EdgeMarket › What Tanager Wealth Management Llp reported owning
What Tanager Wealth Management Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
145Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 157.7M | 15.3% | 1.1M | 167.97 | +20.5% |
| PICB Invesco International Corporate Bond ETF | 84.9M | 8.2% | 3.7M | 23.38 | -1.2% |
| XHLF BondBloxx Bloomberg Six Month Target Duration | 73.6M | 7.1% | 1.5M | 50.28 | -0.1% |
| VEA Vanguard FTSE Developed Markets ETF | 72.3M | 7.0% | 1.1M | 73.42 | +24.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 66.3M | 6.4% | 206.8K | 378.24 | +20.5% |
| BKAG BNY Mellon Core Bond ETF | 50.8M | 4.9% | 1.2M | 41.30 | -1.9% |
| GOOG Alphabet Inc. | 34.7M | 3.4% | 120.9K | 341.75 | +70.7% |
| VGK Vanguard FTSE Europe ETF | 32.6M | 3.2% | 396.1K | 92.72 | +16.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 29.1M | 2.8% | 538.8K | 60.45 | +17.7% |
| PFXF VanEck Preferred Securities ex Financials ETF | 27.8M | 2.7% | 1.6M | 17.97 | +1.7% |
| DFAS Dimensional U.S. Small Cap ETF | 27.7M | 2.7% | 389.3K | 83.02 | +25.5% |
| XONE BondBloxx Bloomberg One Year Target Duration U | 27.6M | 2.7% | 557.0K | 49.37 | -0.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25.1M | 2.4% | 252.6K | 97.35 | -1.7% |
| VPL Vanguard FTSE Pacific ETF | 24.6M | 2.4% | 251.9K | 115.11 | +33.4% |
| AAPL Apple Inc. | 20.2M | 2.0% | 79.5K | 309.35 | +36.9% |
| AVUS Avantis U.S. Equity ETF | 19.9M | 1.9% | 178.7K | 130.59 | +25.1% |
| DFIS Dimensional International Small Cap ETF | 16.8M | 1.6% | 499.6K | 37.55 | +21.5% |
| MSFT MICROSOFT CORP | 16.3M | 1.6% | 44.0K | 483.24 | -4.4% |
| MOAT VanEck Morningstar Wide Moat ETF | 14.4M | 1.4% | 149.4K | 114.42 | +17.5% |
| IUSB iShares Core Universal USD Bond ETF | 13.9M | 1.3% | 301.6K | 45.43 | -1.7% |
| IWV iShares Russell 3000 Fund | 13.0M | 1.3% | 35.1K | 436.47 | +20.5% |
| BND Vanguard Total Bond Market ETF | 12.0M | 1.2% | 163.1K | 72.23 | -1.8% |
| TAXX BondBloxx IR+M Tax-Aware Short Duration ETF | 11.6M | 1.1% | 230.2K | 50.55 | -0.4% |
| IEUR iShares Core MSCI Europe ETF | 10.8M | 1.0% | 153.6K | 78.41 | +16.0% |
| IEFA iShares Core MSCI EAFE ETF | 10.6M | 1.0% | 116.6K | 100.85 | +16.8% |
| BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ET | 10.5M | 1.0% | 204.7K | 50.79 | -1.3% |
| GOOGL Alphabet Inc. | 9.9M | 1.0% | 34.3K | 344.82 | +73.0% |
| VOO Vanguard S&P 500 ETF | 7.6M | 0.7% | 12.7K | 703.71 | +20.0% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 6.6M | 0.6% | 44.9K | 160.06 | +15.9% |
| VXUS Vanguard Total International Stock ETF | 6.2M | 0.6% | 79.9K | 87.71 | +22.7% |
| IDEV iShares Core MSCI International Developed Mark | 5.7M | 0.5% | 67.8K | 93.31 | +18.6% |
| PFF iShares Preferred and Income Securities ETF | 5.7M | 0.5% | 186.7K | 30.46 | -3.2% |
| AMZN AMAZON COM INC | 4.7M | 0.5% | 22.5K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 4.3M | 0.4% | 7.5K | 549.90 | -26.5% |
| ELM Elm Market Navigator ETF | 3.5M | 0.3% | 129.1K | 29.76 | +12.4% |
| NVDA NVIDIA CORP | 3.5M | 0.3% | 20.0K | 214.72 | +22.4% |
| VT Vanguard Total World Stock Index ETF | 3.4M | 0.3% | 24.9K | 160.77 | +21.2% |
| PM Philip Morris International Inc. | 2.9M | 0.3% | 17.4K | 188.23 | +8.9% |
| VB Vanguard Morningstar Small-Cap ETF | 2.8M | 0.3% | 10.8K | 304.76 | +24.4% |
| IWM iShares Russell 2000 ETF | 2.7M | 0.3% | 11.0K | 299.96 | +33.1% |
| unmapped CUSIP 084670702 | 2.5M | 0.2% | 5.2K | — | — |
| CVX CHEVRON CORP | 2.0M | 0.2% | 9.6K | 205.27 | +34.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 2.0M | 0.2% | 28.0K | 81.57 | +31.9% |
| SPY SPDR S&P 500 ETF TRUST | 1.8M | 0.2% | 2.7K | 765.72 | +20.0% |
| IWB iShares Russell 1000 ETF | 1.4M | 0.1% | 3.9K | 419.69 | +19.8% |
| DFSB Dimensional Global Sustainability Fixed Income | 1.3M | 0.1% | 25.9K | 50.72 | -3.6% |
| AVGO Broadcom Inc. | 1.3M | 0.1% | 4.1K | 368.45 | +26.5% |
| XOM ExxonMobil Holdings Corp | 1.2M | 0.1% | 7.1K | 165.11 | +52.1% |
| IVV iShares Core S&P 500 ETF | 1.2M | 0.1% | 1.8K | 769.31 | +20.0% |
| COP CONOCOPHILLIPS | 1.1M | 0.1% | 8.6K | 134.87 | +42.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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