Tanager Wealth Management LLP

Est. AUM

$948.2M

13F long equity, this entity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$157.7M	1107276	16.63%	SOLE
2	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$73.6M	1462142	7.76%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.3M	1128295	7.63%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$66.3M	206819	7.00%	SOLE
5	BNY MELLON ETF TRUST	CORE BOND ETF	$50.8M	1204595	5.36%	SOLE
6	ALPHABET INC	CAP STK CL C	$34.7M	120855	3.66%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$32.6M	396087	3.44%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$29.1M	538845	3.07%	SOLE
9	VANECK ETF TRUST	PREFERRED SECURT	$27.8M	1587632	2.94%	SOLE
10	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$27.7M	389339	2.92%	SOLE
11	BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$27.6M	556988	2.91%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$25.1M	252569	2.64%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$24.6M	251946	2.60%	SOLE
14	APPLE INC	COM	$20.2M	79483	2.13%	SOLE
15	AMERICAN CENTY ETF TR	US EQT ETF	$19.9M	178650	2.09%	SOLE
16	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$16.8M	499562	1.77%	SOLE
17	MICROSOFT CORP	COM	$16.3M	43969	1.72%	SOLE
18	VANECK ETF TRUST	MRNGSTR WDE MOAT	$14.4M	149422	1.52%	SOLE
19	ISHARES TR	CORE UNIVRSL USD	$13.9M	301632	1.47%	SOLE
20	ISHARES TR	RUSSELL 3000 ETF	$13.0M	35098	1.37%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$12.0M	163111	1.27%	SOLE
22	BONDBLOXX ETF TRUST	IR M TAXAWARE	$11.6M	230239	1.23%	SOLE
23	ISHARES TR	CORE MSCI EURO	$10.8M	153598	1.14%	SOLE
24	ISHARES TR	CORE MSCI EAFE	$10.6M	116587	1.11%	SOLE
25	BONDBLOXX ETF TRUST	BBB RATED 1 5 YE	$10.5M	204728	1.10%	SOLE
26	ALPHABET INC	CAP STK CL A	$9.9M	34343	1.04%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.6M	12711	0.80%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$6.6M	44941	0.69%	SOLE
29	VANGUARD STAR FDS	VG TL INTL STK F	$6.2M	79855	0.65%	SOLE
30	ISHARES TR	CORE MSCI INTL	$5.7M	67812	0.60%	SOLE
31	ISHARES TR	PFD AND INCM SEC	$5.7M	186725	0.60%	SOLE
32	AMAZON COM INC	COM	$4.7M	22453	0.49%	SOLE
33	META PLATFORMS INC	CL A	$4.3M	7479	0.45%	SOLE
34	SERIES PORTFOLIOS TR	ELM MARKET NAVIG	$3.5M	129100	0.37%	SOLE
35	NVIDIA CORPORATION	COM	$3.5M	20027	0.37%	SOLE
36	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.4M	24923	0.36%	SOLE
37	PHILIP MORRIS INTL INC	COM	$2.9M	17422	0.30%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$2.8M	10787	0.30%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$2.7M	11031	0.29%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5192	0.26%	SOLE
41	CHEVRON CORPORATION	COM	$2.0M	9584	0.21%	SOLE
42	ISHARES INC	CORE MSCI EMKT	$2.0M	28028	0.21%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2738	0.19%	SOLE
44	ISHARES TR	RUS 1000 ETF	$1.4M	3850	0.14%	SOLE
45	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$1.3M	25926	0.14%	SOLE
46	BROADCOM INC	COM	$1.3M	4120	0.13%	SOLE
47	EXXON MOBIL CORP	COM	$1.2M	7098	0.13%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$1.2M	1788	0.12%	SOLE
49	CONOCOPHILLIPS	COM	$1.1M	8572	0.12%	SOLE
50	JPMORGAN CHASE & CO	COM	$1.1M	3708	0.12%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.