Tanager Wealth Management LLP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Tanager Wealth Management LLP reported 95 stock positions worth $671.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.4% of the portfolio, followed by Bondbloxx BBG 10Y US TSY ETF (XTEN, 9.6%) and Bondbloxx BBG 6 MTH US Treas (XHLF, 9.6%). Compared with Q1 2024, it opened 10 new positions, sold out of 2, added to 50 and reduced 10. The biggest buy was Microsoft (MSFT, shares +261%) and the biggest sale iShares Russell 3000 ETF (IWV, shares −6%).

Most Recent 13F
Q2 2026
Location
Goring On Thames, X0
CIK
0001892929
Portfolio Value
$671.9M (Q2 2024)
SEC Filing
0001892929-24-000004 ↗ filed Jul 25, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $619.2M Q1 2024 Q2 2024: $671.9M $671.9M Q2 2024 Q3 2024: $743.0M Q3 2024 Q4 2024: $770.7M Q4 2024 Q1 2025: $768.9M Q1 2025 Q2 2025: $847.9M Q2 2025 Q3 2025: $952.4M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 95 stocks · $671.9M
VTI VG Morningstar TS MKT ETF-US 14.45% 361,597 $97.1M Add +1.1%
XTEN Bondbloxx BBG 10Y US TSY ETF 9.63% 1,408,203 $64.7M Add +11.4%
XHLF Bondbloxx BBG 6 MTH US Treas 9.59% 1,282,137 $64.5M Add +5.7%
VEA Vanguard Ftse Developed ETF 8.24% 1,120,649 $55.4M Add +8.4%
MOAT Vaneck Morningstar Wide Moat 5.71% 443,101 $38.4M Add +5.4%
GOOG Alphabet Inc. Class C 3.69% 135,054 $24.8M Add +10.7%
VGK Vanguard Ftse Europe ETF 3.36% 338,350 $22.6M Add +5.1%
BKAG BNY Mellon Core Bond ETF 3.25% 526,915 $21.8M Add +9.8%
DFAS Dimensional US Small Cap ETF 3.10% 346,509 $20.8M Add +6.8%
PFXF Vaneck Pref Sec X-Financials 3.02% 1,171,301 $20.3M Add +6.8%
AVUS Avantis U.S. Equity ETF 2.87% 213,757 $19.3M Add +26.2%
VWO Vanguard Ftse Emerging Marke 2.85% 437,623 $19.2M Add +8.3%
AAPL Apple Inc. 2.83% 90,376 $19.0M Add +1.3%
VPL Vanguard Ftse Pacific ETF 2.71% 245,499 $18.2M Add +6.7%
AGG iShares Core U.S. Aggregate 2.13% 147,392 $14.3M Add +7.9%
VSS Vanguard Ftse All Wo X-US SC 2.08% 119,041 $14.0M Add +6.6%
IWV iShares Russell 3000 ETF 1.84% 39,986 $12.3M Reduce -5.9%
PICB Invesco International Corpor 1.81% 553,773 $12.2M Add +3.0%
MSFT Microsoft Corp. 1.48% 22,203 $9.9M Add +260.9%
EMLC Vaneck JPM Em Local Curr BND 1.36% 384,392 $9.1M Add +6.9%
IEFA iShares Core MSCI Eafe ETF 1.27% 117,518 $8.5M Reduce -2.1%
BND Vanguard Total Bond Market 1.11% 103,808 $7.5M Add +2.1%
VOO Vanguard S&P 500 ETF 1.09% 14,586 $7.3M Add +28.2%
VXUS Vanguard Total Intl Stock 0.94% 105,218 $6.3M Add +29.4%
CNTA Centessa Pharmaceuticals Ltd. 0.94% 696,096 $6.3M No change
META Meta Platforms Inc. Class A 0.93% 12,377 $6.2M Add +26.5%
GOOGL Alphabet Inc. Class A 0.66% 24,214 $4.4M Add +7.8%
DEO Diageo PLC-Sponsored ADR 0.64% 33,995 $4.3M Add +0.1%
AMZN Amazon.com Inc. 0.59% 20,599 $4.0M Add +4.6%
VT Vanguard Tot World STK ETF 0.37% 22,133 $2.5M Add +2.4%
VB Vanguard Most SM-Cap ETF-Usd 0.36% 11,046 $2.4M Reduce -5.1%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 4,499 $1.8M Add +0.9%
VANI Vivani Medical Inc. 0.24% 1,303,000 $1.6M No change
IWB iShares Russell 1000 ETF 0.17% 3,800 $1.1M No change
LEMB iShares JP Morgan Em Local C 0.16% 30,734 $1.1M Reduce -8.1%
NVDA Nvidia Corp. 0.16% 8,824 $1.1M Add +12.4%
PG The Procter & Gamble Co. 0.16% 6,488 $1.1M Add +19.6%
PLTR Palantir Technologies Inc. Class A 0.15% 40,445 $1.0M No change
QQQ Invesco QQQ Trust Series 1 0.15% 2,048 $983K Add +3.2%
