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CIK: 0001892929
Total reported value
$1.1B
$1.1B
145 檔
39.6%
In Q1 2026, Tanager Wealth Management LLP's U.S. equity holdings reached a combined market value of $1.1B, distributed across 145 disclosed stock positions.
In Q1 2026, Tanager Wealth Management LLP displayed an active expansion posture, initiating 16 new positions and adding to 73 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 15.26% | +0.48% | +10.96% | |
| 2 | PICB | Invesco International Corpor | ETF-Other | 8.22% | +0.85% | +28.21% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 7.12% | -2.87% | -16.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.00% | -0.34% | +1.27% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.42% | +0.23% | +3.98% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 4.92% | -1.20% | -4.12% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.75% | +2.20% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.16% | -0.03% | +4.70% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.82% | -0.02% | +4.56% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.69% | -0.31% | +9.56% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.68% | -0.05% | -4.78% | |
| 12 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 2.67% | +1.39% | +45.84% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.43% | -0.47% | -8.22% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.38% | +0.28% | +8.82% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.25% | +2.44% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.92% | +0.03% | -1.46% | |
| 17 | DFIS | Dimensional International Sm | ETF-Other | 1.63% | -0.10% | +1.92% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.15% | +73.24% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.40% | -0.19% | -6.48% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.35% | -0.26% | -16.63% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.26% | +0.07% | -4.72% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.48% | -13.06% | |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.13% | -0.09% | +21.68% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.04% | +0.11% | +24.59% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.02% | -0.06% | -1.49% | |
| 26 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 1.01% | +1.53% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.15% | +2.88% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | -12.63% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.63% | -0.05% | -0.77% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | +0.02% | — | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.55% | -0.02% | -3.04% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.55% | +0.24% | -9.68% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.03% | -6.29% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.01% | +26.76% | |
| 35 | ELM | Elm Market Navigator ETF | ETF-Other | 0.34% | -0.01% | +5.28% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.04% | +25.21% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.33% | — | +0.33% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | — | -10.17% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | +0.01% | +8.28% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | -0.02% | -4.17% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | -2.24% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.05% | -14.88% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | +0.01% | -5.99% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | -2.35% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.13% | +0.01% | — | |
| 46 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.13% | -0.01% | +0.56% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.03% | +17.95% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.02% | +3.65% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +14.40% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.11% | -0.03% | +1.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PICB | Invesco International Corpor | +1.4% | +28.21% | Add |
| 2 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.8% | +45.84% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +10.96% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | +73.24% | Add |
| 5 | VPL | Vanguard Ftse Pacific ETF | +0.3% | +8.82% | Add |
| 6 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +24.59% | Add |
| 7 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.2% | +21.68% | Add |
| 8 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +9.56% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.27% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.56% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +25.21% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +3.65% | Add |
| 13 | COP | Conocophillips | 0% | +1.68% | Add |
| 14 | DFIS | Dimensional International Sm | 0% | +1.92% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | +26.76% | Add |
| 16 | CVX | Chevron CORP | 0% | -14.88% | Trim |
| 17 | DELL | Dell Technologies -c | 0% | +9.06% | Add |
| 18 | PSX | Phillips 66 | 0% | — | Unchanged |
| 19 | VB | Vanguard Small-cap ETF | 0% | +8.28% | Add |
| 20 | ELM | Elm Market Navigator ETF | 0% | +5.28% | Add |
| 21 | ASML | ASML Holding N.V. | 0% | +29.79% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | +1.66% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | +71.53% | Add |
| 24 | MU | Micron Technology Inc | 0% | +5.78% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | +24.71% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +23.24% | Add |
| 27 | WMT | Walmart Inc | 0% | +12.79% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.48% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | +21.40% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +2.65% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +41.52% | Add |
| 32 | PEP | Pepsico Inc | 0% | +21.87% | Add |
| 33 | HD | Home Depot Inc | 0% | +25.93% | Add |
| 34 | FITB | Fifth Third Bancorp | 0% | +25.21% | Add |
| 35 | PPG | Ppg Industries Inc | 0% | +18.09% | Add |
| 36 | AMD | Advanced Micro Devices | 0% | +21.06% | Add |
| 37 | IPAC | Ishares Core Msci Pacific Et | 0% | — | Unchanged |
| 38 | NEM | Newmont CORP | 0% | +6.03% | Add |
| 39 | VGK | Vanguard Ftse Europe ETF | — | +4.70% | Add |
| 40 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 41 | IVV | Ishares Core S&p 500 ETF | — | +14.40% | Add |
| 42 | KLAC | Kla CORP | — | +5.31% | Add |
| 43 | TSLA | Tesla Inc | — | +45.75% | Add |
| 44 | AVGO | Broadcom Inc | — | +17.95% | Add |
| 45 | ORCL | Oracle CORP | — | +16.91% | Add |
| 46 | NEE | Nextera Energy Inc | — | +0.52% | Add |
| 47 | NFLX | Netflix Inc | — | -10.53% | Trim |
| 48 | VUG | Vanguard Growth ETF | — | +19.18% | Add |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | — | -12.79% | Trim |
| 50 | HWM | Howmet Aerospace Inc | — | +4.68% | Add |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.1B across 145 disclosed positions in Q1 2026.
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 ITOT, PICB, XHLF) accounted for 39.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BBBS
市值: $10.5M
Top Position Liquidated / Trimmed
DFSD
前期市值: $515.4K
During Q1 2026, Tanager Wealth Management LLP's top holdings by market value included ITOT (15.3%)、PICB (8.2%)、XHLF (7.1%). The largest single position, ITOT, represented 15.3% of total portfolio value.
In Q1 2026, Tanager Wealth Management LLP made 136 total portfolio adjustments, initiating 16 new buys, adding to 73 positions, trimming 39 holdings, and fully liquidating 8 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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