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Tanager Wealth Management LLP
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,200,124,187
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $190,418,696
- INVESCO EXCH TRADED FD TR II · INTL CORP BD · 46138E636 · shares: $112,099,607
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $76,059,358
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $75,989,478
- BONDBLOXX ETF TRUST · BLOOMBERG ONE YR · 09789C861 · shares: $62,015,850
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $48,612,489
- BNY MELLON ETF TRUST · CORE BOND ETF · 09661T602 · shares: $39,337,914
- BONDBLOXX ETF TRUST · BBB RATED 1 5 YE · 09789C754 · shares: $39,046,413
- BONDBLOXX ETF TRUST · BLOOMBERG SIX MN · 09789C788 · shares: $37,468,915
- VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF · 922042874 · shares: $36,403,569
Reported holdings
182 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 65339F101 | — | 6,079 shares | $460,719 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,140 shares | $452,933 |
| CISCO SYS INC | COM | 17275R102 | — | 4,124 shares | $443,866 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 3,536 shares | $442,919 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,255 shares | $441,572 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 3,940 shares | $420,437 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,500 shares | $420,135 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,061 shares | $404,071 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | — | 9,458 shares | $399,790 |
| ORACLE CORP | COM | 68389X105 | — | 2,886 shares | $396,248 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 4,688 shares | $389,284 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,668 shares | $387,922 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 2,355 shares | $384,110 |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 | — | 10,734 shares | $381,486 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 8,025 shares | $362,489 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 7,021 shares | $357,532 |
| COCA COLA CO | COM | 191216100 | — | 4,082 shares | $351,493 |
| LOWES COS INC | COM | 548661107 | — | 1,903 shares | $350,704 |
| DEERE & CO | COM | 244199105 | — | 511 shares | $343,181 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 8,022 shares | $343,101 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 2,045 shares | $341,106 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,811 shares | $338,748 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 3,381 shares | $337,095 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,526 shares | $335,613 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,217 shares | $328,962 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,240 shares | $320,209 |
| RTX CORPORATION | COM | 75513E101 | — | 1,703 shares | $316,162 |
| DISNEY WALT CO | COM | 254687106 | — | 2,865 shares | $300,592 |
| GE AEROSPACE | COM NEW | 369604301 | — | 942 shares | $294,177 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 2,032 shares | $289,702 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,412 shares | $287,469 |
| STRATEGY INC | CL A NEW | 594972408 | — | 1,856 shares | $284,135 |
| SANDISK CORP | COM | 80004C200 | — | 163 shares | $283,602 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 5,845 shares | $282,606 |
| MCDONALDS CORP | COM | 580135101 | — | 1,214 shares | $280,361 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,236 shares | $279,558 |
| STARBUCKS CORP | COM | 855244109 | — | 2,960 shares | $278,122 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 682 shares | $277,322 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,038 shares | $274,811 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 2,441 shares | $268,998 |
| PPG INDS INC | COM | 693506107 | — | 2,572 shares | $268,337 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 9,620 shares | $268,109 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 5,230 shares | $267,933 |
| EATON CORP PLC | SHS | G29183103 | — | 618 shares | $265,561 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 6,224 shares | $263,773 |
| COMFORT SYS USA INC | COM | 199908104 | — | 159 shares | $263,000 |
| PFIZER INC | COM | 717081103 | — | 9,138 shares | $260,692 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 7,200 shares | $258,696 |
| NEWMONT CORP | COM | 651639106 | — | 2,219 shares | $255,939 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 2,300 shares | $253,736 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 949 shares | $250,735 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 971 shares | $250,576 |
| UNION PAC CORP | COM | 907818108 | — | 915 shares | $248,999 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 2,506 shares | $248,871 |
| GE VERNOVA INC | COM | 36828A101 | — | 256 shares | $243,325 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,816 shares | $240,261 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,764 shares | $239,975 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,396 shares | $239,274 |
| QUALCOMM INC | COM | 747525103 | — | 1,297 shares | $238,700 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 623 shares | $228,691 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 987 shares | $228,027 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 723 shares | $223,523 |
| MARATHON PETE CORP | COM | 56585A102 | — | 556 shares | $219,854 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,457 shares | $217,170 |
| UNITED RENTALS INC | COM | 911363109 | — | 216 shares | $216,168 |
| SALESFORCE INC | COM | 79466L302 | — | 930 shares | $213,541 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,399 shares | $212,746 |
| CHUBB LIMITED | COM | H1467J104 | — | 646 shares | $210,176 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 2,517 shares | $208,835 |
| ILLUMINA INC | COM | 452327109 | — | 763 shares | $208,818 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 1,278 shares | $205,426 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 2,522 shares | $204,459 |
| BLACKROCK INC | COM | 09290D101 | — | 193 shares | $204,250 |
| PEPSICO INC | COM | 713448108 | — | 1,611 shares | $204,146 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 4,577 shares | $203,493 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 1,751 shares | $203,221 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 6,771 shares | $203,130 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | — | 1,902 shares | $201,308 |
| HALEON PLC | SPON ADS | 405552100 | — | 16,664 shares | $149,976 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 17,882 shares | $100,676 |
| NOMURA HLDGS INC | SPONSORED ADR | 65535H208 | — | 10,028 shares | $98,074 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | — | 12,987 shares | $21,429 |