Tanager Wealth Management LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Tanager Wealth Management LLP held in its portfolio 137 assets valued at $1,001,580,278 (i.e. $1.00B).
The most valuable assets in the portfolio included: ISHARES TR ($148.38M), BONDBLOXX ETF TRUST ($88.18M), and VANGUARD TAX-MANAGED FDS ($69.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 137 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tanager Wealth Management LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 997939 | 148383541 | CORE S&P TTL STK |
| BONDBLOXX ETF TRUST | 1754195 | 88181720 | BLOOMBERG SIX MN |
| VANGUARD TAX-MANAGED FDS | 1114111 | 69598501 | VAN FTSE DEV MKT |
| INVESCO EXCH TRADED FD TR II | 2867312 | 68469975 | INTL CORP BD |
| VANGUARD INDEX FDS | 198899 | 66684817 | TOTAL STK MKT |
| BNY MELLON ETF TRUST | 1256294 | 53265954 | CORE BOND ETF |
| ALPHABET INC | 118254 | 37108165 | CAP STK CL C |
| VANGUARD INTL EQUITY INDEX F | 378303 | 31629910 | FTSE EUROPE ETF |
| DIMENSIONAL ETF TRUST | 408871 | 28486024 | US SMALL CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 515357 | 27705613 | FTSE EMR MKT ETF |
| ISHARES TR | 275203 | 27487233 | CORE US AGGBD ET |
| VANECK ETF TRUST | 1449088 | 25590894 | PREFERRED SECURT |
| APPLE INC | 77591 | 21093961 | COM |
| VANGUARD INTL EQUITY INDEX F | 231520 | 20929419 | FTSE PACIFIC ETF |
| AMERICAN CENTY ETF TR | 181298 | 20265441 | US EQT ETF |
| BONDBLOXX ETF TRUST | 381918 | 18919265 | BLOOMBERG ONE YR |
| ISHARES TR | 361795 | 16837922 | CORE UNIVRSL USD |
| VANECK ETF TRUST | 159781 | 16546920 | MRNGSTR WDE MOAT |
| DIMENSIONAL ETF TRUST | 490135 | 16145050 | INTL SMALL CAP E |
| ISHARES TR | 36835 | 14249620 | RUSSELL 3000 ETF |
| VANGUARD BD INDEX FDS | 187605 | 13895902 | TOTAL BND MRKT |
| MICROSOFT CORP | 25380 | 12274378 | COM |
| ISHARES TR | 118355 | 10588038 | CORE MSCI EAFE |
| ALPHABET INC | 33383 | 10448883 | CAP STK CL A |
| BONDBLOXX ETF TRUST | 189214 | 9597863 | IR M TAXAWARE |
| VANGUARD INDEX FDS | 14549 | 9124114 | S&P 500 ETF SHS |
| ISHARES TR | 123282 | 8750556 | CORE MSCI EURO |
| VANGUARD INTL EQUITY INDEX F | 45290 | 6491416 | FTSE SMCAP ETF |
| ISHARES TR | 206740 | 6400672 | PFD AND INCM SEC |
| VANGUARD STAR FDS | 79855 | 6024261 | VG TL INTL STK F |
| ISHARES TR | 69937 | 5768404 | CORE MSCI INTL |
| AMAZON COM INC | 23961 | 5530678 | COM |
| META PLATFORMS INC | 5900 | 3894531 | CL A |
| VANGUARD INTL EQUITY INDEX F | 24841 | 3504035 | TT WRLD ST ETF |
| SERIES PORTFOLIOS TR | 122620 | 3341395 | ELM MARKET NAVIG |
| PHILIP MORRIS INTL INC | 19394 | 3110827 | COM |
| NVIDIA CORPORATION | 15995 | 2983102 | COM |
| ISHARES TR | 11511 | 2833548 | RUSSELL 2000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 5311 | 2669820 | CL B NEW |
| VANGUARD INDEX FDS | 9962 | 2569698 | SMALL CP ETF |
| ISHARES INC | 29814 | 2004097 | CORE MSCI EMKT |
| SPDR S&P 500 ETF TR | 2804 | 1912104 | TR UNIT |
| CHEVRON CORP NEW | 11259 | 1715984 | COM |
| ISHARES TR | 3850 | 1437744 | RUS 1000 ETF |
| INVESCO QQQ TR | 2241 | 1376669 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 25781 | 1335456 | GLOBAL SUSTAINA |
| JPMORGAN CHASE & CO. | 3883 | 1251180 | COM |
| BROADCOM INC | 3493 | 1208927 | COM |
| BONDBLOXX ETF TRUST | 24391 | 1127352 | BLOOMBERG TEN YR |
| REDDIT INC | 4879 | 1121536 | CL A |
| CANDEL THERAPEUTICS INC | 198175 | 1119689 | COM |
| ISHARES TR | 1563 | 1070561 | CORE S&P500 ETF |
| DIAGEO PLC | 12409 | 1070524 | SPON ADR NEW |
| VANGUARD INDEX FDS | 4736 | 990392 | EXTEND MKT ETF |
| DIMENSIONAL ETF TRUST | 22309 | 968880 | US SUSTAINABILTY |
| FIRST TR EXCH TRADED FD III | 51162 | 932172 | PFD SECS INC ETF |
| VIVANI MEDICAL INC | 739160 | 909167 | COMMON STOCK |
| PROCTER AND GAMBLE CO | 6187 | 886680 | COM |
| ABBVIE INC | 3868 | 883799 | COM |
| ISHARES TR | 11574 | 847333 | CORE MSCI PAC |
