Tanglewood Wealth Management, Inc.

Est. AUM

$1.21B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$190.6M	594030	15.78%	SOLE
2	ISHARES 3-7 YEAR TREASURY BOND ETF	3 7 YR TREAS BD	$189.4M	1596822	15.69%	SOLE
3	VANGUARD FTSE DEVELOPED MARKETS ETF	FTSE DEV MKT ETF	$186.7M	2913636	15.46%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$80.9M	917288	6.70%	SOLE
5	ISHARES 1-3 YEAR TREASURY BOND ETF	1 3 YR TREAS BD	$77.0M	932323	6.38%	SOLE
6	VANGUARD INTERMEDIATE-TERM TREASURY ETF	INTER TERM TREAS	$76.3M	1280740	6.32%	SOLE
7	SPDR GOLD TR	GOLD SHS	$54.3M	126187	4.50%	SOLE
8	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SCHWAB FDT US LG	$47.4M	1702554	3.93%	SOLE
9	INVESCO QQQ TRUST SERIES I	UNIT SER 1	$44.1M	76477	3.66%	SOLE
10	FREEDOM 100 EMERGING MARKETS ETF	FREEDOM 100 EM	$43.2M	790796	3.58%	SOLE
11	SCHWAB U.S. BROAD MARKET ETF	US BRD MKT ETF	$38.5M	1534891	3.19%	SOLE
12	ISHARES RUSSELL 3000 ETF	RUSSELL 3000 ETF	$34.6M	93323	2.87%	SOLE
13	GMO ETF TRUST	GMO US QUALITY E	$29.5M	815764	2.44%	SOLE
14	ISHARES MSCI EAFE ETF	MSCI EAFE ETF	$26.6M	274240	2.21%	SOLE
15	ISHARES MSCI USA QUALITY FACTOR ETF	MSCI USA QLT FCT	$23.2M	120887	1.92%	SOLE
16	VANGUARD REAL ESTATE ETF	REAL ESTATE ETF	$20.0M	225487	1.66%	SOLE
17	FIRST EAGLE OVERSEAS EQUITY ETF	FIRST EAGLE OVER	$15.7M	310761	1.30%	SOLE
18	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	INTL DVD ETF	$6.1M	69322	0.51%	SOLE
19	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	CAP APPRECIATION	$5.2M	146668	0.43%	SOLE
20	ISHARES CORE MSCI EAFE ETF	CORE MSCI EAFE	$4.9M	54279	0.41%	SOLE
21	ISHARES MSCI EAFE GROWTH ETF	EAFE GRWTH ETF	$2.1M	18883	0.17%	SOLE
22	FPA GLOBAL EQUITY ETF	FPA GBL EQTY ETF	$1.7M	47179	0.14%	SOLE
23	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.4M	13602	0.11%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET REA	$1.1M	27682	0.09%	SOLE
25	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	TECHNOLOGY	$1.1M	8063	0.09%	SOLE
26	ALPHABET INC CAP STK CL A	CAP STK CL A	$750K	2607	0.06%	SOLE
27	SCHWAB U.S. LARGE-CAP ETF	US LRG CAP ETF	$750K	29250	0.06%	SOLE
28	BERKSHIRE HATHAWAY INC DEL CL A	CL A	$718K	1	0.06%	SOLE
29	APPLE INC COM	COM	$548K	2160	0.05%	SOLE
30	ISHARES MSCI EAFE VALUE ETF	EAFE VALUE ETF	$444K	5972	0.04%	SOLE
31	MICROSOFT CORP COM	COM	$420K	1134	0.03%	SOLE
32	ISHARES SILVER TR	ISHARES	$409K	6000	0.03%	SOLE
33	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$389K	7364	0.03%	SOLE
34	SPDR S&P 500 ETF TRUST	TR UNIT	$291K	448	0.02%	SOLE
35	ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$281K	1313	0.02%	SOLE
36	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$272K	3695	0.02%	SOLE
37	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	INTL SEL DIV ETF	$236K	5550	0.02%	SOLE
38	ISHARES TR	SELECT DIVID ETF	$204K	1347	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.