | 32.53 | +28.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 44.1M | 3.7% | 76.5K | 713.44 | +26.1% |
| FRDM Freedom 100 Emerging Markets ETF | 43.2M | 3.6% | 790.8K | 68.71 | +64.8% |
| SCHB Schwab U.S. Broad Market ETF | 38.5M | 3.2% | 1.5M | 29.61 | +20.4% |
| IWV iShares Russell 3000 Fund | 34.6M | 2.9% | 93.3K | 436.47 | +20.5% |
| QLTY GMO U.S. Quality ETF | 29.5M | 2.4% | 815.8K | 42.96 | +24.2% |
| EFA iShares MSCI EAFE ETF | 26.6M | 2.2% | 274.2K | 108.24 | +17.1% |
| QUAL iShares MSCI USA Quality Factor ETF | 23.2M | 1.9% | 120.9K | 223.22 | +19.3% |
| VNQ Vanguard Real Estate ETF | 20.0M | 1.7% | 225.5K | 98.50 | +8.6% |
| FEOE First Eagle Overseas Equity ETF | 15.7M | 1.3% | 310.8K | 56.68 | +29.0% |
| VIGI Vanguard International Dividend Appreciation E | 6.1M | 0.5% | 69.3K | 98.61 | +9.6% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 5.2M | 0.4% | 146.7K | 42.46 | +15.8% |
| IEFA iShares Core MSCI EAFE ETF | 4.9M | 0.4% | 54.3K | 100.85 | +16.8% |
| EFG iShares MSCI EAFE Growth ETF | 2.1M | 0.2% | 18.9K | 125.70 | +12.3% |
| FPAG FPA Global Equity ETF | 1.7M | 0.1% | 47.2K | 42.78 | +22.0% |
| AVDV Avantis International Small Cap Value ETF | 1.4M | 0.1% | 13.6K | 111.95 | +32.8% |
| XLRE State Street Real Estate Select Sector SPDR ET | 1.1M | 0.1% | 27.7K | 45.08 | +7.8% |
| XLK State Street Technology Select Sector SPDR ETF | 1.1M | 0.1% | 8.1K | 183.31 | +41.1% |
| SCHX Schwab U.S. Large-Cap ETF | 750.0K | 0.1% | 29.2K | 30.21 | +19.6% |
| GOOGL Alphabet Inc. | 749.7K | 0.1% | 2.6K | 344.82 | +73.0% |
| unmapped CUSIP 084670108 | 718.1K | 0.1% | 1 | — | — |
| AAPL Apple Inc. | 548.2K | 0.0% | 2.2K | 309.35 | +36.9% |
| EFV iShares MSCI EAFE Value ETF | 444.0K | 0.0% | 6.0K | 82.23 | +21.4% |
| MSFT MICROSOFT CORP | 419.8K | 0.0% | 1.1K | 483.24 | -4.4% |
| SLV iShares Silver Trust | 408.8K | 0.0% | 6.0K | 62.72 | +82.2% |
| AKRE Akre Focus ETF | 389.2K | 0.0% | 7.4K | 60.52 | — |
| SPY SPDR S&P 500 ETF TRUST | 291.4K | 0.0% | 448 | 765.72 | +20.0% |
| IWD iShares Russell 1000 Value ETF | 280.5K | 0.0% | 1.3K | 257.29 | +29.2% |
| BND Vanguard Total Bond Market ETF | 272.1K | 0.0% | 3.7K | 72.23 | -1.8% |
| IDV iShares International Select Dividend ETF | 236.2K | 0.0% | 5.5K | 45.09 | +22.4% |
| DVY iShares Select Dividend ETF | 203.9K | 0.0% | 1.3K | 164.09 | +17.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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