Tanglewood Wealth Management, Inc. holds a concentrated book of 44 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened C&S Fut Of Energy Active ETF and trimmed Ishares 3-7 Year Treasury Bo. Their largest long position is Vanguard Total Stock MKT ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2024 would be +34% (+17.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Tanglewood Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Tanglewood Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
+5 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tanglewood Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 5 / 44 | $2.9B |
| Mirae Asset Global Investments Co., Ltd. | 26 / 44 | $272.4B |
| Marino Management, LLC | 4 / 44 | $434.3M |
| Hoffman, Alan N Investment Management | 7 / 44 | $146.5M |
| 9823 Capital, L.P. | 7 / 44 | $125.8M |
| HT Partners LLC | 15 / 44 | $298.7M |
| Stuart Investment Advisors, Inc. | 9 / 44 | $199.0M |
| Attessa Capital LLC | 13 / 44 | $176.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Tanglewood Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF TOTAL STK MKT | $239.2M | 646.4K | 20.3% | ▲+8.8% Added · +52K sh | |
| 2 | Vanguard Ftse Developed Markets ETF FTSE DEV MKT ETF | $210.5M | 2.95M | 17.9% | ▲+1.4% Added · +40K sh | |
| 3 | Ishares 3-7 Year Treasury Bond ETF 3 7 YR TREAS BD | $169.7M | 1.45M | 14.4% | ▼−9.5% Reduced · −152K sh | |
| 4 | Vanguard Intermediate-Term Treasury ETF INTER TERM TREAS | $60.5M | 1.03M | 5.1% | ▼−20% Reduced · −255K sh | |
| 5 | Ishares Gold TR ISHARES NEW | $58.9M | 780.1K | 5.0% | ▼−15% Reduced · −137K sh | |
| 6 | Freedom 100 Emerging Markets ETF FREEDOM 100 EM | $58.0M | 795.9K | 4.9% | ▲+0.6% Added · +5K sh | |
| 7 | Invesco QQQ Trust Series I UNIT SER 1 | $56.1M | 76.1K | 4.8% | ▼−0.4% Reduced · −332 sh | |
| 8 | Schwab Fundamental U.S. Large Company ETF SCHWAB FDT US LG | $53.5M | 1.72M | 4.5% | ▲+1.0% Added · +17K sh | |
| 9 | Schwab U.S. Broad Market ETF US BRD MKT ETF | $45.7M | 1.58M | 3.9% | ▲+2.8% Added · +43K sh | |
| 10 | SPDR Gold TR GOLD SHS | $40.3M | 109.5K | 3.4% | ▼−13% Reduced · −17K sh | |
| 11 | Ishares Russell 3000 ETF RUSSELL 3000 ETF | $31.8M | 74.5K | 2.7% | ▼−20% Reduced · −19K sh | |
| 12 | Cohen & Steers ETF Trust FUTURE OF ENERGY | $31.6M | 1.33M | 2.7% | ▲New New position | |
| 13 | Ishares Msci Eafe ETF MSCI EAFE ETF | $29.2M | 281.2K | 2.5% | ▲+2.5% Added · +7K sh | |
| 14 | Ishares Msci USA Quality Factor ETF MSCI USA QLT FCT | $26.4M | 120.1K | 2.2% | ▼−0.6% Reduced · −748 sh | |
| 15 | Vanguard Real Estate ETF REAL ESTATE ETF | $24.5M | 254.2K | 2.1% | ▲+13% Added · +29K sh | |
| 16 | Vanguard International Dividend Appreciation ETF INTL DVD ETF | $6.4M | 68.9K | 0.5% | ▼−0.7% Reduced · −464 sh | |
| 17 | T. Rowe Price Capital Appreciation Equity ETF CAP APPRECIATION | $6.1M | 149.1K | 0.5% | ▲+1.6% Added · +2K sh | |
| 18 | Ishares Core Msci Eafe ETF CORE MSCI EAFE | $5.2M | 54.3K | 0.4% | —Held | |
| 19 | Avantis International Small Cap Value ETF INTL SMCP VLU | $2.5M | 23.9K | 0.2% | ▲+76% Added · +10K sh | |
| 20 | Schwab Strategic TR SHT TM US TRES | $2.4M | 97.5K | 0.2% | ▲New New position | |
| 21 | Ishares Msci Eafe Growth ETF EAFE GRWTH ETF | $2.1M | 16.8K | 0.2% | ▼−11% Reduced · −2K sh | |
| 22 | State Street Technology Select Sector SPDR ETF TECHNOLOGY | $1.7M | 9.0K | 0.1% | ▲+12% Added · +936 sh | |
| 23 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.7M | 5.6K | 0.1% | ▲New New position | |
| 24 | Fpa Global Equity ETF FPA GBL EQTY ETF | $1.6M | 40.8K | 0.1% | ▼−14% Reduced · −6K sh | |
| 25 | First Eagle Overseas Equity ETF FIRST EAGLE OVER | $1.4M | 26.2K | 0.1% | ▼−92% Reduced · −285K sh | |
| 26 | State Street Real Estate Select Sector SPDR ETF STATE STREET REA | $1.2M | 27.7K | 0.1% | —Held | |
| 27 | Alphabet Inc Cap STK CL A CAP STK CL A | $932K | 2.6K | 0.1% | —Held | |
| 28 | Schwab U.S. Large-Cap ETF US LRG CAP ETF | $861K | 29.2K | 0.1% | ▼~0% Reduced · −1 sh | |
| 29 | Berkshire Hathaway Inc Del CL A CL A | $749K | 1 | 0.1% | —Held | |
| 30 | Apple Inc Com COM | $625K | 2.2K | 0.1% | —Held | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $483K | 703 | <0.1% | ▲New New position | |
| 32 | Ishares Msci Eafe Value ETF EAFE VALUE ETF | $457K | 6.0K | <0.1% | —Held | |
| 33 | Microsoft Corp Com COM | $423K | 1.1K | <0.1% | —Held | |
| 34 | Akre Focus ETF AKRE FOCUS ETF | $392K | 7.4K | <0.1% | —Held | |
| 35 | State Street SPDR S&P 500 ETF TR UNIT | $335K | 448 | <0.1% | —Held | |
| 36 | Ishares Silver TR ISHARES | $321K | 6.0K | <0.1% | —Held | |
| 37 | Ishares Russell 1000 Value ETF RUS 1000 VAL ETF | $318K | 1.3K | <0.1% | —Held | |
| 38 | Vanguard Total Bond Market ETF TOTAL BND MRKT | $271K | 3.7K | <0.1% | —Held | |
| 39 | Caterpillar Inc COM | $266K | 250 | <0.1% | ▲New New position | |
| 40 | Ishares International Select Dividend ETF INTL SEL DIV ETF | $230K | 5.5K | <0.1% | —Held | |
| 41 | Welltower Inc COM | $217K | 957 | <0.1% | ▲New New position | |
| 42 | Ishares Select Dividend ETF SELECT DIVID ETF | $211K | 1.3K | <0.1% | —Held | |
| 43 | Amazon Com Inc COM | $204K | 856 | <0.1% | ▲New New position | |
| 44 | Johnson & Johnson COM | $200K | 789 | <0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1454308/holdings"
Use Arkolith to show Tanglewood Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 44 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 38 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 35 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 39 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 40 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 36 | $888.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 34 | $868.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 36 | $867.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.