account_balance
Investment manager · 13F filer · SEC CIK 1454308
Tanglewood Wealth Management, Inc.
Reported value$1.2Bas of Sep 30, 2026
Positions48 7 new, 3 sold out
Top 10 weight78.1%VTI alone is 20%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Total Stock Market ETF
19.8%
VEAVanguard Ftse Developed Markets ETF
17.5%
VGITVanguard Intermediate-Term Treasury ETF
10.7%Added +122%
IAUiShares Gold Trust
5.1%
QQQInvesco QQQ Trust Series I
4.6%
FNDXSchwab Fundamental U.S. Large Company ETF
4.5%
PYLDPimco ETF Tr
4.2%New
FRDMFreedom 100 Emerging Markets ETF
4.2%Trimmed −10%
SCHBSchwab U.S. Broad Market ETF
4.0%Added +5%
SPYMSPDR Series Trust
3.4%New
GLDSPDR Gold Trust
3.4%
VNQVanguard Real Estate ETF
2.6%+37%
VTIVanguard Total Stock Market ETF
19.8%
VEAVanguard Ftse Developed Markets ETF
17.5%
VGITVanguard Intermediate-Term Treasury ETF
10.7%+122%
QQQ4.6%
FNDX4.5%
PYLDPimco ETF Tr
4.2%
FRDMFreedom 100 Emerging Markets ETF
4.2%
SCHB4.0%
SPYM
GLD3.4%VNQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Total Stock Market ETF 19.8% Held
VEA Vanguard Ftse Developed Markets ETF 17.5% Held
VGIT Vanguard Intermediate-Term Treasury ETF 10.7% Added +122%
IAU iShares Gold Trust 5.1% HeldQQQ Invesco QQQ Trust Series I 4.6% Held
FNDX Schwab Fundamental U.S. Large Company ETF 4.5% Held
PYLD Pimco ETF Tr 4.2% New
FRDM Freedom 100 Emerging Markets ETF 4.2% Trimmed −10%
SCHB Schwab U.S. Broad Market ETF 4.0% Added +5%
SPYM SPDR Series Trust 3.4% New
GLD SPDR Gold Trust 3.4% HeldVNQ Vanguard Real Estate ETF 2.6% Added +37%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- PYLD $50.9M
- SPYM $41.4M
- FNDF $23.9M
- IVV $14.2M
arrow_upwardAdded
- XLRE +1309%
- VGIT +122%
- VNQ +37%
- SCHB +5%
arrow_downwardTrimmed
- IEI −94%
- IWV −24%
- FRDM −10%
- TCAF −4%
remove_circleSold out
- CSEN $31.6M
- AVDV $2.46M
- WELL $217K
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