Filed: 1/26/2026ACC: 0002085853-26-000090
📋 What this filing means
TANAGER WEALTH MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$1.00B
Total AUM (reported)
16.01M
Total Shares
Allocation by class
CORE S&P TTL STK$148.38M14.8%
BLOOMBERG SIX MN$88.18M8.8%
VAN FTSE DEV MKT$69.60M6.9%
INTL CORP BD$68.47M6.8%
COM$67.14M6.7%
TOTAL STK MKT$66.68M6.7%
CORE BOND ETF$53.27M5.3%
Portfolio Concentration
Top 3$306.16M30.6%
4–10$313.35M31.3%
11–25$254.87M25.4%
Rest$127.20M12.7%
Top 3 weight
30.6%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 16.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole137
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings137
Rows:
ISHARES TR
SOLEShares997.94K
TypeSH
Market value$148.38M
14.81%
Sole
0.00
Shared
0.00
None
997.94K
BONDBLOXX ETF TRUST
SOLEShares1.75M
TypeSH
Market value$88.18M
8.80%
Sole
0.00
Shared
0.00
None
1.75M
VANGUARD TAX-MANAGED FDS
SOLEShares1.11M
TypeSH
Market value$69.60M
6.95%
Sole
0.00
Shared
0.00
None
1.11M
INVESCO EXCH TRADED FD TR II
SOLEShares2.87M
TypeSH
Market value$68.47M
6.84%
Sole
0.00
Shared
0.00
None
2.87M
VANGUARD INDEX FDS
SOLEShares198.90K
TypeSH
Market value$66.68M
6.66%
Sole
0.00
Shared
0.00
None
198.90K
BNY MELLON ETF TRUST
SOLEShares1.26M
TypeSH
Market value$53.27M
5.32%
Sole
0.00
Shared
0.00
None
1.26M
ALPHABET INC
SOLEShares118.25K
TypeSH
Market value$37.11M
3.70%
Sole
0.00
Shared
0.00
None
118.25K
VANGUARD INTL EQUITY INDEX F
SOLEShares378.30K
TypeSH
Market value$31.63M
3.16%
Sole
0.00
Shared
0.00
None
378.30K
DIMENSIONAL ETF TRUST
SOLEShares408.87K
TypeSH
Market value$28.49M
2.84%
Sole
0.00
Shared
0.00
None
408.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares515.36K
TypeSH
Market value$27.71M
2.77%
Sole
0.00
Shared
0.00
None
515.36K
ISHARES TR
SOLEShares275.20K
TypeSH
Market value$27.49M
2.74%
Sole
0.00
Shared
0.00
None
275.20K
VANECK ETF TRUST
SOLEShares1.45M
TypeSH
Market value$25.59M
2.56%
Sole
0.00
Shared
0.00
None
1.45M
APPLE INC
SOLEShares77.59K
TypeSH
Market value$21.09M
2.11%
Sole
0.00
Shared
0.00
None
77.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares231.52K
TypeSH
Market value$20.93M
2.09%
Sole
0.00
Shared
0.00
None
231.52K
AMERICAN CENTY ETF TR
SOLEShares181.30K
TypeSH
Market value$20.27M
2.02%
Sole
0.00
Shared
0.00
None
181.30K
BONDBLOXX ETF TRUST
SOLEShares381.92K
TypeSH
Market value$18.92M
1.89%
Sole
0.00
Shared
0.00
None
381.92K
ISHARES TR
SOLEShares361.80K
TypeSH
Market value$16.84M
1.68%
Sole
0.00
Shared
0.00
None
361.80K
VANECK ETF TRUST
SOLEShares159.78K
TypeSH
Market value$16.55M
1.65%
Sole
0.00
Shared
0.00
None
159.78K
DIMENSIONAL ETF TRUST
SOLEShares490.13K
TypeSH
Market value$16.15M
1.61%
Sole
0.00
Shared
0.00
None
490.13K
ISHARES TR
SOLEShares36.84K
TypeSH
Market value$14.25M
1.42%
Sole
0.00
Shared
0.00
None
36.84K
VANGUARD BD INDEX FDS
SOLEShares187.60K
TypeSH
Market value$13.90M
1.39%
Sole
0.00
Shared
0.00
None
187.60K
MICROSOFT CORP
