Tanager Wealth Management LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Tanager Wealth Management LLP reported 145 stock positions worth $1.0 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 15.3% of the portfolio, followed by Invesco International Corpor (PICB, 8.2%) and Bondbloxx BBG 6 MTH US Treas (XHLF, 7.1%). Compared with Q4 2025, it opened 16 new positions, sold out of 8, added to 73 and reduced 39. The biggest buy was Invesco International Corpor (PICB, shares +28%) and the biggest sale Bondbloxx BBG 6 MTH US Treas (XHLF, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- Goring On Thames, X0
- CIK
- 0001892929
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0002085853-26-000423 ↗ filed Apr 20, 2026
Holdings Value
Holdings 145 stocks · $1.0B
| ITOT iShares Core S&P Total U.S. | 15.26% | 1,107,276 | $157.7M | Add +11.0% |
| PICB Invesco International Corpor | 8.22% | 3,676,200 | $84.9M | Add +28.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 7.12% | 1,462,142 | $73.6M | Reduce -16.6% |
| VEA Vanguard Ftse Developed ETF | 7.00% | 1,128,295 | $72.3M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 6.42% | 206,819 | $66.3M | Add +4.0% |
| BKAG BNY Mellon Core Bond ETF | 4.92% | 1,204,595 | $50.8M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 3.35% | 120,855 | $34.7M | Add +2.2% |
| VGK Vanguard Ftse Europe ETF | 3.16% | 396,087 | $32.6M | Add +4.7% |
| VWO Vanguard Ftse Emerging Marke | 2.82% | 538,845 | $29.1M | Add +4.6% |
| PFXF Vaneck Pref Sec X-Financials | 2.69% | 1,587,632 | $27.8M | Add +9.6% |
| DFAS Dimensional US Small Cap ETF | 2.68% | 389,339 | $27.7M | Reduce -4.8% |
| XONE Bondbloxx BBG 1 Dur US Treas | 2.67% | 556,988 | $27.6M | Add +45.8% |
| AGG iShares Core U.S. Aggregate | 2.43% | 252,569 | $25.1M | Reduce -8.2% |
| VPL Vanguard Ftse Pacific ETF | 2.38% | 251,946 | $24.6M | Add +8.8% |
| AAPL Apple Inc. | 1.95% | 79,483 | $20.2M | Add +2.4% |
| AVUS Avantis U.S. Equity ETF | 1.92% | 178,650 | $19.9M | Reduce -1.5% |
| DFIS Dimensional International SM | 1.63% | 499,562 | $16.8M | Add +1.9% |
| MSFT Microsoft Corp. | 1.57% | 43,969 | $16.3M | Add +73.2% |
| MOAT Vaneck Morningstar Wide Moat | 1.40% | 149,422 | $14.4M | Reduce -6.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.35% | 301,632 | $13.9M | Reduce -16.6% |
| IWV iShares Russell 3000 ETF | 1.26% | 35,098 | $13.0M | Reduce -4.7% |
| BND Vanguard Total Bond Market | 1.16% | 163,111 | $12.0M | Reduce -13.1% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 1.13% | 230,239 | $11.6M | Add +21.7% |
| IEUR iShares Core MSCI Europe ETF | 1.04% | 153,598 | $10.8M | Add +24.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.02% | 116,587 | $10.6M | Reduce -1.5% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 1.01% | 204,728 | $10.5M | New |
| GOOGL Alphabet Inc. Class A | 0.96% | 34,343 | $9.9M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.74% | 12,711 | $7.6M | Reduce -12.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.63% | 44,941 | $6.6M | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.60% | 79,855 | $6.2M | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.55% | 67,812 | $5.7M | Reduce -3.0% |
| PFF iShares Preferred & Income S | 0.55% | 186,725 | $5.7M | Reduce -9.7% |
| AMZN Amazon.com Inc. | 0.45% | 22,453 | $4.7M | Reduce -6.3% |
| META Meta Platforms Inc. Class A | 0.41% | 7,479 | $4.3M | Add +26.8% |
| ELM Elm Market Navigator ETF | 0.34% | 129,100 | $3.5M | Add +5.3% |
| NVDA Nvidia Corp. | 0.34% | 20,027 | $3.5M | Add +25.2% |
| VT Vanguard Tot World STK ETF | 0.33% | 24,923 | $3.4M | Add +0.3% |
| PM Philip Morris International | 0.28% | 17,422 | $2.9M | Reduce -10.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 10,787 | $2.8M | Add +8.3% |
| IWM iShares Russell 2000 ETF | 0.26% | 11,031 | $2.7M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 5,192 | $2.5M | Reduce -2.2% |
| CVX Chevron Corp. | 0.19% | 9,584 | $2.0M | Reduce -14.9% |
| IEMG iShares Core MSCI Emerging | 0.19% | 28,028 | $2.0M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 2,738 | $1.8M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.13% | 3,850 | $1.4M | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.13% | 25,926 | $1.3M | Add +0.6% |
| AVGO Broadcom Inc. | 0.12% | 4,120 | $1.3M | Add +17.9% |
