Tanager Wealth Management LLP Top Holdings and 13F Report (2026) About Tanager Wealth Management LLPInvestment ActivityTanager Wealth Management LLP has $1.20 billion in total holdings as of September 30, 2026.Tanager Wealth Management LLP owns shares of 182 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.92% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Tanager Wealth Management LLP has purchased 158 new stocks and bought additional shares in 93 stocks.Tanager Wealth Management LLP sold shares of 41 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $190,418,696Invesco International Corporate Bond ETF $112,099,607Vanguard Total Stock Market ETF $76,059,358Vanguard FTSE Developed Markets ETF $75,989,478BondBloxx Bloomberg One Year Target Duration US Treasury ETF $62,015,850 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,276,774 Holding78464A151 - SPDR Bloomberg International Corporate Bond ETF $932,226 Holding58933Y105 - Merck & Co., Inc. $387,922 Holding244199105 - Deere & Company $343,181 Holding69608A108 - PALANTIR TECHNOLOGIES INC $338,748 Holding Largest Purchases this Quarter BondBloxx Bloomberg One Year Target Duration US Treasury ETF 317,251 shares (about $15.61M)Invesco International Corporate Bond ETF 541,988 shares (about $12.05M)BONDBLOXX ETF TRUST 212,596 shares (about $10.60M)iShares Core S&P Total U.S. Stock Market ETF 44,592 shares (about $7.41M)Alphabet 9,040 shares (about $3.08M) Largest Sales this Quarter BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 224,653 shares (about $11.29M)VanEck Preferred Securities ex Financials ETF 245,643 shares (about $4.30M)BNY Mellon Core Bond ETF 36,917 shares (about $1.48M)iShares Core Total USD Bond Market ETF 27,263 shares (about $1.20M)Vanguard Total Stock Market ETF 3,208 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTanager Wealth Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$190,418,696$7,414,758 ▲4.1%1,145,16915.9%ETFPICBInvesco International Corporate Bond ETF$112,099,607$12,050,994 ▲12.0%5,041,6299.3%ETFVTIVanguard Total Stock Market ETF$76,059,358$1,200,561 ▼-1.6%203,2376.3%ETFVEAVanguard FTSE Developed Markets ETF$75,989,478$150,329 ▲0.2%1,076,1866.3%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$62,015,850$15,605,577 ▲33.6%1,260,7415.2%ETFGOOGAlphabet$48,612,489$3,080,320 ▲6.8%142,6664.1%Communication ServicesBKAGBNY Mellon Core Bond ETF$39,337,914$1,479,190 ▼-3.6%981,7793.3%ETFBONDBLOXX ETF TRUST$39,046,413$10,600,037 ▲37.3%783,1213.3%BBB RATED 1 5 YEXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$37,468,915$11,288,814 ▼-23.2%745,6503.1%ETFVGKVanguard FTSE Europe ETF$36,403,569$1,176,487 ▲3.3%419,3963.0%ETFVWOVanguard FTSE Emerging Markets ETF$33,693,721$1,745,849 ▲5.5%568,0952.8%ETFVPLVanguard FTSE Pacific ETF$32,400,872$1,864,310 ▲6.1%279,7762.7%ETFDFASDimensional U.S. Small Cap ETF$27,864,018$510,198 ▼-1.8%359,9072.3%ETFMSFTMicrosoft$23,809,590$1,180,734 ▲5.2%46,4202.0%TechnologyAAPLApple$23,233,228$759,621 ▲3.4%69,7651.9%TechnologyPFXFVanEck Preferred Securities ex Financials ETF$22,507,756$4,303,666 ▼-16.1%1,284,6891.9%ETFAVUSAvantis U.S. Equity ETF$21,600,574$820,544 ▼-3.7%168,6361.