What Tanager Wealth Management LLP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1892929 · Filed Jul 23, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P TTL STK | 1.1M | −0.6% | $180.8M | 15.7% |
INVESCO EXCH TRADED FD TR IIINTL CORP BD | 4.5M | +22.4% | $104.2M | 9.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 1.1M | −4.8% | $76.5M | 6.7% |
VANGUARD INDEX FDSTOTAL STK MKT |
| 206.4K |
| −0.2% |
| $76.4M |
| 6.7% |
BONDBLOXX ETF TRUSTBLOOMBERG SIX MN | 970.3K | −33.6% | $48.8M | 4.3% |
GOOGAlphabet Inc. | 133.6K | +10.6% | $47.2M | 4.1% |
BONDBLOXX ETF TRUSTBLOOMBERG ONE YR | 943.5K | +69.4% | $46.6M | 4.1% |
BNY MELLON ETF TRUSTCORE BOND ETF | 1M | −15.4% | $42.7M | 3.7% |
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | 405.8K | +2.5% | $35.9M | 3.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 538.7K | −0.0% | $32.2M | 2.8% |
VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF | 263.7K | +4.7% | $30.5M | 2.7% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 366.5K | −5.9% | $30.2M | 2.6% |
BONDBLOXX ETF TRUSTBBB RATED 1 5 YE | 570.5K | +178.7% | $29.1M | 2.5% |
VANECK ETF TRUSTPREFERRED SECURT | 1.5M | −3.6% | $27.3M | 2.4% |
ISHARES TRCORE US AGGBD ET | 227.3K | −10.0% | $22.5M | 2% |
AMERICAN CENTY ETF TRUS EQT ETF | 175K | −2.0% | $22.4M | 2% |
AAPLApple Inc. | 67.5K | −15.1% | $19.5M | 1.7% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP E | 502.3K | +0.6% | $17.6M | 1.5% |
MSFTMicrosoft Corp | 44.1K | +0.3% | $16.5M | 1.4% |
ISHARES TRRUSSELL 3000 ETF | 35.8K | +2.0% | $15.3M | 1.3% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 134.1K | −10.3% | $13.9M | 1.2% |
ISHARES TRCORE MSCI EURO | 176K | +14.6% | $13.2M | 1.2% |
GOOGLAlphabet Inc. | 35.6K | +3.8% | $12.7M | 1.1% |
ISHARES TRCORE UNIVRSL USD | 272.4K | −9.7% | $12.6M | 1.1% |
BONDBLOXX ETF TRUSTIR M TAXAWARE | 234.7K | +1.9% | $11.9M | 1% |
ISHARES TRCORE MSCI EAFE | 114K | −2.2% | $11M | 1% |
ISHARES TRPFD AND INCM SEC | 297.2K | +59.2% | $9.1M | 0.8% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 12.7K | −0.3% | $8.7M | 0.8% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 106.6K | −34.6% | $7.8M | 0.7% |
VANGUARD STAR FDSVG TL INTL STK F | 83.7K | +4.8% | $7.2M | 0.6% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 42.8K | −4.7% | $6.6M | 0.6% |
ISHARES TRCORE MSCI INTL | 68.6K | +1.1% | $6.1M | 0.5% |
AMZNAmazon Com Inc | 20.3K | −9.8% | $4.8M | 0.4% |
METAMeta Platforms, Inc. | 8.2K | +9.3% | $4.6M | 0.4% |
NVDANVIDIA Corp | 21.9K | +9.5% | $4.4M | 0.4% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 24.3K | −2.5% | $3.8M | 0.3% |
SERIES PORTFOLIOS TRELM MAR NAV ETF | 129.1K | New | $3.8M | 0.3% |
PMPhilip Morris International Inc. | 17.8K | +1.9% | $3.2M | 0.3% |
VANGUARD INDEX FDSSMALL CP ETF | 10.6K | −2.2% | $3.2M | 0.3% |
ISHARES TRRUSSELL 2000 ETF | 9.2K | −16.9% | $2.8M | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 5.3K | +2.1% | $2.7M | 0.2% |
MUMicron Technology Inc | 2.1K | +10.3% | $2.4M | 0.2% |
ISHARES INCCORE MSCI EMKT | 27.8K | −0.7% | $2.3M | 0.2% |
CADLCandel Therapeutics, Inc. | 198.2K | ±0% | $2M | 0.2% |
SPYSPDR S&P 500 ETF Trust | 2.7K | −1.1% | $2M | 0.2% |
AVGOBroadcom Inc. | 4.5K | +8.4% | $1.7M | 0.1% |
CVXChevron Corp | 9.5K | −0.6% | $1.6M | 0.1% |
ISHARES TRRUS 1000 ETF | 3.9K | ±0% | $1.6M | 0.1% |
