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CIK: 0001454308
Total reported value
$1.2B
$1.2B
40 檔
51.6%
At the close of Q2 2025, Tanglewood Wealth Management, Inc. disclosed equity holdings valued at approximately $1.2B, spread across 40 reported holdings.
Tanglewood Wealth Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.94% | +4.57% | +20.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.40% | +2.44% | +30.66% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 12.39% | -1.25% | -0.49% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.95% | -1.17% | +140.80% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 7.10% | -1.69% | -9.18% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.34% | — | +1.18% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 5.01% | -1.07% | -8.99% | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.41% | +1.35% | +48.58% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.34% | +1.11% | -0.60% | |
| 10 | FPAG | Fpa Global Equity ETF New | ETF-Other | 3.68% | — | -1.43% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.97% | +0.62% | -0.61% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.61% | -0.17% | -16.16% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.56% | +0.27% | -0.34% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.26% | +0.32% | -0.28% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.17% | +0.70% | +36.64% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.77% | +0.42% | -5.62% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.73% | +0.04% | -0.54% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.46% | +0.04% | -0.51% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.44% | +0.09% | +3.78% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | +0.01% | — | |
| 21 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.19% | -1.18% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | +0.01% | — | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.06% | +4.32% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.01% | -2.46% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.07% | — | — | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.07% | +0.01% | +0.00% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | — | |
| 28 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.06% | — | -97.80% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-Other | 0.06% | — | +197.07% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.06% | +0.01% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.06% | — | -10.63% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.04% | -6.38% | EXIT | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.04% | — | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | — | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.03% | — | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | — | |
| 37 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 0.02% | — | -99.13% | |
| 38 | IDV | Ishares International Select | ETF-Other | 0.02% | — | — | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.02% | — | — | |
| 40 | 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 40 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, IEI) accounted for 51.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
FEOE
市值: $1.9M
Top Position Liquidated / Trimmed
VEU
前期市值: $1.8M
During Q2 2025, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (16.9%)、VEA (15.4%)、IEI (12.4%). The largest single position, VTI, represented 16.9% of total portfolio value.
In Q2 2025, Tanglewood Wealth Management, Inc. made 32 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 16 holdings, and fully liquidating 1 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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