| COSTCO WHSL CORP NEW | 961 | 828709 | COM |
| EXXON MOBIL CORP | 6848 | 824088 | COM |
| CONOCOPHILLIPS | 8430 | 789132 | COM |
| AMERICAN EXPRESS CO | 2018 | 746528 | COM |
| ISHARES TR | 14853 | 711989 | USD GRN BOND ETF |
| VANGUARD INDEX FDS | 1439 | 702031 | GROWTH ETF |
| GOLDMAN SACHS GROUP INC | 727 | 639033 | COM |
| NETFLIX INC | 6744 | 632317 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 988 | 596041 | UTSER1 S&PDCRP |
| DELL TECHNOLOGIES INC | 4700 | 591690 | CL C |
| VANGUARD SPECIALIZED FUNDS | 2562 | 563076 | DIV APP ETF |
| VISA INC | 1560 | 547108 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1782 | 541715 | SPONSORED ADS |
| ORACLE CORP | 2756 | 537172 | COM |
| DIMENSIONAL ETF TRUST | 16015 | 521618 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 10748 | 515388 | SHORT DURATION F |
| MORGAN STANLEY | 2900 | 514837 | COM NEW |
| MICRON TECHNOLOGY INC | 1798 | 513177 | COM |
| INVESCO EXCH TRADED FD TR II | 6057 | 510545 | KBW BK ETF |
| THERMO FISHER SCIENTIFIC INC | 869 | 503544 | COM |
| ISHARES TR | 3298 | 491336 | ESG AWR MSCI USA |
| MARRIOTT INTL INC NEW | 1542 | 478390 | CL A |
| JOHNSON & JOHNSON | 2301 | 476192 | COM |
| BOSTON SCIENTIFIC CORP | 4934 | 470457 | COM |
| WALMART INC | 4167 | 464255 | COM |
| VANGUARD WORLD FD | 576 | 434177 | INF TECH ETF |
| PHILLIPS 66 | 3326 | 429187 | COM |
| MCDONALDS CORP | 1394 | 426048 | COM |
| ELI LILLY & CO | 395 | 424499 | COM |
| DIMENSIONAL ETF TRUST | 9782 | 419110 | INTERNATIONAL |
| ABBOTT LABS | 3303 | 413833 | COM |
| LOWES COS INC | 1676 | 404184 | COM |
| MONGODB INC | 940 | 394509 | CL A |
| NEXTERA ENERGY INC | 4819 | 386906 | COM |
| ISHARES TR | 3884 | 373913 | RUS MID CAP ETF |
| SPDR GOLD TR | 930 | 368568 | GOLD SHS |
| TESLA INC | 811 | 364723 | COM |
| DIMENSIONAL ETF TRUST | 4879 | 361887 | US EQUITY MARKET |
| ISHARES TR | 2888 | 347080 | CORE S&P SCP ETF |
| INTUIT | 510 | 337834 | COM |
| HOME DEPOT INC | 968 | 333089 | COM |
| FIDELITY COVINGTON TRUST | 10734 | 331466 | EMERG MKTS MLTFT |
| ADVANCED MICRO DEVICES INC | 1524 | 326380 | COM |
| MASTERCARD INCORPORATED | 568 | 324260 | CL A |
| STRATEGY INC | 2048 | 311194 | CL A NEW |
| AON PLC | 871 | 307358 | SHS CL A |
| ISHARES TR | 5651 | 298825 | ISHS 1-5YR INVS |
| AUTOMATIC DATA PROCESSING IN | 1134 | 291699 | COM |
| RTX CORPORATION | 1508 | 276567 | COM |
| VANGUARD WHITEHALL FDS | 1914 | 274697 | HIGH DIV YLD |
| KLA CORP | 226 | 274607 | COM NEW |
| COCA COLA CO | 3804 | 265938 | COM |
| ISHARES TR | 541 | 256055 | RUS 1000 GRW ETF |
| STARBUCKS CORP | 3021 | 254398 | COM |
| ISHARES TR | 2300 | 253345 | TRUST ISHARE 0-1 |
| ASML HOLDING N V | 235 | 251417 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 795 | 250266 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 6032 | 250207 | EMERGING MARKETS |
| VANECK ETF TRUST | 9444 | 243844 | JP MRGAN EM LOC |
| ISHARES TR | 1769 | 242247 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 7323 | 238876 | US LCAP GR ETF |
| NORFOLK SOUTHN CORP | 826 | 238496 | COM |
| APOLLO GLOBAL MGMT INC | 1644 | 237985 | COM |
| NEWMONT CORP | 2371 | 236744 | COM |
| CATERPILLAR INC | 413 | 236595 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3151 | 232494 | COM |
| INTERNATIONAL BUSINESS MACHS | 778 | 230451 | COM |
| FIFTH THIRD BANCORP | 4915 | 230049 | COM |
| INTUITIVE SURGICAL INC | 397 | 224845 | COM NEW |
| FERROVIAL SE | 3459 | 224512 | ORD SHS |
| PPG INDS INC | 2156 | 220904 | COM |
| PEPSICO INC | 1532 | 220053 | COM |
| HOWMET AEROSPACE INC | 1046 | 214451 | COM |
| DISNEY WALT CO | 1846 | 210377 | COM |
| S&P GLOBAL INC | 402 | 210081 | COM |
| ZOOMINFO TECHNOLOGIES INC | 20123 | 204651 | COMMON STOCK |
| VANGUARD SCOTTSDALE FDS | 2530 | 201717 | SHRT TRM CORP BD |
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