Tanglewood Wealth Management
Tanglewood Wealth Management reported 48 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTI (19.8%), VEA (17.5%) and VGIT (10.7%). Compared with Q2 2026, the fund opened new positions in PYLD, SPYM and FNDF, added to VEA, VGIT and IAU, trimmed VTI, QQQ and FRDM and sold out of CSEN, AVDV and WELL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $238M | 19.8% | 636K | −11K (−2%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $211M | 17.5% | 3M | +31K (+1%) | 8 of 8 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $129M | 10.7% | 2.3M | +1.3M (+122%) | 8 of 8 | |
| 4 |  IAU Ishares Gold TR | $62M | 5.2% | 794K | +14K (+2%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $55.5M | 4.6% | 75K | −1,055 (−1%) | 8 of 8 | |
| 6 |  FNDX Schwab Fundamental U.s. Large Company ETF | $54.7M | 4.5% | 1.7M | +19K (+1%) | 8 of 8 | |
| 7 |  PYLD Pimco ETF TR | $50.9M | 4.2% | 2M | New position | 1 of 8 | |
| 8 |  FRDM Freedom 100 Emerging Markets ETF | $50.1M | 4.2% | 717K | −79K (−10%) | 8 of 8 | |
| 9 |  SCHB Schwab US Broad Market ETF | $48.7M | 4.0% | 1.7M | +84K (+5%) | 8 of 8 | |
| 10 |  SPYM Spdr Series Trust | $41.4M | 3.4% | 461K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tanglewood Wealth Management 13F FAQ
What does Tanglewood Wealth Management own?
Tanglewood Wealth Management reported 48 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTI (19.8%), VEA (17.5%) and VGIT (10.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tanglewood Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 14 added to, 14 trimmed and 3 sold out. New positions include PYLD, SPYM and FNDF. It sold all of CSEN, AVDV and WELL.
When will Tanglewood Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tanglewood Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.