Tanglewood Wealth Management, Inc. reported 10 positions worth $107.06M for the quarter ended Sep 30, 2026, up 3.8% on the prior quarter. It opened 0 new positions, added to 5, trimmed 1 and exited 1. Its largest holding is Ishares Gold Trust at 57.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WELL Welltower Inc. | -957 | $217.21K | 0.211% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 793.7K | $61.98M | 57.9% | +13.5K | +1.7% | Added | 0.1% |
| 2 | GLD Spdr Gold Trust | Financial Services | 107.7K | $41.00M | 38.3% | -1,846 | -1.7% | Reduced | 0.03% |
| 3 | GOOGL Alphabet Inc. | Technology | 2,699 | $928.67K | 0.867% | +92 | +3.5% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 2,284 | $760.62K | 0.71% | +124 | +5.7% | Added | 0% |
| 5 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $747.01K | 0.698% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,304 | $668.82K | 0.625% | +170 | +15.0% | Added | 0% |
| 7 | SLV iShares Silver Trust | Others | 6,000 | $327.06K | 0.305% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 936 | $233.20K | 0.218% | +80 | +9.3% | Added | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 789 | $208.88K | 0.195% | 0 | 0.0% | Unchanged | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 250 | $202.70K | 0.189% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Tanglewood Wealth Management.
As of its Q3 2026 13F filing, Tanglewood Wealth Management, Inc.’s five largest positions were Ishares Gold Trust (IAU) at 57.9%, Spdr Gold Trust (GLD) at 38.3%, Alphabet Inc. (GOOGL) at 0.9%, Apple Inc. (AAPL) at 0.7%, Berkshire Hathaway Inc (BRK-A) at 0.7% of the reported portfolio.
Tanglewood Wealth Management, Inc. reported a 13F portfolio worth $107.06M across 10 positions for Q3 2026. That is up 3.8% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($1.06M), Microsoft Corp ($87.19K), Apple Inc. ($41.29K). It opened 0 new positions.
Its largest sales by value were Spdr Gold Trust ($703.03K), Welltower Inc. ($217.21K). It exited 1 positions entirely.
From the Form 13F-HR reports Tanglewood Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.