The Analysis of Tanglewood Wealth Management, Inc.'s Holdings


Currently, Tanglewood Wealth Management, Inc. holds 39 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VGIT (+22.2K shares, valued at $1.3M), FRDM (+8.3K shares, valued at $366.0K), VEA (+5.2K shares, valued at $310.1K); decreased their positions in VTI (-6.5K shares, valued at $2.1M), IEI (-9.6K shares, valued at $1.1M), FPAG (-24.9K shares, valued at $893.7K); initiated new positions in SO (+2.3K shares, valued at $220.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS558.9K shares-1.15%2025-09-302025-10-30history
VEA VANGUARD TAX-MANAGED INTL FD2.7M shares0.19%2025-09-302025-10-30history
IEI ISHARES TR1.0M shares-0.91%2025-09-302025-10-30history
IAU ISHARES GOLD TR1.2M shares-0.04%2025-09-302025-10-30history
VGIT VANGUARD SCOTTSDALE FDS1.4M shares1.64%2025-09-302025-10-30history
GLD SPDR GOLD TR166.1K shares-0.36%2025-09-302025-10-30history
IEF ISHARES TR567.0K shares0.32%2025-09-302025-10-30history
FRDM EA SERIES TRUST1.1M shares0.75%2025-09-302025-10-30history
Sponsored
QQQ INVESCO QQQ TR79.2K shares-0.68%2025-09-302025-10-30history
FPAG INVESTMENT MANAGERS SER TR I1.1M shares-2.27%2025-09-302025-10-30history
FNDX SCHWAB STRATEGIC TR1.2M shares-0.22%2025-09-302025-10-30history
IWV ISHARES TR75.2K shares-0.37%2025-09-302025-10-30history
EFA ISHARES TR290.8K shares-0.06%2025-09-302025-10-30history
QUAL ISHARES TR124.5K shares-0.61%2025-09-302025-10-30history
SCHB SCHWAB STRATEGIC TR921.4K shares-0.09%2025-09-302025-10-30history
VNQ VANGUARD INDEX FDS203.1K shares0.76%2025-09-302025-10-30history
Sponsored
VIGI VANGUARD WHITEHALL FDS81.3K shares-1.09%2025-09-302025-10-30history
TCAF T ROWE PRICE ETF INC132.2K shares3.58%2025-09-302025-10-30history
IEFA ISHARES TR56.0K shares-0.04%2025-09-302025-10-30history
EFG ISHARES TR20.6K shares0.00%2025-09-302025-10-30history
FEOE RBB FUND TRUST49.2K shares6.79%2025-09-302025-10-30history
XLK SELECT SECTOR SPDR TR5.9K shares4.66%2025-09-302025-10-30history
SPY SPDR S&P 500 ETF TR2.4K shares0.00%2025-09-302025-10-30history
GOOGL ALPHABET INC3.5K shares0.00%2025-09-302025-10-30history
Sponsored
XLRE SELECT SECTOR SPDR TR19.1K shares32.53%2025-09-302025-10-30history
MSFT MICROSOFT CORP1.5K shares0.00%2025-09-302025-10-30history
SCHX SCHWAB STRATEGIC TR29.3K shares0.00%2025-09-302025-10-30history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-30history
AAPL APPLE INC2.7K shares0.00%2025-09-302025-10-30history
SCHH SCHWAB STRATEGIC TR28.5K shares0.00%2025-09-302025-10-30history
ACWV ISHARES INC5.1K shares-1.19%2025-09-302025-10-30history
EFV ISHARES TR6.0K shares0.00%2025-09-302025-10-30history
Sponsored
SHY ISHARES TR4.9K shares0.00%2025-09-302025-10-30history
JEPI J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2025-09-302025-10-30history
IYR ISHARES TR3.3K shares-0.83%2025-09-302025-10-30history
SCHD SCHWAB STRATEGIC TR10.7K shares0.00%2025-09-302025-10-30history
SO SOUTHERN CO2.3K sharesnew addition2025-09-302025-10-30history
IWD ISHARES TR1.1K shares0.00%2025-09-302025-10-30history
IDV ISHARES TR5.5K shares-12.64%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available