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

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 Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

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%
NEE Nextera Energy Inc. 0.04% 5,070 $445K Add +4.7%
IWF iShares Russell 1000 Growth 0.04% 3,536 $439K Reduce -4.7%
IWR iShares Russell Mid-Cap ETF 0.04% 3,940 $435K Add +1.4%
GLD SPDR Gold Shares 0.04% 1,149 $423K Add +1.8%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.04% 9,011 $411K Reduce -31.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,436 $404K Add +44.9%
DFUS Dimensional US Eq MKT ETF 0.04% 4,902 $402K Add +0.3%
LOW Lowe's Cos Inc. 0.03% 1,804 $398K Add +6.9%
FDEM Fidelity Emrg MRKT Multifact 0.03% 10,734 $390K No change
MA Mastercard Inc. Class A 0.03% 747 $384K Add +6.6%
TFI SS SPDR N Ice Muni Bond ETF 0.03% 8,022 $367K No change
FITB Fifth Third Bancorp 0.03% 6,602 $360K Add +7.3%
DFSI Dimensional Int Sus COR1 ETF 0.03% 7,921 $357K Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,622 $353K Reduce -14.6%
KO The Coca-Cola Co. 0.03% 4,168 $339K Add +13.5%
MCD McDonald's Corp. 0.03% 1,232 $333K Reduce -13.1%
CSCO Cisco Systems Inc. 0.03% 2,825 $332K New
PANW Palo Alto Networks Inc. 0.03% 968 $330K New
SNDK Sandisk Corp. 0.03% 145 $330K New
RTX RTX Corp. 0.03% 1,709 $324K Add +7.3%
TXN Texas Instruments Inc. 0.03% 1,065 $317K New
HWM Howmet Aerospace Inc. 0.03% 1,165 $313K Add +6.4%
ISRG Intuitive Surgical Inc. 0.03% 749 $298K Add +70.2%
GE General Electric filed as GE AEROSPACE 0.03% 796 $297K New
FIX Comfort Systems USA Inc. 0.03% 148 $293K New
SBUX Starbucks Corp. 0.03% 2,870 $293K Reduce -5.0%
AZN Astrazeneca PLC 0.03% 1,550 $290K Add +15.3%
POWL Powell Industries Inc. 0.03% 1,011 $290K New
DFSE Dimensional Em Sus CORE1 ETF 0.02% 5,845 $286K Reduce -1.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 795 $273K No change
NSC Norfolk Southern Corp. 0.02% 856 $269K Add +3.0%
ABT Abbott Laboratories 0.02% 2,947 $267K Reduce -12.3%
PPG PPG Industries Inc. 0.02% 2,178 $264K Reduce -14.4%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.02% 2,296 $264K New
IGSB iShares 1-5Y Inv Grade Corp. 0.02% 5,000 $262K Add +1.5%
ETN Eaton Corp. PLC 0.02% 606 $258K Add +5.4%
GLW Corning Inc. 0.02% 999 $255K New
SHV iShares 0-1 Year Treasury Bo 0.02% 2,300 $254K No change
URI United Rentals Inc. 0.02% 223 $253K New
STIP iShares 0-5 Year Tips Bond E 0.02% 2,463 $252K Add +16.3%
SCHG Schwab US Large-Cap Growth 0.02% 7,323 $248K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 2,533 $245K New
FER Ferrovial NV 0.02% 3,456 $237K Add +0.8%
GEV GE Vernova Inc. 0.02% 199 $234K New
ALAB Astera Labs Inc. 0.02% 475 $229K New
PEP Pepsico Inc. 0.02% 1,692 $229K Reduce -9.4%
MRVL Marvell Technology Inc. 0.02% 739 $220K New
SHOP Shopify Inc. Class A 0.02% 1,914 $219K New
BAC Bank of America Corp. 0.02% 3,742 $213K New
IWO iShares Russell 2000 Growth 0.02% 540 $213K New
CL Colgate-Palmolive Co. 0.02% 2,310 $212K New
IWS iShares Russell Mid-Cap Valu 0.02% 1,278 $210K New
ADP Automatic Data Processing 0.02% 933 $209K New
VSGX Vanguard ESG Intl Stock ETF 0.02% 2,522 $208K New
ANET Arista Networks Inc. 0.02% 1,216 $207K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 838 $204K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 1,019 $201K Reduce -23.2%
NVS Novartis AG-Sponsored ADR 0.02% 1,281 $201K New

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

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