Tanager Wealth Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 19, 2026

Latest 13F moves (filed Oct 19, 2026): 4 new positions, 24 added, 12 reduced. Largest change by value: added $ITOT ($190.42M held).

New positions
4
Added / reduced
24 / 12
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ITOT Added +44.59K (+4.05%) 1.15M $190.42M —
$PICB Added +541.99K (+12.05%) 5.04M $112.10M —
$XONE Added +317.25K (+33.63%) 1.26M $62.02M —
$GOOG Added +9.04K (+6.77%) 142.67K $48.61M —
$BBBS Added +212.60K (+37.26%) 783.12K $39.05M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -3.21K (-1.55%) 203.24K $76.06M —
$BKAG Reduced -36.92K (-3.62%) 981.78K $39.34M —
$XHLF Reduced -224.65K (-23.15%) 745.65K $37.47M —
$PFXF Reduced -245.64K (-16.05%) 1.28M $22.51M —
$AVUS Reduced -6.41K (-3.66%) 168.64K $21.60M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IBND New +31.20K 31.20K $932.23K —
$MRK New +2.67K 2.67K $387.92K —
$DE New +511 511 $343.18K —
$PLTR New +1.81K 1.81K $338.75K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ITOT Added +44.59K (+4.05%) 1.15M $190.42M —
$PICB Added +541.99K (+12.05%) 5.04M $112.10M —
$XONE Added +317.25K (+33.63%) 1.26M $62.02M —
$GOOG Added +9.04K (+6.77%) 142.67K $48.61M —
$BBBS Added +212.60K (+37.26%) 783.12K $39.05M —
$VGK Added +13.55K (+3.34%) 419.40K $36.40M —
$VWO Added +29.44K (+5.46%) 568.10K $33.69M —
$VPL Added +16.10K (+6.11%) 279.78K $32.40M —
$MSFT Added +2.30K (+5.22%) 46.42K $23.81M —
$AAPL Added +2.28K (+3.38%) 69.77K $23.23M —
$DFIS Added +34.82K (+6.93%) 537.14K $19.46M —
$IWV Added +3.25K (+9.08%) 39.06K $16.86M —
$IEUR Added +31.33K (+17.80%) 207.31K $15.28M —
$PFF Added +67.56K (+22.73%) 364.73K $10.76M —
$VOO Added +774 (+6.11%) 13.45K $9.43M —
$VXUS Added +10.39K (+12.41%) 94.11K $8M —
$NVDA Added +6.90K (+31.46%) 28.84K $6.59M —
$AMZN Added +2.33K (+11.50%) 22.58K $5.63M —
$AVGO Added +1.97K (+44.10%) 6.43K $2.26M —
$DELL Added +1.09K (+45.15%) 3.50K $1.88M —
$VUG Added +6.17K (+56.48%) 17.09K $1.54M —
$ABBV Added +1.30K (+31.26%) 5.44K $1.42M —
$COST Added +549 (+60.40%) 1.46K $1.33M —
$LLY Added +518 (+84.92%) 1.13K $1.31M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -3.21K (-1.55%) 203.24K $76.06M —
$BKAG Reduced -36.92K (-3.62%) 981.78K $39.34M —
$XHLF Reduced -224.65K (-23.15%) 745.65K $37.47M —
$PFXF Reduced -245.64K (-16.05%) 1.28M $22.51M —
$AVUS Reduced -6.41K (-3.66%) 168.64K $21.60M —
$AGG Reduced -5.07K (-2.23%) 222.21K $21.01M —
$MOAT Reduced -5.38K (-4.02%) 128.68K $13.60M —
$IUSB Reduced -27.26K (-10.01%) 245.10K $10.81M —
$BND Reduced -14.47K (-13.57%) 92.15K $6.46M —
$META Reduced -818 (-10.01%) 7.35K $5.33M —
$PM Reduced -5.21K (-29.35%) 12.54K $2.39M —
$IVV Reduced -929 (-51.96%) 859 $657.87K —

All tracked 13F moves by Tanager Wealth Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -3.21K (-1.55%) 203.24K $76.06M —
$MOAT Reduced -5.38K (-4.02%) 128.68K $13.60M —
$AGG Reduced -5.07K (-2.23%) 222.21K $21.01M —
$BKAG Reduced -36.92K (-3.62%) 981.78K $39.34M —
$AVUS Reduced -6.41K (-3.66%) 168.64K $21.60M —
$PLTR New +1.81K 1.81K $338.75K —
$MRK New +2.67K 2.67K $387.92K —
$IBND New +31.20K 31.20K $932.23K —
$DE New +511 511 $343.18K —
$XHLF Reduced -224.65K (-23.15%) 745.65K $37.47M —
$BND Reduced -14.47K (-13.57%) 92.15K $6.46M —
$PM Reduced -5.21K (-29.35%) 12.54K $2.39M —
$PFXF Reduced -245.64K (-16.05%) 1.28M $22.51M —
$META Reduced -818 (-10.01%) 7.35K $5.33M —
$IUSB Reduced -27.26K (-10.01%) 245.10K $10.81M —
$IVV Reduced -929 (-51.96%) 859 $657.87K —
$XONE Added +317.25K (+33.63%) 1.26M $62.02M —
$VXUS Added +10.39K (+12.41%) 94.11K $8M —
$VPL Added +16.10K (+6.11%) 279.78K $32.40M —
$VGK Added +13.55K (+3.34%) 419.40K $36.40M —
$VOO Added +774 (+6.11%) 13.45K $9.43M —
$VUG Added +6.17K (+56.48%) 17.09K $1.54M —
$VWO Added +29.44K (+5.46%) 568.10K $33.69M —
$PICB Added +541.99K (+12.05%) 5.04M $112.10M —
$PFF Added +67.56K (+22.73%) 364.73K $10.76M —
$NVDA Added +6.90K (+31.46%) 28.84K $6.59M —
$MSFT Added +2.30K (+5.22%) 46.42K $23.81M —
$IWV Added +3.25K (+9.08%) 39.06K $16.86M —
$ITOT Added +44.59K (+4.05%) 1.15M $190.42M —
$IEUR Added +31.33K (+17.80%) 207.31K $15.28M —
$LLY Added +518 (+84.92%) 1.13K $1.31M —
$DFIS Added +34.82K (+6.93%) 537.14K $19.46M —
$DELL Added +1.09K (+45.15%) 3.50K $1.88M —
$COST Added +549 (+60.40%) 1.46K $1.33M —
$AVGO Added +1.97K (+44.10%) 6.43K $2.26M —
$BBBS Added +212.60K (+37.26%) 783.12K $39.05M —
$AAPL Added +2.28K (+3.38%) 69.77K $23.23M —
$AMZN Added +2.33K (+11.50%) 22.58K $5.63M —
$GOOG Added +9.04K (+6.77%) 142.67K $48.61M —
$ABBV Added +1.30K (+31.26%) 5.44K $1.42M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Tanager Wealth Management holds or traded

Frequently asked questions

What did Tanager Wealth Management buy and sell in its latest 13F?

It opened or added to $ITOT, $PICB, $XONE, $GOOG and $BBBS; it cut or exited $VTI, $BKAG, $XHLF, $PFXF and $AVUS.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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