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CIK: 0001454308
Total reported value
$1.2B
$1.2B
36 檔
43.7%
According to the latest 13F quarterly dataset, Tanglewood Wealth Management, Inc. managed an equity portfolio of $1.2B at the end of Q3 2024, spanning 36 distinct U.S. exchange-listed positions.
During Q3 2024, Tanglewood Wealth Management, Inc. performed routine portfolio adjustments (6 new buys, 6 additions, 19 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.74% | +4.57% | -0.48% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 15.09% | -1.25% | -15.00% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.06% | +2.44% | -3.96% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.01% | -1.69% | +1.36% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.25% | -1.17% | -3.87% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.24% | -1.07% | -0.61% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.86% | +0.62% | -2.08% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.47% | +1.11% | -0.85% | |
| 9 | FPAG | Fpa Global Equity ETF New | ETF-Other | 3.97% | — | +3.86% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.70% | -0.17% | -1.12% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.63% | +1.35% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.20% | +0.27% | -4.73% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | +0.32% | -0.45% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.90% | +0.70% | -2.16% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.70% | +0.42% | +13.87% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.25% | +0.01% | — | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.02% | +0.04% | -0.90% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | +0.01% | -1.14% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | +0.04% | -4.28% | |
| 20 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.41% | +0.09% | +0.56% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.26% | — | -26.95% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | — | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.06% | -1.26% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | +0.01% | -1.22% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.06% | — | -51.18% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | +0.01% | +0.36% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.05% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | +0.02% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | -33.36% | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.04% | — | +8.59% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | — | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.03% | — | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.02% | — | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | +0.01% | — |
According to official SEC Form 13F filings, Tanglewood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.2B across 36 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEI, VEA) accounted for 43.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
FRDM
市值: $31.5M
Top Position Liquidated / Trimmed
VTI
前期市值: $179.1M
During Q3 2024, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (21.7%)、IEI (15.1%)、VEA (10.1%). The largest single position, VTI, represented 21.7% of total portfolio value.
In Q3 2024, Tanglewood Wealth Management, Inc. made 31 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 19 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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