| XOM Exxon Mobil Corp. | 0.12% | 7,098 | $1.2M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,788 | $1.2M | Add +14.4% |
| COP Conocophillips | 0.11% | 8,572 | $1.1M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 3,708 | $1.1M | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,866 | $1.1M | Reduce -16.7% |
| VXF Vanguard Extended Market ETF | 0.09% | 4,736 | $975K | No change |
| COST Costco Wholesale Corp. | 0.09% | 977 | $974K | Add +1.7% |
| CADL Candel Therapeutics Inc. | 0.09% | 198,175 | $971K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.09% | 12,445 | $927K | Add +0.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.09% | 22,286 | $916K | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.09% | 6,265 | $904K | Add +1.3% |
| IPAC iShares Core MSCI Pacific Et | 0.09% | 11,574 | $886K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.08% | 48,804 | $866K | Reduce -4.6% |
| ABBV Abbvie Inc. | 0.08% | 3,939 | $857K | Add +1.8% |
| DELL Dell Technologies -C | 0.08% | 5,126 | $841K | Add +9.1% |
| FCNCA First Citizens Bcshs Class A | 0.08% | 414 | $780K | New |
| MO Altria Group Inc. | 0.07% | 11,553 | $762K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,715 | $749K | Add +19.2% |
| BGRN iShares Usd Green Bond ETF | 0.07% | 14,853 | $705K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 3,195 | $687K | Add +24.7% |
| GS Goldman Sachs Group Inc. | 0.06% | 789 | $667K | Add +8.5% |
| RDDT Reddit Inc. Class A | 0.06% | 4,905 | $660K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,951 | $660K | Add +9.5% |
| MU Micron Technology Inc. | 0.06% | 1,902 | $643K | Add +5.8% |
| VANI Vivani Medical Inc. | 0.06% | 641,085 | $641K | Reduce -13.3% |
| AXP American Express Co. | 0.06% | 2,097 | $634K | Add +3.9% |
| MDY State Street SPDR S&P Midcap | 0.06% | 988 | $609K | No change |
| PSX Phillips 66 | 0.06% | 3,326 | $606K | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.06% | 13,124 | $602K | Reduce -46.2% |
| WMT Walmart Inc. | 0.06% | 4,700 | $584K | Add +12.8% |
| NFLX Netflix Inc. | 0.06% | 6,034 | $580K | Reduce -10.5% |
| JNJ Johnson & Johnson | 0.06% | 2,362 | $577K | Add +2.6% |
| V Visa Inc. Class A | 0.05% | 1,760 | $532K | Add +12.8% |
| LLY Eli Lilly & Co. | 0.05% | 559 | $514K | Add +41.5% |
| MS Morgan Stanley | 0.05% | 3,103 | $511K | Add +7.0% |
| MAR Marriott International Class A | 0.05% | 1,554 | $508K | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 0.05% | 15,007 | $508K | Reduce -6.3% |
| GLD SPDR Gold Shares | 0.05% | 1,129 | $486K | Add +21.4% |
| KBWB Invesco KBW Bank ETF | 0.05% | 6,057 | $479K | No change |
| ORCL Oracle Corp. | 0.05% | 3,222 | $474K | Add +16.9% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 3,319 | $469K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.04% | 4,844 | $449K | Add +0.5% |
| MCD McDonald's Corp. | 0.04% | 1,417 | $440K | Add +1.6% |
| TSLA Tesla Inc. | 0.04% | 1,182 | $439K | Add +45.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.04% | 305 | $403K | Add +29.8% |
| VGT Vanguard Info Tech ETF | 0.04% | 576 | $402K | No change |
| HD Home Depot Inc. | 0.04% | 1,219 | $401K | Add +25.9% |
| LOW Lowe's Cos Inc. | 0.04% | 1,688 | $399K | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 806 | $396K | Reduce -7.3% |
| IWF iShares Russell 1000 Growth | 0.04% | 928 | $396K | Add +71.5% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 3,884 | $378K | No change |
| AMD Advanced Micro Devices | 0.04% | 1,845 | $375K | Add +21.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,900 | $373K | New |
Portfolio Sells Q4 2025 → Q1 2026
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -16.6% | 7.12% | −1.68 |
| BKAG BNY Mellon Core Bond ETF | Reduce -4.1% | 4.92% | −0.40 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -16.6% | 1.35% | −0.33 |
| AGG iShares Core U.S. Aggregate | Reduce -8.2% | 2.43% | −0.32 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.5% | 1.40% | −0.25 |
| BND Vanguard Total Bond Market | Reduce -13.1% | 1.16% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -12.6% | 0.74% | −0.18 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.8% | 2.68% | −0.16 |
| IWV iShares Russell 3000 ETF | Reduce -4.7% | 1.26% | −0.16 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.5% | 1.92% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -6.3% | 0.45% | −0.10 |
