Tanglewood Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.1M	Sell	716,598 -79,282	-10%	-$5.41M	4.16%	8
2026 Q2	$58M	Buy	795,880 +5,084	+0.6%	+$340K	4.93%	6
2026 Q1	$43.2M	Sell	790,796 -333,363	-30%	-$19.1M	3.58%	10
2025 Q4	$57.6M	Buy	1,124,159 +8,128	+0.7%	+$388K	5.28%	6
2025 Q3	$49.5M	Buy	1,116,031 +8,259	+0.7%	+$346K	4.6%	8
2025 Q2	$44.8M	Buy	1,107,772 +362,189	+49%	+$13.5M	4.41%	8
2025 Q1	$26.1M	Buy	745,583 +167,839	+29%	+$5.85M	2.94%	13
2024 Q4	$18.9M	Sell	577,744 -303,452	-34%	-$10.5M	2.18%	14
2024 Q3	$31.5M	Buy	+881,196	New	+$31M	3.63%	11
2024 Q1	–	Sell	-518,859	Closed	-$17.1M	–	34
2023 Q4	$17.1M	Buy	518,859 +120,889	+30%	+$3.65M	2.09%	13
2023 Q3	$11.3M	Buy	+397,970	New	+$12.3M	1.91%	12

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

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

Tanglewood Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 10% in Q3 2026, selling an estimated $5.41M and leaving 716,598 shares worth $50.1M. The position accounts for 4.16% of the portfolio, ranked #8.

Tanglewood Wealth Management first reported a position in FRDM in Q3 2023 and has held it in 11 quarters since. The position peaked at $58M in Q2 2026. 102 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Tanglewood Wealth Management held 716,598 shares of Freedom 100 Emerging Markets ETF worth $50.1M as of Q3 2026.
Tanglewood Wealth Management sold 79,282 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $5.41M.
Freedom 100 Emerging Markets ETF made up 4.16% of Tanglewood Wealth Management's portfolio in Q3 2026, its #8 holding.
Tanglewood Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
Tanglewood Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $58M in Q2 2026.
102 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

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