Tanager Wealth Management Llp Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Tanager Wealth Management Llp disclosed 157 stock positions valued at approximately $1.15B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO EXCH TRADED FD TR II, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 157
- Portfolio Value
- $1.15B
Holdings by Sector
Tanager Wealth Management Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 15.74% | 1,100,577 | -6,699 | -0.60% | $180,791,711 |
| INVESCO EXCH TRADED FD TR II | PICB | Other | 9.07% | 4,499,641 | +823,441 | +22.40% | $104,211,695 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.66% | 1,074,057 | -54,238 | -4.81% | $76,526,546 |
| VANGUARD INDEX FDS | VTI | Other | 6.65% | 206,445 | -374 | -0.18% | $76,392,852 |
| BONDBLOXX ETF TRUST | XHLF | Other | 4.25% | 970,303 | -491,839 | -33.64% | $48,806,243 |
| ALPHABET INC | GOOG | Communication Services | 4.11% | 133,626 | +12,771 | +10.57% | $47,214,111 |
| BONDBLOXX ETF TRUST | XONE | Other | 4.06% | 943,490 | +386,502 | +69.39% | $46,580,101 |
| BNY MELLON ETF TRUST | BKAG | Other | 3.72% | 1,018,696 | -185,899 | -15.43% | $42,734,290 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.13% | 405,842 | +9,755 | +2.46% | $35,933,247 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.80% | 538,659 | -186 | -0.03% | $32,152,579 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 2.66% | 263,678 | +11,732 | +4.66% | $30,504,921 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.63% | 366,497 | -22,842 | -5.87% | $30,177,375 |
| BONDBLOXX ETF TRUST | BBBS | Other | 2.54% | 570,525 | +365,797 | +178.67% | $29,122,449 |
| VANECK ETF TRUST | PFXF | Other | 2.38% | 1,530,332 | -57,300 | -3.61% | $27,301,116 |
| ISHARES TR | AGG | Other | 1.96% | 227,275 | -25,294 | -10.01% | $22,495,633 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.95% | 175,042 | -3,608 | -2.02% | $22,419,410 |
| APPLE INC | AAPL | Technology | 1.70% | 67,484 | -11,999 | -15.10% | $19,527,247 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.53% | 502,319 | +2,757 | +0.55% | $17,596,219 |
| MICROSOFT CORP | MSFT | Technology | 1.43% | 44,118 | +149 | +0.34% | $16,456,986 |
| ISHARES TR | IWV | Other | 1.33% | 35,804 | +706 | +2.01% | $15,266,826 |
| VANECK ETF TRUST | MOAT | Other | 1.21% | 134,068 | -15,354 | -10.28% | $13,937,709 |
| ISHARES TR | IEUR | Other | 1.15% | 175,982 | +22,384 | +14.57% | $13,228,567 |
| ALPHABET INC | GOOGL | Communication Services | 1.11% | 35,636 | +1,293 | +3.76% | $12,735,238 |
| ISHARES TR | IUSB | Other | 1.09% | 272,363 | -29,269 | -9.70% | $12,569,572 |
| BONDBLOXX ETF TRUST | TAXX | Other | 1.04% | 234,724 | +4,485 | +1.95% | $11,909,896 |
| ISHARES TR | IEFA | Other | 0.96% | 114,019 | -2,568 | -2.20% | $11,011,955 |
| ISHARES TR | PFF | Other | 0.79% | 297,175 | +110,450 | +59.15% | $9,060,873 |
| VANGUARD INDEX FDS | VOO | Other | 0.76% | 12,674 | -37 | -0.29% | $8,704,630 |
| VANGUARD BD INDEX FDS | BND | Other | 0.68% | 106,623 | -56,488 | -34.63% | $7,827,194 |
| VANGUARD STAR FDS | VXUS | Other | 0.62% | 83,725 | +3,870 | +4.85% | $7,157,650 |
Showing 30 of 157 holdings in the latest reporting period.