§ 13F · FUND PROFILE
Tanglewood Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 39Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 594K | $191M | 15.8% | +5% |
| 2 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1.60M | $189M | 15.7% | +8% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.91M | $187M | 15.5% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 917K | $81M | 6.7% | −12% |
| 5 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 932K | $77M | 6.4% | +12543% |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1.28M | $76M | 6.3% | −9% |
| 7 | GLD | SPDR GOLD TR | 126K | $54M | 4.5% | −12% |
| 8 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.70M | $47M | 3.9% | +29% |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | 76K | $44M | 3.7% | +6% |
| 10 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 791K | $43M | 3.6% | −30% |
§ 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 $1.1 billion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed