Q3 2026 13F · SEC CIK 1892929

Tanager Wealth Management LLP

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 182
Top holdings a year, 3 yrs: +11.8%
Assets under management: $1.6B

Tanager Wealth Management LLP is a wealth manager that reported 182 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (ITOT, 15.9%), Invesco International Corporate Bond ETF (PICB, 9.3%), Vanguard Index Fds (VTI, 6.3%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Tanager Wealth Management LLP holdings largest 50 of 182 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tanager Wealth Management LLP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
ITOTIshares Tr	15.9%	15.7%	1,145,169	+4.1%	$190.4M
PICBInvesco International Corporate Bond ETF	9.3%	9.1%	5,041,629	+12.0%	$112.1M
VTIVanguard Index Fds	6.3%	6.7%	203,237	-1.6%	$76.1M
VEAVanguard Ftse Developed Markets Index Fu	6.3%	6.7%	1,076,186	+0.2%	$76.0M
XONEBondbloxx ETF Trust	5.2%	4.1%	1,260,741	+33.6%	$62.0M
GOOGAlphabet Inc	4.1%	4.1%	142,666	+6.8%	$48.6M
BKAGBny Mellon ETF Trust	3.3%	3.7%	981,779	-3.6%	$39.3M
BBBSBondbloxx ETF Trust	3.3%	2.5%	783,121	+37.3%	$39.0M
XHLFBondbloxx ETF Trust	3.1%	4.3%	745,650	-23.2%	$37.5M
VGKVanguard Ftse Europe ETF	3.0%	3.1%	419,396	+3.3%	$36.4M
VWOVanguard Intl Equity Index F	2.8%	2.8%	568,095	+5.5%	$33.7M
VPLVanguard Intl Equity Index F	2.7%	2.7%	279,776	+6.1%	$32.4M
DFASDimensional ETF Trust	2.3%	2.6%	359,907	-1.8%	$27.9M
MSFTMicrosoft Corp	2.0%	1.4%	46,420	+5.2%	$23.8M
AAPLApple Inc	1.9%	1.7%	69,765	+3.4%	$23.2M
PFXFVaneck ETF Trust	1.9%	2.4%	1,284,689	-16.1%	$22.5M
AVUSAvantis U.S. Equity ETF	1.8%	2.0%	168,636	-3.7%	$21.6M
AGGIshares Tr	1.8%	2.0%	222,208	-2.2%	$21.0M
DFISDimensional ETF Trust	1.6%	1.5%	537,139	+6.9%	$19.5M
IWVIshares Tr	1.4%	1.3%	39,056	+9.1%	$16.9M
IEURIshares Core Msci Europeetf	1.3%	1.2%	207,312	+17.8%	$15.3M
MOATVaneck Morningstar Wide Moat ETF	1.1%	1.2%	128,683	-4.0%	$13.6M
GOOGLAlphabet Inc	1.0%	1.1%	36,118	+1.4%	$12.4M
TAXXBondbloxx ETF Trust	1.0%	1.0%	236,610	+0.8%	$11.8M
IUSBIshares Tr	0.9%	1.1%	245,100	-10.0%	$10.8M
PFFIshares Tr	0.9%	0.8%	364,733	+22.7%	$10.8M
IEFAIshares Tr	0.9%	1.0%	111,041	-2.6%	$10.8M
VOOVanguard Index Fds	0.8%	0.8%	13,448	+6.1%	$9.4M
VXUSVanguard Star Fds	0.7%	0.6%	94,115	+12.4%	$8.0M
NVDANvidia Corporation	0.5%	0.4%	28,842	+31.5%	$6.6M
VSSVanguard Intl Equity Index F	0.5%	0.6%	42,218	-1.4%	$6.6M
BNDVanguard Bd Index Fds	0.5%	0.7%	92,152	-13.6%	$6.5M
IDEVIshares Tr	0.5%	0.5%	68,847	+0.4%	$6.2M
AMZNAmazon Com Inc	0.5%	0.4%	22,580	+11.5%	$5.6M
METAMeta Platforms Inc	0.4%	0.4%	7,354	-10.0%	$5.3M
VTVanguard Intl Equity Index F	0.3%	0.3%	24,509	+0.9%	$3.9M
ELMSeries Portfolios Tr	0.3%	0.3%	129,100	+0.0%	$3.8M
VBVanguard Index Fds	0.2%	0.3%	10,465	-0.9%	$3.0M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	5,770	+8.8%	$2.9M
IWMIshares Tr	0.2%	0.2%	8,981	-2.0%	$2.5M
MUMicron Technology Inc	0.2%	0.2%	2,290	+9.2%	$2.4M
PMPhilip Morris Intl Inc	0.2%	0.3%	12,544	-29.3%	$2.4M
IEMGIshares Inc	0.2%	0.2%	28,399	+2.1%	$2.3M
AVGOBroadcom Inc	0.2%	0.1%	6,434	+44.1%	$2.3M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	2,960	+9.3%	$2.3M
CADLCandel Therapeutics Inc	0.2%	0.2%	198,175	+0.0%	$2.1M
DELLDell Technologies Inc	0.2%	—	3,501	—	$1.9M
CVXChevron Corporation	0.2%	0.1%	8,893	-6.7%	$1.8M
IWBIshares Tr	0.1%	0.1%	4,278	+11.1%	$1.8M
VUGVanguard Index Fds	0.1%	—	17,088	—	$1.5M

