Tanager Wealth Management LLP Top Holdings and 13F Report (2026) About Tanager Wealth Management LLPInvestment ActivityTanager Wealth Management LLP has $1.15 billion in total holdings as of June 30, 2026.Tanager Wealth Management LLP owns shares of 158 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.33% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Tanager Wealth Management LLP has purchased 145 new stocks and bought additional shares in 76 stocks.Tanager Wealth Management LLP sold shares of 43 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $180,791,711Invesco International Corporate Bond ETF $104,211,695Vanguard FTSE Developed Markets ETF $76,526,546Vanguard Total Stock Market ETF $76,392,852BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $48,806,243 Largest New Holdings this Quarter 87283Q867 - T. Rowe Price Capital Appreciation Equity ETF $652,874 Holding458140100 - Intel $507,276 Holding17275R102 - Cisco Systems $331,825 Holding697435105 - Palo Alto Networks $330,107 Holding80004C200 - SANDISK CORP $329,691 Holding Largest Purchases this Quarter BondBloxx Bloomberg One Year Target Duration US Treasury ETF 386,502 shares (about $19.08M)Invesco International Corporate Bond ETF 823,441 shares (about $19.07M)BONDBLOXX ETF TRUST 365,797 shares (about $18.67M)Alphabet 12,771 shares (about $4.51M)iShares Preferred and Income Securities ETF 110,450 shares (about $3.37M) Largest Sales this Quarter BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 491,839 shares (about $24.74M)BNY Mellon Core Bond ETF 185,899 shares (about $7.80M)Vanguard Total Bond Market ETF 56,488 shares (about $4.15M)Vanguard FTSE Developed Markets ETF 54,238 shares (about $3.86M)Apple 11,999 shares (about $3.47M) 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$180,791,711$1,100,444 ▼-0.6%1,100,57715.7%ETFPICBInvesco International Corporate Bond ETF$104,211,695$19,070,895 ▲22.4%4,499,6419.1%ETFVEAVanguard FTSE Developed Markets ETF$76,526,546$3,864,457 ▼-4.8%1,074,0576.7%ETFVTIVanguard Total Stock Market ETF$76,392,852$138,395 ▼-0.2%206,4456.7%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$48,806,243$24,739,503 ▼-33.6%970,3034.3%ETFGOOGAlphabet$47,214,111$4,512,381 ▲10.6%133,6264.1%Communication ServicesXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$46,580,101$19,081,604 ▲69.4%943,4904.1%ETFBKAGBNY Mellon Core Bond ETF$42,734,290$7,798,462 ▼-15.4%1,018,6963.7%ETFVGKVanguard FTSE Europe ETF$35,933,247$863,708 ▲2.5%405,8423.1%ETFVWOVanguard FTSE Emerging Markets ETF$32,152,579$11,102 ▼0.0%538,6592.8%ETFVPLVanguard FTSE Pacific ETF$30,504,921$1,357,276 ▲4.7%263,6782.7%ETFDFASDimensional U.S. Small Cap ETF$30,177,375$1,880,811 ▼-5.9%366,4972.6%ETFBONDBLOXX ETF TRUST$29,122,449$18,672,108 ▲178.7%570,5252.5%BBB RATED 1 5 YEPFXFVanEck Preferred Securities ex Financials ETF$27,301,116$1,022,232 ▼-3.6%1,530,3322.