Tabr Capital Management, LLC
TABR Capital Management, LLC is an SEC-registered investment adviser based in Orange, California, founded in 2004. The firm is owned and led by Bob Kargenian and Steve Medland, and serves individual clients throughout the United States. With a focus on disciplined risk management, the team specializes in technical analysis-based portfolio management and financial planning, offering fiduciary, fee-only advisory services for retirees and individuals in financial transitions. TABR has managed hundreds of portfolios and is known for avoiding third-party compensation. As of 2025, they manage over $95 million in public equity assets reported in 13F filings and over $200 million in total assets under management, employing a lean team with a personalized approach.
Investment Strategy
TABR Capital Management employs a disciplined risk management approach, leveraging technical analysis to make investment decisions. The firm focuses on helping clients achieve long-term financial goals with reduced risk by constructing customized portfolios based on mathematical market analysis and trend diagnostics. Their methodology centers on careful daily monitoring of market conditions and analytics, emphasizing downside protection and objective, fee-only advice; TABR does not accept third-party compensation, anchoring investment decisions solely on merit and market research.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDR | ISHARES TR | 17.83% | $26.0M | 1,071,694 | $24.08 | $24.30 | +$273.6K |
I IBDS | ISHARES TR | 17.65% | $25.8M | 1,058,518 | $23.97 | $24.34 | +$294.1K |
V VXUS | VANGUARD STAR FDS | 14.00% | $20.4M | 279,263 | $69.79 | $73.46 | +$7.6M |
I IWC | ISHARES TR | 13.16% | $19.2M | 128,448 | $149.09 | $149.09 | +$19.2M |
O OEF | ISHARES TR | 13.14% | $19.2M | 57,842 | $307.01 | $332.84 | +$7.4M |