Tanglewood Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Tanglewood Wealth Management, Inc. held in its portfolio 35 assets valued at $1,090,671,190 (i.e. $1.09B).

The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ETF ($189.03M), VANGUARD FTSE DEVELOPED MARKETS ETF ($182.75M), and ISHARES 3-7 YEAR TREASURY BOND ETF ($176.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Tanglewood Wealth Management, Inc. Portfolio

VANGUARD TOTAL STOCK MARKET ETF

VANGUARD FTSE DEVELOPED MARKETS ETF

ISHARES 3-7 YEAR TREASURY BOND ETF

ISHARES GOLD TRUST

VANGUARD INTERMEDIATE-TERM TREASURY ETF

FREEDOM 100 EMERGING MARKETS ETF

SPDR GOLD SHARES

INVESCO QQQ TRUST SERIES I

FPA GLOBAL EQUITY ETF

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

Tanglewood Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD TOTAL STOCK MARKET ETF	563822	189032919	TOTAL STK MKT
VANGUARD FTSE DEVELOPED MARKETS ETF	2925381	182748611	FTSE DEV MKT ETF
ISHARES 3-7 YEAR TREASURY BOND ETF	1480366	176681783	3 7 YR TREAS BD
ISHARES GOLD TRUST	1042001	84579221	ISHARES NEW
VANGUARD INTERMEDIATE-TERM TREASURY ETF	1405143	84210220	INTER TERM TREAS
FREEDOM 100 EMERGING MARKETS ETF	1124159	57635654	FREEDOM 100 EM
SPDR GOLD SHARES	143657	56932706	GOLD SHS
INVESCO QQQ TRUST SERIES I	72067	44272011	UNIT SER 1
FPA GLOBAL EQUITY ETF	1085742	40281050	FPA GBL EQTY ETF
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	1316823	35830768	SCHWAB FDT US LG
ISHARES RUSSELL 3000 ETF	74744	28914827	RUSSELL 3000 ETF
ISHARES MSCI EAFE ETF	282825	27159685	MSCI EAFE ETF
ISHARES MSCI USA QUALITY FACTOR ETF	121624	24156959	MSCI USA QLT FCT
SCHWAB U.S. BROAD MARKET ETF	805302	21123082	US BRD MKT ETF
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	78446	7173887	INTL DVD ETF
PROFESIONALLY MANAGED PORTFO	90612	5935992	AKRE FOCUS ETF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	139779	5342389	CAP APPRECIATION
ISHARES CORE MSCI EAFE ETF	55764	4988647	CORE MSCI EAFE
ISHARES MSCI EAFE GROWTH ETF	20372	2320778	EAFE GRWTH ETF
FIRST EAGLE OVERSEAS EQUITY ETF	41168	1990914	FIRST EAGLE OVER
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	8465	1218706	TECHNOLOGY
SPDR S&P 500 ETF TRUST	1784	1216545	TR UNIT
ALPHABET INC CAP STK CL A	3372	1055436	CAP STK CL A
SCHWAB U.S. LARGE-CAP ETF	29249	787117	US LRG CAP ETF
BERKSHIRE HATHAWAY INC DEL CL A	1	754800	CL A
APPLE INC COM	2731	742450	COM
MICROSOFT CORP COM	1506	728332	COM
ISHARES 1-3 YEAR TREASURY BOND ETF	7374	610715	1 3 YR TREAS BD
ISHARES MSCI EAFE VALUE ETF	5972	426461	EAFE VALUE ETF
JPMORGAN EQUITY PREMIUM INCOME ETF	7040	402970	EQUITY PREMIUM
VANGUARD REAL ESTATE ETF	3999	353872	REAL ESTATE ETF
SCHWAB US DIVIDEND EQUITY ETF	10677	292870	US DIVIDEND EQ
ISHARES RUSSELL 1000 VALUE ETF	1313	276176	RUS 1000 VAL ETF
VANGUARD BD INDEX FDS	3695	273689	TOTAL BND MRKT
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	5550	218948	INTL SEL DIV ETF