Tanglewood Wealth Management, Inc.
13F filer · CIK 0001454308Reported Jul 27, 2026
Net seller this quarter
13F portfolio value$1.18BU.S. long equity reported on 13F
Positions144 new · 1 closed
Net flow last quarter-$49.4MBuys minus sells
Top 10 positions weight18.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 27, 202614 positions | |||||
| $58.9M | 5.01% | 0.09% | -15.0% | Q4 2013 | |
| $58M | 4.93% | Not reported | +0.6% | Q3 2023 | |
| $56.1M | 4.77% | Not reported | -0.4% | Q2 2021 | |
| $40.3M | 3.43% | 0.03% | -13.2% | Q2 2013 | |
| $932K | 0.08% | 0.00% | Not reported | Q3 2021 | |
| $749K | 0.06% | Not reported | Not reported | Q2 2024 | |
| $625K | 0.05% | 0.00% | Not reported | Q4 2021 | |
| $423K | 0.04% | 0.00% | Not reported | Q4 2020 | |
| $335K | 0.03% | Not reported | Not reported | Q4 2015 | |
| $321K | 0.03% | 0.00% | Not reported | Q1 2026 | |
| $266K | 0.02% | 0.00% | New | Q2 2026 | |
| $217K | 0.02% | 0.00% | New | Q2 2026 | |
| $204K | 0.02% | 0.00% | New | Q2 2026 | |
| $200K | 0.02% | 0.00% | New | Q2 2026 | |
| Q1 2026Reported Apr 21, 202611 positions | |||||
| $80.9M | 6.70% | 0.11% | -12.0% | Q4 2013 | |
| $54.3M | 4.50% | 0.03% | -12.2% | Q2 2013 | |
| $44.1M | 3.66% | Not reported | +6.1% | Q2 2021 | |
| $43.2M | 3.58% | Not reported | -29.7% | Q3 2023 | |
| $29.5M | 2.44% | 2.90% | New | Q1 2026 | |
| $750K | 0.06% | 0.00% | -22.7% | Q3 2021 | |
| $718K | 0.06% | Not reported | Not reported | Q2 2024 | |
| $548K | 0.05% | 0.00% | -20.9% | Q4 2021 | |
| $420K | 0.03% | 0.00% | -24.7% | Q4 2020 | |
| $409K | 0.03% | 0.00% | New | Q1 2026 | |
| $291K | 0.02% | Not reported | -74.9% | Q4 2015 | |
| Q4 2025Reported Jan 29, 20269 positions | |||||
| $84.6M | 7.75% | 0.13% | -9.8% | Q4 2013 | |
| $57.6M | 5.28% | Not reported | +0.7% | Q3 2023 | |
| $56.9M | 5.22% | 0.04% | -13.5% | Q2 2013 | |
| $44.3M | 4.06% | Not reported | -9.0% | Q2 2021 | |
| $1.22M | 0.11% | Not reported | -24.9% | Q4 2015 | |
| $1.06M | 0.10% | 0.00% | -4.8% | Q3 2021 | |
| $755K | 0.07% | Not reported | Not reported | Q2 2024 | |
| $742K | 0.07% | 0.00% | Not reported | Q4 2021 | |
| $728K | 0.07% | 0.00% | Not reported | Q4 2020 | |
| Q3 2025Reported Oct 30, 202510 positions | |||||
| $84M | 7.81% | 0.15% | 0.0% | Q4 2013 | |
| $59M | 5.49% | 0.05% | -0.4% | Q2 2013 | |
| $49.5M | 4.60% | Not reported | +0.8% | Q3 2023 | |
| $47.6M | 4.42% | Not reported | -0.7% | Q2 2021 | |
| $1.58M | 0.15% | Not reported | Not reported | Q4 2015 | |
| $861K | 0.08% | 0.00% | Not reported | Q3 2021 | |
| $780K | 0.07% | 0.00% | Not reported | Q4 2020 | |
| $754K | 0.07% | Not reported | Not reported | Q2 2024 | |
| $695K | 0.06% | 0.00% | Not reported | Q4 2021 | |
| $220K | 0.02% | 0.00% | New | Q3 2025 | |
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