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$22,495,633$2,503,595 ▼-10.0%227,2752.0%ETFAVUSAvantis U.S. Equity ETF$22,419,410$462,113 ▼-2.0%175,0422.0%ETFAAPLApple$19,527,247$3,472,044 ▼-15.1%67,4841.7%TechnologyDFISDimensional International Small Cap ETF$17,596,219$96,578 ▲0.6%502,3191.5%ETFMSFTMicrosoft$16,456,986$55,580 ▲0.3%44,1181.4%TechnologyIWViShares Russell 3000 ETF$15,266,826$301,038 ▲2.0%35,8041.3%ETFMOATVanEck Morningstar Wide Moat ETF$13,937,709$1,596,202 ▼-10.3%134,0681.2%ETFIEURiShares Core MSCI Europe ETF$13,228,567$1,682,605 ▲14.6%175,9821.2%ETFGOOGLAlphabet$12,735,238$462,079 ▲3.8%35,6361.1%Communication ServicesIUSBiShares Core Total USD Bond Market ETF$12,569,572$1,350,766 ▼-9.7%272,3631.1%ETFBONDBLOXX ETF TRUST$11,909,896$227,569 ▲1.9%234,7241.0%IR M TAXAWAREIEFAiShares Core MSCI EAFE ETF$11,011,955$248,017 ▼-2.2%114,0191.0%ETFPFFiShares Preferred and Income Securities ETF$9,060,873$3,367,623 ▲59.2%297,1750.8%ETFVOOVanguard S&P 500 ETF$8,704,630$25,412 ▼-0.3%12,6740.8%ETFBNDVanguard Total Bond Market ETF$7,827,194$4,146,784 ▼-34.6%106,6230.7%ETFVXUSVanguard Total International Stock ETF$7,157,650$330,846 ▲4.8%83,7250.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,605,001$328,946 ▼-4.7%42,8090.6%ETFIDEViShares Core MSCI International Developed Markets ETF$6,102,081$66,134 ▲1.1%68,5550.5%ETFAMZNAmazon.com$4,826,862$524,586 ▼-9.8%20,2520.4%Consumer DiscretionaryMETAMeta Platforms$4,603,206$390,360 ▲9.3%8,1720.4%Communication ServicesNVDANVIDIA$4,389,565$382,554 ▲9.5%21,9390.4%TechnologyVTVanguard Total World Stock ETF$3,813,374$98,250 ▼-2.5%24,2970.3%ETFSERIES PORTFOLIOS TR$3,782,1010.0%129,1000.3%ELM MAR NAV ETFPMPhilip Morris International$3,212,178$60,245 ▲1.9%17,7550.3%Consumer StaplesVBVanguard Small-Cap ETF$3,199,432$70,324 ▼-2.2%10,5550.3%ETFIWMiShares Russell 2000 ETF$2,754,526$559,738 ▼-16.9%9,1680.2%ETFBRK.BBerkshire Hathaway$2,654,624$55,565 ▲2.1%5,3030.2%FinanceMUMicron Technology$2,420,546$225,087 ▲10.3%2,0970.2%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,304,609$17,231 ▼-0.7%27,8200.2%ETFCADLCandel Therapeutics$2,041,2030.0%198,1750.2%HealthcareSPYSPDR S&P 500 ETF Trust$2,021,506$23,150 ▼-1.1%2,7070.2%ETFAVGOBroadcom$1,686,654$130,324 ▲8.4%4,4650.1%TechnologyCVXChevron$1,579,361$9,283 ▼-0.6%9,5280.1%EnergyIWBiShares Russell 1000 ETF$1,576,5750.0%3,8500.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$1,425,834$74,830 ▲5.5%27,3620.1%ETFQQQInvesco QQQ$1,366,022$8,100 ▼-0.6%1,8550.1%ETFIVViShares Core S&P 500 ETF$1,339,0150.0%1,7880.1%ETFAMDAdvanced Micro Devices$1,289,039$217,260 ▲20.3%2,2190.1%TechnologyJPMJPMorgan Chase & Co.