Tanglewood Wealth Management, Inc. holds a concentrated book of 44 stocks worth $1.2B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Cohen & Steers ETF Trust and trimmed Ishares 3-7 Year Treasury Bo. Their largest long position is Vanguard Total Stock MKT ETF at 20% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Tanglewood Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Tanglewood Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 58 / 44 | $76.4B |
| LPL Financial LLC | 58 / 44 | $70.1B |
| OSAIC HOLDINGS, INC. | 58 / 44 | $13.3B |
| IFP Advisors, Inc | 58 / 44 | $989.4M |
| MORGAN STANLEY | 57 / 44 | $336.5B |
| WELLS FARGO & COMPANY/MN | 57 / 44 | $102.2B |
| UBS Group AG | 57 / 44 | $89.0B |
| ROYAL BANK OF CANADA | 57 / 44 | $81.7B |
Ranked by how many of Tanglewood Wealth Management, Inc.'s top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▲New New position | |
| 32 | Ishares Msci Eafe Value ETF EAFE VALUE ETF | $457K | 6.0K | 0.0% | —Held | |
| 33 | Microsoft Corp Com COM | $423K | 1.1K | 0.0% | —Held | |
| 34 | Akre Focus ETF AKRE FOCUS ETF | $392K | 7.4K | 0.0% | —Held | |
| 35 | State Street SPDR S&P 500 ETF TR UNIT | $335K | 448 | 0.0% | —Held | |
| 36 | Ishares Silver TR ISHARES | $321K | 6.0K | 0.0% | —Held | |
| 37 | Ishares Russell 1000 Value ETF RUS 1000 VAL ETF | $318K | 1.3K | 0.0% | —Held | |
| 38 | Vanguard Total Bond Market ETF TOTAL BND MRKT | $271K | 3.7K | 0.0% | —Held | |
| 39 | Caterpillar Inc COM | $266K | 250 | 0.0% | ▲New New position | |
| 40 | Ishares International Select Dividend ETF INTL SEL DIV ETF | $230K | 5.5K | 0.0% | —Held | |
| 41 | Welltower Inc COM | $217K | 957 | 0.0% | ▲New New position | |
| 42 | Ishares Select Dividend ETF SELECT DIVID ETF | $211K | 1.3K | 0.0% | —Held | |
| 43 | Amazon Com Inc COM | $204K | 856 | 0.0% | ▲New New position | |
| 44 | Johnson & Johnson COM | $200K | 789 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 44 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 38 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 35 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 39 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 40 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 36 | $888.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 34 | $868.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 36 | $867.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.