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Tanager Wealth Management LLP

CIK 1892929 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

Tanager Wealth Management LLP reported 182 US-listed holdings worth $1.20 billion in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: iShares Trust (15.9%), Invesco Exch Traded FD Trust II (9.3%) and VG Totl STK Vprs (6.3%). Against the quarter before, it opened 31 positions, added to 92, trimmed 41 and sold out of 7.

Reported holdings$1.20B+4.5% on Q2 2026
Positions182+24 on Q2 2026
The largest ten59.8%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
Added toTrimmed
ITOT15.9%PICB9.3%VTI6.3%VEA6.3%XONE5.2%GOOG4.1%BKAG3.3%BBBS3.3%XHLF3.1%VGK3.0%VWO2.8%VPL2.7%DFAS2.3%168 more30.4%

The 14 largest of its 182 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $770.7 million in 118 positions$771MQ4 24Q1 2025: $768.9 million in 116 positions$769MQ1 25Q2 2025: $847.9 million in 123 positions$848MQ2 25Q3 2025: $952.4 million in 132 positions$952MQ3 25Q4 2025: $1.00 billion in 137 positions$1.00BQ4 25Q1 2026: $1.03 billion in 145 positions$1.03BQ1 26Q2 2026: $1.15 billion in 158 positions$1.15BQ2 26Q3 2026: $1.20 billion in 182 positions$1.20BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 31Added 92Held 18Trimmed 41Sold out 7
Opened: 31Added: 92Held: 18Trimmed: 41Sold out: 7

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 31

  1. ExxonMobil Holdings Corp. XOM$1.3 million
  2. SPDR Bloomberg International Corporate Bond ETF IBND$932,226
  3. Merck & Co., Inc. MRK$387,922
  4. Deere & Co. DE$343,181
  5. Palantir Technologies Inc. PLTR$338,748
  6. Microstrategy Inc. MSTR$284,135
  7. CrowdStrike Holdings, Inc. CRWD$274,811
  8. Banco Bilbao Vizcaya Argentaria, S.A. BBVA$268,109

and 23 more in the table below

Added to 92

  1. Bondbloxx ETF Trust XONE+317,251 shares · +34%
  2. Invesco Exch Traded FD Trust II PICB+541,988 shares · +12%
  3. Bondbloxx ETF Trust BBBS+212,596 shares · +37%
  4. iShares Trust ITOT+44,592 shares · +4%
  5. Alphabet Inc. GOOG+9,040 shares · +7%
  6. iShares Trust IEUR+31,330 shares · +18%
  7. iShares Trust PFF+67,558 shares · +23%
  8. Vanguard Intl Equity Index F VPL+16,098 shares · +6%

and 84 more in the table below

Trimmed 41

  1. Bondbloxx ETF Trust XHLF-224,653 shares · -23%
  2. Vaneck ETF Trust PFXF-245,643 shares · -16%
  3. BNY Mellon ETF Trust BKAG-36,917 shares · -4%
  4. iShares Core Total USD Bond Market ETF IUSB-27,263 shares · -10%
  5. VG Totl STK Vprs VTI-3,208 shares · -2%
  6. Vanguard Total Bond Market ETF BND-14,471 shares · -14%
  7. Philip Morris International Inc. PM-5,211 shares · -29%
  8. American Centy ETF Trust AVUS-6,406 shares · -4%

