Tanager Wealth Management LLP
Sector Allocation
- Other74.9%$898.7M
- Technology11.5%$137.6M
- Financials10.3%$124.1M
- Healthcare0.8%$9.5M
- Consumer Discretionary0.7%$8.3M
- Consumer Staples0.6%$7.6M
- Industrials0.6%$6.8M
- Energy0.5%$5.4M
- Communication Services0.1%$831,209
- Materials0.1%$803,834
AUM History
13fpro.ai/research/fund/tanager-wealth-management-llp-1892929
Conviction and streaks
Stable · top 10 = 59.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$190.4M
IVZ
$112.1M- VANGUARD$76.1M
- VANGUARD$76.0M
- BONDBLOXX$62.0M
GOOG
$48.6M- BNY$39.3M
- BONDBLOXX$39.0M
- BONDBLOXX$37.5M
- VANGUARD$36.4M
- VANGUARD$33.7M
- VANGUARD$32.4M
- DIMENSIONAL$27.9M
MSFT
$23.8MAAPL
$23.2M- VANECK$22.5M
- AMERICAN$21.6M
- ISHARES$21.0M
- DIMENSIONAL$19.5M
- ISHARES$16.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tanager-wealth-management-llp-1892929
Tanager Wealth Management LLP 13F holdings — Q3 2026
$1.2B portfolio (+4.5% QoQ) · 182 holdings · Q3 2026 13F · top 10 are 60% of the stock portfolio
- 1
ISHARES TR - CORE S&P TTL STK
$190.4M
15.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $112.1M
9.3% of stocks
+12%This quarter+0.8%Since filed11+ qtrsHeld- 3
VANGUARD INDEX FDS - MRNGSTR TTL STK
$76.1M
6.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$76.0M
6.3% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BONDBLOXX ETF TRUST - BLOOMBERG ONE YR
$62.0M
5.2% of stocks
+34%This quarter—Since filed—HeldAIQuality—Est. buy— $48.6M
4.0% of stocks
+7%This quarter-7.6%Since filed11+ qtrsHeld- 7
BNY MELLON ETF TRUST - CORE BOND ETF
$39.3M
3.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
BONDBLOXX ETF TRUST - BBB RATED 1 5 YE
$39.0M
3.3% of stocks
+37%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
BONDBLOXX ETF TRUST - BLOOMBERG SIX MN
$37.5M
3.1% of stocks
-23%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$36.4M
3.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P TTL STK | $190.4M | 15.9% | +4% | — | — | — | — | |
| 2 | $112.1M | 9.3% | +12% | +0.8% | 11+ qtrsAdded 10 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $76.1M | 6.3% | -2% | — | — | — | — | |
| 4 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $76.0M | 6.3% | +0.2% | — | — | — | — | |
| 5 | BONDBLOXX ETF TRUST - BLOOMBERG ONE YR | $62.0M | 5.2% | +34% | — | — | — | — | |
| 6 | $48.6M | 4.0% | +7% | -7.6% | 11+ qtrsAdded 4 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | BNY MELLON ETF TRUST - CORE BOND ETF | $39.3M | 3.3% | -4% | — | — | — | — | |
| 8 | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | $39.0M | 3.3% | +37% | — | — | — | — | |
| 9 | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $37.5M | 3.1% | -23% | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $36.4M | 3.0% | +3% | — | — | — | — |
All holdings — Tanager Wealth Management LLP (Q3 2026)
182 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $33.7M | 2.8% | 568K | +5% | — | — | 13F |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETFetf/fund | — | $32.4M | 2.7% | 280K | +6% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $27.9M | 2.3% | 360K | -2% | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $23.8M | 2.0% | 46K | +5% | 11+ qtrs | 79.8 | 13F | |
| 15 | Apple Inc. | Technology | $23.2M | 1.9% | 70K | +3% | 11+ qtrs | 75.7 | 13F | |
| 16 | — | VANECK ETF TRUST - PREFERRED SECURTpreferred | — | $22.5M | 1.9% | 1.28M | -16% | — | — | 13F |
| 17 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $21.6M | 1.8% | 169K | -4% | — | — | 13F |
| 18 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $21.0M | 1.8% | 222K | -2% | — | — | 13F |
| 19 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Eetf/fund | — | $19.5M | 1.6% | 537K | +7% | — | — | 13F |
| 20 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $16.9M | 1.4% | 39K | +9% | — | — | 13F |
| 21 | — | ISHARES TR - CORE MSCI EUROetf/fund | — | $15.3M | 1.3% | 207K | +18% | — | — | 13F |
| 22 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $13.6M | 1.1% | 129K | -4% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $12.4M | 1.0% | 36K | +1% | 11+ qtrsAdded 5 qtrs in a row | 77.7 | 13F | |
| 24 | — | BONDBLOXX ETF TRUST - IR M TAXAWAREetf/fund | — | $11.8M | 1.0% | 237K | +0.8% | — | — | 13F |
