Holders — by stockHoldings — by fund
Tanager Wealth Management LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001892929
$1.15B
disclosed book value
158
positions
15.7%
largest position share
Positions, as of 2026-06-30
top 100 of 158 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ITOTISHARES TR | 1.1M | $180.8M | 15.7% |
| 2 | PICBINVESCO EXCH TRADED FD TR II | 4.5M | $104.2M | 9.1% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1.1M | $76.5M | 6.7% |
| 4 | VTIVANGUARD INDEX FDS | 206,445 | $76.4M | 6.7% |
| 5 | XHLFBONDBLOXX ETF TRUST | 970,303 | $48.8M | 4.3% |
| 6 | GOOGALPHABET INC | 133,626 | $47.2M | 4.1% |
| 7 | XONEBONDBLOXX ETF TRUST | 943,490 | $46.6M | 4.1% |
| 8 | BKAGBNY MELLON ETF TRUST | 1.0M | $42.7M | 3.7% |
| 9 | VGKVANGUARD INTL EQUITY INDEX F | 405,842 | $35.9M | 3.1% |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 538,659 | $32.2M | 2.8% |
| 11 | VPLVANGUARD INTL EQUITY INDEX F | 263,678 | $30.5M | 2.7% |
| 12 | DFASDIMENSIONAL ETF TRUST | 366,497 | $30.2M | 2.6% |
| 13 | BBBSBONDBLOXX ETF TRUST | 570,525 | $29.1M | 2.5% |
| 14 | PFXFVANECK ETF TRUST | 1.5M | $27.3M | 2.4% |
| 15 | AGGISHARES TR | 227,275 | $22.5M | 2% |
| 16 | AVUSAMERICAN CENTY ETF TR | 175,042 | $22.4M | 2% |
| 17 | AAPLAPPLE INC | 67,484 | $19.5M | 1.7% |
| 18 | DFISDIMENSIONAL ETF TRUST | 502,319 | $17.6M | 1.5% |
| 19 | MSFTMICROSOFT CORP | 44,118 | $16.5M | 1.4% |
| 20 | IWVISHARES TR | 35,804 | $15.3M | 1.3% |
| 21 | MOATVANECK ETF TRUST | 134,068 | $13.9M | 1.2% |
| 22 | IEURISHARES TR | 175,982 | $13.2M | 1.2% |
| 23 | GOOGLALPHABET INC | 35,636 | $12.7M | 1.1% |
| 24 | IUSBISHARES TR | 272,363 | $12.6M | 1.1% |
| 25 | TAXXBONDBLOXX ETF TRUST | 234,724 | $11.9M | 1% |
| 26 | IEFAISHARES TR | 114,019 | $11.0M | 1% |
| 27 | PFFISHARES TR | 297,175 | $9.1M | 0.8% |
| 28 | VOOVANGUARD INDEX FDS | 12,674 | $8.7M | 0.8% |
| 29 | BNDVANGUARD BD INDEX FDS | 106,623 | $7.8M | 0.7% |
| 30 | VXUSVANGUARD STAR FDS | 83,725 | $7.2M | 0.6% |
| 31 | VSSVANGUARD INTL EQUITY INDEX F | 42,809 | $6.6M | 0.6% |
| 32 | IDEVISHARES TR | 68,555 | $6.1M | 0.5% |
| 33 | AMZNAMAZON COM INC | 20,252 | $4.8M | 0.4% |
| 34 | METAMETA PLATFORMS INC | 8,172 | $4.6M | 0.4% |
| 35 | NVDANVIDIA CORPORATION | 21,939 | $4.4M | 0.4% |
| 36 | VTVANGUARD INTL EQUITY INDEX F | 24,297 | $3.8M | 0.3% |
| 37 | ELMSERIES PORTFOLIOS TR | 129,100 | $3.8M | 0.3% |
| 38 | PMPHILIP MORRIS INTL INC | 17,755 | $3.2M | 0.3% |
| 39 | VBVANGUARD INDEX FDS | 10,555 | $3.2M | 0.3% |
| 40 | IWMISHARES TR | 9,168 | $2.8M | 0.2% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,303 | $2.7M | 0.2% |
| 42 | MUMICRON TECHNOLOGY INC | 2,097 | $2.4M | 0.2% |
| 43 | IEMGISHARES INC | 27,820 | $2.3M | 0.2% |
| 44 | CADLCANDEL THERAPEUTICS INC | 198,175 | $2.0M | 0.2% |
| 45 | SPYSTATE STR SPDR S&P 500 ETF T | 2,707 | $2.0M | 0.2% |
| 46 | AVGOBROADCOM INC | 4,465 | $1.7M | 0.1% |
| 47 | CVXCHEVRON CORPORATION | 9,528 | $1.6M | 0.1% |
| 48 | IWBISHARES TR | 3,850 | $1.6M | 0.1% |
