Investor
Tanager Wealth Management LLP
CIK 0001892929 · filed 2026-04-20 · SEC filing
13F book
$1.03B
Positions
145
16 new · 8 sold
Largest name
15.3%
Ishares Tr
Est. mark
−$20M
Price effect on 129 names still held. Flow $51.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 1.11M | $157.7M | 15.3% | −$6.25M | Added$9.33M |
| Invesco Exch Traded Fd Tr Ii | — | 3.68M | $84.9M | 8.2% | −$2.24M | Added$16.5M |
| Bondbloxx Etf Trust | — | 1.46M | $73.6M | 7.1% | $89.1K | Cut−$14.6M |
| Vanguard Tax-Managed Fds | — | 1.13M | $72.3M | 7.0% | $1.79M | Added$2.7M |
| Vanguard Index Fds | — | 206.8K | $66.3M | 6.4% | −$2.88M | Added−$335.3K |
| Bny Mellon Etf Trust | — | 1.2M | $50.8M | 4.9% | −$240.1K | Cut−$2.43M |
| Alphabet Inc | — | 120.9K | $34.7M | 3.4% | −$3.19M | Added−$2.44M |
| Vanguard Intl Equity Index F | — | 396.1K | $32.6M | 3.2% | −$446.4K | Added$1.02M |
| Vanguard Intl Equity Index F | — | 538.8K | $29.1M | 2.8% | $149.5K | Added$1.42M |
| Vaneck Etf Trust | — | 1.59M | $27.8M | 2.7% | −$173.9K | Added$2.26M |
| Dimensional Etf Trust | — | 389.3K | $27.7M | 2.7% | $568.4K | Cut−$792.4K |
| Bondbloxx Etf Trust | — | 557K | $27.6M | 2.7% | −$6.69K | Added$8.66M |
| Ishares Tr | — | 252.6K | $25.1M | 2.4% | −$154.1K | Cut−$2.41M |
| Vanguard Intl Equity Index F | — | 251.9K | $24.6M | 2.4% | $1.7M | Added$3.69M |
| Apple Inc. | AAPL | 79.5K | $20.2M | 2.0% | −$1.4M | Added−$921.9K |
| American Centy Etf Tr | — | 178.7K | $19.9M | 1.9% | −$107.1K | Cut−$403.1K |
| Dimensional Etf Trust | — | 499.6K | $16.8M | 1.6% | $357.8K | Added$675.2K |
| Microsoft Corp | MSFT | 44K | $16.3M | 1.6% | −$2.88M | Added$4M |
| Vaneck Etf Trust | — | 149.4K | $14.4M | 1.4% | −$1.03M | Cut−$2.1M |
| Ishares Tr | — | 301.6K | $13.9M | 1.3% | −$105.5K | Cut−$2.91M |
| Ishares Tr | — | 35.1K | $13M | 1.3% | −$567.5K | Cut−$1.24M |
| Vanguard Bd Index Fds | — | 163.1K | $12M | 1.2% | −$70.1K | Cut−$1.88M |
| Bondbloxx Etf Trust | — | 230.2K | $11.6M | 1.1% | −$32.1K | Added$2.04M |
| Ishares Tr | — | 153.6K | $10.8M | 1.0% | −$87.5K | Added$2.04M |
| Ishares Tr | — | 116.6K | $10.6M | 1.0% | $124.7K | Cut−$33.4K |
| Bondbloxx Etf Trust | — | 204.7K | $10.5M | 1.0% | — | New |
| Alphabet Inc | — | 34.3K | $9.88M | 1.0% | −$849.5K | Added−$573.4K |
| Vanguard Index Fds | — | 12.7K | $7.6M | 0.7% | −$376K | Cut−$1.53M |
| Vanguard Intl Equity Index F | — | 44.9K | $6.55M | 0.6% | $110.6K | Cut$60.5K |
| Vanguard Star Fds | — | 79.9K | $6.16M | 0.6% | $133.4K | Held |
| Ishares Tr | — | 67.8K | $5.67M | 0.5% | $73.9K | Cut−$101.4K |
| Ishares Tr | — | 186.7K | $5.66M | 0.5% | −$119.5K | Cut−$739.2K |
| Amazon Com Inc | AMZN | 22.5K | $4.68M | 0.5% | −$506.3K | Cut−$854.4K |
