1y return+16.3%S&P 500 +20.9%
3y return+38.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $120 against $157 in the S&P 500.2
Tanager Wealth Management LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITOTIshares Tr | $180.8M | 15.7% | |
| PICBInvesco Exch Traded Fd Tr II | $104.2M | 9.1% | +22.4% |
| VEAVanguard Tax-managed Fds | $76.5M | 6.7% | −4.8% |
| VTIVanguard Index Fds | $76.4M | 6.7% | |
| XHLFBondbloxx Etf Trust | $48.8M | 4.3% | −33.6% |
| GOOGAlphabet Inc | $47.2M | 4.1% | +10.6% |
| XONEBondbloxx Etf Trust | $46.6M | 4.1% | +69.4% |
| BKAGBny Mellon Etf Trust | $42.7M | 3.7% | −15.4% |
| VGKVanguard Intl Equity Index F | $35.9M | 3.1% | +2.5% |
| VWOVanguard Intl Equity Index F | $32.2M | 2.8% | |
| VPLVanguard Intl Equity Index F | $30.5M | 2.7% | +4.7% |
| Dimensional Etf TrustCUSIP 25434V500 | $30.2M | 2.6% | −5.9% |
| BBBSBondbloxx Etf Trust | $29.1M | 2.5% | +178.7% |
| PFXFVaneck Etf Trust | $27.3M | 2.4% | −3.6% |
| AGGIshares Tr | $22.5M | 2.0% | −10.0% |
| AVUSAmerican Centy Etf Tr | $22.4M | 2.0% | −2.0% |
| AAPLApple Inc | $19.5M | 1.7% | −15.1% |
| DFISDimensional Etf Trust | $17.6M | 1.5% | |
| MSFTMicrosoft Corp | $16.5M | 1.4% | |
| IWVIshares Tr | $15.3M | 1.3% | +2.0% |
| MOATVaneck Etf Trust | $13.9M | 1.2% | −10.3% |
| IEURIshares Tr | $13.2M | 1.2% | +14.6% |
| GOOGLAlphabet Inc | $12.7M | 1.1% | +3.8% |
| IUSBIshares Tr | $12.6M | 1.1% | −9.7% |
| TAXXBondbloxx Etf Trust | $11.9M | 1.0% | +1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $4.4M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $4.6M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $12.7M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $47.2M |
| IWVIshares Tr | June 30, 2022 | +96.1% | $15.3M |
| Dimensional Etf TrustCUSIP 25434V500 | June 30, 2022 | +71.5% | $30.2M |
| VSSVanguard Intl Equity Index F | September 30, 2022 | +66.3% | $6.6M |
| IEFAIshares Tr | June 30, 2022 | +64.1% | $11.0M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $19.5M |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $8.7M |
Sold off last quarter
- IJRIshares Tr was $330K
- BSXBoston Scientific Corp was $316K
- NEMNewmont Corp was $272K
- IWPIshares Tr was $247K
- MDBMongodb Inc was $231K
- INTUIntuit was $229K
- EMLCVaneck Etf Trust was $219K
- MSTRStrategy Inc was $216K
- SPDWSpdr Index Shs Fds was $213K
- VCSHVanguard Scottsdale Fds was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +0.8% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tanager Wealth Management LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1892929&type=13F-HR&dateb=&owner=include&count=40CIK 1892929
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1892929/000208585326000832/Filed July 23, 2026 · accession 0002085853-26-000832