and 33 more in the table below

Sold out of 7

  1. ExxonMobil Holdings Corp. XOM$1.1 million last quarter
  2. Powell Industries Inc. POWL$289,510 last quarter
  3. Corning Inc. GLW$255,175 last quarter
  4. Ferrovial SE FER$237,010 last quarter
  5. Astera Labs Inc. ALAB$229,435 last quarter
  6. iShares Trust IWO$212,738 last quarter
  7. Vanguard Mid Cap Value ETF VOE$201,354 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Trust ITOT1,145,169$190.4 million15.87%+44,592
Invesco Exch Traded FD Trust II PICB5,041,629$112.1 million9.34%+541,988
VG Totl STK Vprs VTI203,237$76.1 million6.34%-3,208
Vanguard Ftse Developed Markets VEA1,076,186$76.0 million6.33%+2,129
Bondbloxx ETF Trust XONE1,260,741$62.0 million5.17%+317,251
Alphabet Inc. GOOG142,666$48.6 million4.05%+9,040
BNY Mellon ETF Trust BKAG981,779$39.3 million3.28%-36,917
Bondbloxx ETF Trust BBBS783,121$39.0 million3.25%+212,596
Bondbloxx ETF Trust XHLF745,650$37.5 million3.12%-224,653
Vanguard Intl Equity Index F VGK419,396$36.4 million3.03%+13,554
Vanguard Ftse Emerging Markets VWO568,095$33.7 million2.81%+29,436
Vanguard Intl Equity Index F VPL279,776$32.4 million2.70%+16,098
Dimensional ETF Trust DFAS359,907$27.9 million2.32%-6,590
Microsoft Corp. MSFT46,420$23.8 million1.98%+2,302
Apple Inc. AAPL69,765$23.2 million1.94%+2,281
Vaneck ETF Trust PFXF1,284,689$22.5 million1.88%-245,643
American Centy ETF Trust AVUS168,636$21.6 million1.80%-6,406
iShares Trust AGG222,208$21.0 million1.75%-5,067
Dimensional ETF Trust DFIS537,139$19.5 million1.62%+34,820
iShares Trust IWV39,056$16.9 million1.40%+3,252
iShares Trust IEUR207,312$15.3 million1.27%+31,330
Vaneck ETF Trust MOAT128,683$13.6 million1.13%-5,385
Alphabet Inc. GOOGL36,118$12.4 million1.04%+482
Bondbloxx Irm Tax-Aware Short Duration ETF TAXX236,610$11.8 million0.98%+1,886
iShares Core Total USD Bond Market ETF IUSB245,100$10.8 million0.90%-27,263
iShares Trust PFF364,733$10.8 million0.90%+67,558
iShares Core MSCI Eafe ETF IEFA111,041$10.8 million0.90%-2,978
Vanguard S&P 500 VOO13,448$9.4 million0.79%+774
Vanguard Star FDS VXUS94,115$8.0 million0.67%+10,390
NVIDIA Corp. NVDA28,842$6.6 million0.55%+6,903
Vanguard Intl Equity Index F VSS42,218$6.6 million0.55%-591
Vanguard Total Bond Market ETF BND92,152$6.5 million0.54%-14,471
iShares Trust IDEV68,847$6.2 million0.51%+292
Amazon.com Inc. AMZN22,580$5.6 million0.47%+2,328
Meta Platforms, Inc. META7,354$5.3 million0.44%-818
Vanguard Intl Equity Index F VT24,509$3.9 million0.32%+212
Series Portfolios Trust ELM129,100$3.8 million0.31%no change
Vanguard Small Cap ETF VB10,465$3.0 million0.25%-90
Berkshire Hathaway Inc. Class B BRKB5,770$2.9 million0.24%+467
iShares Russell 2000 ETF IWM8,981$2.5 million0.21%-187
Micron Technology Inc. MU2,290$2.4 million0.20%+193
Philip Morris International Inc. PM12,544$2.4 million0.20%-5,211
iShares Core MSCI Emerging Mark IEMG28,399$2.3 million0.19%+579
Broadcom Inc. AVGO6,434$2.3 million0.19%+1,969
SPDR S&P 500 SPY2,960$2.3 million0.19%+253
Candel Therapeutics Inc. CADL198,175$2.1 million0.17%no change
Dell Technologies Inc. DELL3,501$1.9 million0.16%+1,089
Chevron Corp. CVX8,893$1.8 million0.15%-635
iShares Trust IWB4,278$1.8 million0.15%+428
Vanguard Growth ETF VUG17,088$1.5 million0.13%+6,168
JPMorgan Chase & Co. JPM4,502$1.5 million0.12%+617
Advanced Micro Devices Inc. AMD2,348$1.4 million0.12%+129
AbbVie Inc. ABBV5,442$1.4 million0.12%+1,296
Dimensional ETF Trust DFSB27,172$1.3 million0.11%-190
Costco Wholesale Corp. COST1,458$1.3 million0.11%+549
Eli Lilly & Co. LLY1,128$1.3 million0.11%+518
Invesco QQQ Trust QQQ1,750$1.3 million0.11%-105
ExxonMobil Holdings Corp. XOM7,845$1.3 million0.11%new
ConocoPhillips COP9,110$1.1 million0.09%+366
Vanguard Index FDS VXF4,737$1.1 million0.09%no change
Procter & Gamble Co. PG7,529$1.1 million0.09%+1,403
iShares Trust IPAC11,574$985,0630.08%no change
Dimensional ETF Trust DFSU20,865$984,2020.08%-390
Phillips 66 PSX3,685$940,8170.08%+344
SPDR Bloomberg International Corporate Bond ETF IBND31,199$932,2260.08%new
American Express Co. AXP3,063$931,4320.08%+2
First Citizens BancShares Inc FCNCA416$857,0430.07%no change
Taiwan Semiconductor Manufacturing Company Limited TSM1,842$840,6420.07%-72
First Trust Exch Traded FD III FPE48,026$818,8430.07%-1,705
Vanguard Specialized Funds VIG3,450$804,9200.07%+451
Altria Group, Inc. MO11,591$780,5700.07%+13
Visa Inc. V2,109$757,8270.06%+260
Bondbloxx ETF Trust TAXM15,914$753,8460.06%+77
Vivani Medical Inc. Common Stock VANI607,276$753,0220.06%no change
ASML Holding N.V. ASML401$726,4800.06%+75
iShares Trust BGRN15,406$702,7920.06%+316
Reddit, Inc. RDDT4,933$702,6570.06%+13
Morgan Stanley MS3,709$697,5890.06%+421
Home Depot, Inc. HD2,441$694,4400.06%+261
Thermo Fisher Scientific Inc. TMO992$669,6580.06%+61
Johnson & Johnson JNJ2,511$664,7620.06%+266
iShares Core S&P 500 ETF IVV859$657,8650.05%-929
SPDR S&P MidCap 400 ETF MDY988$648,8290.05%no change
Vanguard Value ETF VTV2,955$638,5160.05%+1,333
Intel Corp. INTC5,233$629,1640.05%+1,600
Marriott International Inc. MAR1,680$597,5260.05%+38
Dimensional ETF Trust DFAE14,843$583,4910.05%-167
KLA Corp. KLAC2,954$576,0860.05%+159
Diageo plc DEO6,604$565,3020.05%+97
Goldman Sachs Group Inc. GS607$546,5190.05%-258
Walmart Inc. WMT5,194$539,7600.04%-66
Vanguard World FD VGT4,232$531,8350.04%no change
Netflix Inc. NFLX7,626$530,6170.04%+509
Vanguard Whitehall FDS VYM3,406$528,6110.04%+522
Invesco Exch Traded FD Trust II KBWB6,057$528,3520.04%no change
Tesla, Inc. TSLA1,449$514,1200.04%-79
Applied Materials Inc. AMAT976$499,1070.04%+125
Caterpillar Inc. CAT600$486,4740.04%+47
Lam Research Corp. LRCX1,464$481,0360.04%+232
Mastercard Inc. MA853$470,4040.04%+106
NextEra Energy Inc. NEE6,079$460,7190.04%+1,009
Palo Alto Networks Inc. PANW1,140$452,9330.04%+172
Cisco Systems, Inc. CSCO4,124$443,8660.04%+1,299
iShares Trust IWF3,536$442,9190.04%no change
Vanguard Large Cap ETF VV1,255$441,5720.04%+460
iShares Trust IWR3,940$420,4370.04%no change
Texas Instruments Inc. TXN1,500$420,1350.04%+435
SPDR Gold Trust GLD1,061$404,0710.03%-88
T Rowe Price ETF Inc. TCAF9,458$399,7900.03%-6,427
Oracle Corp. ORCL2,886$396,2480.03%-547
Dimensional ETF Trust DFUS4,688$389,2840.03%-214
Merck & Co., Inc. MRK2,668$387,9220.03%new
AstraZeneca PLC AZN2,355$384,1100.03%+805
Fidelity Emerging Markets Multifactor ETF FDEM10,734$381,4860.03%no change
