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The Analysis of Tanager Wealth Management LLP's Holdings & P&L

Currently, Tanager Wealth Management LLP holds 145 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in PICB (+808.9K shares, valued at $18.7M), ITOT (+109.3K shares, valued at $15.6M), BBBS (+204.7K shares, valued at $10.5M); decreased their positions in XHLF (-292.1K shares, valued at $14.7M), IUSB (-60.2K shares, valued at $2.8M), AGG (-22.6K shares, valued at $2.2M); initiated new positions in BBBS (+204.7K shares, valued at $10.5M), N/A (+414 shares, valued at $780.2K), MO (+11.6K shares, valued at $762.5K).

1M P&L

+25.7M+2.49%

3M P&L

+19.3M+1.86%

HY P&L

+70.8M+7.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A893.0M

91.6%

2Consumer Electronics20.2M

2.1%

3Software - Infrastructure17.0M

1.7%

Top Industries by Stock Count

1N/A70 stocks

52.2%

2Semiconductors4 stocks

3.0%

3Drug Manufacturers - General3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.1M shares10.96%2026-03-312026-04-20

PICB INVESCO EXCH TRADED FD TR II3.7M shares28.21%2026-03-312026-04-20

XHLF BONDBLOXX ETF TRUST1.5M shares-16.65%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS1.1M shares1.27%2026-03-312026-04-20

VTI VANGUARD INDEX FDS206.8K shares3.98%2026-03-312026-04-20

BKAG BNY MELLON ETF TRUST1.2M shares-4.12%2026-03-312026-04-20

ALPHABET INC ALPHABET INC120.9K shares2.20%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F396.1K shares4.70%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F538.8K shares4.56%2026-03-312026-04-20

PFXF VANECK ETF TRUST1.6M shares9.56%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST389.3K shares-4.78%2026-03-312026-04-20

XONE BONDBLOXX ETF TRUST557.0K shares45.84%2026-03-312026-04-20

AGG ISHARES TR252.6K shares-8.22%2026-03-312026-04-20

VPL VANGUARD INTL EQUITY INDEX F251.9K shares8.82%2026-03-312026-04-20

AAPL APPLE INC79.5K shares2.44%2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR178.7K shares-1.46%2026-03-312026-04-20

Sponsored

DFIS DIMENSIONAL ETF TRUST499.6K shares1.92%2026-03-312026-04-20

MSFT MICROSOFT CORP44.0K shares73.24%2026-03-312026-04-20

MOAT VANECK ETF TRUST149.4K shares-6.48%2026-03-312026-04-20

IUSB ISHARES TR301.6K shares-16.63%2026-03-312026-04-20

IWV ISHARES TR35.1K shares-4.72%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS163.1K shares-13.06%2026-03-312026-04-20

TAXX BONDBLOXX ETF TRUST230.2K shares21.68%2026-03-312026-04-20

IEUR ISHARES TR153.6K shares24.59%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR116.6K shares-1.49%2026-03-312026-04-20

BBBS BONDBLOXX ETF TRUST204.7K sharesnew addition2026-03-312026-04-20

ALPHABET INC ALPHABET INC34.3K shares2.88%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS12.7K shares-12.63%2026-03-312026-04-20

VSS VANGUARD INTL EQUITY INDEX F44.9K shares-0.77%2026-03-312026-04-20

VXUS VANGUARD STAR FDS79.9K shares0.00%2026-03-312026-04-20

IDEV ISHARES TR67.8K shares-3.04%2026-03-312026-04-20

PFF ISHARES TR186.7K shares-9.68%2026-03-312026-04-20

Sponsored

AMZN AMAZON COM INC22.5K shares-6.29%2026-03-312026-04-20

META META PLATFORMS INC7.5K shares26.76%2026-03-312026-04-20

ELM SERIES PORTFOLIOS TR129.1K shares5.28%2026-03-312026-04-20

NVDA NVIDIA CORPORATION20.0K shares25.21%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F24.9K shares0.33%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC17.4K shares-10.17%2026-03-312026-04-20

VB VANGUARD INDEX FDS10.8K shares8.28%2026-03-312026-04-20

IWM ISHARES TR11.0K shares-4.17%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K shares-2.24%2026-03-312026-04-20

CVX CHEVRON CORPORATION9.6K shares-14.88%2026-03-312026-04-20

IEMG ISHARES INC28.0K shares-5.99%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-2.35%2026-03-312026-04-20

IWB ISHARES TR3.9K shares0.00%2026-03-312026-04-20

DFSB DIMENSIONAL ETF TRUST25.9K shares0.56%2026-03-312026-04-20

BROADCOM INC BROADCOM INC4.1K shares17.95%2026-03-312026-04-20

XOM EXXON MOBIL CORP7.1K shares3.65%2026-03-312026-04-20

Sponsored

IVV ISHARES TR1.8K shares14.40%2026-03-312026-04-20

COP CONOCOPHILLIPS8.6K shares1.68%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO3.7K shares-4.51%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-16.73%2026-03-312026-04-20

