Managers / Q2 2019 · view latest →
Tanglewood Wealth Management, Inc.
CIK 0001454308 · 1400 POST OAK BLVD, SUITE 800, HOUSTON, TX, 77056 · 713-840-8880
Reported Value
$415M
Q2 2019
Positions
14
Filings on Record
30
2019–present window
Filed
Jul 26, 2019
original filing
Summary
Tanglewood Wealth Management, Inc. reported $415M in U.S.-listed holdings across 14 positions for Q2 2019.
The portfolio is heavily concentrated: VTI alone accounts for 24.5% of reported value.
Compared with Q1 2019, the fund opened 0 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 38 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 35 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 39 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 40 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $889M | 36 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $868M | 34 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $868M | 36 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $804M | 30 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $809M | 33 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $817M | 32 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $590M | 23 | Oct 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $699M | 29 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $688M | 33 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $667.6B | 32 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $662M | 29 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $741M | 30 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $666M | 30 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $603M | 27 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $563M | 23 | Nov 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $559M | 22 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $503M | 21 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $476M | 19 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $439M | 19 | Oct 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $353M | 17 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $515M | 20 | Apr 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $520M | 19 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $459M | 18 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $415M | 14 | Jul 26, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $455M | 16 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $399M | 15 | Feb 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.