Tanglewood Wealth Management, Inc. Top Holdings and 13F Report (2025) About Tanglewood Wealth Management, Inc.Investment ActivityTanglewood Wealth Management, Inc. has $888.92 million in total holdings as of March 31, 2025.Tanglewood Wealth Management, Inc. owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 16.24% of the portfolio was purchased this quarter.About 15.72% of the portfolio was sold this quarter.This quarter, Tanglewood Wealth Management, Inc. has purchased 34 new stocks and bought additional shares in 4 stocks.Tanglewood Wealth Management, Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $129,368,808iShares 3-7 Year Treasury Bond ETF $125,305,434Vanguard FTSE Developed Markets ETF $106,574,250iShares Gold Trust $75,014,042iShares 7-10 Year Treasury Bond ETF $53,274,254 Largest New Holdings this Quarter 464286525 - iShares MSCI Global Min Vol Factor ETF $27,058,585 Holding921935409 - Vanguard U.S. Minimum Volatility ETF $25,582,849 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $401,654 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 549,653 shares (about $52.42M)Vanguard FTSE Developed Markets ETF 647,443 shares (about $32.91M)iShares MSCI Global Min Vol Factor ETF 232,522 shares (about $27.06M)Vanguard U.S. Minimum Volatility ETF 201,853 shares (about $25.58M)Alpha Architect Freedom 100 Emerging Market ETF 167,839 shares (about $5.88M) Largest Sales this Quarter Vanguard Total Stock Market ETF 182,043 shares (about $50.03M)iShares 3-7 Year Treasury Bond ETF 393,682 shares (about $46.51M)Vanguard Intermediate-Term Treasury Index ETF 178,736 shares (about $10.62M)Schwab Fundamental U.S. Large Company Index ETF 310,675 shares (about $7.34M)Invesco QQQ 12,861 shares (about $6.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTanglewood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$129,368,808$50,032,793 ▼-27.9%470,70514.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$125,305,434$46,507,665 ▼-27.1%1,060,69614.1%ETFVEAVanguard FTSE Developed Markets ETF$106,574,250$32,909,529 ▲44.7%2,096,68012.0%ETFIAUiShares Gold Trust$75,014,042$588,834 ▼-0.8%1,272,2878.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$53,274,254$52,420,406 ▲6,139.3%558,6066.0%ETFGLDSPDR Gold Shares$52,783,790$1,005,032 ▼-1.9%183,1885.9%FinanceQQQInvesco QQQ$37,626,246$6,030,797 ▼-13.8%80,2404.2%FinanceINVESTMENT MANAGERS SER TR I$33,437,444$1,246,816 ▼-3.6%1,113,4683.8%FPA GBL EQTY ETFVGITVanguard Intermediate-Term Treasury Index ETF$33,242,200$10,616,918 ▼-24.2%559,6333.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$29,128,494$7,335,039 ▼-20.1%1,233,7353.3%ETFIWViShares Russell 3000 ETF$28,590,593$2,618,636 ▼-8.4%90,0093.2%ETFACWViShares MSCI Global Min Vol Factor ETF$27,058,585$27,058,585 ▲New Holding232,5223.0%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$26,134,399$5,883,143 ▲29.1%745,5832.9%ETFVFMVVanguard U.S. Minimum Volatility ETF$25,582,849$25,582,849 ▲New Holding201,8532.9%ETFEFAiShares MSCI EAFE ETF$23,865,650$1,474,246 ▼-5.8%292,0062.7%FinanceQUALiShares MSCI USA Quality Factor ETF$21,458,657$2,627,775 ▼-10.9%125,5702.4%ETFVNQVanguard Real Estate ETF$19,338,317$1,016,948 ▼-5.0%213,5882.2%ETFSCHBSchwab US Broad Market ETF$14,531,427$1,566,395 ▼-9.7%674,9381.6%ETFVIGIVanguard International Dividend Appreciation ETF$6,854,825$1,358,060 ▼-16.5%82,6480.8%ETFIEFAiShares Core MSCI EAFE ETF$4,262,272$273,475 ▼-6.0%56,3420.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$3,968,632$75,212 ▲1.9%122,9440.4%ETFEFGiShares MSCI EAFE Growth ETF$2,064,200$4,457,100 ▼-68.3%20,6420.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,778,529$373,310 ▼-17.3%29,3190.2%ETFSPYSPDR S&P 500 ETF Trust$1,327,992$58,177 ▼-4.2%2,3740.1%FinanceXLKTechnology Select Sector SPDR Fund$1,113,134$324,587 ▼-22.6%5,3910.1%ETFBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceAAPLApple$678,9490.0%3,0560.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$645,839$14,949 ▼-2.3%29,2490.1%ETFMSFTMicrosoft$579,6020.0%1,5440.1%Computer and TechnologyGOOGLAlphabet$547,4260.0%3,5400.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$402,2660.0%7,0400.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$401,654$401,654 ▲New Holding4,8550.0%ManufacturingEFViShares MSCI EAFE Value ETF$351,9900.0%5,9720.0%ETFIYRiShares U.S. Real Estate ETF$322,8690.0%3,3720.0%ETFSCHDSchwab US Dividend Equity ETF$298,5290.0%10,6770.0%ETFSCHHSchwab U.S. REIT ETF$206,4100.0%9,5960.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$200,640 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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