| 25 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $10.8M | 0.9% | 245K | -10% | — | — | 13F |
| 26 | — | ISHARES TR - PFD AND INCM SEC | — | $10.8M | 0.9% | 365K | +23% | |||
| 27 | — | ISHARES TR - CORE MSCI EAFE | — | $10.8M | 0.9% | 111K | -3% | |||
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $9.4M | 0.8% | 13K | +6% | |||
| 29 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $8.0M | 0.7% | 94K | +12% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $6.6M | 0.6% | 29K | +31% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $6.6M | 0.6% | 42K | -1% | |||
| 32 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $6.5M | 0.5% | 92K | -14% | |||
| 33 | — | ISHARES TR - CORE MSCI INTL | — | $6.2M | 0.5% | 69K | +0.4% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.6M | 0.5% | 23K | +11% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $5.3M | 0.4% | 7,354 | -10% | |||
| 36 | $DOV | DOVER Corp | Industrials | $3.9M | 0.3% | 25K | +0.9% | |||
| 37 | — | SERIES PORTFOLIOS TR - ELM MAR NAV ETF | — | $3.8M | 0.3% | 129K | — | |||
| 38 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $3.0M | 0.3% | 10K | -0.9% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 0.2% | 5,770 | +9% | |||
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.5M | 0.2% | 8,981 | -2% | |||
| 41 | $MU | MICRON TECHNOLOGY INC | Technology | $2.4M | 0.2% | 2,290 | +9% | |||
| 42 | $PM | Philip Morris International Inc. | Consumer Staples | $2.4M | 0.2% | 13K | -29% | |||
| 43 | — | ISHARES INC - CORE MSCI EMKT | — | $2.3M | 0.2% | 28K | +2% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $2.3M | 0.2% | 6,434 | +44% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.3M | 0.2% | 2,960 | +9% | |||
| 46 | $CADL | Candel Therapeutics, Inc. | Healthcare | $2.1M | 0.2% | 198K | — | |||
| 47 | $DELL | Dell Technologies Inc. | Technology | $1.9M | 0.2% | 3,501 | +45% | |||
| 48 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.1% | 8,893 | -7% | |||
| 49 | — | ISHARES TR - RUS 1000 ETF | — | $1.8M | 0.1% | 4,278 | +11% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.5M | 0.1% | 17K | +56% | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $1.5M | 0.1% | 4,502 | +16% | |||
| 52 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.1% | 2,348 | +6% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.1% | 5,442 | +31% | |||
| 54 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | — | $1.3M | 0.1% | 27K | -0.7% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 0.1% | 1,458 | +60% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.1% | 1,128 | +85% | |||
| 57 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.1% | 1,750 | -6% | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.1% | 7,845 | -4% | |||
| 59 | $COP | CONOCOPHILLIPS | Energy | $1.1M | 0.1% | 9,110 | +4% | |||
| 60 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.1M | 0.1% | 4,737 | — | |||
| 61 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,529 | +23% | |||
| 62 | — | ISHARES TR - CORE MSCI PAC | — | $985K | 0.1% | 12K | — | |||
| 63 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $984K | 0.1% | 21K | -2% | |||
| 64 | $PSX | Phillips 66 | Energy | $941K | 0.1% | 3,685 | +10% | |||
| 65 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $932K | 0.1% | 31K | New | |||
| 66 | $AXP | AMERICAN EXPRESS CO | Financials | $931K | 0.1% | 3,063 | +0.1% | |||
| 67 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $857K | 0.1% | 416 | — | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $841K | 0.1% | 1,842 | -4% | |||
| 69 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $819K | 0.1% | 48K | -3% | |||
| 70 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $805K | 0.1% | 3,450 | +15% | |||
| 71 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $781K | 0.1% | 12K | +0.1% | |||
| 72 | $V | VISA INC. | Financials | $758K | 0.1% | 2,109 | +14% | |||
| 73 | — | BONDBLOXX ETF TRUST - IR M TAX AWARE | — | $754K | 0.1% | 16K | +0.5% | |||
| 74 | $VANI | Vivani Medical, Inc. | Healthcare | $753K | 0.1% | 607K | — | |||
| 75 | $ASML | ASML HOLDING NV | Technology | $726K | 0.1% | 401 | +23% | |||
