Tanglewood Wealth Management, Inc. Top Holdings and 13F Report (2025) About Tanglewood Wealth Management, Inc.Investment ActivityTanglewood Wealth Management, Inc. has $1.01 billion in total holdings as of June 30, 2025.Tanglewood Wealth Management, Inc. owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.56% of the portfolio was purchased this quarter.About 7.37% of the portfolio was sold this quarter.This quarter, Tanglewood Wealth Management, Inc. has purchased 36 new stocks and bought additional shares in 10 stocks.Tanglewood Wealth Management, Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $171,852,628Vanguard FTSE Developed Markets ETF $156,185,961iShares 3-7 Year Treasury Bond ETF $125,701,960Vanguard Intermediate-Term Treasury ETF $80,599,537iShares Gold Trust $72,055,172 Largest New Holdings this Quarter 75526L878 - RBB FUND TRUST $1,938,501 Holding81369Y860 - Real Estate Select Sector SPDR Fund $597,815 Holding464288448 - iShares International Select Dividend ETF $219,242 Holding78409V104 - S&P Global $210,916 Holding464287598 - iShares Russell 1000 Value ETF $205,301 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 787,960 shares (about $47.13M)Vanguard FTSE Developed Markets ETF 642,944 shares (about $36.65M)Vanguard Total Stock Market ETF 94,730 shares (about $28.79M)Freedom 100 Emerging Markets ETF 362,189 shares (about $14.63M)Schwab US Broad Market ETF 247,300 shares (about $5.89M) Largest Sales this Quarter iShares MSCI Global Min Vol Factor ETF 227,403 shares (about $26.96M)Vanguard U.S. Minimum Volatility ETF 200,098 shares (about $25.66M)iShares Gold Trust 116,816 shares (about $7.28M)iShares Russell 3000 ETF 14,547 shares (about $5.11M)SPDR Gold Shares 16,469 shares (about $5.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTanglewood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$171,852,628$28,791,284 ▲20.1%565,43516.9%ETFVEAVanguard FTSE Developed Markets ETF$156,185,961$36,654,237 ▲30.7%2,739,62415.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$125,701,960$616,291 ▼-0.5%1,055,52112.4%ETFVGITVanguard Intermediate-Term Treasury ETF$80,599,537$47,127,887 ▲140.8%1,347,5937.9%ETFIAUiShares Gold Trust$72,055,172$7,284,646 ▼-9.2%1,155,4717.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$54,129,587$631,890 ▲1.2%565,2045.3%ETFGLDSPDR Gold Shares$50,820,953$5,020,245 ▼-9.0%166,7195.0%FinanceFRDMFreedom 100 Emerging Markets ETF$44,753,989$14,632,436 ▲48.6%1,107,7724.4%ETFQQQInvesco QQQ$43,997,850$265,891 ▼-0.6%79,7584.3%FinanceINVESTMENT MANAGERS SER TR I$37,311,789$542,003 ▼-1.4%1,097,5253.7%FPA GBL EQTY ETFFNDXSchwab Fundamental U.S. Large Company ETF$30,089,816$186,038 ▼-0.6%1,226,1543.0%ETFIWViShares Russell 3000 ETF$26,487,166$5,105,998 ▼-16.2%75,4622.6%ETFEFAiShares MSCI EAFE ETF$26,014,188$88,228 ▼-0.3%291,0192.6%FinanceQUALiShares MSCI USA Quality Factor ETF$22,891,989$64,718 ▼-0.3%125,2162.3%ETFSCHBSchwab US Broad Market ETF$21,976,936$5,893,160 ▲36.6%922,2382.2%ETFVNQVanguard Real Estate ETF$17,952,560$1,069,612 ▼-5.6%201,5781.8%ETFVIGIVanguard International Dividend Appreciation ETF$7,408,315$39,923 ▼-0.5%82,2050.7%ETFIEFAiShares Core MSCI EAFE ETF$4,679,555$23,875 ▼-0.5%56,0560.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,501,305$163,840 ▲3.8%127,5880.4%ETFEFGiShares MSCI EAFE Growth ETF$2,311,9040.0%20,6420.2%ETFRBB FUND TRUST$1,938,501$1,938,501 ▲New Holding46,0780.2%FIRST EAGLE OVERSPYSPDR S&P 500 ETF Trust$1,466,7760.0%2,3740.1%FinanceXLKTechnology Select Sector SPDR Fund$1,424,166$59,003 ▲4.3%5,6240.1%ETFMSFTMicrosoft$749,099$18,902 ▼-2.5%1,5060.1%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceSCHXSchwab US Large-Cap ETF$714,869$24 ▲0.0%29,2500.1%ETFGOOGLAlphabet$623,8540.0%3,5400.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$606,960$26,963,181 ▼-97.8%5,1190.1%ETFSCHHSchwab U.S. REIT ETF$603,208$400,157 ▲197.1%28,5070.1%ETFXLREReal Estate Select Sector SPDR Fund$597,815$597,815 ▲New Holding14,4330.1%ETFAAPLApple$560,319$66,680 ▼-10.6%2,7310.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$402,2850.0%4,8550.0%ManufacturingJEPIJPMorgan Equity Premium Income ETF$400,2240.0%7,0400.0%ETFEFViShares MSCI EAFE Value ETF$379,1030.0%5,9720.0%ETFIYRiShares U.S. Real Estate ETF$319,5640.0%3,3720.0%ETFSCHDSchwab US Dividend Equity ETF$282,9410.0%10,6770.0%ETFVFMVVanguard U.S. Minimum Volatility ETF$225,044$25,658,606 ▼-99.1%1,7550.0%ETFIDViShares International Select Dividend ETF$219,242$219,242 ▲New Holding6,3530.0%ETFSPGIS&P Global$210,916$210,916 ▲New Holding4000.0%FinanceIWDiShares Russell 1000 Value ETF$205,301$205,301 ▲New Holding1,0570.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$1,778,529 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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