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

0$500.0M$1.0B$1.5B Q1 2024: $619.2M Q1 2024 Q2 2024: $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 $1.0B Q1 2026 Q2 2026: $1.1B Q2 2026

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
TFI SS SPDR N Ice Muni Bond ETF 0.04% 8,022 $364K New
CAT Caterpillar Inc. 0.03% 509 $361K Add +23.2%
MA Mastercard Inc. Class A 0.03% 701 $350K Add +23.4%
KLAC KLA Corp. 0.03% 238 $350K Add +5.3%
DFUS Dimensional US Eq MKT ETF 0.03% 4,890 $347K Add +0.2%
ABT Abbott Laboratories 0.03% 3,359 $345K Add +1.7%
FDEM Fidelity Emrg MRKT Multifact 0.03% 10,734 $339K No change
DFSI Dimensional Int Sus COR1 ETF 0.03% 7,912 $335K Reduce -19.1%
IJR iShares Core S&P Small-Cap E 0.03% 2,651 $330K Reduce -8.2%
TAXM Bondbloxx Ir+m Tax-Aware Mas 0.03% 6,350 $316K New
BSX Boston Scientific Corp. 0.03% 5,031 $316K Add +2.0%
RTX RTX Corp. 0.03% 1,592 $307K Add +5.6%
PEP Pepsico Inc. 0.03% 1,867 $290K Add +21.9%
FITB Fifth Third Bancorp 0.03% 6,154 $287K Add +25.2%
KO The Coca-Cola Co. 0.03% 3,673 $279K Reduce -3.4%
NEM Newmont Corp. 0.03% 2,514 $272K Add +6.0%
PPG PPG Industries Inc. 0.03% 2,546 $272K Add +18.1%
SBUX Starbucks Corp. 0.03% 3,021 $271K No change
AZN Astrazeneca PLC 0.03% 1,344 $260K New
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 4,928 $259K Reduce -12.8%
AMAT Applied Materials Inc. 0.03% 756 $258K New
VYM Vanguard High DVD Yield ETF 0.03% 1,744 $258K Reduce -8.9%
SHV iShares 0-1 Year Treasury Bo 0.02% 2,300 $254K No change
HWM Howmet Aerospace Inc. 0.02% 1,095 $252K Add +4.7%
DFSE Dimensional Em Sus CORE1 ETF 0.02% 5,926 $251K Reduce -1.8%
IWP iShares Russell Mid-Cap Grow 0.02% 1,924 $247K Add +8.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 1,327 $245K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 991 $240K Add +27.4%
NSC Norfolk Southern Corp. 0.02% 831 $238K Add +0.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 795 $238K No change
LRCX Lam Research Corp. 0.02% 1,088 $233K New
MDB Mongodb Inc. 0.02% 945 $231K Add +0.5%
INTU Intuit Inc. 0.02% 529 $229K Add +3.7%
FER Ferrovial NV 0.02% 3,429 $220K Reduce -0.9%
STIP iShares 0-5 Year Tips Bond E 0.02% 2,118 $219K New
EMLC Vaneck JPM Em Local Curr BND 0.02% 8,710 $219K Reduce -7.8%
MSTR Strategy Inc. 0.02% 1,731 $216K Reduce -15.5%
SCHG Schwab US Large-Cap Growth 0.02% 7,323 $213K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 4,669 $213K New
ETN Eaton Corp. PLC 0.02% 575 $206K New
ISRG Intuitive Surgical Inc. 0.02% 440 $203K Add +10.8%
VCSH Vanguard S/T Corp. Bond ETF 0.02% 2,530 $201K No change
HLN Haleon PLC-ADR 0.01% 13,603 $136K New
LYG Lloyds Banking Group PLC-ADR 0.01% 13,170 $66K New
WIT Wipro Ltd.-ADR 0.00% 12,987 $28K 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

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