| 76 | — | ISHARES TR - USD GRN BOND ETF | — | $703K | 0.1% | 15K | +2% | |||
| 77 | $RDDT | Reddit, Inc. | Technology | $703K | 0.1% | 4,933 | +0.3% | |||
| 78 | $MS | MORGAN STANLEY | Financials | $698K | 0.1% | 3,709 | +13% | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $694K | 0.1% | 2,441 | +12% | |||
| 80 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $670K | 0.1% | 992 | +7% | |||
| 81 | $JNJ | JOHNSON & JOHNSON | Healthcare | $665K | 0.1% | 2,511 | +12% | |||
| 82 | — | ISHARES TR - CORE S&P500 ETF | — | $658K | 0.1% | 859 | -52% | |||
| 83 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $649K | 0.1% | 988 | — | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $639K | 0.1% | 2,955 | +82% | |||
| 85 | $INTC | INTEL CORP | Technology | $629K | 0.1% | 5,233 | +44% | |||
| 86 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $598K | 0.1% | 1,680 | +2% | |||
| 87 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $583K | 0.1% | 15K | -1% | |||
| 88 | $KLAC | KLA CORP | Technology | $576K | 0.1% | 2,954 | +6% | |||
| 89 | $DEO | DIAGEO PLC | Consumer Staples | $565K | 0.1% | 6,604 | +1% | |||
| 90 | $GS | GOLDMAN SACHS GROUP INC | Financials | $547K | 0.1% | 607 | -30% | |||
| 91 | $WMT | Walmart Inc. | Consumer Staples | $540K | 0.0% | 5,194 | -1% | |||
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | — | $532K | 0.0% | 4,232 | — | |||
| 93 | $NFLX | NETFLIX INC | Communication Services | $531K | 0.0% | 7,626 | +7% | |||
| 94 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $529K | 0.0% | 3,406 | +18% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $528K | 0.0% | 6,057 | — | |||
| 96 | $TSLA | Tesla, Inc. | Consumer Discretionary | $514K | 0.0% | 1,449 | -5% | |||
| 97 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $499K | 0.0% | 976 | +15% | |||
| 98 | $CAT | CATERPILLAR INC | Industrials | $486K | 0.0% | 600 | +8% | |||
| 99 | $LRCX | LAM RESEARCH CORP | Technology | $481K | 0.0% | 1,464 | +19% | |||
| 100 | $MA | Mastercard Inc | Financials | $470K | 0.0% | 853 | +14% | |||
| 101 | $NEE | NEXTERA ENERGY INC | Utilities | $461K | 0.0% | 6,079 | +20% | |||
| 102 | $PANW | Palo Alto Networks Inc | Technology | $453K | 0.0% | 1,140 | +18% | |||
| 103 | $CSCO | CISCO SYSTEMS, INC. | Technology | $444K | 0.0% | 4,124 | +46% | |||
| 104 | — | ISHARES TR - RUS 1000 GRW ETF | — | $443K | 0.0% | 3,536 | — | |||
| 105 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $442K | 0.0% | 1,255 | +58% | |||
| 106 | — | ISHARES TR - RUS MID CAP ETF | — | $420K | 0.0% | 3,940 | — | |||
| 107 | $TXN | TEXAS INSTRUMENTS INC | Technology | $420K | 0.0% | 1,500 | +41% | |||
| 108 | $GLD | SPDR GOLD TRUST | Financials | $404K | 0.0% | 1,061 | -8% | |||
| 109 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $400K | 0.0% | 9,458 | -40% | |||
| 110 | $ORCL | ORACLE CORP | Technology | $396K | 0.0% | 2,886 | -16% | |||
| 111 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $389K | 0.0% | 4,688 | -4% | |||
| 112 | $MRK | Merck & Co., Inc. | Healthcare | $388K | 0.0% | 2,668 | New | |||
| 113 | $AZN | ASTRAZENECA PLC | Healthcare | $384K | 0.0% | 2,355 | +52% | |||
| 114 | — | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | — | $381K | 0.0% | 11K | — | |||
| 115 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $362K | 0.0% | 8,025 | +1% | |||
| 116 | $FITB | FIFTH THIRD BANCORP | Financials | $358K | 0.0% | 7,021 | +6% | |||
| 117 | $KO | COCA COLA CO | Consumer Staples | $351K | 0.0% | 4,082 | -2% | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $351K | 0.0% | 1,903 | +5% | |||
| 119 | $DE | DEERE & CO | Industrials | $343K | 0.0% | 511 | New | |||
| 120 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $343K | 0.0% | 8,022 | — | |||
| 121 | — | ISHARES TR - ESG AWR MSCI USA | — | $341K | 0.0% | 2,045 | -38% | |||
| 122 | $PLTR | Palantir Technologies Inc. | Technology | $339K | 0.0% | 1,811 | New | |||
| 123 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $337K | 0.0% | 3,381 | +37% | |||
| 124 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $336K | 0.0% | 1,526 | +6% | |||
| 125 | $SHOP | SHOPIFY INC. | Technology | $329K | 0.0% | 2,217 | +16% | |||
| 126 | $ABT | ABBOTT LABORATORIES | Healthcare | $320K | 0.0% | 3,240 | +10% | |||
