Institutional Fund
Tanglewood Wealth Management, Inc.
Houston, TXCIK 14543085 filings on record
Portfolio Value
$1.21B
Q1 2026
Holdings
38
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+10.7%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.8%
- Ishares Tr15.7%
- Vanguard Tax-Managed Fds15.5%
- Ishares Gold Tr6.7%
- Ishares Tr6.4%
- Vanguard Scottsdale Fds6.3%
- Other33.7%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 594.0K | $190.57M | 15.8% | +30.2K | Added |
| 2 | Ishares Tr | 1.60M | $189.38M | 15.7% | +116.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 2.91M | $186.71M | 15.5% | −11.7K | Reduced |
| 4 | Ishares Gold Tr | 917.3K | $80.87M | 6.7% | −124.7K | Reduced |
| 5 | Ishares Tr | 932.3K | $76.98M | 6.4% | +924.9K | Added |
| 6 | Vanguard Scottsdale Fds | 1.28M | $76.27M | 6.3% | −124.4K | Reduced |
| 7 | Spdr Gold Tr | 126.2K | $54.30M | 4.5% | −17.5K | Reduced |
| 8 | Schwab Strategic Tr | 1.70M | $47.42M | 3.9% | +385.7K | Added |
| 9 | Invesco Qqq Tr | 76.5K | $44.14M | 3.7% | +4.4K | Added |
| 10 | Ea Series Trust | 790.8K | $43.22M | 3.6% | −333.4K | Reduced |
28 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio