Tanager Wealth Management

Tanager Wealth Management as of March 31, 2026

Portfolio Holdings for Tanager Wealth Management

Tanager Wealth Management holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 15.3 $158M 1.1M 142.43
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 8.2 $85M 3.7M 23.10
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 7.1 $74M 1.5M 50.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $72M 1.1M 64.08
Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $66M 207k 320.81
Bny Mellon Etf Trust Core Bond Etf (BKAG) 4.9 $51M 1.2M 42.20
Alphabet Cap Stk Cl C (GOOG) 3.4 $35M 121k 286.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 3.2 $33M 396k 82.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $29M 539k 54.05
Vaneck Etf Trust Preferred Securt (PFXF) 2.7 $28M 1.6M 17.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $28M 389k 71.13
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 2.7 $28M 557k 49.52
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $25M 253k 99.27
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.4 $25M 252k 97.73
Apple (AAPL) 2.0 $20M 80k 253.79
American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $20M 179k 111.18
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.6 $17M 500k 33.67
Microsoft Corporation (MSFT) 1.6 $16M 44k 370.13
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $14M 149k 96.70
Ishares Tr Core Univrsl Usd (IUSB) 1.3 $14M 302k 46.19
Ishares Tr Russell 3000 Etf (IWV) 1.3 $13M 35k 370.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $12M 163k 73.64
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 1.1 $12M 230k 50.55
Ishares Tr Core Msci Euro (IEUR) 1.0 $11M 154k 70.27
Ishares Tr Core Msci Eafe (IEFA) 1.0 $11M 117k 90.53
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.0 $11M 205k 51.15
Alphabet Cap Stk Cl A (GOOGL) 1.0 $9.9M 34k 287.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $7.6M 13k 597.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $6.6M 45k 145.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $6.2M 80k 77.11
Ishares Tr Core Msci Intl (IDEV) 0.5 $5.7M 68k 83.57
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $5.7M 187k 30.32
Amazon (AMZN) 0.5 $4.7M 23k 208.27
Meta Platforms Cl A (META) 0.4 $4.3M 7.5k 572.13
Series Portfolios Tr Elm Market Navig (ELM) 0.3 $3.5M 129k 27.12
NVIDIA Corporation (NVDA) 0.3 $3.5M 20k 174.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $3.4M 25k 138.32
Philip Morris International (PM) 0.3 $2.9M 17k 165.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.8M 11k 261.92
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.7M 11k 248.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.5M 5.2k 478.15
Chevron Corporation (CVX) 0.2 $2.0M 9.6k 206.90
Ishares Core Msci Emkt (IEMG) 0.2 $2.0M 28k 69.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.8M 2.7k 650.34
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.4M 3.9k 356.56
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $1.3M 26k 51.74
Broadcom (AVGO) 0.1 $1.3M 4.1k 309.51
Exxon Mobil Corporation (XOM) 0.1 $1.2M 7.1k 169.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.2M 1.8k 653.21
ConocoPhillips (COP) 0.1 $1.1M 8.6k 132.00
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 3.7k 294.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 1.9k 577.18
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $975k 4.7k 205.80
Costco Wholesale Corporation (COST) 0.1 $974k 977.00 996.43
Candel Therapeutics (CADL) 0.1 $971k 198k 4.90
Diageo Spon Adr New (DEO) 0.1 $927k 12k 74.45
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $916k 22k 41.09
Procter & Gamble Company (PG) 0.1 $905k 6.3k 144.37
Ishares Tr Core Msci Pac (IPAC) 0.1 $886k 12k 76.51
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $866k 49k 17.75
Abbvie (ABBV) 0.1 $857k 3.9k 217.49
Dell Technologies CL C (DELL) 0.1 $841k 5.1k 164.14
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $780k 414.00 1884.66
Altria (MO) 0.1 $763k 12k 66.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $749k 1.7k 436.79
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $705k 15k 47.47
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $687k 3.2k 215.06
Goldman Sachs (GS) 0.1 $668k 789.00 845.99
Reddit Cl A (RDDT) 0.1 $661k 4.9k 134.65
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $660k 2.0k 338.06
Micron Technology (MU) 0.1 $643k 1.9k 337.85
Vivani Medical Common Stock (VANI) 0.1 $641k 641k 1.00
American Express Company (AXP) 0.1 $634k 2.1k 302.47
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $609k 988.00 616.76
Phillips 66 (PSX) 0.1 $606k 3.3k 182.18
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $602k 13k 45.86
Wal-Mart Stores (WMT) 0.1 $584k 4.7k 124.28
Netflix (NFLX) 0.1 $580k 6.0k 96.15
Johnson & Johnson (JNJ) 0.1 $577k 2.4k 244.44
Visa Com Cl A (V) 0.1 $532k 1.8k 302.24
Eli Lilly & Co. (LLY) 0.0 $514k 559.00 919.77
Morgan Stanley Com New (MS) 0.0 $511k 3.1k 164.57
Marriott Intl Cl A (MAR) 0.0 $508k 1.6k 327.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $508k 15k 33.86
Spdr Gold Tr Gold Shs (GLD) 0.0 $486k 1.1k 430.29
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $479k 6.1k 79.12
Oracle Corporation (ORCL) 0.0 $474k 3.2k 147.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $469k 3.3k 141.42
Nextera Energy (NEE) 0.0 $449k 4.8k 92.68
McDonald's Corporation (MCD) 0.0 $440k 1.4k 310.79
Tesla Motors (TSLA) 0.0 $439k 1.2k 371.75
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $403k 305.00 1320.83
Vanguard World Inf Tech Etf (VGT) 0.0 $402k 576.00 697.72
Home Depot (HD) 0.0 $401k 1.2k 328.89
Lowe's Companies (LOW) 0.0 $399k 1.7k 236.28
Thermo Fisher Scientific (TMO) 0.0 $396k 806.00 491.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $396k 928.00 426.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $378k 3.9k 97.23
Advanced Micro Devices (AMD) 0.0 $375k 1.8k 203.43
Vanguard Index Fds Value Etf (VTV) 0.0 $373k 1.9k 196.20
Spdr Series Trust State Street Spd (TFI) 0.0 $364k 8.0k 45.34
Caterpillar (CAT) 0.0 $361k 509.00 708.46
Mastercard Incorporated Cl A (MA) 0.0 $350k 701.00 499.66
Kla Corp Com New (KLAC) 0.0 $350k 238.00 1470.65
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $347k 4.9k 70.91
Abbott Laboratories (ABT) 0.0 $345k 3.4k 102.67
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.0 $339k 11k 31.58
Dimensional Etf Trust International (DFSI) 0.0 $336k 7.9k 42.40
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $330k 2.7k 124.31
Bondbloxx Etf Trust Ir M Tax Aware (TAXM) 0.0 $316k 6.4k 49.83
Boston Scientific Corporation (BSX) 0.0 $316k 5.0k 62.75
Raytheon Technologies Corp (RTX) 0.0 $307k 1.6k 192.90
Pepsi (PEP) 0.0 $290k 1.9k 155.29
Fifth Third Ban (FITB) 0.0 $287k 6.2k 46.62
Coca-Cola Company (KO) 0.0 $279k 3.7k 76.07
Newmont Mining Corporation (NEM) 0.0 $272k 2.5k 108.25
PPG Industries (PPG) 0.0 $272k 2.5k 106.88
Starbucks Corporation (SBUX) 0.0 $271k 3.0k 89.59
Astrazeneca Ord (AZN) 0.0 $260k 1.3k 193.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $259k 4.9k 52.56
Applied Materials (AMAT) 0.0 $258k 756.00 341.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $258k 1.7k 148.10
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $254k 2.3k 110.39
Howmet Aerospace (HWM) 0.0 $252k 1.1k 230.46
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $251k 5.9k 42.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $247k 1.9k 128.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $245k 1.3k 184.28
International Business Machines (IBM) 0.0 $240k 991.00 242.39
Norfolk Southern (NSC) 0.0 $238k 831.00 286.65
Vanguard Index Fds Large Cap Etf (VV) 0.0 $238k 795.00 298.85
Lam Research Corp Com New (LRCX) 0.0 $233k 1.1k 213.71
Mongodb Cl A (MDB) 0.0 $231k 945.00 244.77
Intuit (INTU) 0.0 $229k 529.00 432.38
Ferrovial Se Ord Shs (FER) 0.0 $220k 3.4k 64.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $219k 2.1k 103.44
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $219k 8.7k 25.11
Strategy Cl A New (MSTR) 0.0 $216k 1.7k 124.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $213k 7.3k 29.13
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $213k 4.7k 45.65
Eaton Corp SHS (ETN) 0.0 $206k 575.00 357.67
Intuitive Surgical Com New (ISRG) 0.0 $203k 440.00 460.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $201k 2.5k 79.27
Haleon Spon Ads (HLN) 0.0 $136k 14k 10.01
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $66k 13k 5.03
Wipro Spon Adr 1 Sh (WIT) 0.0 $28k 13k 2.12