Tanglewood Wealth Management, Inc.
Annual return '25
+21.3%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$1.2B
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: New position (5.9k shares)
15.8%
02
$IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
Held since at least Q1 2024
15.7%
03
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
15.5%
04
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
6.7%
05
$SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
Held since at least Q1 2024
6.4%
06
$VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
Held since at least Q1 2024
6.3%
07
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
4.5%
08
$FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Held since at least Q1 2024
3.9%
09
$NDQ
INVESCO QQQ TRUST SERIES I
Q1 2026: New position (2.8k shares)
3.7%
10
$FRDM
FREEDOM 100 EMERGING MARKETS ETF
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.