Portfolio (Quarterly) Guide ↗

Tanglewood Wealth Management, Inc.

· CIK 0001454308

13F Portfolio $1.2B AUM 44 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 New 8 Added 17 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHY	ISHARES 1-3 YEAR TREASURY BOND ETF	—	7,374	$611K	0.06%	SOLD
2	JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	—	7,040	$403K	0.04%	SOLD
3	SCHD	SCHWAB US DIVIDEND EQUITY ETF	—	10,677	$293K	0.03%	SOLD

Sector Allocation

Financial Services 98.2%

Technology 0.7%

Communication Services 0.6%

Industrials 0.2%

Consumer Cyclical 0.1%

Healthcare 0.1%

Real Estate 0.1%