StockDriftsStockDriftsTop 50 Tanager Wealth Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 15.74% | 1.10M | $180.8M | -0.60%(-6.70K) | $130.95(+29.50%) | 2026-06-30 | |
| PICB | INVESCO EXCH TRADED FD TR II | 9.07% | 4.50M | $104.2M | +22.40%(+823.44K) | $23.39(-0.70%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.66% | 1.07M | $76.5M | -4.81%(-54.24K) | $45.73(+59.58%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.65% | 206.4K | $76.4M | -0.18%(-374) | $214.18(+78.37%) | 2026-06-30 | |
| XHLF | BONDBLOXX ETF TRUST | 4.25% | 970.3K | $48.8M | -33.64%(-491.84K) | $50.24(-0.06%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.11% | 133.6K | $47.2M | +10.57%(+12.77K) | $176.92(+98.11%) | 2026-06-30 | |
| XONE | BONDBLOXX ETF TRUST | 4.06% | 943.5K | $46.6M | +69.39%(+386.50K) | $49.54(-0.51%) | 2026-06-30 | |
| BKAG | BNY MELLON ETF TRUST | 3.72% | 1.02M | $42.7M | -15.43%(-185.90K) | $41.91(-1.47%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.13% | 405.8K | $35.9M | +2.46%(+9.76K) | $58.69(+57.86%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.8% | 538.7K | $32.2M | -0.03%(-186) | $40.99(+47.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.82% | +36.10% | — | — | +18.56% |
| Top 20 Holdings Unweighted | +11.54% | +38.75% | — | — | +19.77% |
Tanager Wealth Management LLP reports $1.15B in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (15.7%), PICB (9.1%) and VEA (6.7%). The top 20 holdings account for 80.3% of reported assets. Its disclosed equity book has returned +36.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tanager Wealth Management LLP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tanager Wealth Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1892929). View Tanager Wealth Management LLP’s 13F filings on SEC