Q2 2026 13F · SEC CIK 1892929

Tanager Wealth Management LLP

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 158
Top holdings a year, 3 yrs: +11.8%
Assets under management: $1.6B

Tanager Wealth Management LLP is a wealth manager that reported 158 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Ishares Total US Stock Market ETF (ITOT, 15.7%), Invesco Exch Traded Fd Tr II (PICB, 9.1%), Vanguard Tax-Managed Fds (VEA, 6.7%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Tanager Wealth Management LLP holdings largest 50 of 158 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tanager Wealth Management LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ITOTIshares Total US Stock Market ETF	15.7%	15.3%	1,100,577	-0.6%	$180.8M
PICBInvesco Exch Traded Fd Tr II	9.1%	8.2%	4,499,641	+22.4%	$104.2M
VEAVanguard Tax-Managed Fds	6.7%	7.0%	1,074,057	-4.8%	$76.5M
VTIVanguard Index Fds	6.7%	6.4%	206,445	-0.2%	$76.4M
XHLFBondbloxx ETF Trust	4.3%	7.1%	970,303	-33.6%	$48.8M
GOOGAlphabet Inc	4.1%	3.4%	133,626	+10.6%	$47.2M
XONEBondbloxx Bloomberg One Year Target Dura	4.1%	2.7%	943,490	+69.4%	$46.6M
BKAGBny Mellon ETF Trust	3.7%	4.9%	1,018,696	-15.4%	$42.7M
VGKVanguard Intl Equity Index F	3.1%	3.2%	405,842	+2.5%	$35.9M
VWOVanguard Intl Equity Index F	2.8%	2.8%	538,659	-0.0%	$32.2M
VPLVanguard Ftse Pacific ETF	2.7%	2.4%	263,678	+4.7%	$30.5M
DFASDimensional ETF Trust	2.6%	2.7%	366,497	-5.9%	$30.2M
BBBSBondbloxx ETF Trust	2.5%	1.0%	570,525	+178.7%	$29.1M
PFXFVaneck ETF Trust	2.4%	2.7%	1,530,332	-3.6%	$27.3M
AGGIshares Tr	2.0%	2.4%	227,275	-10.0%	$22.5M
AVUSAvantis U.s. Equity ETF	2.0%	1.9%	175,042	-2.0%	$22.4M
AAPLApple Inc	1.7%	2.0%	67,484	-15.1%	$19.5M
DFISDimensional ETF Trust	1.5%	1.6%	502,319	+0.6%	$17.6M
MSFTMicrosoft Corp	1.4%	1.6%	44,118	+0.3%	$16.5M
IWVIshares Russell 3000 Index	1.3%	1.3%	35,804	+2.0%	$15.3M
MOATVaneck ETF Trust	1.2%	1.4%	134,068	-10.3%	$13.9M
IEURIshares Core Msci Europe	1.2%	1.0%	175,982	+14.6%	$13.2M
GOOGLAlphabet Inc	1.1%	1.0%	35,636	+3.8%	$12.7M
IUSBIshares Core Universal Usd Bond ETF	1.1%	1.3%	272,363	-9.7%	$12.6M
TAXXBondbloxx ETF Trust	1.0%	1.1%	234,724	+1.9%	$11.9M
IEFAIshares Core Msci Eafe ETF	1.0%	1.0%	114,019	-2.2%	$11.0M
PFFIshares Tr	0.8%	0.5%	297,175	+59.2%	$9.1M
VOOVanguard S&p 500 ETF	0.8%	0.7%	12,674	-0.3%	$8.7M
BNDVanguard Total Bond Market ETF	0.7%	1.2%	106,623	-34.6%	$7.8M
VXUSVanguard Star Fds Vanguard Total Intl St	0.6%	0.6%	83,725	+4.8%	$7.2M
VSSVanguard Intl Equity Index F	0.6%	0.6%	42,809	-4.7%	$6.6M
IDEVIshares Tr	0.5%	0.5%	68,555	+1.1%	$6.1M
AMZNAmazon Com Inc Com	0.4%	0.5%	20,252	-9.8%	$4.8M
METAMeta Platforms Inc Class A	0.4%	0.4%	8,172	+9.3%	$4.6M
NVDANvidia Corporation Com	0.4%	0.3%	21,939	+9.5%	$4.4M
VTVanguard Total World Stock Index Fund Et	0.3%	0.3%	24,297	-2.5%	$3.8M
ELMSeries Portfolios Tr	0.3%	0.3%	129,100	+0.0%	$3.8M
PMPhilip Morris Intl Inc Com	0.3%	0.3%	17,755	+1.9%	$3.2M
VBVanguard Indx Fd	0.3%	0.3%	10,555	-2.2%	$3.2M
IWMIshares	0.2%	0.3%	9,168	-16.9%	$2.8M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	5,303	+2.1%	$2.7M
MUMicron Technology Inc	0.2%	—	2,097	—	$2.4M
IEMGIshares	0.2%	0.2%	27,820	-0.7%	$2.3M
CADLCandel Therapeutics Inc	0.2%	—	198,175	—	$2.0M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	2,707	-1.1%	$2.0M
AVGOBroadcom Inc	0.1%	0.1%	4,465	+8.4%	$1.7M
CVXChevron Corp New	0.1%	0.2%	9,528	-0.6%	$1.6M
IWBIshares Russell 1000 ETF	0.1%	0.1%	3,850	+0.0%	$1.6M
DFSBDimensional ETF Trust	0.1%	0.1%	27,362	+5.5%	$1.4M
QQQInvesco Qqq Tr	0.1%	—	1,855	—	$1.4M

