Tanager Wealth Management LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Tanager Wealth Management LLP reported 158 stock positions worth $1.1 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 15.7% of the portfolio, followed by Invesco International Corpor (PICB, 9.1%) and Vanguard Ftse Developed ETF (VEA, 6.7%). Compared with Q1 2026, it opened 26 new positions, sold out of 13, added to 74 and reduced 45. The biggest buy was BBLX BBB 1-5Y Corp. Bond ETF (BBBS, shares +179%) and the biggest sale Bondbloxx BBG 6 MTH US Treas (XHLF, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Goring On Thames, X0
- CIK
- 0001892929
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0002085853-26-000832 ↗ filed Jul 23, 2026
Holdings Value
Holdings 158 stocks · $1.1B
| ITOT iShares Core S&P Total U.S. | 15.74% | 1,100,577 | $180.8M | Reduce -0.6% |
| PICB Invesco International Corpor | 9.07% | 4,499,641 | $104.2M | Add +22.4% |
| VEA Vanguard Ftse Developed ETF | 6.66% | 1,074,057 | $76.5M | Reduce -4.8% |
| VTI VG Morningstar TS MKT ETF-US | 6.65% | 206,445 | $76.4M | Reduce -0.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 4.25% | 970,303 | $48.8M | Reduce -33.6% |
| GOOG Alphabet Inc. Class C | 4.11% | 133,626 | $47.2M | Add +10.6% |
| XONE Bondbloxx BBG 1 Dur US Treas | 4.06% | 943,490 | $46.6M | Add +69.4% |
| BKAG BNY Mellon Core Bond ETF | 3.72% | 1,018,696 | $42.7M | Reduce -15.4% |
| VGK Vanguard Ftse Europe ETF | 3.13% | 405,842 | $35.9M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 2.80% | 538,659 | $32.2M | Reduce -0.0% |
| VPL Vanguard Ftse Pacific ETF | 2.66% | 263,678 | $30.5M | Add +4.7% |
| DFAS Dimensional US Small Cap ETF | 2.63% | 366,497 | $30.2M | Reduce -5.9% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 2.54% | 570,525 | $29.1M | Add +178.7% |
| PFXF Vaneck Pref Sec X-Financials | 2.38% | 1,530,332 | $27.3M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 1.96% | 227,275 | $22.5M | Reduce -10.0% |
| AVUS Avantis U.S. Equity ETF | 1.95% | 175,042 | $22.4M | Reduce -2.0% |
| AAPL Apple Inc. | 1.70% | 67,484 | $19.5M | Reduce -15.1% |
| DFIS Dimensional International SM | 1.53% | 502,319 | $17.6M | Add +0.6% |
| MSFT Microsoft Corp. | 1.43% | 44,118 | $16.5M | Add +0.3% |
| IWV iShares Russell 3000 ETF | 1.33% | 35,804 | $15.3M | Add +2.0% |
| MOAT Vaneck Morningstar Wide Moat | 1.21% | 134,068 | $13.9M | Reduce -10.3% |
| IEUR iShares Core MSCI Europe ETF | 1.15% | 175,982 | $13.2M | Add +14.6% |
| GOOGL Alphabet Inc. Class A | 1.11% | 35,636 | $12.7M | Add +3.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 272,363 | $12.6M | Reduce -9.7% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 1.04% | 234,724 | $11.9M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 114,019 | $11.0M | Reduce -2.2% |
| PFF iShares Preferred & Income S | 0.79% | 297,175 | $9.1M | Add +59.1% |
| VOO Vanguard S&P 500 ETF | 0.76% | 12,674 | $8.7M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.68% | 106,623 | $7.8M | Reduce -34.6% |
| VXUS Vanguard Total Intl Stock | 0.62% | 83,725 | $7.2M | Add +4.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.58% | 42,809 | $6.6M | Reduce -4.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.53% | 68,555 | $6.1M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.42% | 20,252 | $4.8M | Reduce -9.8% |
| META Meta Platforms Inc. Class A | 0.40% | 8,172 | $4.6M | Add +9.3% |
| NVDA Nvidia Corp. | 0.38% | 21,939 | $4.4M | Add +9.6% |
| VT Vanguard Tot World STK ETF | 0.33% | 24,297 | $3.8M | Reduce -2.5% |
| ELM Elm Market Navigator ETF | 0.33% | 129,100 | $3.8M | No change |
| PM Philip Morris International | 0.28% | 17,755 | $3.2M | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 10,555 | $3.2M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.24% | 9,168 | $2.8M | Reduce -16.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 5,303 | $2.7M | Add +2.1% |
| MU Micron Technology Inc. | 0.21% | 2,097 | $2.4M | Add +10.3% |
| IEMG iShares Core MSCI Emerging | 0.20% | 27,820 | $2.3M | Reduce -0.7% |
| CADL Candel Therapeutics Inc. | 0.18% | 198,175 | $2.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 2,707 | $2.0M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.15% | 4,465 | $1.7M | Add +8.4% |