VXF VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION977 shares1.66%2026-03-312026-04-20

CADL CANDEL THERAPEUTICS INC198.2K shares0.00%2026-03-312026-04-20

DEO DIAGEO PLC12.4K shares0.29%2026-03-312026-04-20

Sponsored

DFSU DIMENSIONAL ETF TRUST22.3K shares-0.10%2026-03-312026-04-20

PG PROCTER & GAMBLE CO6.3K shares1.26%2026-03-312026-04-20

IPAC ISHARES TR11.6K shares0.00%2026-03-312026-04-20

FPE FIRST TR EXCH TRADED FD III48.8K shares-4.61%2026-03-312026-04-20

ABBV ABBVIE INC3.9K shares1.84%2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC5.1K shares9.06%2026-03-312026-04-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D414 sharesnew addition2026-03-312026-04-20

MO ALTRIA GROUP INC11.6K sharesnew addition2026-03-312026-04-20

Sponsored

VUG VANGUARD INDEX FDS1.7K shares19.18%2026-03-312026-04-20

BGRN ISHARES TR14.9K shares0.00%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS3.2K shares24.71%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC789 shares8.53%2026-03-312026-04-20

RDDT REDDIT INC4.9K shares0.53%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares9.48%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.9K shares5.78%2026-03-312026-04-20

VANI VIVANI MEDICAL INC641.1K shares-13.27%2026-03-312026-04-20

Sponsored

AXP AMERICAN EXPRESS CO2.1K shares3.91%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40988 shares0.00%2026-03-312026-04-20

PSX PHILLIPS 663.3K shares0.00%2026-03-312026-04-20

XTEN BONDBLOXX ETF TRUST13.1K shares-46.19%2026-03-312026-04-20

WMT WALMART INC4.7K shares12.79%2026-03-312026-04-20

NFLX NETFLIX INC.6.0K shares-10.53%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.4K shares2.65%2026-03-312026-04-20

V VISA INC1.8K shares12.82%2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO559 shares41.52%2026-03-312026-04-20

MS MORGAN STANLEY3.1K shares7.00%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW1.6K shares0.78%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST15.0K shares-6.29%2026-03-312026-04-20

GLD SPDR GOLD TR1.1K shares21.40%2026-03-312026-04-20

KBWB INVESCO EXCH TRADED FD TR II6.1K shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP3.2K shares16.91%2026-03-312026-04-20

ESGU ISHARES TR3.3K shares0.64%2026-03-312026-04-20

Sponsored

NEE NEXTERA ENERGY INC4.8K shares0.52%2026-03-312026-04-20

MCD MCDONALDS CORP1.4K shares1.65%2026-03-312026-04-20

TSLA TESLA INC1.2K shares45.75%2026-03-312026-04-20

ASML ASML HLDG NV305 shares29.79%2026-03-312026-04-20

VGT VANGUARD WORLD FD576 shares0.00%2026-03-312026-04-20

HD HOME DEPOT INC1.2K shares25.93%2026-03-312026-04-20

LOW LOWES COS INC1.7K shares0.72%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC806 shares-7.25%2026-03-312026-04-20

Sponsored

IWF ISHARES TR928 shares71.53%2026-03-312026-04-20

IWR ISHARES TR3.9K shares0.00%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.8K shares21.06%2026-03-312026-04-20

VTV VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-20

TFI SPDR SERIES TRUST8.0K sharesnew addition2026-03-312026-04-20

CAT CATERPILLAR INC509 shares23.24%2026-03-312026-04-20

MA MASTERCARD INCORPORATED701 shares23.42%2026-03-312026-04-20

KLAC KLA CORP238 shares5.31%2026-03-312026-04-20

Sponsored

DFUS DIMENSIONAL ETF TRUST4.9K shares0.23%2026-03-312026-04-20

ABT ABBOTT LABORATORIES3.4K shares1.70%2026-03-312026-04-20

FDEM FIDELITY COVINGTON TRUST10.7K shares0.00%2026-03-312026-04-20

DFSI DIMENSIONAL ETF TRUST7.9K shares-19.12%2026-03-312026-04-20

IJR ISHARES TR2.7K shares-8.21%2026-03-312026-04-20

BONDBLOXX ETF TRUST BONDBLOXX ETF TRUST6.3K sharesnew addition2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP5.0K shares1.97%2026-03-312026-04-20

RTX RTX CORPORATION1.6K shares5.57%2026-03-312026-04-20

Sponsored

PEP PEPSICO INC1.9K shares21.87%2026-03-312026-04-20

FITB FIFTH THIRD BANCORP6.2K shares25.21%2026-03-312026-04-20

KO COCA COLA CO3.7K shares-3.44%2026-03-312026-04-20

NEM NEWMONT CORP2.5K shares6.03%2026-03-312026-04-20

PPG PPG INDS INC2.5K shares18.09%2026-03-312026-04-20

SBUX STARBUCKS CORP3.0K shares0.00%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-03-312026-04-20

