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Tanglewood Wealth Management, Inc.
hedge fundUpdated 13 days agoManaged by Tanglewood Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$1.2B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.1B |
| Q4 2025 | $1.1B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.2B |
| Q3 2026 | $1.2B |
Top holdings
48 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $237.9M | 635.8K | 19.75% | Trimmed(-1.6%) | |
| 2 | $210.7M | 2.98M | 17.50% | Added(+1.0%) | |
| 3 | $129.3M | 2.28M | 10.73% | Added(+122.3%) | |
| 4 | $62M | 793.7K | 5.15% | Added(+1.7%) | |
| 5 | $55.5M | 75.1K | 4.61% | Trimmed(-1.4%) | |
| 6 | $54.7M | 1.74M | 4.54% | Added(+1.1%) | |
| 7 | $50.9M | 2.01M | 4.23% | — | |
| 8 | $50.1M | 716.6K | 4.16% | Trimmed(-10.0%) | |
| 9 | $48.7M | 1.66M | 4.04% | Added(+5.3%) | |
| 10 | $41.4M | 460.7K | 3.43% | — | |
| 11 | $41M | 107.7K | 3.40% | Trimmed(-1.7%) | |
| 12 | $31.2M | 348.2K | 2.59% | Added(+37.0%) | |
| 13 | $29.2M | 281.2K | 2.43% | Unchanged | |
| 14 | $26.5M | 119.4K | 2.20% | Trimmed(-0.6%) | |
| 15 | $24.5M | 56.7K | 2.03% | Trimmed(-24.0%) | |
| 16 | $23.9M | 444.4K | 1.98% | — | |
| 17 | $16M | 390.1K | 1.33% | Added(+1309.4%) | |
| 18 | $14.2M | 18.6K | 1.18% | — | |
| 19 | $10.1M | 107.0K | 0.84% | — | |
| 20 | $9.5M | 83.9K | 0.79% | Trimmed(-94.2%) |