What Tanager Wealth Management LLP bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AVGO Broadcom Inc+44.1% shares
BBBS Bondbloxx ETF Trust+37.3% shares
XONE Bondbloxx ETF Trust+33.6% shares
NVDA Nvidia Corporation+31.5% shares
PFF Ishares Tr+22.7% shares
IEUR Ishares Core Msci Europeetf+17.8% shares
VXUS Vanguard Star Fds+12.4% shares
PICB Invesco International Corporate Bond ETF+12.0% shares

Reduced

Left the top 50

DFSB Dimensional ETF Trustwas 0.1%
QQQ Invesco Qqq Trwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	182
Q2 2026	$1.1B	158
Q1 2026	$1.0B	145
Q4 2025	$1.0B	137
Q3 2025	$952.4M	132
Q2 2025	$847.9M	123
Q1 2025	$768.9M	116
Q4 2024	$770.7M	118
Q3 2024	$743.0M	109
Q2 2024	$671.9M	95
Q1 2024	$619.2M	87
Q4 2023	$549.7M	79

Questions about Tanager Wealth Management LLP's portfolio

What stocks does Tanager Wealth Management LLP own?

Tanager Wealth Management LLP's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 182 positions worth $1.2B. The largest are Ishares Tr (ITOT) at 15.9%, Invesco International Corporate Bond ETF (PICB) at 9.3%, Vanguard Index Fds (VTI) at 6.3%, Vanguard Ftse Developed Markets Index Fu (VEA) at 6.3% and Bondbloxx ETF Trust (XONE) at 5.2%.

What did Tanager Wealth Management LLP buy last quarter?

In Q3 2026, Tanager Wealth Management LLP added Broadcom Inc (AVGO) (+44.1% shares), Bondbloxx ETF Trust (BBBS) (+37.3% shares) and Bondbloxx ETF Trust (XONE) (+33.6% shares), compared with its Q2 2026 filing.

What did Tanager Wealth Management LLP sell last quarter?

In Q3 2026, Tanager Wealth Management LLP cut from its top 50 Dimensional ETF Trust (DFSB), cut from its top 50 Invesco Qqq Tr (QQQ), Philip Morris Intl Inc (PM) (-29.3% shares), Bondbloxx ETF Trust (XHLF) (-23.2% shares) and Vaneck ETF Trust (PFXF) (-16.1% shares), compared with its Q2 2026 filing.

How has Tanager Wealth Management LLP's portfolio performed?

A portfolio copying Tanager Wealth Management LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +5.8% a year against +13.0%.

When is Tanager Wealth Management LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tanager Wealth Management LLP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tanager Wealth Management LLP manage?

Tanager Wealth Management LLP reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.