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CIK: 0001892929
Total reported value
$1.2B
$1.2B
158 檔
40.6%
As reported in its official Q2 2026 Form 13F filing, Tanager Wealth Management LLP's tracked investment portfolio stood at $1.2B with 158 total positions.
In Q2 2026, Tanager Wealth Management LLP displayed an active expansion posture, initiating 26 new positions and adding to 76 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 | 15.74% | +0.13% | -0.60% | |
| 2 | PICB | Invesco International Corpor | ETF-Other | 9.07% | +0.27% | +22.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.66% | -0.33% | -4.81% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.65% | -0.31% | -0.18% | |
| 5 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 4.25% | -1.13% | -33.64% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.11% | -0.06% | +10.57% | |
| 7 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 4.06% | +1.11% | +69.39% | |
| 8 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 3.72% | -0.44% | -15.43% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.13% | -0.10% | +2.46% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.80% | +0.01% | -0.03% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.66% | +0.04% | +4.66% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.63% | -0.31% | -5.87% | |
| 13 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 2.54% | +0.71% | +178.67% | |
| 14 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.38% | -0.50% | -3.61% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.96% | -0.21% | -10.01% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.95% | -0.15% | -2.02% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.24% | -15.10% | |
| 18 | DFIS | Dimensional International Sm | ETF-Other | 1.53% | +0.09% | +0.55% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.55% | +0.34% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.33% | +0.07% | +2.01% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.21% | -0.08% | -10.28% | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.15% | +0.12% | +14.57% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | -0.07% | +3.77% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.09% | -0.19% | -9.70% | |
| 25 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.04% | -0.06% | +1.95% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.06% | -2.20% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.79% | +0.11% | +59.15% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.03% | -0.29% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | -0.14% | -34.63% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | +0.05% | +4.85% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.58% | -0.03% | -4.74% | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.53% | -0.02% | +1.10% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.05% | -9.80% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.04% | +9.27% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.17% | +9.55% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.33% | -0.01% | -2.51% | |
| 37 | ELM | Elm Market Navigator ETF | ETF-Other | 0.33% | -0.02% | — | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | -0.08% | +1.91% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | -0.03% | -2.15% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | -0.03% | -16.89% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.01% | +2.14% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.21% | -0.01% | +10.25% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | -0.01% | -0.74% | |
| 44 | CADL | Candel Therapeutics Inc | Stock-Other | 0.18% | -0.01% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.01% | -1.13% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.04% | +8.37% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | +0.01% | -0.58% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | +0.01% | — | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.12% | -0.01% | +5.54% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | -0.01% | -0.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | +1.5% | +178.67% | Add |
| 2 | XONE | Bondbloxx Bbg 1 Dur US Treas | +1.4% | +69.39% | Add |
| 3 | PICB | Invesco International Corpor | +0.9% | +22.40% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +10.57% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.5% | -0.60% | Trim |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.3% | +4.66% | Add |
| 7 | PFF | Ishares Preferred & Income S | +0.2% | +59.15% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.18% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.77% | Add |
| 10 | MU | Micron Technology Inc | +0.2% | +10.25% | Add |
| 11 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +14.57% | Add |
| 12 | CADL | Candel Therapeutics Inc | +0.1% | — | Unchanged |
| 13 | IWV | Ishares Russell 3000 ETF | +0.1% | +2.01% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | +20.27% | Add |
| 15 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | 0% | +9.55% | Add |
| 17 | INTC | Intel CORP | 0% | NEW | New buy |
| 18 | KLAC | Kla CORP | 0% | +1074.37% | Add |
| 19 | TAXM | Bondbloxx Ir+m Tax-aware Mas | 0% | +149.40% | Add |
| 20 | AVUS | Avantis U.s. Equity ETF | 0% | -2.02% | Trim |
| 21 | AVGO | Broadcom Inc | 0% | +8.37% | Add |
| 22 | AXP | American Express Co | 0% | +45.97% | Add |
| 23 | HD | Home Depot Inc | 0% | +78.84% | Add |
| 24 | AMAT | Applied Materials Inc | 0% | +12.57% | Add |
| 25 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 26 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 27 | SNDK | Sandisk CORP | 0% | NEW | New buy |
| 28 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 29 | LRCX | Lam Research CORP | 0% | +13.24% | Add |
| 30 | GE | General Electric | 0% | NEW | New buy |
| 31 | FIX | Comfort Systems USA Inc | 0% | NEW | New buy |
| 32 | POWL | Powell Industries Inc | 0% | NEW | New buy |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | -0.29% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +4.85% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.59% | Trim |
| 36 | CM | Can Imperial Bk Of Commerce | 0% | NEW | New buy |
| 37 | GLW | Corning Inc | 0% | NEW | New buy |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.90% | Trim |
| 39 | URI | United Rentals Inc | 0% | NEW | New buy |
| 40 | ASML | ASML Holding N.V. | 0% | +6.89% | Add |
| 41 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 42 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 43 | ALAB | Astera Labs Inc | 0% | NEW | New buy |
| 44 | CAT | Caterpillar Inc | 0% | +8.64% | Add |
| 45 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 46 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 47 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 48 | IWO | Ishares Russell 2000 Growth | 0% | NEW | New buy |
| 49 | CL | Colgate-palmolive Co | 0% | NEW | New buy |
| 50 | IWS | Ishares Russell Mid-cap Valu | 0% | NEW | New buy |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 158 disclosed positions in Q2 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, VEA) accounted for 40.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
TCAF
市值: $652.9K
Top Position Liquidated / Trimmed
IJR
前期市值: $329.5K
During Q2 2026, Tanager Wealth Management LLP's top holdings by market value included ITOT (15.7%)、PICB (9.1%)、VEA (6.7%). The largest single position, ITOT, represented 15.7% of total portfolio value.
In Q2 2026, Tanager Wealth Management LLP made 158 total portfolio adjustments, initiating 26 new buys, adding to 76 positions, trimming 43 holdings, and fully liquidating 13 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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