StockDriftsStockDriftsTop 43 Tanglewood Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 20.35% | 646.4K | $239.2M | +8.82%(+52.41K) | $220.50(+73.86%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 17.9% | 2.95M | $210.5M | +1.38%(+40.09K) | $49.52(+49.47%) | 2026-06-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 14.44% | 1.45M | $169.7M | -9.49%(-151.56K) | $119.11(-2.09%) | 2026-06-30 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 5.15% | 1.03M | $60.5M | -19.87%(-254.51K) | $59.17(-1.33%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.01% | 780.1K | $58.9M | -14.95%(-137.18K) | $36.44(+127.77%) | 2026-06-30 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 4.93% | 795.9K | $58.0M | +0.64%(+5.08K) | $34.66(+97.40%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.77% | 76.1K | $56.1M | -0.43%(-332) | $359.94(+103.51%) | 2026-06-30 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 4.55% | 1.72M | $53.5M | +1.00%(+17.09K) | $20.43(+59.27%) | 2026-06-30 | |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 3.89% | 1.58M | $45.7M | +2.78%(+42.59K) | $21.12(+42.11%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.43% | 109.5K | $40.3M | -13.22%(-16.68K) | $174.95(+131.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.46% | +49.95% | +7.20% | +41.54% |
| Top 20 Holdings Unweighted | +14.77% | +51.19% | +7.82% | +45.73% |
Tanglewood Wealth Management, Inc. reports $1.18B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VTI (20.4%), VEA (17.9%) and IEI (14.4%). The top 20 holdings account for 96.03% of reported assets. Its disclosed equity book has returned +49.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tanglewood Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1454308). View Tanglewood Wealth Management, Inc.’s 13F filings on SEC