Tanager Wealth Management

$1.0B Assets Reported
153 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
ITOTISHARES TR1,107,276$158M15.3%
PICBINVESCO EXCH TRADED FD TR II3,676,200$85M8.2%
XHLFBONDBLOXX ETF TRUST1,462,142$74M7.1%
VEAVANGUARD TAX-MANAGED FDS1,128,295$72M7.0%
VTIVANGUARD INDEX FDS206,819$66M6.4%
BKAGBNY MELLON ETF TRUST1,204,595$51M4.9%
GOOGALPHABET INC120,855$35M3.4%
VGKVANGUARD INTL EQUITY INDEX F396,087$33M3.2%
VWOVANGUARD INTL EQUITY INDEX F538,845$29M2.8%
PFXFVANECK ETF TRUST1,587,632$28M2.7%

Track Tanager Wealth Management's 13F portfolio: $1.0B in reported holdings, 153 positions. Top holdings, AUM, and quarterly changes on SentiSense.