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$21,007,536$479,034 ▼-2.2%222,2081.8%ETFDFISDimensional International Small Cap ETF$19,460,554$1,261,529 ▲6.9%537,1391.6%ETFIWViShares Russell 3000 ETF$16,858,913$1,403,758 ▲9.1%39,0561.4%ETFIEURiShares Core MSCI Europe ETF$15,278,894$2,309,021 ▲17.8%207,3121.3%ETFMOATVanEck Morningstar Wide Moat ETF$13,603,080$569,248 ▼-4.0%128,6831.1%ETFGOOGLAlphabet$12,427,582$165,848 ▲1.4%36,1181.0%Communication ServicesBONDBLOXX ETF TRUST$11,795,009$94,017 ▲0.8%236,6101.0%IR M TAXAWAREIUSBiShares Core Total USD Bond Market ETF$10,806,478$1,202,028 ▼-10.0%245,1000.9%ETFPFFiShares Preferred and Income Securities ETF$10,759,626$1,992,961 ▲22.7%364,7330.9%ETFIEFAiShares Core MSCI EAFE ETF$10,757,652$288,509 ▼-2.6%111,0410.9%ETFVOOVanguard S&P 500 ETF$9,425,165$542,466 ▲6.1%13,4480.8%ETFVXUSVanguard Total International Stock ETF$7,996,010$882,734 ▲12.4%94,1150.7%ETFNVDANVIDIA$6,588,256$1,576,823 ▲31.5%28,8420.5%TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,554,345$91,753 ▼-1.4%42,2180.5%ETFBNDVanguard Total Bond Market ETF$6,464,463$1,015,141 ▼-13.6%92,1520.5%ETFIDEViShares Core MSCI International Developed Markets ETF$6,160,430$26,128 ▲0.4%68,8470.5%ETFAMZNAmazon.com$5,625,807$580,021 ▲11.5%22,5800.5%Consumer DiscretionaryMETAMeta Platforms$5,332,974$593,197 ▼-10.0%7,3540.4%Communication ServicesVTVanguard Total World Stock ETF$3,868,705$33,464 ▲0.9%24,5090.3%ETFSERIES PORTFOLIOS TR$3,769,7200.0%129,1000.3%ELM MAR NAV ETFVBVanguard Small-Cap ETF$2,977,188$25,604 ▼-0.9%10,4650.2%ETFBRK.BBerkshire Hathaway$2,874,535$232,653 ▲8.8%5,7700.2%FinanceIWMiShares Russell 2000 ETF$2,495,730$51,965 ▼-2.0%8,9810.2%ETFMUMicron Technology$2,439,102$205,566 ▲9.2%2,2900.2%TechnologyPMPhilip Morris International$2,393,646$994,363 ▼-29.3%12,5440.2%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$2,304,863$46,992 ▲2.1%28,3990.2%ETFAVGOBroadcom$2,259,556$691,493 ▲44.1%6,4340.2%TechnologySPYSPDR S&P 500 ETF Trust$2,257,532$192,958 ▲9.3%2,9600.2%ETFCADLCandel Therapeutics$2,068,9470.0%198,1750.2%HealthcareDELLDell Technologies$1,883,595$585,900 ▲45.1%3,5010.2%TechnologyCVXChevron$1,816,040$129,673 ▼-6.7%8,8930.2%EnergyIWBiShares Russell 1000 ETF$1,780,204$178,104 ▲11.1%4,2780.1%ETFVUGVanguard Growth ETF$1,539,800$555,799 ▲56.5%17,0880.1%ETFJPMJPMorgan Chase & Co.