Tanager Wealth Management LLP Top Holdings and 13F Report (2026)

About Tanager Wealth Management LLP

Investment Activity

Tanager Wealth Management LLP has $1.03 billion in total holdings as of March 31, 2026.
Tanager Wealth Management LLP owns shares of 145 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 8.31% of the portfolio was purchased this quarter.
About 3.29% of the portfolio was sold this quarter.
This quarter, Tanager Wealth Management LLP has purchased 137 new stocks and bought additional shares in 73 stocks.
Tanager Wealth Management LLP sold shares of 39 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares Core S&P Total U.S. Stock Market ETF: $157,709,329
Invesco International Corporate Bond ETF: $84,920,223
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: $73,589,609
Vanguard FTSE Developed Markets ETF: $72,301,130
Vanguard Total Stock Market ETF: $66,349,555

Largest New Holdings this Quarter

09789C754 - BONDBLOXX ETF TRUST: $10,470,814 Holding
31946M103 - First Citizens BancShares: $780,249 Holding
02209S103 - Altria Group: $762,468 Holding
922908744 - Vanguard Value ETF: $372,780 Holding
78468R721 - SPDR Nuveen ICE Municipal Bond ETF: $363,717 Holding

Largest Purchases this Quarter

Invesco International Corporate Bond ETF: 808,888 shares (about $18.69M)
iShares Core S&P Total U.S. Stock Market ETF: 109,337 shares (about $15.57M)
BONDBLOXX ETF TRUST: 204,728 shares (about $10.47M)
BondBloxx Bloomberg One Year Target Duration US Treasury ETF: 175,070 shares (about $8.67M)
Microsoft: 18,589 shares (about $6.88M)

