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 $1.03B across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($157.7M, 15.26%), PICB ($84.9M, 8.22%), XHLF ($73.6M, 7.12%), VEA ($72.3M, 7.00%), VTI ($66.3M, 6.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $157.7M | 15.26% | 1.1M | Added |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | $84.9M | 8.22% | 3.7M | Added |
| 3 | XHLF | BONDBLOXX ETF TRUST | $73.6M | 7.12% | 1.5M | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $72.3M | 7.00% | 1.1M | Added |
| 5 | VTI | VANGUARD INDEX FDS | $66.3M | 6.42% | 206,819 | Added |
| 6 | BKAG | BNY MELLON ETF TRUST | $50.8M | 4.92% | 1.2M | Trimmed |
| 7 | GOOG | ALPHABET INC | $34.7M | 3.36% | 120,855 | Added |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | $32.6M | 3.16% | 396,087 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $29.1M | 2.82% | 538,845 | Added |
| 10 | PFXF | VANECK ETF TRUST | $27.8M | 2.69% | 1.6M | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $27.7M | 2.68% | 389,339 | Trimmed |
| 12 | XONE | BONDBLOXX ETF TRUST | $27.6M | 2.67% | 556,988 | Added |
| 13 | AGG | ISHARES TR | $25.1M | 2.43% | 252,569 | Trimmed |
| 14 | VPL | VANGUARD INTL EQUITY INDEX F | $24.6M | 2.38% | 251,946 | Added |
| 15 | AAPL | APPLE INC | $20.2M | 1.95% | 79,483 | Added |
| 16 | AVUS | AMERICAN CENTY ETF TR | $19.9M | 1.92% | 178,650 | Trimmed |
| 17 | DFIS | DIMENSIONAL ETF TRUST | $16.8M | 1.63% | 499,562 | Added |
| 18 | MSFT | MICROSOFT CORP | $16.3M | 1.57% | 43,969 | Added |
| 19 | MOAT | VANECK ETF TRUST | $14.4M | 1.40% | 149,422 | Trimmed |
| 20 | IUSB | ISHARES TR | $13.9M | 1.35% | 301,632 | Trimmed |
| 21 | IWV | ISHARES TR | $13.0M | 1.26% | 35,098 | Trimmed |
| 22 | BND | VANGUARD BD INDEX FDS | $12.0M | 1.16% | 163,111 | Trimmed |
| 23 | TAXX | BONDBLOXX ETF TRUST | $11.6M | 1.13% | 230,239 | Added |
| 24 | IEUR | ISHARES TR | $10.8M | 1.04% | 153,598 | Added |
| 25 | IEFA | ISHARES TR | $10.6M | 1.02% | 116,587 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31