Long-term investor

Tanglewood Wealth Management, Inc. @tanglewoodwealthmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001454308).

Record

  • Tracked since 2025-06-30 (431 days), 35 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.5% · 6 months +12.1% · 1 year +19.1% · all +19.1%
  • Max drawdown 0.0% · Sharpe 1.78 · win rate 58% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 20.3% · long · since 2025-06-30
  • 921943858 · 17.9% · long · since 2025-06-30
  • 464288661 · 14.4% · long · since 2025-06-30
  • 92206C706 · 5.1% · long · since 2025-06-30
  • 464285204 · 5.0% · long · since 2025-06-30
  • 02072L607 · 4.9% · long · since 2025-06-30
  • QQQ · 4.8% · long · since 2025-06-30
  • 808524771 · 4.5% · long · since 2025-06-30
  • 808524102 · 3.9% · long · since 2025-06-30
  • GLD · 3.4% · long · since 2025-06-30
  • 464287689 · 2.7% · long · since 2025-06-30
  • 19249U609 · 2.7% · long · since 2026-06-30

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