Largest Sales this Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: 292,053 shares (about $14.70M)
iShares Core Total USD Bond Market ETF: 60,163 shares (about $2.78M)
iShares Core U.S. Aggregate Bond ETF: 22,634 shares (about $2.25M)
BNY Mellon Core Bond ETF: 51,699 shares (about $2.18M)
Vanguard Total Bond Market ETF: 24,494 shares (about $1.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ITOT iShares Core S&P Total U.S. Stock Market ETF	$157,709,329	$15,572,870 â–²	11.0%	1,107,276	15.3%	ETF
PICB Invesco International Corporate Bond ETF	$84,920,223	$18,685,313 â–²	28.2%	3,676,200	8.2%	ETF
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$73,589,609	$14,699,028 â–¼	-16.6%	1,462,142	7.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$72,301,130	$908,911 â–²	1.3%	1,128,295	7.0%	ETF
VTI Vanguard Total Stock Market ETF	$66,349,555	$2,540,813 â–²	4.0%	206,819	6.4%	ETF
BKAG BNY Mellon Core Bond ETF	$50,833,902	$2,181,697 â–¼	-4.1%	1,204,595	4.9%	ETF
GOOG Alphabet	$34,668,406	$746,122 â–²	2.2%	120,855	3.4%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$32,649,448	$1,465,935 â–²	4.7%	396,087	3.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$29,124,593	$1,269,527 â–²	4.6%	538,845	2.8%	ETF
PFXF VanEck Preferred Securities ex Financials ETF	$27,847,057	$2,430,061 â–²	9.6%	1,587,632	2.7%	ETF
DFAS Dimensional U.S. Small Cap ETF	$27,693,658	$1,389,310 â–¼	-4.8%	389,339	2.7%	ETF
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$27,582,046	$8,669,466 â–²	45.8%	556,988	2.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$25,072,484	$2,246,874 â–¼	-8.2%	252,569	2.4%	Finance
VPL Vanguard FTSE Pacific ETF	$24,622,694	$1,996,234 â–²	8.8%	251,946	2.4%	ETF
AAPL Apple	$20,172,058	$480,172 â–²	2.4%	79,483	2.0%	Computer and Technology
AVUS Avantis U.S. Equity ETF	$19,862,316	$294,405 â–¼	-1.5%	178,650	1.9%	ETF
DFIS Dimensional International Small Cap ETF	$16,820,259	$317,407 â–²	1.9%	499,562	1.6%	ETF
MSFT Microsoft	$16,274,439	$6,880,428 â–²	73.2%	43,969	1.6%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$14,449,107	$1,001,715 â–¼	-6.5%	149,422	1.4%	ETF
IUSB iShares Core Total USD Bond Market ETF	$13,932,394	$2,778,931 â–¼	-16.6%	301,632	1.3%	Manufacturing
IWV iShares Russell 3000 ETF	$13,010,127	$643,871 â–¼	-4.7%	35,098	1.3%	ETF
BND Vanguard Total Bond Market ETF	$12,011,494	$1,803,738 â–¼	-13.1%	163,111	1.2%	ETF
BONDBLOXX ETF TRUST	$11,639,733	$2,074,019 â–²	21.7%	230,239	1.1%	IR M TAXAWARE
IEUR iShares Core MSCI Europe ETF	$10,793,331	$2,130,305 â–²	24.6%	153,598	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$10,554,621	$160,057 â–¼	-1.5%	116,587	1.0%	ETF
BONDBLOXX ETF TRUST	$10,470,814	$10,470,814 â–²	New Holding	204,728	1.0%	BBB RATED 1 5 YE
GOOGL Alphabet	$9,875,484	$276,052 â–²	2.9%	34,343	1.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$7,595,458	$1,098,297 â–¼	-12.6%	12,711	0.7%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$6,551,948	$50,881 â–¼	-0.8%	44,941	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$6,157,619		0.0%	79,855	0.6%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$5,667,049	$177,586 â–¼	-3.0%	67,812	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$5,661,501	$606,855 â–¼	-9.7%	186,725	0.5%	ETF
AMZN Amazon.com	$4,676,286	$314,071 â–¼	-6.3%	22,453	0.5%	Retail/Wholesale
META Meta Platforms	$4,278,960	$903,393 â–²	26.8%	7,479	0.4%	Computer and Technology
SERIES PORTFOLIOS TR	$3,501,192	$175,738 â–²	5.3%	129,100	0.3%	ELM MARKET NAVIG
NVDA NVIDIA	$3,491,768	$702,991 â–²	25.2%	20,027	0.3%	Computer and Technology
VT Vanguard Total World Stock ETF	$3,447,314	$11,342 â–²	0.3%	24,923	0.3%	ETF
PM Philip Morris International	$2,880,618	$326,058 â–¼	-10.2%	17,422	0.3%	Consumer Staples
VB Vanguard Small-Cap ETF	$2,825,331	$216,084 â–²	8.3%	10,787	0.3%	ETF
IWM iShares Russell 2000 ETF	$2,735,688	$119,040 â–¼	-4.2%	11,031	0.3%	Finance
BRK.B Berkshire Hathaway	$2,482,542	$56,900 â–¼	-2.2%	5,192	0.2%	Finance
CVX Chevron	$1,982,930	$346,558 â–¼	-14.9%	9,584	0.2%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$1,954,953	$124,574 â–¼	-6.0%	28,028	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,780,631	$42,922 â–¼	-2.4%	2,738	0.2%	Finance
IWB iShares Russell 1000 ETF	$1,372,756		0.0%	3,850	0.1%	ETF
DFSB Dimensional Global Sustainability Fixed Income ETF	$1,341,484	$7,503 â–²	0.6%	25,926	0.1%	ETF