| Meta Platforms, Inc. | META | 7.48K | $4.28M | 0.4% | −$519K | Added$384.4K |
| Series Portfolios Tr | — | 129.1K | $3.5M | 0.3% | −$15.9K | Added$159.8K |
| Nvidia Corp | NVDA | 20K | $3.49M | 0.3% | −$194.3K | Added$508.7K |
| Vanguard Intl Equity Index F | — | 24.9K | $3.45M | 0.3% | −$68.1K | Added−$56.7K |
| Philip Morris Intl Inc | — | 17.4K | $2.88M | 0.3% | $86.1K | Cut−$230.2K |
| Vanguard Index Fds | — | 10.8K | $2.83M | 0.3% | $39.5K | Added$255.6K |
| Ishares Tr | — | 11K | $2.74M | 0.3% | $20.3K | Cut−$97.9K |
| Berkshire Hathaway Inc Del | — | 5.19K | $2.48M | 0.2% | −$127.5K | Cut−$187.3K |
| Chevron Corp New | CVX | 9.58K | $1.98M | 0.2% | $522.2K | Cut$266.9K |
| Ishares Inc | — | 28K | $1.95M | 0.2% | $70.9K | Cut−$49.1K |
| Spdr S&P 500 Etf Tr | — | 2.74K | $1.78M | 0.2% | −$86.5K | Cut−$131.5K |
| Ishares Tr | — | 3.85K | $1.37M | 0.1% | −$65K | Held |
| Dimensional Etf Trust | — | 25.9K | $1.34M | 0.1% | −$1.47K | Added$6.03K |
| Broadcom Inc. | AVGO | 4.12K | $1.28M | 0.1% | −$127.8K | Added$66.3K |
| Exxon Mobil Corp | — | 7.1K | $1.2M | 0.1% | $337.7K | Added$380.2K |
| Ishares Tr | — | 1.79K | $1.17M | 0.1% | −$49.6K | Added$97.4K |
| Conocophillips | COP | 8.57K | $1.13M | 0.1% | $323.6K | Added$342.4K |
| Jpmorgan Chase & Co. | — | 3.71K | $1.09M | 0.1% | −$104K | Cut−$160.4K |
| Invesco Qqq Tr | — | 1.87K | $1.08M | 0.1% | −$69.3K | Cut−$299.7K |
| Vanguard Index Fds | — | 4.74K | $974.7K | 0.1% | −$15.7K | Held |
| Costco Whsl Corp New | — | 977 | $973.5K | 0.1% | $128.9K | Added$144.8K |
| Candel Therapeutics, Inc. | CADL | 198.2K | $971.1K | 0.1% | −$148.6K | Held |
| Diageo Plc | — | 12.4K | $926.5K | 0.1% | −$146.7K | Added−$144K |
| Dimensional Etf Trust | — | 22.3K | $915.7K | 0.1% | −$52.1K | Cut−$53.1K |
| Procter And Gamble Co | PG | 6.26K | $904.5K | 0.1% | $6.55K | Added$17.8K |
| Ishares Tr | — | 11.6K | $885.5K | 0.1% | $38.2K | Held |
| First Tr Exch Traded Fd Iii | — | 48.8K | $866.3K | 0.1% | −$22.9K | Cut−$65.9K |
| AbbVie Inc. | ABBV | 3.94K | $856.7K | 0.1% | −$42.5K | Added−$27.1K |
| Dell Technologies Inc. | DELL | 5.13K | $841.4K | 0.1% | $179.8K | Added$249.7K |
| First Ctzns Bancshares Inc D | — | 414 | $780.2K | 0.1% | — | New |
| Altria Group, Inc. | MO | 11.6K | $762.5K | 0.1% | — | New |
| Vanguard Growth Etf | — | 1.72K | $749.1K | 0.1% | −$73.5K | Added$47.1K |
| Ishares Tr | — | 14.9K | $705.1K | 0.1% | −$6.89K | Held |
| Vanguard Specialized Funds | — | 3.19K | $687.1K | 0.1% | −$12.1K | Added$124K |
| Goldman Sachs Group Inc | — | 789 | $667.5K | 0.1% | −$24K | Added$28.5K |
| Reddit, Inc. | RDDT | 4.91K | $660.5K | 0.1% | −$464.6K | Added−$461.1K |