| PFF iShares Preferred & Income S | Reduce -9.7% | 0.55% | −0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -46.2% | 0.06% | −0.05 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.5% | 1.02% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.7% | 0.10% | −0.03 |
| PM Philip Morris International | Reduce -10.2% | 0.28% | −0.03 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.03 |
| VANI Vivani Medical Inc. | Reduce -13.3% | 0.06% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.0% | 0.55% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.24% | −0.03 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.02 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 0.17% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -4.2% | 0.26% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.8% | 0.63% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.3% | 0.04% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -6.0% | 0.19% | −0.01 |
| MSTR Strategy Inc. | Reduce -15.5% | 0.02% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -19.1% | 0.03% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -4.6% | 0.08% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.1% | 0.09% | −0.01 |
| NFLX Netflix Inc. | Reduce -10.5% | 0.06% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -12.8% | 0.03% | −0.00 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -7.8% | 0.02% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -6.3% | 0.05% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.2% | 0.03% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.9% | 0.03% | −0.00 |
| FER Ferrovial NV | Reduce -0.9% | 0.02% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.8% | 0.02% | −0.00 |
| KO The Coca-Cola Co. | Reduce -3.4% | 0.03% | +0.00 |
| CVX Chevron Corp. | Reduce -14.9% | 0.19% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| PICB Invesco International Corpor | Add +28.2% | 8.22% | +1.38 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | New | 1.01% | +1.01 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +45.8% | 2.67% | +0.78 |
| ITOT iShares Core S&P Total U.S. | Add +11.0% | 15.26% | +0.45 |
| MSFT Microsoft Corp. | Add +73.2% | 1.57% | +0.35 |
| VPL Vanguard Ftse Pacific ETF | Add +8.8% | 2.38% | +0.29 |
| IEUR iShares Core MSCI Europe ETF | Add +24.6% | 1.04% | +0.17 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +21.7% | 1.13% | +0.17 |
| PFXF Vaneck Pref Sec X-Financials | Add +9.6% | 2.69% | +0.14 |
| FCNCA First Citizens Bcshs Class A | New | 0.08% | +0.08 |
| MO Altria Group Inc. | New | 0.07% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +4.6% | 2.82% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 7.00% | +0.05 |
| NVDA Nvidia Corp. | Add +25.2% | 0.34% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.04% | +0.04 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +3.6% | 0.12% | +0.03 |
| COP Conocophillips | Add +1.7% | 0.11% | +0.03 |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +26.8% | 0.41% | +0.03 |
| AZN Astrazeneca PLC | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | Add +9.1% | 0.08% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.02% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.3% | 0.27% | +0.02 |
| DFIS Dimensional International SM | Add +1.9% | 1.63% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +29.8% | 0.04% | +0.01 |
| HLN Haleon PLC-ADR | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +71.5% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.09% | +0.01 |
| CAT Caterpillar Inc. | Add +23.2% | 0.03% | +0.01 |
| MU Micron Technology Inc. | Add +5.8% | 0.06% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +24.7% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +21.4% | 0.05% | +0.01 |
| WMT Walmart Inc. | Add +12.8% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.5% | 0.06% | +0.01 |
| JNJ Johnson & Johnson | Add +2.6% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Add +41.5% | 0.05% | +0.01 |
| KLAC KLA Corp. | Add +5.3% | 0.03% | +0.01 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +14.4% | 0.11% | +0.01 |
| PEP Pepsico Inc. | Add +21.9% | 0.03% | +0.01 |
| TSLA Tesla Inc. | Add +45.8% | 0.04% | +0.01 |
| HD Home Depot Inc. | Add +25.9% | 0.04% | +0.01 |
| ELM Elm Market Navigator ETF | Add +5.3% | 0.34% | +0.01 |
| FITB Fifth Third Bancorp | Add +25.2% | 0.03% | +0.00 |
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 |