§ 13F · FUND PROFILE
Tanglewood Wealth Management, Inc..
AUM · $1.2B (13F)Positions · 44Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 646K | $239M | 20.3% | +9% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.95M | $210M | 17.9% | +1% |
| 3 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1.45M | $170M | 14.4% | −9% |
| 4 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1.03M | $61M | 5.1% | −20% |
| 5 | IAU | ISHARES GOLD TR | 780K | $59M | 5.0% | −15% |
| 6 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 796K | $58M | 4.9% | +1% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | 76K | $56M | 4.8% | ±0% |
| 8 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.72M | $53M | 4.5% | +1% |
| 9 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 1.58M | $46M | 3.9% | +3% |
| 10 | GLD | SPDR GOLD TR | 110K | $40M | 3.4% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANGLEWOOD SIGNAL
AC read
Tanglewood Wealth Management, Inc. is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 44 positions.
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