Tanglewood Wealth Management, Inc.
CIK: 1454308SEC EDGAR →
Portfolio Value
$754.2B
Holdings
48
As of
Q3 2026
New Positions
47
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,984,492 | $210.7B | 27.94% |
| 2 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2,281,247 | $129.3B | 17.14% |
| 3 | ISHARES GOLD TR | 793,653 | $62.0B | 8.22% |
| 4 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,738,525 | $54.7B | 7.25% |
| 5 | PIMCO ETF TR | 2,005,427 | $50.9B | 6.75% |
| 6 | FREEDOM 100 EMERGING MARKETS ETF | 716,598 | $50.1B | 6.65% |
| 7 | SCHWAB U.S. BROAD MARKET ETF | 1,661,152 | $48.7B | 6.46% |
| 8 | SPDR SERIES TRUST | 460,677 | $41.4B | 5.48% |
| 9 | VANGUARD REAL ESTATE ETF | 348,240 | $31.2B | 4.14% |
| 10 | SCHWAB STRATEGIC TR | 444,413 | $23.9B | 3.17% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $686.3B | 91.0% |
| Unknown | 7 | $67.6B | 9.0% |
| Technology | 3 | $328.5M | 0.0% |
| Communication Services | 1 | $929K | 0.0% |
| Consumer Cyclical | 1 | $233K | 0.0% |
| Healthcare | 1 | $209K | 0.0% |
| Industrials | 1 | $203K | 0.0% |