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CIK: 0001454308
Total reported value
$1.2B
$1.2B
38 檔
61.6%
In Q1 2026, Tanglewood Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 38 disclosed stock positions.
Tanglewood Wealth Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 2 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.78% | +4.57% | +5.36% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 15.69% | -1.25% | +7.87% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.46% | +2.44% | -0.40% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 6.70% | -1.69% | -11.97% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.38% | -6.38% | EXIT | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.32% | -1.17% | -8.85% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.50% | -1.07% | -12.16% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.93% | +0.62% | +29.29% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.66% | +1.11% | +6.12% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.58% | +1.35% | -29.65% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.19% | +0.70% | +90.60% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.87% | -0.17% | +24.86% | |
| 13 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.44% | -2.44% | EXIT | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.21% | +0.27% | -3.04% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.92% | +0.32% | -0.61% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.66% | +0.42% | +5538.58% | |
| 17 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 1.30% | -1.18% | +654.86% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.51% | +0.04% | -11.63% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.43% | +0.09% | +4.93% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | +0.04% | -2.66% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.17% | +0.01% | -7.31% | |
| 22 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.14% | — | -95.65% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.11% | +0.10% | — | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.09% | +0.01% | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.09% | +0.06% | -4.75% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.06% | +0.01% | +0.00% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | -22.69% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.06% | — | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -20.91% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | +0.01% | -24.70% | |
| 32 | SLV | Ishares Silver Trust | ETF-Commodities | 0.03% | — | — | |
| 33 | AKRE | Akre Focus ETF | ETF-Other | 0.03% | — | -91.87% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.02% | +0.01% | -74.89% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | +0.01% | — | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.02% | — | — | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.02% | — | — | |
| 38 | DVY | Ishares Select Dividend 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 38 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, IEI, VEA) accounted for 61.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
QLTY
市值: $29.5M
Top Position Liquidated / Trimmed
JEPI
前期市值: $403.0K
During Q1 2026, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (15.8%)、IEI (15.7%)、VEA (15.5%). The largest single position, VTI, represented 15.8% of total portfolio value.
In Q1 2026, Tanglewood Wealth Management, Inc. made 35 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 17 holdings, and fully liquidating 2 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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