ETF Holders

Tanglewood Wealth Management, Inc. ETF holdings

Houston, TX

Reported $1.2B in 36 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.2B
ETFs held
36
Change from prior quarter
-2.7%
With price moves
ETFs as a share of its 13F
99.7%
of $1.2B

Top 10 of 36 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$239.2M646,444+52,414 shares
VEAVanguard FTSE Developed Markets ETF$210.5M2,953,730+40,094 shares
IEIiShares 3-7 Year Treasury Bond ETF$169.7M1,445,259−151,563 shares
VGITVanguard Intermediate-Term Treasury ETF$60.5M1,026,225−254,515 shares
IAUiShares Gold Trust$58.9M780,110−137,178 shares
FRDMFreedom 100 Emerging Markets ETF$58.0M795,880+5,084 shares
QQQInvesco QQQ Trust$56.1M76,145−332 shares
FNDXSchwab Fundamental U.S. Large Company ETF$53.5M1,719,646+17,092 shares
SCHBSchwab U.S. Broad Market ETF$45.7M1,577,486+42,595 shares
GLDSPDR Gold Shares$40.3M109,503−16,684 shares
26 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001454308. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Tanglewood Wealth Management, Inc. own?

Tanglewood Wealth Management, Inc. reported 36 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was VTI, at $239.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.