§ 13F · FUND PROFILE
Tanager Wealth Management LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $952M (13F)Positions · 132Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.11M | $158M | 15.3% | +11% |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | 3.68M | $85M | 8.2% | +28% |
| 3 | XHLF | BONDBLOXX ETF TRUST | 1.46M | $74M | 7.1% | −17% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $72M | 7.0% | +1% |
| 5 | VTI | VANGUARD INDEX FDS | 207K | $66M | 6.4% | +4% |
| 6 | BKAG | BNY MELLON ETF TRUST | 1.20M | $51M | 4.9% | −4% |
| 7 | GOOG | ALPHABET INC | 121K | $35M | 3.4% | +2% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 396K | $33M | 3.2% | +5% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 539K | $29M | 2.8% | +5% |
| 10 | PFXF | VANECK ETF TRUST | 1.59M | $28M | 2.7% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANAGER SIGNAL
AC read
Tanager Wealth Management LLP is a Other fund managing $952 million in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed