Tanglewood Wealth Management
TCAF icon

Tanglewood Wealth Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Tanglewood Wealth Management’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.04M Sell
142,859
-6,201
-4% -$261K 0.5% 22
2026
Q2 		$6.13M Buy
149,060
+2,392
+2% +$94.5K 0.52% 17
2026
Q1 		$5.22M Buy
146,668
+6,889
+5% +$258K 0.43% 19
2025
Q4 		$5.34M Buy
139,779
+7,625
+6% +$292K 0.49% 17
2025
Q3 		$4.98M Buy
132,154
+4,566
+4% +$167K 0.46% 18
2025
Q2 		$4.5M Buy
127,588
+4,644
+4% +$152K 0.44% 19
2025
Q1 		$3.97M Buy
122,944
+2,330
+2% +$78.1K 0.45% 21
2024
Q4 		$4.01M Buy
120,614
+13,531
+13% +$456K 0.46% 19
2024
Q3 		$3.56M Buy
107,083
+595
+0.6% +$19.1K 0.41% 20
2024
Q2 		$3.34M Buy
106,488
+17,581
+20% +$533K 0.42% 18
2024
Q1 		$2.69M Buy
88,907
+63,506
+250% +$1.83M 0.33% 20
2023
Q4 		$702K Buy
25,401
+12,525
+97% +$325K 0.09% 21
2023
Q3 		$319K Buy
+12,876
New +$330K 0.05% 22

Other funds holding TCAF

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
McCarthy Asset Management
McCarthy Asset Management Redwood Shores, California $209M AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

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

Tanglewood Wealth Management reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 4.2% in Q3 2026, selling an estimated $261K and leaving 142,859 shares worth $6.04M. The position accounts for 0.5% of the portfolio, ranked #22.

Tanglewood Wealth Management first reported a position in TCAF in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.13M in Q2 2026. 136 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

  • Tanglewood Wealth Management held 142,859 shares of T. Rowe Price Capital Appreciation Equity ETF worth $6.04M as of Q3 2026.
  • Tanglewood Wealth Management sold 6,201 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $261K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.5% of Tanglewood Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Tanglewood Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Tanglewood Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $6.13M in Q2 2026.
  • 136 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

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