| CVX Chevron Corp. | 0.14% | 9,528 | $1.6M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.14% | 3,850 | $1.6M | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.12% | 27,362 | $1.4M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,855 | $1.4M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,788 | $1.3M | No change |
| AMD Advanced Micro Devices | 0.11% | 2,219 | $1.3M | Add +20.3% |
| JPM JPMorgan Chase & Co. | 0.11% | 3,885 | $1.3M | Add +4.8% |
| VXF Vanguard Extended Market ETF | 0.10% | 4,737 | $1.2M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.10% | 8,164 | $1.1M | Add +15.0% |
| ABBV Abbvie Inc. | 0.09% | 4,146 | $1.0M | Add +5.3% |
| DELL Dell Technologies -C | 0.09% | 2,412 | $1.0M | Reduce -53.0% |
| AXP American Express Co. | 0.09% | 3,061 | $1.0M | Add +46.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.09% | 21,255 | $991K | Reduce -4.6% |
| IPAC iShares Core MSCI Pacific Et | 0.08% | 11,574 | $948K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 10,920 | $941K | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,914 | $914K | Reduce -1.9% |
| COP Conocophillips | 0.08% | 8,744 | $909K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.08% | 6,126 | $898K | Reduce -2.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.08% | 49,731 | $889K | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.08% | 865 | $875K | Add +9.6% |
| FCNCA First Citizens Bcshs Class A | 0.08% | 416 | $866K | Add +0.5% |
| RDDT Reddit Inc. Class A | 0.07% | 4,920 | $854K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.07% | 909 | $850K | Reduce -7.0% |
| KLAC KLA Corp. | 0.07% | 2,795 | $843K | Add +17.4% |
| MO Altria Group Inc. | 0.07% | 11,578 | $833K | Add +0.2% |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | 0.07% | 15,837 | $800K | Add +149.4% |
| HD Home Depot Inc. | 0.07% | 2,180 | $769K | Add +78.8% |
| VANI Vivani Medical Inc. | 0.07% | 607,276 | $753K | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.06% | 610 | $732K | Add +9.1% |
| BGRN iShares Usd Green Bond ETF | 0.06% | 15,090 | $716K | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,999 | $710K | Reduce -6.1% |
| MDY State Street SPDR S&P Midcap | 0.06% | 988 | $695K | No change |
| MS Morgan Stanley | 0.06% | 3,288 | $687K | Add +6.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.06% | 15,885 | $653K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 326 | $649K | Add +6.9% |
| TSLA Tesla Inc. | 0.06% | 1,528 | $643K | Add +29.3% |
| V Visa Inc. Class A | 0.06% | 1,849 | $634K | Add +5.1% |
| AMAT Applied Materials Inc. | 0.05% | 851 | $615K | Add +12.6% |
| MAR Marriott International Class A | 0.05% | 1,642 | $609K | Add +5.7% |
| DFAE Dimensional Emerging Core Eq | 0.05% | 15,010 | $604K | Add +0.0% |
| WMT Walmart Inc. | 0.05% | 5,260 | $596K | Add +11.9% |
| CAT Caterpillar Inc. | 0.05% | 553 | $589K | Add +8.6% |
| JNJ Johnson & Johnson | 0.05% | 2,245 | $570K | Reduce -5.0% |
| PSX Phillips 66 | 0.05% | 3,341 | $565K | Add +0.5% |
| KBWB Invesco KBW Bank ETF | 0.05% | 6,057 | $563K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 3,319 | $543K | No change |
| LRCX Lam Research Corp. | 0.05% | 1,232 | $534K | Add +13.2% |
| DEO Diageo PLC-Sponsored ADR | 0.05% | 6,507 | $523K | Reduce -47.7% |
| NFLX Netflix Inc. | 0.04% | 7,117 | $508K | Add +17.9% |
| INTC Intel Corp. | 0.04% | 3,633 | $507K | New |
| VGT Vanguard Info Tech ETF | 0.04% | 4,232 | $506K | Reduce -8.2% |
| ORCL Oracle Corp. | 0.04% | 3,433 | $503K | Add +6.5% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 931 | $467K | Add +15.5% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 2,884 | $456K | Add +65.4% |
Portfolio Sells Q1 2026 → Q2 2026
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -33.6% | 4.25% | −2.87 |
| BKAG BNY Mellon Core Bond ETF | Reduce -15.4% | 3.72% | −1.20 |
| BND Vanguard Total Bond Market | Reduce -34.6% | 0.68% | −0.48 |
| AGG iShares Core U.S. Aggregate | Reduce -10.0% | 1.96% | −0.47 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.8% | 6.66% | −0.33 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -3.6% | 2.38% | −0.32 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -9.7% | 1.09% | −0.25 |
| AAPL Apple Inc. | Reduce -15.1% | 1.70% | −0.25 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.3% | 1.21% | −0.18 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 0.96% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -4.7% | 0.58% | −0.06 |
