Tanglewood Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History

Tanglewood Wealth Management’s Portfolio FPAG Stock Details FPAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Sell	47,179 -1,038,563	-96%	-$39.7M	0.14%	22
2025 Q4	$40.3M	Buy	1,085,742 +13,153	+1%	+$479K	3.69%	9
2025 Q3	$38.4M	Sell	1,072,589 -24,936	-2%	-$876K	3.57%	10
2025 Q2	$37.3M	Sell	1,097,525 -15,943	-1%	-$496K	3.68%	10
2025 Q1	$33.4M	Sell	1,113,468 -41,519	-4%	-$1.3M	3.76%	8
2024 Q4	$35M	Buy	1,154,987 +40,003	+4%	+$1.24M	4.03%	9
2024 Q3	$34.5M	Buy	1,114,984 +41,393	+4%	+$1.24M	3.97%	9
2024 Q2	$31.8M	Buy	1,073,591 +480,023	+81%	+$13.9M	3.95%	9
2024 Q1	$17.1M	Buy	+593,568	New	+$16.2M	2.12%	14

Other funds holding FPAG

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $247M AUM 14.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Tanglewood Wealth Management's FPAG Position: Q1 2026 in Review

Tanglewood Wealth Management reduced its FPA Global Equity ETF (FPAG) stake by 96% in Q1 2026, selling an estimated $39.7M and leaving 47,179 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #22.

Tanglewood Wealth Management first reported a position in FPAG in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.3M in Q4 2025. 46 funds tracked by Wall St. Rank hold FPAG as of Q1 2026.

Tanglewood Wealth Management held 47,179 shares of FPA Global Equity ETF worth $1.71M as of Q1 2026.
Tanglewood Wealth Management sold 1,038,563 FPA Global Equity ETF shares in Q1 2026, an estimated $39.7M.
FPA Global Equity ETF made up 0.14% of Tanglewood Wealth Management's portfolio in Q1 2026, its #22 holding.
Tanglewood Wealth Management first reported a position in FPA Global Equity ETF in Q1 2024 and has held it in 9 quarters since.
Tanglewood Wealth Management's FPA Global Equity ETF position peaked at $40.3M in Q4 2025.
46 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2026.

Based on Tanglewood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.