Institutional Fund
Tanager Wealth Management LLP
Goring On Thames, United KingdomCIK 18929295 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
145
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+3.2%
from $1.00B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.3%
- Invesco Exch Traded Fd Tr II8.2%
- Bondbloxx ETF Trust7.1%
- Vanguard Tax-Managed Fds7.0%
- Vanguard Index Fds6.4%
- Bny Mellon ETF Trust4.9%
- Other51.1%
Portfolio Holdings
145 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.11M | $157.71M | 15.3% | +109.3K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 3.68M | $84.92M | 8.2% | +808.9K | Added |
| 3 | Bondbloxx ETF Trust | 1.46M | $73.59M | 7.1% | −292.1K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 1.13M | $72.30M | 7.0% | +14.2K | Added |
| 5 | Vanguard Index Fds | 206.8K | $66.35M | 6.4% | +7.9K | Added |
| 6 | Bny Mellon ETF Trust | 1.20M | $50.83M | 4.9% | −51.7K | Reduced |
| 7 | Alphabet Inc | 120.9K | $34.67M | 3.4% | +2.6K | Added |
| 8 | Vanguard Intl Equity Index F | 396.1K | $32.65M | 3.2% | +17.8K | Added |
| 9 | Vanguard Intl Equity Index F | 538.8K | $29.12M | 2.8% | +23.5K | Added |
| 10 | Vaneck ETF Trust | 1.59M | $27.85M | 2.7% | +138.5K | Added |
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