Tanglewood Wealth Management, Inc. Top Holdings and 13F Report (2026) About Tanglewood Wealth Management, Inc.Investment ActivityTanglewood Wealth Management, Inc. has $1.21 billion in total holdings as of March 31, 2026.Tanglewood Wealth Management, Inc. owns shares of 38 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 16.94% of the portfolio was purchased this quarter.About 7.55% of the portfolio was sold this quarter.This quarter, Tanglewood Wealth Management, Inc. has purchased 35 new stocks and bought additional shares in 11 stocks.Tanglewood Wealth Management, Inc. sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $190,570,854iShares 3-7 Year Treasury Bond ETF $189,383,043Vanguard FTSE Developed Markets ETF $186,705,782iShares Gold Trust $80,868,110iShares 1-3 Year Treasury Bond ETF $76,981,910 Largest New Holdings this Quarter 90139K100 - GMO ETF TRUST $29,514,342 Holding025072802 - Avantis International Small Cap Value ETF $1,358,296 Holding81369Y860 - Real Estate Select Sector SPDR Fund $1,130,256 Holding46428Q109 - iShares Silver Trust $408,840 Holding464287168 - iShares Select Dividend ETF $203,949 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 924,949 shares (about $76.37M)GMO ETF TRUST 815,764 shares (about $29.51M)Vanguard Real Estate ETF 221,488 shares (about $19.65M)Schwab US Broad Market ETF 729,589 shares (about $18.31M)iShares 3-7 Year Treasury Bond ETF 116,456 shares (about $13.81M) Largest Sales this Quarter FPA GLOBAL EQUITY ETF 1,038,563 shares (about $37.68M)Freedom 100 Emerging Markets ETF 333,363 shares (about $18.22M)iShares Gold Trust 124,713 shares (about $10.99M)SPDR Gold Shares 17,470 shares (about $7.52M)Vanguard Intermediate-Term Treasury ETF 124,403 shares (about $7.41M) 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$190,570,854$9,691,033 ▲5.4%594,03015.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$189,383,043$13,811,678 ▲7.9%1,596,82215.7%ETFVEAVanguard FTSE Developed Markets ETF$186,705,782$752,620 ▼-0.4%2,913,63615.5%ETFIAUiShares Gold Trust$80,868,110$10,994,698 ▼-12.0%917,2886.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$76,981,910$76,373,039 ▲12,543.4%932,3236.4%ManufacturingVGITVanguard Intermediate-Term Treasury ETF$76,268,067$7,408,199 ▼-8.9%1,280,7406.3%ETFGLDSPDR Gold Shares$54,297,004$7,517,166 ▼-12.2%126,1874.5%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$47,416,135$10,742,610 ▲29.3%1,702,5543.9%ETFQQQInvesco QQQ$44,141,200$2,545,376 ▲6.1%76,4773.7%FinanceFRDMFreedom 100 Emerging Markets ETF$43,217,023$18,218,297 ▼-29.7%790,7963.6%ETFSCHBSchwab US Broad Market ETF$38,525,760$18,312,682 ▲90.6%1,534,8913.2%ETFIWViShares Russell 3000 ETF$34,592,807$6,886,831 ▲24.9%93,3232.9%ETFGMO ETF TRUST$29,514,342$29,514,342 ▲New Holding815,7642.4%GMO US QUALITY EEFAiShares MSCI EAFE ETF$26,636,931$833,861 ▼-3.0%274,2402.2%FinanceQUALiShares MSCI USA Quality Factor ETF$23,187,335$141,364 ▼-0.6%120,8871.9%ETFVNQVanguard Real Estate ETF$20,000,708$19,645,997 ▲5,538.6%225,4871.7%ETFFIRST EAGLE OVERSEAS EQUITY ETF$15,680,986$13,603,651 ▲654.9%310,7611.3%FIRST EAGLE OVERVIGIVanguard International Dividend Appreciation ETF$6,132,224$807,109 ▼-11.6%69,3220.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$5,219,914$245,180 ▲4.9%146,6680.4%ETFIEFAiShares Core MSCI EAFE ETF$4,913,878$134,437 ▼-2.7%54,2790.4%ETFEFGiShares MSCI EAFE Growth ETF$2,103,000$165,830 ▼-7.3%18,8830.2%ETFFPA GLOBAL EQUITY ETF$1,711,654$37,679,063 ▼-95.7%47,1790.1%FPA GBL EQTY ETFAVDVAvantis International Small Cap Value ETF$1,358,296$1,358,296 ▲New Holding13,6020.1%ETFXLREReal Estate Select Sector SPDR Fund$1,130,256$1,130,256 ▲New Holding27,6820.1%ETFXLKTechnology Select Sector SPDR Fund$1,071,573$53,426 ▼-4.7%8,0630.1%ETFSCHXSchwab US Large-Cap ETF$749,969$26 ▲0.0%29,2500.1%ETFGOOGLAlphabet$749,669$219,983 ▼-22.7%2,6070.1%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceAAPLApple$548,186$144,914 ▼-20.9%2,1600.0%Computer and TechnologyEFViShares MSCI EAFE Value ETF$444,0180.0%5,9720.0%ETFMSFTMicrosoft$419,773$137,703 ▼-24.7%1,1340.0%Computer and TechnologySLViShares Silver Trust$408,840$408,840 ▲New Holding6,0000.0%ETFPROFESIONALLY MANAGED PORTFO$389,187$4,399,652 ▼-91.9%7,3640.0%AKRE FOCUS ETFSPYSPDR S&P 500 ETF Trust$291,352$868,853 ▼-74.9%4480.0%FinanceIWDiShares Russell 1000 Value ETF$280,5490.0%1,3130.0%ETFBNDVanguard Total Bond Market ETF$272,1000.0%3,6950.0%ETFIDViShares International Select Dividend ETF$236,2080.0%5,5500.0%ETFDVYiShares Select Dividend ETF$203,949$203,949 ▲New Holding1,3470.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$402,970 ▼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$292,870 ▼-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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