What Tanager Wealth Management LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BBBS Bondbloxx ETF Trust+178.7% shares
XONE Bondbloxx Bloomberg One Year Target Dura+69.4% shares
PFF Ishares Tr+59.2% shares
PICB Invesco Exch Traded Fd Tr II+22.4% shares
IEUR Ishares Core Msci Europe+14.6% shares
GOOG Alphabet Inc+10.6% shares
NVDA Nvidia Corporation Com+9.5% shares
META Meta Platforms Inc Class A+9.3% shares

Reduced

BND Vanguard Total Bond Market ETF-34.6% shares
XHLF Bondbloxx ETF Trust-33.6% shares
IWM Ishares-16.9% shares
BKAG Bny Mellon ETF Trust-15.4% shares
AAPL Apple Inc-15.1% shares
MOAT Vaneck ETF Trust-10.3% shares
AGG Ishares Tr-10.0% shares
AMZN Amazon Com Inc Com-9.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	158
Q1 2026	$1.0B	145
Q4 2025	$1.0B	137
Q3 2025	$952.4M	132
Q2 2025	$847.9M	123
Q1 2025	$768.9M	116
Q4 2024	$770.7M	118
Q3 2024	$743.0M	109
Q2 2024	$671.9M	95
Q1 2024	$619.2M	87
Q4 2023	$549.7M	79
Q3 2023	$482.2M	75

Questions about Tanager Wealth Management LLP's portfolio

What stocks does Tanager Wealth Management LLP own?

Tanager Wealth Management LLP's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 158 positions worth $1.1B. The largest are Ishares Total US Stock Market ETF (ITOT) at 15.7%, Invesco Exch Traded Fd Tr II (PICB) at 9.1%, Vanguard Tax-Managed Fds (VEA) at 6.7%, Vanguard Index Fds (VTI) at 6.7% and Bondbloxx ETF Trust (XHLF) at 4.3%.

What did Tanager Wealth Management LLP buy last quarter?

In Q2 2026, Tanager Wealth Management LLP added Bondbloxx ETF Trust (BBBS) (+178.7% shares), Bondbloxx Bloomberg One Year Target Dura (XONE) (+69.4% shares) and Ishares Tr (PFF) (+59.2% shares), compared with its Q1 2026 filing.

What did Tanager Wealth Management LLP sell last quarter?

In Q2 2026, Tanager Wealth Management LLP cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Core S&p 500 ETF (IVV), cut from its top 50 Conocophillips (COP), Vanguard Total Bond Market ETF (BND) (-34.6% shares), Bondbloxx ETF Trust (XHLF) (-33.6% shares) and Ishares (IWM) (-16.9% shares), compared with its Q1 2026 filing.

How has Tanager Wealth Management LLP's portfolio performed?

A portfolio copying Tanager Wealth Management LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +5.8% a year against +13.0%.

When is Tanager Wealth Management LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tanager Wealth Management LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tanager Wealth Management LLP manage?

Tanager Wealth Management LLP reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.