Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. reported 44 holdings worth US$1.18B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Tanglewood Wealth Management, Inc. reported 44 holdings worth US$1.18B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Apple Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$1.18B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 2,607 | US$932K | 0.08% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.06% |
| Apple Inc | 2,160 | US$625K | 0.05% |
| Microsoft Corp. | 1,134 | US$423K | 0.04% |
| Caterpillar, Inc. | 250 | US$266K | 0.02% |
| Welltower Inc. | 957 | US$217K | 0.02% |
| Amazon.com, Inc. | 856 | US$204K | 0.02% |
| Johnson & Johnson | 789 | US$200K | 0.02% |