$1,489,397$204,122 ▲15.9%4,5020.1%FinanceAMDAdvanced Micro Devices$1,436,412$78,917 ▲5.8%2,3480.1%TechnologyABBVAbbVie$1,423,573$339,021 ▲31.3%5,4420.1%HealthcareDFSBDimensional Global Sustainability Fixed Income ETF$1,346,362$9,414 ▼-0.7%27,1720.1%ETFCOSTCostco Wholesale$1,327,276$499,777 ▲60.4%1,4580.1%Consumer StaplesLLYEli Lilly and Company$1,305,186$599,367 ▲84.9%1,1280.1%HealthcareQQQInvesco QQQ$1,294,645$77,679 ▼-5.7%1,7500.1%ETFEXXONMOBIL HOLDINGS CORP$1,276,774$1,276,774 ▲New Holding7,8450.1%COM SHSCOPConocoPhillips$1,140,117$45,805 ▲4.2%9,1100.1%EnergyVXFVanguard Extended Market ETF$1,097,2310.0%4,7370.1%ETFPGProcter & Gamble$1,093,813$203,828 ▲22.9%7,5290.1%Consumer StaplesIPACiShares Core MSCI Pacific ETF$985,0630.0%11,5740.1%ETFDFSUDimensional US Sustainability Core 1 ETF$984,202$18,396 ▼-1.8%20,8650.1%ETFPSXPhillips 66$940,817$87,827 ▲10.3%3,6850.1%EnergyIBNDSPDR Bloomberg International Corporate Bond ETF$932,226$932,226 ▲New Holding31,1990.1%ETFAXPAmerican Express$931,432$608 ▲0.1%3,0630.1%FinanceFCNCAFirst Citizens BancShares$857,0430.0%4160.1%FinanceTSMTaiwan Semiconductor Manufacturing$840,642$32,859 ▼-3.8%1,8420.1%TechnologyFPEFirst Trust Preferred Securities and Income ETF$818,843$29,070 ▼-3.4%48,0260.1%ETFVIGVanguard Dividend Appreciation ETF$804,920$105,223 ▲15.0%3,4500.1%ETFMOAltria Group$780,570$875 ▲0.1%11,5910.1%Consumer StaplesVVisa$757,827$93,426 ▲14.1%2,1090.1%FinanceBONDBLOXX ETF TRUST$753,846$3,647 ▲0.5%15,9140.1%IR M TAX AWAREVANIVivani Medical$753,0220.0%607,2760.1%HealthcareASMLASML$726,480$135,875 ▲23.0%4010.1%TechnologyBGRNiShares USD Green Bond ETF$702,792$14,415 ▲2.1%15,4060.1%ETFREDDIT INC$702,657$1,852 ▲0.3%4,9330.1%CL AMSMorgan Stanley$697,589$79,182 ▲12.8%3,7090.1%FinanceHDHome Depot$694,440$74,252 ▲12.0%2,4410.1%Consumer DiscretionaryTMOThermo Fisher Scientific$669,658$41,179 ▲6.6%9920.1%HealthcareJNJJohnson & Johnson$664,762$70,421 ▲11.8%2,5110.1%HealthcareIVViShares Core S&P 500 ETF$657,865$711,474 ▼-52.0%8590.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$648,8290.0%9880.1%ETFVTVVanguard Value ETF$638,516$288,034 ▲82.2%2,9550.1%ETFINTCIntel$629,164$192,368 ▲44.0%5,2330.1%TechnologyMARMarriott International$597,526$13,515 ▲2.3%1,6800.0%Consumer DiscretionaryDFAEDimensional Emerging Core Equity Market ETF$583,491$6,565 ▼-1.1%14,8430.0%ETFKLACKLA$576,086$31,008 ▲5.7%2,9540.0%TechnologyDEODiageo$565,302$8,303 ▲1.5%6,6040.0%Consumer StaplesGSThe Goldman Sachs Group$546,519$232,293 ▼-29.8%6070.0%FinanceWALMART INC$539,760$6,859 ▼-1.3%5,1940.0%COMVGTVanguard Information Technology ETF$531,8350.0%4,2320.0%ETFNFLXNetflix$530,617$35,416 ▲7.2%7,6260.0%Communication ServicesVYMVanguard High Dividend Yield ETF$528,611$81,014 ▲18.1%3,4060.0%ETFKBWBInvesco KBW Bank ETF$528,3520.0%6,0570.0%ETFTSLATesla$514,120$28,030 ▼-5.2%1,4490.0%Consumer DiscretionaryAMATApplied Materials$499,107$63,923 ▲14.7%9760.0%TechnologyCATCaterpillar$486,474$38,107 ▲8.5%6000.0%IndustrialsLAM RESEARCH CORP$481,036$76,230 ▲18.8%1,4640.0%COM NEWMAMastercard$470,404$58,456 ▲14.2%8530.0%FinanceShowing largest 100 holdings. 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