Tanglewood Wealth Management, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,175,728
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 44 | 1,175,728 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q1 2026 | 4/20/2026 | 38 | 1,207,341 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q4 2025 | 1/29/2026 | 35 | 1,090,671 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q3 2025 | 10/30/2025 | 39 | 1,076,013 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q2 2025 | 7/21/2025 | 40 | 1,014,382 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q2 2014 | 7/28/2014 | 5 | 102,758 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q1 2014 | 4/24/2014 | 6 | 94,400 | 13F-HR | Tanglewood Wealth Management, Inc. |
| Q4 2013 | 1/24/2014 | 6 | 122,195 | 13F-HR | Tanglewood Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.616 K | 0.3% | 1.18 K | 0 | 1.18 K |
| ETFs | 1.172 M | 99.7% | 0 | 32.79 K | -32.79 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,175,728
Holdings
44
QoQ value change ($000)
-31,613
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.