| 127 | $RTX | RTX Corp | Industrials | $316K | 0.0% | 1,703 | -0.4% | |||
| 128 | $DIS | Walt Disney Co | Communication Services | $301K | 0.0% | 2,865 | +13% | |||
| 129 | $GE | GENERAL ELECTRIC CO | Industrials | $294K | 0.0% | 942 | +18% | |||
| 130 | $NVS | NOVARTIS AG | Healthcare | $290K | 0.0% | 2,032 | +59% | |||
| 131 | $ANET | Arista Networks, Inc. | Technology | $287K | 0.0% | 1,412 | +16% | |||
| 132 | $MSTR | Strategy Inc | Financials | $284K | 0.0% | 1,856 | New | |||
| 133 | $SNDK | Sandisk Corp | Technology | $284K | 0.0% | 163 | +12% | |||
| 134 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $283K | 0.0% | 5,845 | — | |||
| 135 | $MCD | MCDONALDS CORP | Consumer Discretionary | $280K | 0.0% | 1,214 | -1% | |||
| 136 | $HWM | Howmet Aerospace Inc. | Materials | $280K | 0.0% | 1,236 | +6% | |||
| 137 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $278K | 0.0% | 2,960 | +3% | |||
| 138 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $277K | 0.0% | 682 | -9% | |||
| 139 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $275K | 0.0% | 1,038 | New | |||
| 140 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $269K | 0.0% | 2,441 | +6% | |||
| 141 | $PPG | PPG INDUSTRIES INC | Materials | $268K | 0.0% | 2,572 | +18% | |||
| 142 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $268K | 0.0% | 9,620 | New | |||
| 143 | — | ISHARES TR - ISHS 1-5YR INVS | — | $268K | 0.0% | 5,230 | +5% | |||
| 144 | $ETN | Eaton Corp plc | Industrials | $266K | 0.0% | 618 | +2% | |||
| 145 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $264K | 0.0% | 6,224 | -31% | |||
| 146 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $263K | 0.0% | 159 | +7% | |||
| 147 | $PFE | PFIZER INC | Healthcare | $261K | 0.0% | 9,138 | New | |||
| 148 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $259K | 0.0% | 7,200 | -2% | |||
| 149 | $NEM | NEWMONT Corp /DE/ | Materials | $256K | 0.0% | 2,219 | New | |||
| 150 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $254K | 0.0% | 2,300 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 30 new, 93 added to, 42 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
- SPDR SERIES TRUST - SST SPDR BLOOMBE$932K
first bought this quarter
$MRKMerck & Co., Inc.$388K
first bought this quarter
$DEDEERE & CO$343K
first bought this quarter
$PLTRPalantir Technologies Inc.$339K
first bought this quarter
$MSTRStrategy Inc$284K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$275K
first bought this quarter
+24 more in the Excel export
Added to (93)
- BONDBLOXX ETF TRUST - BLOOMBERG ONE YR+34%
now $62.0M
now $112.1M · held 11+ qtrs, 10 adds in a row
- BONDBLOXX ETF TRUST - BBB RATED 1 5 YE+37%
now $39.0M
- ISHARES TR - CORE S&P TTL STK+4%
now $190.4M
now $48.6M · held 11+ qtrs, 4 adds in a row
- ISHARES TR - CORE MSCI EURO+18%
now $15.3M
+87 more in the Excel export
Trimmed (42)
- BONDBLOXX ETF TRUST - BLOOMBERG SIX MN-23%
now $37.5M
- VANECK ETF TRUST - PREFERRED SECURT-16%
now $22.5M
- BNY MELLON ETF TRUST - CORE BOND ETF-4%
now $39.3M
- ISHARES TR - CORE UNIVRSL USD-10%
now $10.8M
- VANGUARD INDEX FDS - MRNGSTR TTL STK-2%
now $76.1M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-14%
now $6.5M
+36 more in the Excel export
Holdings by quarter
Every 13F Tanager Wealth Management LLP has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Tanager Wealth Management LLP's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Tanager Wealth Management LLP disclosed 182 positions worth $1.2B in its Form 13F-HR for Q3 2026, followed by $IVZ. During the quarter the fund opened 30 new positions and exited 6 and a full exit from $POWL. The portfolio is most concentrated in Other (74.9% of disclosed assets). All figures are sourced directly from Tanager Wealth Management LLP’s Form 13F-HR filing with the SEC under CIK 1892929.
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AI-Powered Hedge Fund Analysis: Tanager Wealth Management LLP
13F Pro is an AI hedge fund tracker and stock research platform. For Tanager Wealth Management LLP (SEC CIK: 1892929), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Tanager Wealth Management LLP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.