Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tanglewood Wealth Management, Inc. (CIK 1454308) reported $1.21B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($190.6M, 15.78%), IEI ($189.4M, 15.69%), VEA ($186.7M, 15.46%), IAU ($80.9M, 6.70%), SHY ($77.0M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $190.6M | 15.78% | 594,030 | Added |
| 2 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $189.4M | 15.69% | 1.6M | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $186.7M | 15.46% | 2.9M | Trimmed |
| 4 | IAU | ISHARES GOLD TR | $80.9M | 6.70% | 917,288 | Trimmed |
| 5 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $77.0M | 6.38% | 932,323 | Added |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $76.3M | 6.32% | 1.3M | Trimmed |
| 7 | GLD | SPDR GOLD TR | $54.3M | 4.50% | 126,187 | Trimmed |
| 8 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $47.4M | 3.93% | 1.7M | Added |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | $44.1M | 3.66% | 76,477 | Added |
| 10 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $43.2M | 3.58% | 790,796 | Trimmed |
| 11 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $38.5M | 3.19% | 1.5M | Added |
| 12 | IWV | ISHARES RUSSELL 3000 ETF | $34.6M | 2.87% | 93,323 | Added |
| 13 | QLTY | GMO ETF TRUST | $29.5M | 2.44% | 815,764 | New |
| 14 | EFA | ISHARES MSCI EAFE ETF | $26.6M | 2.21% | 274,240 | Trimmed |
| 15 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $23.2M | 1.92% | 120,887 | Trimmed |
| 16 | VNQ | VANGUARD REAL ESTATE ETF | $20.0M | 1.66% | 225,487 | Added |
| 17 | FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $15.7M | 1.30% | 310,761 | Added |
| 18 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6.1M | 0.51% | 69,322 | Trimmed |
| 19 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $5.2M | 0.43% | 146,668 | Added |
| 20 | IEFA | ISHARES CORE MSCI EAFE ETF | $4.9M | 0.41% | 54,279 | Trimmed |
| 21 | EFG | ISHARES MSCI EAFE GROWTH ETF | $2.1M | 0.17% | 18,883 | Trimmed |
| 22 | FPAG | FPA GLOBAL EQUITY ETF | $1.7M | 0.14% | 47,179 | Trimmed |
| 23 | AVDV | AMERICAN CENTY ETF TR | $1.4M | 0.11% | 13,602 | New |
| 24 | XLRE | SELECT SECTOR SPDR TR | $1.1M | 0.09% | 27,682 | New |
| 25 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.1M | 0.09% | 8,063 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31