$1,271,677$57,937 ▲4.8%3,8850.1%FinanceVXFVanguard Extended Market ETF$1,166,297$246 ▲0.0%4,7370.1%ETFXOMExxonMobil$1,116,182$145,744 ▲15.0%8,1640.1%EnergyABBVAbbVie$1,043,299$52,089 ▲5.3%4,1460.1%HealthcareDELLDell Technologies$1,040,868$1,171,192 ▼-52.9%2,4120.1%TechnologyAXPAmerican Express$1,035,355$326,064 ▲46.0%3,0610.1%FinanceDFSUDimensional US Sustainability Core 1 ETF$991,121$48,076 ▼-4.6%21,2550.1%ETFIPACiShares Core MSCI Pacific ETF$948,2580.0%11,5740.1%ETFVUGVanguard Growth ETF$940,649$792,919 ▲536.7%10,9200.1%ETFTSMTaiwan Semiconductor Manufacturing$914,365$17,676 ▼-1.9%1,9140.1%TechnologyCOPConocoPhillips$909,026$17,881 ▲2.0%8,7440.1%EnergyPGProcter & Gamble$898,396$20,385 ▼-2.2%6,1260.1%Consumer StaplesFPEFirst Trust Preferred Securities and Income ETF$889,190$16,575 ▲1.9%49,7310.1%ETFGSThe Goldman Sachs Group$874,835$76,864 ▲9.6%8650.1%FinanceFCNCAFirst Citizens BancShares$865,609$4,162 ▲0.5%4160.1%FinanceREDDIT INC$854,014$2,604 ▲0.3%4,9200.1%CL ACOSTCostco Wholesale$850,342$63,612 ▼-7.0%9090.1%Consumer StaplesKLACKLA$843,283$771,476 ▲1,074.4%2,7950.1%TechnologyMOAltria Group$833,068$1,799 ▲0.2%11,5780.1%Consumer StaplesBONDBLOXX ETF TRUST$799,531$478,951 ▲149.4%15,8370.1%IR M TAX AWAREHDHome Depot$768,842$338,925 ▲78.8%2,1800.1%Consumer DiscretionaryVANIVivani Medical$753,022$41,923 ▼-5.3%607,2760.1%HealthcareLLYEli Lilly and Company$731,652$61,171 ▲9.1%6100.1%HealthcareBGRNiShares USD Green Bond ETF$716,360$11,251 ▲1.6%15,0900.1%ETFVIGVanguard Dividend Appreciation ETF$709,623$46,377 ▼-6.1%2,9990.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$694,9000.0%9880.1%ETFMSMorgan Stanley$687,324$38,672 ▲6.0%3,2880.1%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$652,874$652,874 ▲New Holding15,8850.1%ETFASMLASML$648,557$41,778 ▲6.9%3260.1%TechnologyTSLATesla$642,677$145,528 ▲29.3%1,5280.1%Consumer DiscretionaryVVisa$634,373$30,535 ▲5.1%1,8490.1%FinanceAMATApplied Materials$615,273$68,685 ▲12.6%8510.1%TechnologyMARMarriott International$608,509$32,612 ▲5.7%1,6420.1%Consumer DiscretionaryDFAEDimensional Emerging Core Equity Market ETF$603,567$121 ▲0.0%15,0100.1%ETFWALMART INC$595,748$63,426 ▲11.9%5,2600.1%COMCATCaterpillar$588,890$46,856 ▲8.6%5530.1%IndustrialsJNJJohnson & Johnson$570,163$29,715 ▼-5.0%2,2450.0%HealthcarePSXPhillips 66$564,796$2,536 ▲0.5%3,3410.0%EnergyKBWBInvesco KBW Bank ETF$563,1800.0%6,0570.0%ETFESGUiShares ESG Aware MSCI USA ETF$543,2210.0%3,3190.0%ETFLAM RESEARCH CORP$533,933$62,408 ▲13.2%1,2320.0%COM NEWDEODiageo$523,033$477,297 ▼-47.7%6,5070.0%Consumer StaplesNFLXNetflix$508,154$77,326 ▲17.9%7,1170.0%Communication ServicesINTCIntel$507,276$507,276 ▲New Holding3,6330.0%TechnologyVGTVanguard Information Technology ETF$505,809$436,965 ▲634.7%4,2320.0%ETFORCLOracle$503,106$30,922 ▲6.5%3,4330.0%TechnologyTMOThermo Fisher Scientific$466,773$62,671 ▲15.5%9310.0%HealthcareVYMVanguard High Dividend Yield ETF$455,759$180,154 ▲65.4%2,8840.0%ETFShowing largest 100 holdings. 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