SOLEShares25.38K
TypeSH
Market value$12.27M
1.23%
Sole
0.00
Shared
0.00
None
25.38K
ISHARES TR
SOLEShares118.36K
TypeSH
Market value$10.59M
1.06%
Sole
0.00
Shared
0.00
None
118.36K
ALPHABET INC
SOLEShares33.38K
TypeSH
Market value$10.45M
1.04%
Sole
0.00
Shared
0.00
None
33.38K
BONDBLOXX ETF TRUST
SOLEShares189.21K
TypeSH
Market value$9.60M
0.96%
Sole
0.00
Shared
0.00
None
189.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 997.94K | SH | $148.38M 14.81% | 0.00 | 0.00 | 997.94K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 1.75M | SH | $88.18M 8.80% | 0.00 | 0.00 | 1.75M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.11M | SH | $69.60M 6.95% | 0.00 | 0.00 | 1.11M |
INVESCO EXCH TRADED FD TR IISOLE | INTL CORP BD | 2.87M | SH | $68.47M 6.84% | 0.00 | 0.00 | 2.87M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 198.90K | SH | $66.68M 6.66% | 0.00 | 0.00 | 198.90K |
BNY MELLON ETF TRUSTSOLE | CORE BOND ETF | 1.26M | SH | $53.27M 5.32% | 0.00 | 0.00 | 1.26M |
ALPHABET INCSOLE | CAP STK CL C | 118.25K | SH | $37.11M 3.70% | 0.00 | 0.00 | 118.25K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 378.30K | SH | $31.63M 3.16% | 0.00 | 0.00 | 378.30K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 408.87K | SH | $28.49M 2.84% | 0.00 | 0.00 | 408.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 515.36K | SH | $27.71M 2.77% | 0.00 | 0.00 | 515.36K |
ISHARES TRSOLE | CORE US AGGBD ET | 275.20K | SH | $27.49M 2.74% | 0.00 | 0.00 | 275.20K |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 1.45M | SH | $25.59M 2.56% | 0.00 | 0.00 | 1.45M |
APPLE INCSOLE | COM | 77.59K | SH | $21.09M 2.11% | 0.00 | 0.00 | 77.59K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 231.52K | SH | $20.93M 2.09% | 0.00 | 0.00 | 231.52K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 181.30K | SH | $20.27M 2.02% | 0.00 | 0.00 | 181.30K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 381.92K | SH | $18.92M 1.89% | 0.00 | 0.00 | 381.92K |
ISHARES TRSOLE | CORE UNIVRSL USD | 361.80K | SH | $16.84M 1.68% | 0.00 | 0.00 | 361.80K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 159.78K | SH | $16.55M 1.65% | 0.00 | 0.00 | 159.78K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 490.13K | SH | $16.15M 1.61% | 0.00 | 0.00 | 490.13K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 36.84K | SH | $14.25M 1.42% | 0.00 | 0.00 | 36.84K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 187.60K | SH | $13.90M 1.39% | 0.00 | 0.00 | 187.60K |
MICROSOFT CORPSOLE | COM | 25.38K | SH | $12.27M 1.23% | 0.00 | 0.00 | 25.38K |
ISHARES TRSOLE | CORE MSCI EAFE | 118.36K | SH | $10.59M 1.06% | 0.00 | 0.00 | 118.36K |
ALPHABET INCSOLE | CAP STK CL A | 33.38K | SH | $10.45M 1.04% | 0.00 | 0.00 | 33.38K |
BONDBLOXX ETF TRUSTSOLE | IR M TAXAWARE | 189.21K | SH | $9.60M 0.96% | 0.00 | 0.00 | 189.21K |
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