| CVX Chevron Corp. | Reduce -0.6% | 0.14% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -5.9% | 2.63% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -47.7% | 0.05% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 0.42% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -16.9% | 0.24% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -31.3% | 0.04% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.02 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -7.0% | 0.07% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.0% | 2.80% | −0.02 |
| MCD McDonald's Corp. | Reduce -13.1% | 0.03% | −0.01 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -12.3% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.4% | 0.02% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -5.0% | 0.05% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -23.2% | 0.02% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.6% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.1% | 0.06% | −0.00 |
| PPG PPG Industries Inc. | Reduce -14.4% | 0.02% | −0.00 |
| WIT Wipro Ltd.-ADR | Sold out | 0.00% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -4.6% | 0.09% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -2.5% | 0.33% | −0.00 |
| SBUX Starbucks Corp. | Reduce -5.0% | 0.03% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -4.7% | 0.04% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.4% | 0.02% | +0.00 |
| VANI Vivani Medical Inc. | Reduce -5.3% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.18% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -8.2% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.1% | 0.28% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Add +178.7% | 2.54% | +1.52 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +69.4% | 4.06% | +1.39 |
| PICB Invesco International Corpor | Add +22.4% | 9.07% | +0.86 |
| GOOG Alphabet Inc. Class C | Add +10.6% | 4.11% | +0.76 |
| VPL Vanguard Ftse Pacific ETF | Add +4.7% | 2.66% | +0.27 |
| PFF iShares Preferred & Income S | Add +59.1% | 0.79% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 1.11% | +0.15 |
| MU Micron Technology Inc. | Add +10.3% | 0.21% | +0.15 |
| IEUR iShares Core MSCI Europe ETF | Add +14.6% | 1.15% | +0.11 |
| AMD Advanced Micro Devices | Add +20.3% | 0.11% | +0.08 |
| IWV iShares Russell 3000 ETF | Add +2.0% | 1.33% | +0.07 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +9.6% | 0.38% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +17.4% | 0.07% | +0.04 |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | Add +149.4% | 0.07% | +0.04 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| AXP American Express Co. | Add +46.0% | 0.09% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| SNDK Sandisk Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +12.6% | 0.05% | +0.03 |
| HD Home Depot Inc. | Add +78.8% | 0.07% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +4.8% | 0.62% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| POWL Powell Industries Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +13.2% | 0.05% | +0.02 |
| AVGO Broadcom Inc. | Add +8.4% | 0.15% | +0.02 |
| CM Can Imperial BK of Commerce | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| URI United Rentals Inc. | New | 0.02% | +0.02 |
| DIS The Walt Disney Co. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | New | 0.02% | +0.02 |
| IWO iShares Russell 2000 Growth | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.02% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.02% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.9% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Add +8.6% | 0.05% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +65.4% | 0.04% | +0.01 |
| LLY Eli Lilly & Co. | Add +9.1% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $1.1B | ITOT, PICB, VEA, VTI, XHLF |
| Q1 2026 | 145 | $1.0B | ITOT, PICB, XHLF, VEA, VTI |
| Q4 2025 | 137 | $1.0B | ITOT, XHLF, VEA, PICB, VTI |
| Q3 2025 | 132 | $952.4M | ITOT, XHLF, VEA, VTI, BKAG |
| Q2 2025 | 123 | $847.9M | XHLF, ITOT, VEA, VTI, BKAG |
| Q1 2025 | 116 | $768.9M | XHLF, VEA, ITOT, VTI, MOAT |
| Q4 2024 | 118 | $770.7M | XHLF, VTI, VEA, MOAT, BKAG |
| Q3 2024 | 109 | $743.0M | VTI, XTEN, XHLF, VEA, MOAT |
| Q2 2024 | 95 | $671.9M | VTI, XTEN, XHLF, VEA, MOAT |
| Q1 2024 | 87 | $619.2M | VTI, XHLF, XTEN, VEA, MOAT |