Tanglewood Wealth Management Q2 2026 Portfolio Update: Strategic Shifts and Continued US Exposure
Tanglewood Wealth Management's portfolio saw significant changes in the second quarter of 2026, marked by notable additions to broad market exposure while reducing allocations in certain fixed income sectors.
As reported for Tanglewood Wealth Management Inc, the portfolio held as of June 30, 2026, showed distinct activity patterns during Q2. The analysis focuses on holdings that experienced changes compared to the previous quarter.
One of the most prominent movements was an increase in shares of VTI, Vanguard's Total Stock Market ETF. The holding saw a rise of 52,414 shares (8.82%) during Q2, contributing to its significant allocation of approximately 20.35% in the portfolio.
Conversely, IEI, iShares' 3-7 Year Treasury Bond ETF, experienced a substantial decrease of 151,563 shares (-9.49%) during the quarter.
Several other holdings saw notable changes or were added entirely new positions:
- Purchases/Additions: New additions included IWV, iShares' Russell 3000 ETF, which increased by 2.74% (up 18,804 shares). Other new positions were AVDV and the newly listed SCHO, Schwab Strategic Trust. Significant increases occurred in existing holdings like IWV (up 20.15%), and newly introduced positions such as QQQM, INVESCO Exchange Traded Fund for the EXCH TRADED FD TR II.
- Sales/Reductions: The largest reduction was observed in 75526L878, First Eagle Overseas Equity ETF, which saw a massive 91.56% decrease (-284,527 shares). Other significant reductions occurred in Treasury-related holdings like VGIT (down 19.87%) and IEI. Gold holdings also decreased significantly, with both GLD (SPDR Gold Trust) and IAU seeing substantial share reductions (-13,208 shares or -16.67% for GLD).
The portfolio's sector allocation remains dominated by broad US market exposure through VTI and other holdings, accounting for nearly 99.68% of the total value according to available data.
In summary, Tanglewood's Q2 portfolio adjustments involved strengthening its position in broad US equities (VTI, IWV) while simultaneously reducing exposure to short-term Treasuries and gold. The large sell of the overseas equity ETF (75526L878) stands out as a significant change during this period.