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Tanager Wealth Management LLP

Portfolio Manager
Tanager Wealth Management LLP
Performance
-3.87% (2026 Q1)
AUM (13F)
$1.03B
# of Holdings
145
Performance Rank
Allocation (Top 20)
80.95%

Tanager Wealth Management LLP Holdings Map

Top 50 Tanager Wealth Management LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES TR
15.26%1.11M$157.7M
+10.96%(+109.34K)
2025-Q1: 525.4K shares2025-Q2: 816.7K shares2025-Q3: 930.4K shares2025-Q4: 997.9K shares2026-Q1: 1.11M shares
$130.95(+23.70%)
2026-03-31
PICB
INVESCO EXCH TRADED FD TR II
8.22%3.68M$84.9M
+28.21%(+808.89K)
2025-Q1: 746.8K shares2025-Q2: 798.8K shares2025-Q3: 1.44M shares2025-Q4: 2.87M shares2026-Q1: 3.68M shares
$23.47(+0.17%)
2026-03-31
XHLF
BONDBLOXX ETF TRUST
7.12%1.46M$73.6M
-16.65%(-292.05K)
2025-Q1: 2.23M shares2025-Q2: 2.20M shares2025-Q3: 2.06M shares2025-Q4: 1.75M shares2026-Q1: 1.46M shares
$50.24(-0.02%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
7%1.13M$72.3M
+1.27%(+14.18K)
2025-Q1: 1.31M shares2025-Q2: 1.20M shares2025-Q3: 1.16M shares2025-Q4: 1.11M shares2026-Q1: 1.13M shares
$45.73(+54.43%)
2026-03-31
VTI
VANGUARD INDEX FDS
6.42%206.8K$66.3M
+3.98%(+7.92K)
2025-Q1: 216.1K shares2025-Q2: 209.1K shares2025-Q3: 205.1K shares2025-Q4: 198.9K shares2026-Q1: 206.8K shares
$214.18(+70.28%)
2026-03-31
BKAG
BNY MELLON ETF TRUST
4.92%1.20M$50.8M
-4.12%(-51.70K)
2025-Q1: 1.03M shares2025-Q2: 1.07M shares2025-Q3: 1.20M shares2025-Q4: 1.26M shares2026-Q1: 1.20M shares
$41.91(-0.20%)
2026-03-31
GOOG
ALPHABET INC
3.36%120.9K$34.7M
+2.20%(+2.60K)
2025-Q1: 119.3K shares2025-Q2: 113.6K shares2025-Q3: 100.4K shares2025-Q4: 118.3K shares2026-Q1: 120.9K shares
$162.51(+145.54%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
3.16%396.1K$32.6M
+4.70%(+17.78K)
2025-Q1: 363.5K shares2025-Q2: 368.8K shares2025-Q3: 379.4K shares2025-Q4: 378.3K shares2026-Q1: 396.1K shares
$58.06(+50.87%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.82%538.8K$29.1M
+4.56%(+23.49K)
2025-Q1: 493.8K shares2025-Q2: 494.5K shares2025-Q3: 511.3K shares2025-Q4: 515.4K shares2026-Q1: 538.8K shares
$40.99(+46.24%)
2026-03-31
PFXF
VANECK ETF TRUST
2.69%1.59M$27.8M
+9.56%(+138.54K)
2025-Q1: 1.20M shares2025-Q2: 1.14M shares2025-Q3: 1.29M shares2025-Q4: 1.45M shares2026-Q1: 1.59M shares
$17.64(+6.52%)
2026-03-31

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