Dimensional ETF Trust DFSI8,025$362,4890.03%+104
Fifth Third Bancorp FITB7,021$357,5320.03%+419
Coca-Cola Co. KO4,082$351,4930.03%-86
Lowe's Companies Inc. LOW1,903$350,7040.03%+99
Deere & Co. DE511$343,1810.03%new
SPDR Ser Trust TFI8,022$343,1010.03%no change
iShares Trust ESGU2,045$341,1060.03%-1,274
Palantir Technologies Inc. PLTR1,811$338,7480.03%new
iShares Trust STIP3,381$337,0950.03%+918
International Business Machines Corp. IBM1,526$335,6130.03%+90
Shopify Inc. SHOP2,217$328,9620.03%+303
Abbott Laboratories ABT3,240$320,2090.03%+293
RTX Corp. RTX1,703$316,1620.03%-6
Walt Disney Co. DIS2,865$300,5920.03%+332
General Electric Co. GE942$294,1770.02%+146
Novartis AG NVS2,032$289,7020.02%+751
Arista Networks, Inc. ANET1,412$287,4690.02%+196
Microstrategy Inc. MSTR1,856$284,1350.02%new
Sandisk Corp. SNDK163$283,6020.02%+18
Dimensional ETF Trust DFSE5,845$282,6060.02%no change
McDonald's Corp. MCD1,214$280,3610.02%-18
Howmet Aerospace Inc. HWM1,236$279,5580.02%+71
Starbucks Corp. SBUX2,960$278,1220.02%+90
Intuitive Surgical Inc. ISRG682$277,3220.02%-67
CrowdStrike Holdings, Inc. CRWD1,038$274,8110.02%new
Canadian Imperial Bank of Commerce CM2,441$268,9980.02%+145
PPG Industries Inc. PPG2,572$268,3370.02%+394
Banco Bilbao Vizcaya Argentaria, S.A. BBVA9,620$268,1090.02%new
iShares Trust IGSB5,230$267,9330.02%+230
Eaton Corp. plc ETN618$265,5610.02%+12
Bondbloxx ETF Trust XTEN6,224$263,7730.02%-2,787
Comfort Systems USA Inc. FIX159$263,0000.02%+11
Pfizer Inc. PFE9,138$260,6920.02%new
Schwab Strategic Trust SCHG7,200$258,6960.02%-123
Newmont Corp. NEM2,219$255,9390.02%new
iShares SHV2,300$253,7360.02%no change
Marvell Technology, Inc. MRVL949$250,7350.02%+210
Automatic Data Processing Inc. ADP971$250,5760.02%+38
Union Pacific Corp. UNP915$248,9990.02%new
HSBC Holdings plc HSBC2,506$248,8710.02%new
GE Vernova Inc. GEV256$243,3250.02%+57
Colgate-Palmolive Co. CL2,816$240,2610.02%+506
iShares Core S&P Small-Cap ETF IJR1,764$239,9750.02%new
Bank of America Corp. BAC4,396$239,2740.02%+654
Qualcomm Inc. QCOM1,297$238,7000.02%new
UnitedHealth Group Inc. UNH623$228,6910.02%new
Vanguard Small Cap Value ETF VBR987$228,0270.02%+149
Norfolk Southern Corp. NSC723$223,5230.02%-133
Marathon Petroleum Corp. MPC556$219,8540.02%new
Gilead Sciences, Inc. GILD1,457$217,1700.02%new
United Rentals, Inc. URI216$216,1680.02%-7
Salesforce, Inc. CRM930$213,5410.02%new
iShares Select Dividend ETF DVY1,399$212,7460.02%new
Chubb Ltd. CB646$210,1760.02%new
Vanguard FTSE All-World ex-US ETF VEU2,517$208,8350.02%new
Illumina, Inc. ILMN763$208,8180.02%new
iShares Trust IWS1,278$205,4260.02%no change
Vanguard World FD VSGX2,522$204,4590.02%no change
BlackRock, Inc. BLK193$204,2500.02%new
PepsiCo Inc. PEP1,611$204,1460.02%-81
ASE Technology Holding Co., Ltd. ASX4,577$203,4930.02%new
Apollo Global Management, Inc. APO1,751$203,2210.02%new
Schwab US Large Cap SCHX6,771$203,1300.02%new
Fidelity Comwlth Trust ONEQ1,902$201,3080.02%new
Haleon plc HLN16,664$149,9760.01%new
Lloyds Banking Group plc LYG17,882$100,6760.01%new
Nomura Holdings Inc. NMR10,028$98,0740.01%new
Wipro Limited WIT12,987$21,4290.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.