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Tanglewood Wealth Management, Inc.

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13F filer, CIK 1454308, HOUSTON, TX

Tanglewood Wealth Management, Inc. reported $888,918,999 across 36 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-14. Its ten largest share positions make up 76.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001454308-25-000003

Period
2025-03-31
Reported value
$889M
Holdings
36
Top 10 weight
76.02%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFadded+549,653$52.4M
VEAadded+647,443$32.9M
ACWVnew+232,522$27.1M
VFMVnew+201,853$25.6M
FRDMadded+167,839$5.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-182,043-$50M
IEIreduced-393,682-$46.5M
VGITreduced-178,736-$10.6M
FNDXreduced-310,675-$7.34M
QQQreduced-12,861-$6.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001454308-25-000003, largest first. % of portfolio is the value over $888,918,999, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,472 shares; 2024Q4: 652,748 shares; 2025Q1: 470,705 shares 470,705$129M14.55%-182,043Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,189 shares; 2024Q4: 1,454,378 shares; 2025Q1: 1,060,696 shares 1,060,696$125M14.1%-393,682Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653,392 shares; 2024Q4: 1,449,237 shares; 2025Q1: 2,096,680 shares 2,096,680$107M11.99%+647,443Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224,901 shares; 2024Q4: 1,282,274 shares; 2025Q1: 1,272,287 shares 1,272,287$75M8.44%-9,987Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,953 shares; 2025Q1: 558,606 shares 558,606$53.3M5.99%+549,653Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,268 shares; 2024Q4: 186,676 shares; 2025Q1: 183,188 shares 183,188$52.8M5.94%-3,488Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,503 shares; 2024Q4: 93,101 shares; 2025Q1: 80,240 shares 80,240$37.6M4.23%-12,861Timeline
FPAGINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114,984 shares; 2024Q4: 1,154,987 shares; 2025Q1: 1,113,468 shares 1,113,468$33.4M3.76%-41,519Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,483 shares; 2024Q4: 738,369 shares; 2025Q1: 559,633 shares 559,633$33.2M3.74%-178,736Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,241 shares; 2024Q4: 1,544,410 shares; 2025Q1: 1,233,735 shares 1,233,735$29.1M3.28%-310,675Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,299 shares; 2024Q4: 98,253 shares; 2025Q1: 90,009 shares 90,009$28.6M3.22%-8,244Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 232,522 shares 232,522$27.1M3.04%newTimeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,196 shares; 2024Q4: 577,744 shares; 2025Q1: 745,583 shares 745,583$26.1M2.94%+167,839Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,853 shares 201,853$25.6M2.88%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,168 shares; 2024Q4: 310,044 shares; 2025Q1: 292,006 shares 292,006$23.9M2.68%-18,038Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,104 shares; 2024Q4: 140,947 shares; 2025Q1: 125,570 shares 125,570$21.5M2.41%-15,377Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,274 shares; 2024Q4: 224,820 shares; 2025Q1: 213,588 shares 213,588$19.3M2.18%-11,232Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,512 shares; 2024Q4: 747,692 shares; 2025Q1: 674,938 shares 674,938$14.5M1.63%-72,754Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,245 shares; 2024Q4: 99,022 shares; 2025Q1: 82,648 shares 82,648$6.85M0.77%-16,374Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,244 shares; 2024Q4: 59,957 shares; 2025Q1: 56,342 shares 56,342$4.26M0.48%-3,615Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,083 shares; 2024Q4: 120,614 shares; 2025Q1: 122,944 shares 122,944$3.97M0.45%+2,330Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,461 shares; 2024Q4: 65,213 shares; 2025Q1: 20,642 shares 20,642$2.06M0.23%-44,571Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 35,473 shares; 2025Q1: 29,319 shares 29,319$1.78M0.2%-6,154Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,374 shares 2,374$1.33M0.15%-104Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 6,963 shares; 2025Q1: 5,391 shares 5,391$1.11M0.13%-1,572Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1$798K0.09%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares 3,056$679K0.08%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 29,926 shares; 2025Q1: 29,249 shares 29,249$646K0.07%-677Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares 1,544$580K0.07%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares 3,540$547K0.06%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares 7,040$402K0.05%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,855 shares 4,855$402K0.05%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,972 shares; 2025Q1: 5,972 shares 5,972$352K0.04%0Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares 3,372$323K0.04%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 10,677 shares; 2025Q1: 10,677 shares 10,677$299K0.03%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 9,596 shares; 2025Q1: 9,596 shares 9,596$206K0.02%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SGOVISHARES TR2,000$201Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001454308-25-000003 base2025-04-14acceptance time not in the bulk data set