DIMENSIONAL ETF TRUSTGLOBAL SUSTAINA | 27.4K | +5.5% | $1.4M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 1.9K | −0.6% | $1.4M | 0.1% |
ISHARES TRCORE S&P500 ETF | 1.8K | ±0% | $1.3M | 0.1% |
AMDAdvanced Micro Devices Inc | 2.2K | +20.3% | $1.3M | 0.1% |
JPMJPMorgan Chase & Co | 3.9K | +4.8% | $1.3M | 0.1% |
VANGUARD INDEX FDSEXTEND MKT ETF | 4.7K | +0.0% | $1.2M | 0.1% |
EXXON MOBIL CORPCOM | 8.2K | +15.0% | $1.1M | 0.1% |
ABBVAbbVie Inc. | 4.1K | +5.3% | $1M | 0.1% |
DELLDell Technologies Inc. | 2.4K | −52.9% | $1M | 0.1% |
AXPAmerican Express Co | 3.1K | +46.0% | $1M | 0.1% |
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | 21.3K | −4.6% | $991.1K | 0.1% |
ISHARES TRCORE MSCI PAC | 11.6K | ±0% | $948.3K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 10.9K | +536.7% | $940.6K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.9K | −1.9% | $914.4K | 0.1% |
COPConocoPhillips | 8.7K | +2.0% | $909K | 0.1% |
PGPROCTER & GAMBLE Co | 6.1K | −2.2% | $898.4K | 0.1% |
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF | 49.7K | +1.9% | $889.2K | 0.1% |
GSGoldman Sachs Group Inc | 865 | +9.6% | $874.8K | 0.1% |
FCNCAFirst Citizens Bancshares Inc | 416 | +0.5% | $865.6K | 0.1% |
RDDTReddit, Inc. | 4.9K | +0.3% | $854K | 0.1% |
COSTCostco Wholesale Corp | 909 | −7.0% | $850.3K | 0.1% |
KLACKLA Corp | 2.8K | +1,074.4% | $843.3K | 0.1% |
MOAltria Group, Inc. | 11.6K | +0.2% | $833.1K | 0.1% |
BONDBLOXX ETF TRUSTIR M TAX AWARE | 15.8K | +149.4% | $799.5K | 0.1% |
HDHome Depot, Inc. | 2.2K | +78.8% | $768.8K | 0.1% |
VANIVivani Medical, Inc. | 607.3K | −5.3% | $753K | 0.1% |
LLYELI LILLY & Co | 610 | +9.1% | $731.7K | 0.1% |
ISHARES TRUSD GRN BOND ETF | 15.1K | +1.6% | $716.4K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 3K | −6.1% | $709.6K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 988 | ±0% | $694.9K | 0.1% |
MSMorgan Stanley | 3.3K | +6.0% | $687.3K | 0.1% |
T ROWE PRICE EXCHANGE-TRADEDCAP APPRECIATION | 15.9K | New | $652.9K | 0.1% |
ASMLASML Holding NV | 326 | +6.9% | $648.6K | 0.1% |
TSLATesla, Inc. | 1.5K | +29.3% | $642.7K | 0.1% |
VVisa Inc. | 1.8K | +5.1% | $634.4K | 0.1% |
AMATApplied Materials Inc | 851 | +12.6% | $615.3K | 0.1% |
MARMarriott International Inc | 1.6K | +5.7% | $608.5K | 0.1% |
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | 15K | +0.0% | $603.6K | 0.1% |
WMTWalmart Inc. | 5.3K | +11.9% | $595.7K | 0.1% |
CATCaterpillar Inc | 553 | +8.6% | $588.9K | 0.1% |
JNJJohnson & Johnson | 2.2K | −5.0% | $570.2K | 0.1% |
PSXPhillips 66 | 3.3K | +0.5% | $564.8K | 0.1% |
INVESCO EXCH TRADED FD TR IIKBW BK ETF | 6.1K | ±0% | $563.2K | 0.1% |
ISHARES TRESG AWR MSCI USA | 3.3K | ±0% | $543.2K | 0.1% |
LRCXLAM Research Corp | 1.2K | +13.2% | $533.9K | 0.1% |
DEODiageo PLC | 6.5K | −47.7% | $523K | 0.1% |
NFLXNetflix Inc | 7.1K | +17.9% | $508.2K | 0.1% |
INTCIntel Corp | 3.6K | New | $507.3K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 4.2K | +634.7% | $505.8K | 0.1% |
ORCLOracle Corp | 3.4K | +6.5% | $503.1K | 0.1% |
TMOThermo Fisher Scientific Inc. | 931 | +15.5% | $466.8K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 2.9K | +65.4% | $455.8K | 0.1% |
NEENextEra Energy Inc | 5.1K | +4.7% | $445.2K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 3.5K | +281.0% | $439.1K | 0.1% |
ISHARES TRRUS MID CAP ETF | 3.9K | +1.4% | $434.7K | 0.1% |
GLDSPDR Gold Trust | 1.1K | +1.8% | $423.3K | 0.1% |
BONDBLOXX ETF TRUSTBLOOMBERG TEN YR | 9K | −31.3% | $410.7K | 0.1% |
IBMInternational Business Machines Corp | 1.4K | +44.9% | $403.8K | 0.1% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 4.9K | New | $401.6K | 0.1% |
LOWLowe's Companies Inc | 1.8K | +6.9% | $397.8K | 0.1% |
FIDELITY COVINGTON TRUSTEMERG MKTS MLTFT | 10.7K | ±0% | $390K | 0.1% |
MAMastercard Inc | 747 | +6.6% | $383.7K | 0.1% |
SPDR SERIES TRUSTST STR NUVEE ETF | 8K | New | $367.4K | 0.1% |
FITBFifth Third Bancorp | 6.6K | +7.3% | $360.1K | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATIONAL | 7.9K | +0.1% | $357.2K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 1.6K | −14.6% | $353.5K | 0.1% |
KOCoca Cola Co | 4.2K | +13.5% | $338.8K | 0.1% |
MCDMcDonald's Corp | 1.2K | −13.1% | $333K | 0.1% |
CSCOCisco Systems, Inc. | 2.8K | New | $331.8K | 0.1% |
PANWPalo Alto Networks Inc | 968 | New | $330.1K | 0.1% |
SNDKSandisk Corp | 145 | New | $329.7K | 0.1% |
RTXRTX Corp | 1.7K | +7.3% | $324.2K | 0.1% |
TXNTexas Instruments Inc | 1.1K | New | $317.4K | 0.1% |
HWMHowmet Aerospace Inc. | 1.2K | +6.4% | $313.2K | 0.1% |
ISRGIntuitive Surgical Inc | 749 | +70.2% | $297.9K | 0.1% |
GEGeneral Electric Co | 796 | New | $297.5K | 0.1% |
FIXComfort Systems USA Inc | 148 | New | $293.3K | 0.1% |
SBUXStarbucks Corp | 2.9K | −5.0% | $293.3K | 0.1% |
AZNAstraZeneca PLC | 1.6K | +15.3% | $290.1K | 0.1% |
POWLPowell Industries Inc | 1K | New | $289.5K | 0.1% |
DIMENSIONAL ETF TRUSTEMER MARK SU ETF | 5.8K | New | $285.7K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 795 | ±0% | $273.4K | 0.1% |
NSCNorfolk Southern Corp | 856 | +3.0% | $269.3K | 0.1% |
ABTAbbott Laboratories | 2.9K | −12.3% | $267.4K | 0.1% |
PPGPPG Industries Inc | 2.2K | −14.5% | $264.2K | 0.1% |
CMCanadian Imperial Bank of Commerce | 2.3K | New | $264.1K | 0.1% |
ISHARES TRISHS 1-5YR INVS | 5K | +1.5% | $262.1K | 0.1% |
ETNEaton Corp plc | 606 | +5.4% | $258.2K | 0.1% |
GLWCorning Inc | 999 | New | $255.2K | 0.1% |
ISHARES TRTRUST ISHARE 0-1 | 2.3K | ±0% | $253.8K | 0.1% |
URIUnited Rentals, Inc. | 223 | New | $252.6K | 0.1% |
ISHARES TR0-5 YR TIPS ETF | 2.5K | +16.3% | $251.6K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 7.3K | ±0% | $247.8K | 0.1% |
DISWalt Disney Co | 2.5K | New | $244.6K | 0.1% |
FERFerrovial N.V. | 3.5K | +0.8% | $237K | 0.1% |
GEVGE Vernova Inc. | 199 | New | $233.8K | 0.1% |
ALABAstera Labs, Inc. | 475 | New | $229.4K | 0.1% |
PEPPepsiCo Inc | 1.7K | −9.4% | $229.1K | 0.1% |
MRVLMarvell Technology, Inc. | 739 | New | $220.1K | 0.1% |
SHOPShopify Inc. | 1.9K | New | $218.7K | 0.1% |
BACBank of America Corp | 3.7K | New | $213.2K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 540 | New | $212.7K | 0.1% |
CLColgate Palmolive Co | 2.3K | New | $211.8K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 1.3K | New | $210.4K | 0.1% |
ADPAutomatic Data Processing Inc | 933 | New | $208.9K | 0.1% |
VANGUARD WORLD FDESG INTL STK ETF | 2.5K | New | $207.7K | 0.1% |
ANETArista Networks, Inc. | 1.2K | New | $206.6K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 838 | New | $203.6K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 1K | −23.2% | $201.4K | 0.1% |
NVSNovartis AG | 1.3K | New | $200.8K | 0.1% |