| 49 | DFSBDIMENSIONAL ETF TRUST | 27,362 | $1.4M | 0.1% |
| 50 | QQQINVESCO QQQ TR | 1,855 | $1.4M | 0.1% |
| 51 | IVVISHARES TR | 1,788 | $1.3M | 0.1% |
| 52 | AMDADVANCED MICRO DEVICES INC | 2,219 | $1.3M | 0.1% |
| 53 | JPMJPMORGAN CHASE & CO | 3,885 | $1.3M | 0.1% |
| 54 | VXFVANGUARD INDEX FDS | 4,737 | $1.2M | 0.1% |
| 55 | EXMOCEXXON MOBIL CORP | 8,164 | $1.1M | 0.1% |
| 56 | ABBVABBVIE INC | 4,146 | $1.0M | 0.1% |
| 57 | DELLDELL TECHNOLOGIES INC | 2,412 | $1.0M | 0.1% |
| 58 | AXPAMERICAN EXPRESS CO | 3,061 | $1.0M | 0.1% |
| 59 | DFSUDIMENSIONAL ETF TRUST | 21,255 | $991,121 | 0.1% |
| 60 | IPACISHARES TR | 11,574 | $948,258 | 0.1% |
| 61 | VUGVANGUARD INDEX FDS | 10,920 | $940,649 | 0.1% |
| 62 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,914 | $914,365 | 0.1% |
| 63 | COPCONOCOPHILLIPS | 8,744 | $909,026 | 0.1% |
| 64 | PGPROCTER & GAMBLE CO | 6,126 | $898,396 | 0.1% |
| 65 | FPEFIRST TR EXCH TRADED FD III | 49,731 | $889,190 | 0.1% |
| 66 | GSGOLDMAN SACHS GROUP INC | 865 | $874,835 | 0.1% |
| 67 | FCNCAFIRST CTZNS BANCSHARES INC D | 416 | $865,609 | 0.1% |
| 68 | RDDTREDDIT INC | 4,920 | $854,014 | 0.1% |
| 69 | COSTCOSTCO WHOLESALE CORPORATION | 909 | $850,342 | 0.1% |
| 70 | KLACKLA CORP | 2,795 | $843,283 | 0.1% |
| 71 | MOALTRIA GROUP INC | 11,578 | $833,068 | 0.1% |
| 72 | TAXMBONDBLOXX ETF TRUST | 15,837 | $799,531 | 0.1% |
| 73 | HDHOME DEPOT INC | 2,180 | $768,842 | 0.1% |
| 74 | VANIVIVANI MEDICAL INC | 607,276 | $753,022 | 0.1% |
| 75 | LLYELI LILLY & CO | 610 | $731,652 | 0.1% |
| 76 | BGRNISHARES TR | 15,090 | $716,360 | 0.1% |
| 77 | VIGVANGUARD SPECIALIZED FUNDS | 2,999 | $709,623 | 0.1% |
| 78 | MDYSTATE STR SPDR S&P MIDCAP 40 | 988 | $694,900 | 0.1% |
| 79 | MSMORGAN STANLEY | 3,288 | $687,324 | 0.1% |
| 80 | TCAFT ROWE PRICE EXCHANGE-TRADED | 15,885 | $652,874 | 0.1% |
| 81 | ASML HLDG NV | 326 | $648,557 | 0.1% |
| 82 | TSLATESLA INC | 1,528 | $642,677 | 0.1% |
| 83 | VVISA INC | 1,849 | $634,373 | 0.1% |
| 84 | AMATAPPLIED MATLS INC | 851 | $615,273 | 0.1% |
| 85 | MARMARRIOTT INTL INC NEW | 1,642 | $608,509 | 0.1% |
| 86 | DFAEDIMENSIONAL ETF TRUST | 15,010 | $603,567 | 0.1% |
| 87 | WMTWALMART INC | 5,260 | $595,748 | 0.1% |
| 88 | CATCATERPILLAR INC | 553 | $588,890 | 0.1% |
| 89 | JNJJOHNSON & JOHNSON | 2,245 | $570,163 | 0% |
| 90 | PSXPHILLIPS 66 | 3,341 | $564,796 | 0% |
| 91 | KBWBINVESCO EXCH TRADED FD TR II | 6,057 | $563,180 | 0% |
| 92 | ESGUISHARES TR | 3,319 | $543,221 | 0% |
| 93 | LRCXLAM RESEARCH CORP | 1,232 | $533,933 | 0% |
| 94 | DEODIAGEO PLC | 6,507 | $523,033 | 0% |
| 95 | NFLXNETFLIX INC. | 7,117 | $508,154 | 0% |
| 96 | INTCINTEL CORP | 3,633 | $507,276 | 0% |
| 97 | VGTVANGUARD WORLD FD | 4,232 | $505,809 | 0% |
| 98 | ORCLORACLE CORP | 3,433 | $503,106 | 0% |
| 99 | TMOTHERMO FISHER SCIENTIFIC INC | 931 | $466,773 | 0% |
| 100 | VYMVANGUARD WHITEHALL FDS | 2,884 | $455,759 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.