IGSB ISHARES TR4.9K shares-12.79%2026-03-312026-04-20

Sponsored

AMAT APPLIED MATLS INC756 sharesnew addition2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS1.7K shares-8.88%2026-03-312026-04-20

SHV ISHARES TR2.3K shares0.00%2026-03-312026-04-20

HWM HOWMET AEROSPACE INC1.1K shares4.68%2026-03-312026-04-20

DFSE DIMENSIONAL ETF TRUST5.9K shares-1.76%2026-03-312026-04-20

IWP ISHARES TR1.9K shares8.76%2026-03-312026-04-20

VOE VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS991 shares27.38%2026-03-312026-04-20

Sponsored

NSC NORFOLK SOUTHN CORP831 shares0.61%2026-03-312026-04-20

VV VANGUARD INDEX FDS795 shares0.00%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-20

MDB MONGODB INC945 shares0.53%2026-03-312026-04-20

INTU INTUIT529 shares3.73%2026-03-312026-04-20

FER FERROVIAL SE3.4K shares-0.87%2026-03-312026-04-20

STIP ISHARES TR2.1K sharesnew addition2026-03-312026-04-20

EMLC VANECK ETF TRUST8.7K shares-7.77%2026-03-312026-04-20

Sponsored

MSTR STRATEGY INC1.7K shares-15.48%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS4.7K sharesnew addition2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC575 sharesnew addition2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC440 shares10.83%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-04-20

HLN HALEON PLC13.6K sharesnew addition2026-03-312026-04-20

LYG LLOYDS BANKING GROUP PLC13.2K sharesnew addition2026-03-312026-04-20

Sponsored

WIT WIPRO LTD13.0K sharesnew addition2026-03-312026-04-20

ITOT

ISHARES TR

10.96%

Shares1.1M

Event2026-03-31

Filed2026-04-20

PICB

INVESCO EXCH TRADED FD TR II

28.21%

Shares3.7M

Event2026-03-31

Filed2026-04-20

XHLF

BONDBLOXX ETF TRUST

-16.65%

Shares1.5M

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

1.27%

Shares1.1M

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

3.98%

Shares206.8K

Event2026-03-31

Filed2026-04-20

BKAG

BNY MELLON ETF TRUST

-4.12%

Shares1.2M

Event2026-03-31

Filed2026-04-20

ALPHABET INC

2.20%

Shares120.9K

Event2026-03-31

Filed2026-04-20

VGK

VANGUARD INTL EQUITY INDEX F

4.70%

Shares396.1K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

4.56%

Shares538.8K

Event2026-03-31

Filed2026-04-20

PFXF

VANECK ETF TRUST

9.56%

Shares1.6M

Event2026-03-31

Filed2026-04-20

DFAS

DIMENSIONAL ETF TRUST

-4.78%

Shares389.3K

Event2026-03-31

Filed2026-04-20

XONE

BONDBLOXX ETF TRUST

45.84%

Shares557.0K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-8.22%

Shares252.6K

Event2026-03-31

Filed2026-04-20

VPL

VANGUARD INTL EQUITY INDEX F

8.82%

Shares251.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

2.44%

Shares79.5K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

-1.46%

Shares178.7K

Event2026-03-31

Filed2026-04-20

DFIS

DIMENSIONAL ETF TRUST

1.92%

Shares499.6K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

73.24%

Shares44.0K

Event2026-03-31

Filed2026-04-20

MOAT

VANECK ETF TRUST

-6.48%

Shares149.4K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

-16.63%

Shares301.6K

Event2026-03-31

Filed2026-04-20

IWV

ISHARES TR

-4.72%

Shares35.1K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-13.06%

Shares163.1K

Event2026-03-31

Filed2026-04-20

TAXX

BONDBLOXX ETF TRUST

21.68%

Shares230.2K

Event2026-03-31

Filed2026-04-20

IEUR

ISHARES TR

24.59%

Shares153.6K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-1.49%

Shares116.6K

Event2026-03-31

Filed2026-04-20

BBBS

BONDBLOXX ETF TRUST

New

Shares204.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

2.88%

Shares34.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-12.63%

Shares12.7K

Event2026-03-31

Filed2026-04-20

VSS

VANGUARD INTL EQUITY INDEX F

-0.77%

Shares44.9K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

0.00%

Shares79.9K

Event2026-03-31

Filed2026-04-20

IDEV

ISHARES TR

-3.04%

Shares67.8K

Event2026-03-31

Filed2026-04-20

PFF

ISHARES TR

-9.68%

Shares186.7K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-6.29%

Shares22.5K

Event2026-03-31

Filed2026-04-20