Tanglewood Wealth Management, Inc.
•CIK: 1454308•Filing: Q4 2025
**Tanglewood Wealth Management, Inc.** manages $1.1B across a diversified portfolio of 35 positions. The strategy exhibits a significant allocation to broad market exposure, notably holding VTI at $189.0M and VEA at $182.7M. Further diversification is evident through substantial positions in fixed income (IEI at $176.7M) and commodities (IAU* at $84.6M). The top holdings suggest a core mandate spanning US equities, international developed markets, and defensive asset classes.
Total AUM
$1.1B
QoQ Performance
+1.4%
Positions
35
Top 10 Concentration
87.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VEA
IEI
IAU*
VGIT
FRDM
GQ9
VTI17.3%
VEA16.8%
IEI16.2%
IAU*7.8%
VGIT7.7%
FRDM5.3%
GQ95.2%
NDQ4.1%
📈 Biggest Buys
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+41.5%
16.2% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+6.6%
16.8% of portfolio
AKRE
PROFESIONALLY MANAGED PORTFO
NEW
0.5% of portfolio
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+7.6%
3.3% of portfolio
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+2.6%
7.7% of portfolio
📉 Biggest Sells
Sector Breakdown
Other99.6%
Technology0.2%
ETF0.1%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW2 new positions
↑11 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023