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Tanglewood Wealth Management, Inc.

Q2 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    44

  • Value ($000)

    $1,175,728

  • Date Filed
    07/27/2026
  • Form type
    13F-HR
  • CIK
    0001454308
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

TOTAL STK MKT
922908769
$239.21M
20 %

646,444

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

FTSE DEV MKT ETF
921943858
$210.45M
18 %

2,953,730

I
IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

3 7 YR TREAS BD
464288661
$169.75M
14 %

1,445,259

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VANGUARD INTERMEDIATE-TERM TREASURY ETF

INTER TERM TREAS
92206C706
$60.53M
5 %

1,026,225

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$58.91M
5 %

780,110

F
FRDM

FREEDOM 100 EMERGING MARKETS ETF

FREEDOM 100 EM
02072L607
$58.02M
5 %

795,880

N
NDQ

INVESCO QQQ TRUST SERIES I

UNIT SER 1
46090E103
$56.07M
5 %

76,145

F
FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

SCHWAB FDT US LG
808524771
$53.48M
5 %

1,719,646

S
SCHB

SCHWAB U.S. BROAD MARKET ETF

US BRD MKT ETF
808524102
$45.68M
4 %

1,577,486

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$40.34M
3 %

109,503

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