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Tanager Wealth Management LLP — 13F Holdings & Portfolio

CIK 1892929 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Tanager Wealth Management LLP manages $1.15B in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (15.74%), PICB (9.07%), VEA (6.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 26 new positions and exited 13; 91 existing positions rose in reported value and 19 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.15B

Long-equity book

Holdings
158

Distinct positions

Period
2026-06-30

Filed 2026-07-23

Q/Q Activity
+26 / −13 / ↑91 / ↓19

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ITOT15.7% · -1%PDBC9.1% · newVEA6.7% · -5%VTI6.7% · -0%XHLF4.2% · -34%GOOG4.1% · +11%XONE4.1% · +69%BKAG3.7% · -15%VGK3.1% · +2%VWO2.8% · -0%VPL2.7% · +5%DFAS2.6% · -6%BBBS2.5% · +179%PFXF2.4% · -4%AGG2.0% · -10%AVUS2.0% · -2%AAPL1.7% · -15%DFIS1.5% · +1%MSFT1.4% · +0%IWV1.3% · +2%MOAT1.2% · -10%IEUR1.2% · +15%GOOGL1.1% · +4%IUSB1.1% · -10%TAXX1.0% · +2%IEFA1.0% · -2%PFF0.8% · +59%VOO0.8% · -0%BND0.7% · -35%VXUS0.6% · +5%VSS0.6% · -5%IDEV0.5% · +1%AMZN0.4% · -10%META0.4% · +9%NVDA0.4% · +10%VT0.3% · -2%ELM0.3% · 0%PM0.3% · +2%VB0.3% · -2%IWM0.2% · -17%BRK.B0.2% · +2%MU0.2% · +10%IEMG0.2% · -1%CADL0.2% · 0%SPY0.2% · -1%AVGO0.1% · +8%CVX0.1% · -1%IWB0.1% · 0%DFSB0.1% · +6%QQQ0.1% · -1%IVV0.1% · 0%AMD0.1% · +20%JPM0.1% · +5%VXF0.1% · 0%XOM0.1% · +15%ABBV0.1% · +5%DELL0.1% · -53%AXP0.1% · +46%DFSU0.1% · -5%IPAC0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$1.60B
Discretionary
$1.44B
Employees
46
Accounts
3,161
Address
7TH FLOOR, EAST WING
VINTNERS PLACE, 68 UPPER THAMES STREET
LONDON EC4V 3BJ
United Kingdom
Phone
020 3965 6330
Website
Mailing Address
THE WHITE HOUSE MILL ROAD, GORING ON THAMES, RG8 9DD, United Kingdom
Name Title / Status Ownership Type
COSTELLO, DAVID, GREGORY ControlPARTNER10–25%Individual
EICHHORN, ALEXANDER, WILLIAM RIPOLL ControlCHIEF COMPLIANCE OFFICER25–50%Individual
HECK, KRISTOPHER, KARR ControlMANAGING PARTNER25–50%Individual
MULHERN, PATRICK, CPARTNERLess than 5%Individual
PETTIGROVE, KYLE, WILLIAMPARTNER5–10%Individual
SOMJI, ABBAS, RIYAZPARTNER5–10%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 91 →