AVGO Broadcom	$1,275,181	$194,063 â–²	18.0%	4,120	0.1%	Computer and Technology
XOM ExxonMobil	$1,204,247	$42,415 â–²	3.7%	7,098	0.1%	Energy
IVV iShares Core S&P 500 ETF	$1,167,939	$146,972 â–²	14.4%	1,788	0.1%	ETF
COP ConocoPhillips	$1,131,504	$18,744 â–²	1.7%	8,572	0.1%	Energy
JPM JPMorgan Chase & Co.	$1,090,745	$51,478 â–¼	-4.5%	3,708	0.1%	Finance
QQQ Invesco QQQ	$1,077,018	$216,443 â–¼	-16.7%	1,866	0.1%	Finance
VXF Vanguard Extended Market ETF	$974,669		0.0%	4,736	0.1%	ETF
COST Costco Wholesale	$973,512	$15,943 â–²	1.7%	977	0.1%	Retail/Wholesale
CADL Candel Therapeutics	$971,058		0.0%	198,175	0.1%	Medical
DEO Diageo	$926,530	$2,680 â–²	0.3%	12,445	0.1%	Consumer Staples
DFSU Dimensional US Sustainability Core 1 ETF	$915,732	$945 â–¼	-0.1%	22,286	0.1%	ETF
PG Procter & Gamble	$904,487	$11,261 â–²	1.3%	6,265	0.1%	Consumer Staples
IPAC iShares Core MSCI Pacific ETF	$885,527		0.0%	11,574	0.1%	ETF
FPE First Trust Preferred Securities and Income ETF	$866,271	$41,855 â–¼	-4.6%	48,804	0.1%	ETF
ABBV AbbVie	$856,693	$15,442 â–²	1.8%	3,939	0.1%	Medical
DELL Dell Technologies	$841,401	$69,925 â–²	9.1%	5,126	0.1%	Computer and Technology
FCNCA First Citizens BancShares	$780,249	$780,249 â–²	New Holding	414	0.1%	Finance
MO Altria Group	$762,468	$762,468 â–²	New Holding	11,553	0.1%	Consumer Staples
VUG Vanguard Growth ETF	$749,095	$120,554 â–²	19.2%	1,715	0.1%	ETF
BGRN iShares USD Green Bond ETF	$705,096		0.0%	14,853	0.1%	Manufacturing
VIG Vanguard Dividend Appreciation ETF	$687,117	$136,133 â–²	24.7%	3,195	0.1%	ETF
GS The Goldman Sachs Group	$667,486	$52,451 â–²	8.5%	789	0.1%	Finance
REDDIT INC	$660,458	$3,501 â–²	0.5%	4,905	0.1%	CL A
TSM Taiwan Semiconductor Manufacturing	$659,563	$57,133 â–²	9.5%	1,951	0.1%	Computer and Technology
MU Micron Technology	$642,584	$35,136 â–²	5.8%	1,902	0.1%	Computer and Technology
VANI Vivani Medical	$641,085	$98,075 â–¼	-13.3%	641,085	0.1%	Medical
AXP American Express	$634,275	$23,895 â–²	3.9%	2,097	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$609,359		0.0%	988	0.1%	ETF
PSX Phillips 66	$605,931		0.0%	3,326	0.1%	Energy
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$601,867	$516,705 â–¼	-46.2%	13,124	0.1%	ETF
WALMART INC	$584,126	$66,242 â–²	12.8%	4,700	0.1%	COM
NFLX Netflix	$580,169	$68,266 â–¼	-10.5%	6,034	0.1%	Consumer Discretionary
JNJ Johnson & Johnson	$577,367	$14,911 â–²	2.7%	2,362	0.1%	Medical
V Visa	$531,942	$60,448 â–²	12.8%	1,760	0.1%	Business Services
LLY Eli Lilly and Company	$514,151	$150,842 â–²	41.5%	559	0.0%	Medical
MS Morgan Stanley	$510,661	$33,408 â–²	7.0%	3,103	0.0%	Finance
MAR Marriott International	$508,267	$3,925 â–²	0.8%	1,554	0.0%	Consumer Discretionary
DFAE Dimensional Emerging Core Equity Market ETF	$508,144	$34,131 â–¼	-6.3%	15,007	0.0%	ETF
GLD SPDR Gold Shares	$485,797	$85,628 â–²	21.4%	1,129	0.0%	Finance
KBWB Invesco KBW Bank ETF	$479,230		0.0%	6,057	0.0%	Manufacturing
ORCL Oracle	$473,988	$68,553 â–²	16.9%	3,222	0.0%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$469,373	$2,970 â–²	0.6%	3,319	0.0%	Manufacturing
NEE NextEra Energy	$448,928	$2,317 â–²	0.5%	4,844	0.0%	Utilities
MCD McDonald's	$440,389	$7,148 â–²	1.6%	1,417	0.0%	Retail/Wholesale
TSLA Tesla	$439,409	$137,919 â–²	45.7%	1,182	0.0%	Auto/Tires/Trucks
ASML ASML	$402,853	$92,458 â–²	29.8%	305	0.0%	Computer and Technology
VGT Vanguard Information Technology ETF	$401,887		0.0%	576	0.0%	ETF
HD Home Depot	$400,917	$82,551 â–²	25.9%	1,219	0.0%	Retail/Wholesale
LOW Lowe's Companies	$398,841	$2,835 â–²	0.7%	1,688	0.0%	Retail/Wholesale
TMO Thermo Fisher Scientific	$396,176	$30,967 â–¼	-7.2%	806	0.0%	Medical
IWF iShares Russell 1000 Growth ETF	$395,699	$165,017 â–²	71.5%	928	0.0%	ETF
IWR iShares Russell Mid-Cap ETF	$377,641		0.0%	3,884	0.0%	ETF
AMD Advanced Micro Devices	$375,328	$65,301 â–²	21.1%	1,845	0.0%	Computer and Technology
VTV Vanguard Value ETF	$372,780	$372,780 â–²	New Holding	1,900	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Tanager Wealth Management LLP Top Holdings and 13F Report (2026)

About Tanager Wealth Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Tanager Wealth Management LLP Top Holdings and 13F Report (2026)

About Tanager Wealth Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTanager Wealth Management LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools