Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tanager Wealth Management LLP (CIK 1892929) reported $1.15B across 158 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($180.8M, 15.74%), PICB ($104.2M, 9.07%), VEA ($76.5M, 6.66%), VTI ($76.4M, 6.65%), XHLF ($48.8M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $180.8M | 15.74% | 1.1M | Trimmed |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | $104.2M | 9.07% | 4.5M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $76.5M | 6.66% | 1.1M | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $76.4M | 6.65% | 206,445 | Trimmed |
| 5 | XHLF | BONDBLOXX ETF TRUST | $48.8M | 4.25% | 970,303 | Trimmed |
| 6 | GOOG | ALPHABET INC | $47.2M | 4.11% | 133,626 | Added |
| 7 | XONE | BONDBLOXX ETF TRUST | $46.6M | 4.06% | 943,490 | Added |
| 8 | BKAG | BNY MELLON ETF TRUST | $42.7M | 3.72% | 1.0M | Trimmed |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $35.9M | 3.13% | 405,842 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $32.2M | 2.80% | 538,659 | Trimmed |
| 11 | VPL | VANGUARD INTL EQUITY INDEX F | $30.5M | 2.66% | 263,678 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $30.2M | 2.63% | 366,497 | Trimmed |
| 13 | BBBS | BONDBLOXX ETF TRUST | $29.1M | 2.54% | 570,525 | Added |
| 14 | PFXF | VANECK ETF TRUST | $27.3M | 2.38% | 1.5M | Trimmed |
| 15 | AGG | ISHARES TR | $22.5M | 1.96% | 227,275 | Trimmed |
| 16 | AVUS | AMERICAN CENTY ETF TR | $22.4M | 1.95% | 175,042 | Trimmed |
| 17 | AAPL | APPLE INC | $19.5M | 1.70% | 67,484 | Trimmed |
| 18 | DFIS | DIMENSIONAL ETF TRUST | $17.6M | 1.53% | 502,319 | Added |
| 19 | MSFT | MICROSOFT CORP | $16.5M | 1.43% | 44,118 | Added |
| 20 | IWV | ISHARES TR | $15.3M | 1.33% | 35,804 | Added |
| 21 | MOAT | VANECK ETF TRUST | $13.9M | 1.21% | 134,068 | Trimmed |
| 22 | IEUR | ISHARES TR | $13.2M | 1.15% | 175,982 | Added |
| 23 | GOOGL | ALPHABET INC | $12.7M | 1.11% | 35,636 | Added |
| 24 | IUSB | ISHARES TR | $12.6M | 1.09% | 272,363 | Trimmed |
| 25 | TAXX | BONDBLOXX ETF TRUST | $11.9M | 1.04% | 234,724 | Added |
Source: SEC Form 13F filings · as of 2026-06-30