| Taiwan Semiconductor Mfg Ltd | — | 1.95K | $659.6K | 0.1% | $60.7K | Added$117.8K |
| Micron Technology Inc | MU | 1.9K | $642.6K | 0.1% | $94.3K | Added$129.4K |
| Vivani Medical, Inc. | VANI | 641.1K | $641.1K | 0.1% | −$147.4K | Cut−$268.1K |
| American Express Co | AXP | 2.1K | $634.3K | 0.1% | −$136.1K | Added−$112.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 988 | $609.4K | 0.1% | $13.3K | Held |
| Phillips 66 | PSX | 3.33K | $605.9K | 0.1% | $176.7K | Held |
| Bondbloxx Etf Trust | — | 13.1K | $601.9K | 0.1% | −$4.72K | Cut−$525.5K |
| Walmart Inc. | WMT | 4.7K | $584.1K | 0.1% | $53.6K | Added$119.9K |
| Netflix Inc | NFLX | 6.03K | $580.2K | 0.1% | $14.4K | Cut−$52.1K |
| Johnson & Johnson | JNJ | 2.36K | $577.4K | 0.1% | $86.3K | Added$101.2K |
| Visa Inc. | V | 1.76K | $531.9K | 0.1% | −$75.6K | Added−$15.2K |
| Eli Lilly & Co | LLY | 559 | $514.2K | 0.1% | −$61.2K | Added$89.7K |
| Morgan Stanley | — | 3.1K | $510.7K | 0.0% | −$37.6K | Added−$4.18K |
| Marriott Intl Inc New | — | 1.55K | $508.3K | 0.0% | $26K | Added$29.9K |
| Dimensional Etf Trust | — | 15K | $508.1K | 0.0% | $19.4K | Cut−$13.5K |
| Spdr Gold Tr | — | 1.13K | $485.8K | 0.0% | $31.6K | Added$117.2K |
| Invesco Exch Traded Fd Tr Ii | — | 6.06K | $479.2K | 0.0% | −$31.3K | Held |
| Oracle Corp | — | 3.22K | $474K | 0.0% | −$131.7K | Added−$63.2K |
| Ishares Tr | — | 3.32K | $469.4K | 0.0% | −$24.9K | Added−$22K |
| Nextera Energy Inc | — | 4.84K | $448.9K | 0.0% | $59.7K | Added$62K |
| Mcdonalds Corp | MCD | 1.42K | $440.4K | 0.0% | $7.19K | Added$14.3K |
| Tesla, Inc. | TSLA | 1.18K | $439.4K | 0.0% | −$63.2K | Added$74.7K |
| Asml Holding N V | — | 305 | $402.9K | 0.0% | $59K | Added$151.4K |
| Vanguard World Fd | — | 576 | $401.9K | 0.0% | −$32.3K | Held |
| Home Depot, Inc. | HD | 1.22K | $400.9K | 0.0% | −$14.7K | Added$67.8K |
| Lowes Cos Inc | — | 1.69K | $398.8K | 0.0% | −$8.18K | Added−$5.34K |
| Thermo Fisher Scientific Inc. | TMO | 806 | $396.2K | 0.0% | −$70.9K | Cut−$107.4K |
| Ishares Tr | — | 928 | $395.7K | 0.0% | −$25.4K | Added$139.6K |
| Ishares Tr | — | 3.88K | $377.6K | 0.0% | $3.73K | Held |
| Advanced Micro Devices Inc | AMD | 1.84K | $375.3K | 0.0% | −$16.4K | Added$48.9K |
| Vanguard Index Fds | — | 1.9K | $372.8K | 0.0% | — | New |
| Spdr Series Trust | — | 8.02K | $363.7K | 0.0% | — | New |
| Caterpillar Inc | CAT | 509 | $360.6K | 0.0% | $56K | Added$124K |
| Mastercard Inc | MA | 701 | $350.3K | 0.0% | −$40.5K | Added$26K |
| Kla Corp | KLAC | 238 | $350K | 0.0% | $57.8K | Added$75.4K |
| Dimensional Etf Trust | — | 4.89K | $346.8K | 0.0% | −$15.9K | Added−$15.1K |
| Abbott Labs | ABT | 3.36K | $344.9K | 0.0% | −$74.7K | Added−$69K |
| Fidelity Covington Trust | — | 10.7K | $339K | 0.0% | $7.51K | Held |
| Dimensional Etf Trust | — | 7.91K | $335.5K | 0.0% | −$3.52K | Cut−$83.6K |
| Ishares Tr | — | 2.65K | $329.5K | 0.0% | $10.9K | Cut−$17.5K |
| Bondbloxx Etf Trust | — | 6.35K | $316.4K | 0.0% | — | New |
| Boston Scientific Corp | BSX | 5.03K | $315.7K | 0.0% | −$160.8K | Added−$154.8K |
| RTX Corp | RTX | 1.59K | $307.1K | 0.0% | $14.3K | Added$30.5K |
| Pepsico Inc | PEP | 1.87K | $289.9K | 0.0% | $17.9K | Added$69.9K |
| Fifth Third Bancorp | — | 6.15K | $286.9K | 0.0% | −$904 | Added$56.9K |
| Coca Cola Co | KO | 3.67K | $279.4K | 0.0% | $22.6K | Cut$13.5K |
| Newmont Corp | — | 2.51K | $272.1K | 0.0% | $19.9K | Added$35.4K |
| Ppg Inds Inc | — | 2.55K | $272.1K | 0.0% | $9.53K | Added$51.2K |
| Starbucks Corp | SBUX | 3.02K | $270.7K | 0.0% | $16.3K | Held |
| Astrazeneca Plc Ord | AZN | 1.34K | $260.4K | 0.0% | — | New |
| Ishares Tr | — | 4.93K | $259K | 0.0% | −$1.58K | Cut−$39.8K |
| Applied Matls Inc | — | 756 | $258.4K | 0.0% | — | New |
| Vanguard Whitehall Fds | — | 1.74K | $258.3K | 0.0% | $7.99K | Cut−$16.4K |
| Ishares Tr | — | 2.3K | $253.9K | 0.0% | $552 | Held |
| Howmet Aerospace Inc. | HWM | 1.09K | $252.4K | 0.0% | $26.6K | Added$37.9K |
| Dimensional Etf Trust | — | 5.93K | $251.1K | 0.0% | $5.27K | Cut$876 |
| Ishares Tr | — | 1.92K | $246.5K | 0.0% | −$15.6K | Added$4.26K |
| Vanguard Index Fds | — | 1.33K | $244.5K | 0.0% | — | New |
| International Business Machs | — | 991 | $240.2K | 0.0% | −$41.9K | Added$9.76K |
| Norfolk Southn Corp | — | 831 | $238.2K | 0.0% | −$1.72K | Added−$291 |
| Vanguard Index Fds | — | 795 | $237.6K | 0.0% | −$12.7K | Held |
| Lam Research Corp | LRCX | 1.09K | $232.5K | 0.0% | — | New |
| MongoDB, Inc. | MDB | 945 | $231.3K | 0.0% | −$164.4K | Added−$163.2K |
| Intuit Inc. | INTU | 529 | $228.7K | 0.0% | −$117.3K | Added−$109.1K |
| Ferrovial Se | — | 3.43K | $219.8K | 0.0% | −$2.73K | Cut−$4.67K |
| Ishares Tr | — | 2.12K | $219.1K | 0.0% | — | New |
| Vaneck Etf Trust | — | 8.71K | $218.7K | 0.0% | −$6.18K | Cut−$25.1K |
| Strategy Inc | — | 1.73K | $216K | 0.0% | −$47K | Cut−$95.2K |
| Schwab Strategic Tr | — | 7.32K | $213.3K | 0.0% | −$25.6K | Held |
| Spdr Index Shs Fds | — | 4.67K | $213.1K | 0.0% | — | New |
| Eaton Corp Plc | ETN | 575 | $205.7K | 0.0% | — | New |
| Intuitive Surgical Inc | ISRG | 440 | $202.8K | 0.0% | −$41.8K | Added−$22K |
| Vanguard Scottsdale Fds | — | 2.53K | $200.6K | 0.0% | −$1.16K | Held |
| Haleon Plc | — | 13.6K | $136.2K | 0.0% | — | New |
| Lloyds Banking Group Plc | — | 13.2K | $66.2K | 0.0% | — | New |
| Wipro Ltd | WIT | 13K | $27.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.