COP Conocophillips 0.14% 8,340 $954K No change
XONE Bondbloxx BBG 1 Dur US Treas 0.14% 18,330 $908K Add +49.2%
PCOR Procore Technologies Inc. 0.12% 12,579 $834K Add +1.2%
CVX Chevron Corp. 0.12% 5,209 $815K No change
VONV Vanguard Russell 1000 Value 0.12% 10,597 $812K New
AXP American Express Co. 0.12% 3,386 $784K No change
DFAE Dimensional Emerging Core Eq 0.12% 29,946 $775K Reduce -6.6%
MAR Marriott International Class A 0.11% 3,158 $764K Add +3.1%
VXF Vanguard Extended Market ETF 0.11% 4,495 $761K Add +5.6%
JPM JPMorgan Chase & Co. 0.11% 3,697 $748K Reduce -56.6%
DFSU Dimensional US Sus CORE1 ETF 0.11% 21,094 $735K Add +12.3%
BGRN iShares Usd Green Bond ETF 0.09% 13,084 $609K Add +23.5%
XOM Exxon Mobil Corp. 0.09% 5,227 $602K Reduce -13.6%
VIG Vanguard Dividend Apprec ETF 0.09% 3,151 $578K Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 0.08% 971 $537K Add +8.3%
MDY State Street SPDR S&P Midcap 0.08% 988 $531K No change
IVV iShares Core S&P 500 ETF 0.08% 939 $514K No change
ESGU iShares ESG Aware MSCI USA 0.08% 4,297 $513K No change
ABBV Abbvie Inc. 0.07% 2,929 $502K No change
DELL Dell Technologies -C 0.07% 3,595 $496K Reduce -12.2%
PSX Phillips 66 0.07% 3,329 $470K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 1,176 $440K New
LMBS First Trust Low Duration Opp 0.06% 8,892 $427K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 769 $420K Reduce -8.6%
INTU Intuit Inc. 0.06% 614 $404K No change
INST Instructure Holdings Inc. 0.06% 17,138 $401K No change
PYPL PayPal Holdings Inc. 0.06% 6,871 $399K Add +6.1%
LOW Lowe's Cos Inc. 0.06% 1,803 $397K Add +0.3%
MS Morgan Stanley 0.06% 3,850 $374K Add +1.5%
IWF iShares Russell 1000 Growth 0.05% 959 $350K New
TAXX BBLX Irm Tax-Aware S Dur ETF 0.05% 6,608 $331K New
VGT Vanguard Info Tech ETF 0.05% 551 $318K Add +1.1%
ORCL Oracle Corp. 0.05% 2,250 $318K Add +6.4%
IWD iShares Russell 1000 Value E 0.05% 1,791 $312K No change
DFSI Dimensional Int Sus COR1 ETF 0.04% 9,078 $299K Add +4.2%
HD Home Depot Inc. 0.04% 863 $297K No change
DFIS Dimensional International SM 0.04% 11,521 $284K New
DFSB Dim GLB Sustain Fix Inc. ETF 0.04% 5,387 $275K Add +3.2%
PPG PPG Industries Inc. 0.04% 2,175 $274K No change
SBUX Starbucks Corp. 0.04% 3,475 $271K Add +2.4%
ADP Automatic Data Processing 0.04% 1,090 $262K No change
ABT Abbott Laboratories 0.04% 2,511 $261K Add +0.5%
GS Goldman Sachs Group Inc. 0.04% 549 $248K No change
BSX Boston Scientific Corp. 0.04% 3,128 $241K Add +0.5%
IJR iShares Core S&P Small-Cap E 0.04% 2,253 $240K New
NEE Nextera Energy Inc. 0.03% 3,271 $232K New
JNJ Johnson & Johnson 0.03% 1,577 $230K Add +5.0%
MDB Mongodb Inc. 0.03% 914 $228K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,738 $228K Add +1.8%
AMD Advanced Micro Devices 0.03% 1,370 $222K No change
SCHB Schwab US Broad Market ETF 0.03% 3,432 $216K No change
COST Costco Wholesale Corp. 0.03% 250 $212K New
TSM Taiwan Semiconductor-SP ADR 0.03% 1,181 $206K New
OMC Omnicom Group 0.03% 2,263 $205K No change
VSGX Vanguard ESG Intl Stock ETF 0.03% 3,505 $201K No change
KO The Coca-Cola Co. 0.03% 3,124 $200K New

Portfolio Sells Q1 2024 → Q2 2024
IWV iShares Russell 3000 ETF Reduce -5.9% 1.84% −0.22
IEFA iShares Core MSCI Eafe ETF Reduce -2.1% 1.27% −0.17
JPM JPMorgan Chase & Co. Reduce -56.6% 0.11% −0.16
VB Vanguard Most SM-Cap ETF-Usd Reduce -5.1% 0.36% −0.07
ABNB Airbnb Inc. Class A Sold out 0.00% −0.05
