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CIK: 0001892929
Total reported value
$1.1B
$1.1B
95 檔
27.9%
During the Q2 2024 filing period, Tanager Wealth Management LLP (CIK: 0001892929) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 95 reported positions.
During Q2 2024, Tanager Wealth Management LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.45% | +0.23% | +1.09% | |
| 2 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 9.63% | -0.02% | +11.45% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.59% | -2.87% | +5.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.24% | -0.34% | +8.42% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.71% | -0.19% | +5.43% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.69% | +0.75% | +10.69% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.36% | -0.03% | +5.13% | |
| 8 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 3.25% | -1.20% | +9.79% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.10% | -0.05% | +6.85% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 3.02% | -0.31% | +6.81% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.87% | +0.03% | +26.21% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.85% | -0.02% | +8.33% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.25% | +1.30% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.71% | +0.28% | +6.72% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.13% | -0.47% | +7.92% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.08% | -0.05% | +6.60% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.84% | +0.07% | -5.88% | |
| 18 | PICB | Invesco International Corpor | ETF-Other | 1.81% | +0.85% | +2.98% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.15% | +260.91% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.36% | -0.02% | EXIT | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | -0.06% | -2.13% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.48% | +2.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.02% | +28.21% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.94% | +0.02% | +29.44% | |
| 25 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.94% | — | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.01% | +26.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.15% | +7.84% | |
| 28 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.64% | -0.04% | +0.05% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.03% | +4.58% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | — | +2.43% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.01% | -5.10% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | +0.94% | |
| 33 | VANI | Vivani Medical Inc | Stock-Other | 0.24% | +0.01% | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | +0.01% | — | |
| 35 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.16% | — | -8.07% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.04% | +1024.08% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +19.57% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.02% | +3.23% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.14% | -0.03% | — | |
| 41 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.14% | +1.39% | +49.19% | |
| 42 | PCOR | Procore Technologies Inc | Stock-Tech | 0.12% | — | +1.21% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.12% | — | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.12% | +0.03% | — | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.12% | — | -6.59% | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.11% | — | +3.07% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.11% | +0.01% | +5.62% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -56.56% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.11% | — | +12.35% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.1B across 95 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, XTEN, XHLF) accounted for 27.9% of total reported equity market value during Q2 2024.
During Q2 2024, Tanager Wealth Management LLP's top holdings by market value included VTI (14.4%)、XTEN (9.6%)、XHLF (9.6%). The largest single position, VTI, represented 14.4% of total portfolio value.
In Q2 2024, Tanager Wealth Management LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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