13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001892929
Total reported value
$1.2B
$1.2B
109 檔
29.4%
According to the latest 13F quarterly dataset, Tanager Wealth Management LLP managed an equity portfolio of $1.2B at the end of Q3 2024, spanning 109 distinct U.S. exchange-listed positions.
In Q3 2024, Tanager Wealth Management LLP displayed an active expansion posture, initiating 15 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.98% | -0.31% | +1.17% | |
| 2 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 9.88% | -0.02% | +7.65% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.19% | -1.13% | +5.55% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.66% | -0.33% | +8.74% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.82% | -0.08% | +0.71% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 3.37% | -0.44% | +10.28% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.36% | -0.10% | +3.84% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.26% | -0.31% | +7.82% | |
| 9 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 3.11% | -0.50% | +7.89% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.02% | -0.15% | +10.39% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.98% | +0.01% | +5.86% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.24% | +0.29% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.71% | +0.04% | +4.68% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | -0.06% | -16.71% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.29% | -0.21% | +13.89% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.16% | -0.03% | +6.85% | |
| 17 | PICB | Invesco International Corpor | ETF-Other | 1.79% | +0.27% | +2.79% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.77% | +0.07% | +0.88% | |
| 19 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.50% | — | — | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.42% | — | +8.14% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | +0.55% | +2.21% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | -0.06% | +1.10% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | -0.14% | -4.37% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.03% | -4.09% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.88% | +0.05% | -4.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.04% | -19.37% | |
| 27 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.65% | — | -0.04% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.07% | +1.97% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.05% | +1.15% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | -0.01% | +2.48% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | -0.03% | -1.17% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.01% | +6.96% | |
| 33 | VANI | Vivani Medical Inc | Stock-Other | 0.21% | -0.01% | — | |
| 34 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.20% | -0.06% | +339.65% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.16% | +0.01% | — | |
| 36 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.15% | — | -2.85% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | +0.01% | +1.25% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.17% | -4.60% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | -0.01% | +1.81% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | -0.07% | +72.42% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.12% | -0.01% | -0.32% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.12% | — | — | |
| 43 | COP | Conocophillips | Stock-Energy | 0.12% | +0.02% | -0.58% | |
| 44 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.11% | — | +29.95% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.11% | -0.01% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.11% | +0.01% | +5.03% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | — | -3.95% | |
| 48 | PCOR | Procore Technologies Inc | Stock-Tech | 0.11% | — | +1.34% | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.11% | -0.01% | -0.27% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.01% | -0.46% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 109 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, XTEN, XHLF) accounted for 29.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
HES
市值: $670.3K
Top Position Liquidated / Trimmed
IWF
前期市值: $349.6K
During Q3 2024, Tanager Wealth Management LLP's top holdings by market value included VTI (14.0%)、XTEN (9.9%)、XHLF (9.2%). The largest single position, VTI, represented 14.0% of total portfolio value.
In Q3 2024, Tanager Wealth Management LLP made 49 total portfolio adjustments, initiating 15 new buys, adding to 27 positions, trimming 6 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.