Tanglewood Wealth Management, Inc. Portfolio Holdings

Tanglewood Wealth Management, Inc.

  • $829 Million
  • Q4 2024

Tanglewood Wealth Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $829 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $189M, Ishares Barclays 3 7 Yr Treas with a value of $168M, Vanguard Ftse Developed Market with a value of $69.3M, Ishares Gold Trust with a value of $63.5M, and Invesco Qqq Trust, Series 1 with a value of $47.6M.

Examining the 13F form we can see an decrease of $825K in the current position value, from $830M to 829M.

Below you can find more details about Tanglewood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $829 Million
ETFs: $826 Million
Technology: $1.42 Million
Financial Services: $680,000
Communication Services: $670,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$189 Million 22.82% of portfolio
652,748
Q4 2024 Reduced 2.06%
$0
$168 Million 20.27% of portfolio
1,454,378
Q4 2024 Added 32.8%
$0
$69.3 Million 8.36% of portfolio
1,449,237
Q4 2024 Reduced 12.35%
$44.8B
$63.5 Million 7.66% of portfolio
1,282,274
Q4 2024 Added 4.68%
$0
$47.6 Million 5.74% of portfolio
93,101
Q4 2024 Added 17.1%
$89.2B
$45.2 Million 5.45% of portfolio
186,676
Q4 2024 Reduced 0.32%
$0
$42.8 Million 5.17% of portfolio
738,369
Q4 2024 Reduced 2.01%
$0
$36.6 Million 4.41% of portfolio
1,544,410
Q4 2024 Added 162.55%
$0
$32.8 Million 3.96% of portfolio
98,253
Q4 2024 Reduced 0.05%
$0
$25.1 Million 3.03% of portfolio
140,947
Q4 2024 Reduced 1.51%
$0
$23.4 Million 2.83% of portfolio
310,044
Q4 2024 Reduced 6.66%
$0
$20 Million 2.42% of portfolio
224,820
Q4 2024 Added 48.62%
$0
$18.9 Million 2.28% of portfolio
577,744
Q4 2024 Reduced 34.44%
$0
$17 Million 2.05% of portfolio
747,692
Q4 2024 Added 200.87%
$0
$7.92 Million 0.96% of portfolio
99,022
Q4 2024 Reduced 1.22%
$0
$6.31 Million 0.76% of portfolio
65,213
Q4 2024 Reduced 1.88%
$0
$2.04 Million 0.25% of portfolio
35,473
Q4 2024 Added 0.04%
$0
$1.62 Million 0.2% of portfolio
6,963
Q4 2024 Added 64.8%
$0
$1.45 Million 0.18% of portfolio
2,478
Q3 2024 New
$0
$827,000 0.1% of portfolio
8,953
Q4 2024 New
$0
$693,000 0.08% of portfolio
29,926
Q4 2024 Added 199.98%
$0
$405,000 0.05% of portfolio
7,040
Q4 2023 New
$0
$291,000 0.04% of portfolio
10,677
Q4 2024 Added 200.0%
$0
$313,000 0.04% of portfolio
3,372
Q4 2024 Added 7.97%
$0
$313,000 0.04% of portfolio
5,972
Q4 2024 Reduced 0.32%
$0
$202,000 0.02% of portfolio
9,596
Q4 2024 Reduced 3.89%
$0
$200,000 0.02% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $829 Million
  • Prior Value $830 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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