Tanager Wealth Management Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.03B
Q ending 2026-03-31
Prior quarter
$1.00B
Q ending 2025-12-31
Change
+3.2% QoQ · +34.4% YoY
Positions
145
reported holdings
Largest positions
Top 100 of 145 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $157.7M | 1.1M |
| Invesco Exch Traded Fd Tr Ii | PICB | Shares | $84.9M | 3.7M |
| Bondbloxx Etf Trust | XHLF | Shares | $73.6M | 1.5M |
| Vanguard Tax-Managed Fds | VEA | Shares | $72.3M | 1.1M |
| Vanguard Index Fds | VTI | Shares | $66.3M | 207K |
| Bny Mellon Etf Trust | BKAG | Shares | $50.8M | 1.2M |
| Alphabet Inc | GOOG | Shares | $34.7M | 121K |
| Vanguard Intl Equity Index F | VGK | Shares | $32.6M | 396K |
| Vanguard Intl Equity Index F | VWO | Shares | $29.1M | 539K |
| Vaneck Etf Trust | PFXF | Shares | $27.8M | 1.6M |
| Dimensional Etf Trust | DFAS | Shares | $27.7M | 389K |
| Bondbloxx Etf Trust | XONE | Shares | $27.6M | 557K |
| Ishares Tr | AGG | Shares | $25.1M | 253K |
| Vanguard Intl Equity Index F | VPL | Shares | $24.6M | 252K |
| Apple Inc | AAPL | Shares | $20.2M | 79K |
| American Centy Etf Tr | AVUS | Shares | $19.9M | 179K |
| Dimensional Etf Trust | DFIS | Shares | $16.8M | 500K |
| Microsoft Corp | MSFT | Shares | $16.3M | 44K |
| Vaneck Etf Trust | MOAT | Shares | $14.4M | 149K |
| Ishares Tr | IUSB | Shares | $13.9M | 302K |
| Ishares Tr | IWV | Shares | $13.0M | 35K |
| Vanguard Bd Index Fds | BND | Shares | $12.0M | 163K |
| Bondbloxx Etf Trust | TAXX | Shares | $11.6M | 230K |
| Ishares Tr | IEUR | Shares | $10.8M | 154K |
| Ishares Tr | IEFA | Shares | $10.6M | 117K |
| Bondbloxx Etf Trust | BBBS | Shares | $10.5M | 205K |
| Alphabet Inc | GOOGL | Shares | $9.9M | 34K |
| Vanguard Index Fds | VOO | Shares | $7.6M | 13K |
| Vanguard Intl Equity Index F | VSS | Shares | $6.6M | 45K |
| Vanguard Star Fds | VXUS | Shares | $6.2M | 80K |
| Ishares Tr | IDEV | Shares | $5.7M | 68K |
| Ishares Tr | PFF | Shares | $5.7M | 187K |
| Amazon Com Inc | AMZN | Shares | $4.7M | 22K |
| Meta Platforms Inc | META | Shares | $4.3M | 7K |
| Series Portfolios Tr | ELM | Shares | $3.5M | 129K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Vanguard Intl Equity Index F | VT | Shares | $3.4M | 25K |
| Philip Morris Intl Inc | PM | Shares | $2.9M | 17K |
| Vanguard Index Fds | VB | Shares | $2.8M | 11K |
| Ishares Tr | IWM | Shares | $2.7M | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| Chevron Corporation | CVX | Shares | $2.0M | 10K |
| Ishares Inc | IEMG | Shares | $2.0M | 28K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Ishares Tr | IWB | Shares | $1.4M | 4K |
| Dimensional Etf Trust | DFSB | Shares | $1.3M | 26K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Conocophillips | COP | Shares | $1.1M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Vanguard Index Fds | VXF | Shares | $975K | 5K |
| Costco Wholesale Corporation | COST | Shares | $974K | 977 |
| Candel Therapeutics Inc | CADL | Shares | $971K | 198K |
| Diageo Plc | DEO | Shares | $927K | 12K |
| Dimensional Etf Trust | DFSU | Shares | $916K | 22K |
| Procter & Gamble Co | PG | Shares | $904K | 6K |
| Ishares Tr | IPAC | Shares | $886K | 12K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $866K | 49K |
| Abbvie Inc | ABBV | Shares | $857K | 4K |
| Dell Technologies Inc | DELL | Shares | $841K | 5K |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $780K | 414 |
| Altria Group Inc | MO | Shares | $762K | 12K |
| Vanguard Index Fds | VUG | Shares | $749K | 2K |
| Ishares Tr | BGRN | Shares | $705K | 15K |
| Vanguard Specialized Funds | VIG | Shares | $687K | 3K |
| Goldman Sachs Group Inc | GS | Shares | $667K | 789 |
| Reddit Inc | RDDT | Shares | $660K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $660K | 2K |
| Micron Technology Inc | MU | Shares | $643K | 2K |
| Vivani Medical Inc | VANI | Shares | $641K | 641K |
| American Express Co | AXP | Shares | $634K | 2K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $609K | 988 |
| Phillips 66 | PSX | Shares | $606K | 3K |
| Bondbloxx Etf Trust | XTEN | Shares | $602K | 13K |
| Walmart Inc | WMT | Shares | $584K | 5K |
| Netflix Inc. | NFLX | Shares | $580K | 6K |
| Johnson & Johnson | JNJ | Shares | $577K | 2K |
| Visa Inc | V | Shares | $532K | 2K |
| Eli Lilly & Co | LLY | Shares | $514K | 559 |
| Morgan Stanley | MS | Shares | $511K | 3K |
| Marriott Intl Inc New | MAR | Shares | $508K | 2K |
| Dimensional Etf Trust | DFAE | Shares | $508K | 15K |
| Spdr Gold Tr | GLD | Shares | $486K | 1K |
| Invesco Exch Traded Fd Tr Ii | KBWB | Shares | $479K | 6K |
| Oracle Corp | ORCL | Shares | $474K | 3K |
| Ishares Tr | ESGU | Shares | $469K | 3K |
| Nextera Energy Inc | NEE | Shares | $449K | 5K |
| Mcdonalds Corp | MCD | Shares | $440K | 1K |
| Tesla Inc | TSLA | Shares | $439K | 1K |
| Asml Hldg Nv | Shares | $403K | 305 | |
| Vanguard World Fd | VGT | Shares | $402K | 576 |
| Home Depot Inc | HD | Shares | $401K | 1K |
| Lowes Cos Inc | LOW | Shares | $399K | 2K |
| Thermo Fisher Scientific Inc | TMO | Shares | $396K | 806 |
| Ishares Tr | IWF | Shares | $396K | 928 |
| Ishares Tr | IWR | Shares | $378K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $375K | 2K |
| Vanguard Index Fds | VTV | Shares | $373K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.