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CIK: 0001454308
Total reported value
$1.2B
$1.2B
35 檔
61.0%
The Q4 2025 SEC filing reveals that Tanglewood Wealth Management, Inc. held a total portfolio value of $1.2B, covering 35 public equity positions.
In Q4 2025, Tanglewood Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.33% | +4.57% | +0.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.76% | +2.44% | +6.58% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 16.20% | -1.25% | +41.53% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.75% | -1.69% | -9.78% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.72% | -1.17% | +2.58% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.28% | +1.35% | +0.73% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 5.22% | -1.07% | -13.52% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.06% | +1.11% | -9.03% | |
| 9 | FPAG | Fpa Global Equity ETF New | ETF-Other | 3.69% | — | +1.23% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.29% | +0.62% | +7.63% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.65% | -0.17% | -0.58% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.49% | +0.27% | -2.76% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.21% | +0.32% | -2.27% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.94% | +0.70% | -12.60% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.66% | +0.04% | -3.52% | |
| 16 | AKRE | Akre Focus ETF | ETF-Other | 0.54% | — | — | |
| 17 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.49% | +0.09% | +5.77% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.46% | +0.04% | -0.48% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.21% | +0.01% | -1.31% | |
| 20 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.18% | -1.18% | -16.34% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.06% | +43.82% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | -24.85% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | -4.75% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.07% | +0.01% | -0.00% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.07% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.06% | -6.38% | EXIT | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.04% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.03% | +0.42% | -98.03% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | +0.01% | +24.22% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.03% | — | — | |
| 35 | IDV | Ishares International Select | 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 35 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, IEI) accounted for 61.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $5.9M
Top Position Liquidated / Trimmed
IEF
前期市值: $54.7M
During Q4 2025, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (17.3%)、VEA (16.8%)、IEI (16.2%). The largest single position, VTI, represented 17.3% of total portfolio value.
In Q4 2025, Tanglewood Wealth Management, Inc. made 34 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 15 holdings, and fully liquidating 6 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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