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CIK: 0001454308
Total reported value
$1.2B
$1.2B
36 檔
41.6%
The Q1 2025 SEC filing reveals that Tanglewood Wealth Management, Inc. held a total portfolio value of $1.2B, covering 36 public equity positions.
In Q1 2025, Tanglewood Wealth Management, Inc. displayed an active expansion posture, initiating 36 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.55% | +4.57% | -27.89% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 14.10% | -1.25% | -27.07% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.99% | +2.44% | +44.67% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 8.44% | -1.69% | -0.78% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.99% | — | +6139.32% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.94% | -1.07% | -1.87% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.23% | +1.11% | -13.81% | |
| 8 | FPAG | Fpa Global Equity ETF New | ETF-Other | 3.76% | — | -3.59% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.74% | -1.17% | -24.21% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.28% | +0.62% | -20.12% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.22% | -0.17% | -8.39% | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.04% | — | — | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.94% | +1.35% | +29.05% | |
| 14 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 2.88% | — | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.68% | +0.27% | -5.82% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.41% | +0.32% | -10.91% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.18% | +0.42% | -5.00% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.63% | +0.70% | -9.73% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.77% | +0.04% | -16.54% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | +0.04% | -6.03% | |
| 21 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.45% | +0.09% | +1.93% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | +0.01% | -68.35% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.20% | — | -17.35% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | -4.20% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.13% | +0.06% | -22.58% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.09% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.07% | +0.01% | -2.26% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | — | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.05% | — | — | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.05% | -6.38% | EXIT | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | — | |
| 34 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.04% | — | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | — | |
| 36 | SCHH | Schwab US Reit ETF | ETF-Other | 0.02% | — | — |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEI, VEA) accounted for 41.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $129.4M
During Q1 2025, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (14.6%)、IEI (14.1%)、VEA (12.0%). The largest single position, VTI, represented 14.6% of total portfolio value.
In Q1 2025, Tanglewood Wealth Management, Inc. made 36 total portfolio adjustments, initiating 36 new buys, adding to 0 positions, trimming 0 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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