Top Trims

Show all 19 →

New Positions

Show all 26 →

Exited Positions

Show all 13 →

Tanager Wealth Management LLP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ITOT 464287150 $180.8M 15.74% 1,100,577 SH
2 INVESCO EXCH TRADED FD TR II PICB 46138E636 $104.2M 9.07% 4,499,641 SH
3 VANGUARD TAX-MANAGED FDS VEA 921943858 $76.5M 6.66% 1,074,057 SH
4 VANGUARD INDEX FDS VTI 922908769 $76.4M 6.65% 206,445 SH
5 BONDBLOXX ETF TRUST XHLF 09789C788 $48.8M 4.25% 970,303 SH
6 ALPHABET INC GOOG 02079K107 $47.2M 4.11% 133,626 SH
7 BONDBLOXX ETF TRUST XONE 09789C861 $46.6M 4.06% 943,490 SH
8 BNY MELLON ETF TRUST BKAG 09661T602 $42.7M 3.72% 1,018,696 SH
9 VANGUARD INTL EQUITY INDEX F VGK 922042874 $35.9M 3.13% 405,842 SH
10 VANGUARD INTL EQUITY INDEX F VWO 922042858 $32.2M 2.80% 538,659 SH
11 VANGUARD INTL EQUITY INDEX F VPL 922042866 $30.5M 2.66% 263,678 SH
12 DIMENSIONAL ETF TRUST DFAS 25434V500 $30.2M 2.63% 366,497 SH
13 BONDBLOXX ETF TRUST BBBS 09789C754 $29.1M 2.54% 570,525 SH
14 VANECK ETF TRUST PFXF 92189F429 $27.3M 2.38% 1,530,332 SH
15 ISHARES TR AGG 464287226 $22.5M 1.96% 227,275 SH
16 AMERICAN CENTY ETF TR AVUS 025072885 $22.4M 1.95% 175,042 SH
17 APPLE INC AAPL 037833100 $19.5M 1.70% 67,484 SH
18 DIMENSIONAL ETF TRUST DFIS 25434V773 $17.6M 1.53% 502,319 SH
19 MICROSOFT CORP MSFT 594918104 $16.5M 1.43% 44,118 SH
20 ISHARES TR IWV 464287689 $15.3M 1.33% 35,804 SH
21 VANECK ETF TRUST MOAT 92189F643 $13.9M 1.21% 134,068 SH
22 ISHARES TR IEUR 46434V738 $13.2M 1.15% 175,982 SH
23 ALPHABET INC GOOGL 02079K305 $12.7M 1.11% 35,636 SH
24 ISHARES TR IUSB 46434V613 $12.6M 1.09% 272,363 SH
25 BONDBLOXX ETF TRUST TAXX 09789C721 $11.9M 1.04% 234,724 SH
26 ISHARES TR IEFA 46432F842 $11.0M 0.96% 114,019 SH
27 ISHARES TR PFF 464288687 $9.1M 0.79% 297,175 SH
28 VANGUARD INDEX FDS VOO 922908363 $8.7M 0.76% 12,674 SH
29 VANGUARD BD INDEX FDS BND 921937835 $7.8M 0.68% 106,623 SH
30 VANGUARD STAR FDS VXUS 921909768 $7.2M 0.62% 83,725 SH
31 VANGUARD INTL EQUITY INDEX F VSS 922042718 $6.6M 0.58% 42,809 SH
32 ISHARES TR IDEV 46435G326 $6.1M 0.53% 68,555 SH
33 AMAZON COM INC AMZN 023135106 $4.8M 0.42% 20,252 SH
34 META PLATFORMS INC META 30303M102 $4.6M 0.40% 8,172 SH
35 NVIDIA CORPORATION NVDA 67066G104 $4.4M 0.38% 21,939 SH
36 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.8M 0.33% 24,297 SH
37 SERIES PORTFOLIOS TR ELM 81752T429 $3.8M 0.33% 129,100 SH
38 PHILIP MORRIS INTL INC PM 718172109 $3.2M 0.28% 17,755 SH
39 VANGUARD INDEX FDS VB 922908751 $3.2M 0.28% 10,555 SH
40 ISHARES TR IWM 464287655 $2.8M 0.24% 9,168 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.7M 0.23% 5,303 SH
42 MICRON TECHNOLOGY INC MU 595112103 $2.4M 0.21% 2,097 SH
43 ISHARES INC IEMG 46434G103 $2.3M 0.20% 27,820 SH
44 CANDEL THERAPEUTICS INC CADL 137404109 $2.0M 0.18% 198,175 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.0M 0.18% 2,707 SH
46 BROADCOM INC AVGO 11135F101 $1.7M 0.15% 4,465 SH
47 CHEVRON CORPORATION CVX 166764100 $1.6M 0.14% 9,528 SH
48 ISHARES TR IWB 464287622 $1.6M 0.14% 3,850 SH
49 DIMENSIONAL ETF TRUST DFSB 25434V674 $1.4M 0.12% 27,362 SH
50 INVESCO QQQ TR QQQ 46090E103 $1.4M 0.12% 1,855 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $1.15B 158 0002085853-26-000832
2026-03-31 2026-04-20 $1.03B 145 0002085853-26-000423
2025-12-31 2026-01-26 $1.00B 137 0002085853-26-000090
Filer Information
Address
THE WHITE HOUSE
MILL ROAD
GORING ON THAMES, X0 RG8 9DD
Phone
44 20 3965 6330
Filing Manager
Tanager Wealth Management LLP
Goring On Thames, X0
Signatory
Alexander Eichhorn
Chief Compliance Officer