Tanglewood Wealth Management
FPAG icon

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
Q3 		$1.67M Hold
40,809
– – 0.14% 26
2026
Q2 		$1.64M Sell
40,809
-6,370
-14% -$249K 0.14% 24
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

Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Tanglewood Wealth Management's FPAG Position: Q3 2026 in Review

Tanglewood Wealth Management held its FPA Global Equity ETF (FPAG) position steady in Q3 2026 at 40,809 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #26.

Tanglewood Wealth Management first reported a position in FPAG in Q1 2024 and has held it in 11 quarters since. The position peaked at $40.3M in Q4 2025. 24 funds tracked by Wall St. Rank hold FPAG as of Q3 2026.

  • Tanglewood Wealth Management held 40,809 shares of FPA Global Equity ETF worth $1.67M as of Q3 2026.
  • Tanglewood Wealth Management left its FPA Global Equity ETF share count unchanged in Q3 2026.
  • FPA Global Equity ETF made up 0.14% of Tanglewood Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Tanglewood Wealth Management first reported a position in FPA Global Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Tanglewood Wealth Management's FPA Global Equity ETF position peaked at $40.3M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.