NSC Norfolk Southern Corp. Sold out 0.00% −0.03
LEMB iShares JP Morgan Em Local C Reduce -8.1% 0.16% −0.03
XOM Exxon Mobil Corp. Reduce -13.6% 0.09% −0.02
DFAE Dimensional Emerging Core Eq Reduce -6.6% 0.12% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.6% 0.06% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.2% 0.09% −0.01
DELL Dell Technologies -C Reduce -12.2% 0.07% −0.00

Portfolio Buys Q1 2024 → Q2 2024
MSFT Microsoft Corp. Add +260.9% 1.48% +1.06
GOOG Alphabet Inc. Class C Add +10.7% 3.69% +0.69
AVUS Avantis U.S. Equity ETF Add +26.2% 2.87% +0.42
AAPL Apple Inc. Add +1.3% 2.83% +0.36
VOO Vanguard S&P 500 ETF Add +28.2% 1.09% +0.21
META Meta Platforms Inc. Class A Add +26.5% 0.93% +0.16
VXUS Vanguard Total Intl Stock Add +29.4% 0.94% +0.15
VWO Vanguard Ftse Emerging Marke Add +8.3% 2.85% +0.12
VONV Vanguard Russell 1000 Value New 0.12% +0.12
GOOGL Alphabet Inc. Class A Add +7.8% 0.66% +0.11
XTEN Bondbloxx BBG 10Y US TSY ETF Add +11.4% 9.63% +0.09
VUG Vanguard Mrngstar GR ETF-Sui New 0.07% +0.07
IWF iShares Russell 1000 Growth New 0.05% +0.05
TAXX BBLX Irm Tax-Aware S Dur ETF New 0.05% +0.05
NVDA Nvidia Corp. Add +12.4% 0.16% +0.05
DFIS Dimensional International SM New 0.04% +0.04
XONE Bondbloxx BBG 1 Dur US Treas Add +49.2% 0.14% +0.04
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
NEE Nextera Energy Inc. New 0.03% +0.03
COST Costco Wholesale Corp. New 0.03% +0.03
TSM Taiwan Semiconductor-SP ADR New 0.03% +0.03
KO The Coca-Cola Co. New 0.03% +0.03
AMZN Amazon.com Inc. Add +4.6% 0.59% +0.02
PG The Procter & Gamble Co. Add +19.6% 0.16% +0.02
BGRN iShares Usd Green Bond ETF Add +23.5% 0.09% +0.01
DFSU Dimensional US Sus CORE1 ETF Add +12.3% 0.11% +0.01
ORCL Oracle Corp. Add +6.4% 0.05% +0.00
QQQ Invesco QQQ Trust Series 1 Add +3.2% 0.15% +0.00
BKAG BNY Mellon Core Bond ETF Add +9.8% 3.25% +0.00
BSX Boston Scientific Corp. Add +0.5% 0.04% +0.00
VGT Vanguard Info Tech ETF Add +1.1% 0.05% +0.00
BAC Bank of America Corp. Add +1.8% 0.03% −0.00
MS Morgan Stanley Add +1.5% 0.06% −0.00
DFSB Dim GLB Sustain Fix Inc. ETF Add +3.2% 0.04% −0.00
DFSI Dimensional Int Sus COR1 ETF Add +4.2% 0.04% −0.00
JNJ Johnson & Johnson Add +5.0% 0.03% −0.00
TMO Thermo Fisher Scientific Inc. Add +8.3% 0.08% −0.00
ABT Abbott Laboratories Add +0.5% 0.04% −0.01
VXF Vanguard Extended Market ETF Add +5.6% 0.11% −0.01
SBUX Starbucks Corp. Add +2.4% 0.04% −0.01
PYPL PayPal Holdings Inc. Add +6.1% 0.06% −0.01
MAR Marriott International Class A Add +3.1% 0.11% −0.01
VT Vanguard Tot World STK ETF Add +2.4% 0.37% −0.01
LOW Lowe's Cos Inc. Add +0.3% 0.06% −0.01
VSS Vanguard Ftse All Wo X-US SC Add +6.6% 2.08% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.27% −0.03
AGG iShares Core U.S. Aggregate Add +7.9% 2.13% −0.03
PCOR Procore Technologies Inc. Add +1.2% 0.12% −0.04
EMLC Vaneck JPM Em Local Curr BND Add +6.9% 1.36% −0.06
BND Vanguard Total Bond Market Add +2.1% 1.11% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$1.1BITOT, PICB, VEA, VTI, XHLF
Q1 2026 145$1.0BITOT, PICB, XHLF, VEA, VTI
Q4 2025 137$1.0BITOT, XHLF, VEA, PICB, VTI
Q3 2025 132$952.4MITOT, XHLF, VEA, VTI, BKAG
Q2 2025 123$847.9MXHLF, ITOT, VEA, VTI, BKAG
Q1 2025 116$768.9MXHLF, VEA, ITOT, VTI, MOAT
Q4 2024 118$770.7MXHLF, VTI, VEA, MOAT, BKAG
Q3 2024 109$743.0MVTI, XTEN, XHLF, VEA, MOAT
Q2 2024 95$671.9MVTI, XTEN, XHLF, VEA, MOAT
Q1 2024 87$619.2MVTI, XHLF, XTEN, VEA, MOAT