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Tanglewood Wealth Management, Inc.

CIK 1454308

13F filing for Q2 2026・No. 2,314

Holdings
US$1.18B
Quarter change
−US$31.61M
Entries
44
Net bought (estimate)
−US$113.79M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 8
  • Sold out 2
  • Cut 12
  • Added 10
  • Corporate actions 0
  • Unchanged 14

Largest holdings

44 stocks worth US$1.18B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD TOTAL STOCK MARKET ETFTOTAL STK MKTAddedUS$239.21M20.35%
VANGUARD FTSE DEVELOPED MARKETS ETFFTSE DEV MKT ETFAddedUS$210.45M17.90%
ISHARES 3-7 YEAR TREASURY BOND ETF3 7 YR TREAS BDCutUS$169.75M14.44%
VANGUARD INTERMEDIATE-TERM TREASURY ETFINTER TERM TREASCutUS$60.53M5.15%
ISHARES GOLD TRISHARES NEWCutUS$58.91M5.01%
FREEDOM 100 EMERGING MARKETS ETFFREEDOM 100 EMAddedUS$58.02M4.93%
QQQInvesco QQQUNIT SER 1CutUS$56.07M4.77%
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSCHWAB FDT US LGAddedUS$53.48M4.55%
SCHWAB U.S. BROAD MARKET ETFUS BRD MKT ETFAddedUS$45.68M3.89%
GLDSPDR GOLD TRGOLD SHSCutUS$40.34M3.43%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.