Tanager Wealth Management LLP
CIK: 0001892929Latest portfolio: $1.0B · Q4 2025
Holdings
137
Total Value
$1.0B
New Positions
137
Closed Positions
0
Top Holdings
View All 137 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 997,939 | $148.4M | 14.81% | NEW | |
| 2 | XHLFBONDBLOXX ETF TRUST | 1,754,195 | $88.2M | 8.80% | NEW | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,114,111 | $69.6M | 6.95% | NEW | |
| 4 | PICBINVESCO EXCH TRADED FD TR II | 2,867,312 | $68.5M | 6.84% | NEW | |
| 5 | VTIVANGUARD INDEX FDS | 198,899 | $66.7M | 6.66% | NEW | |
| 6 | BKAGBNY MELLON ETF TRUST | 1,256,294 | $53.3M | 5.32% | NEW | |
| 7 | GOOGALPHABET INC | 118,254 | $37.1M | 3.70% | NEW | |
| 8 | VGKVANGUARD INTL EQUITY INDEX F | 378,303 | $31.6M | 3.16% | NEW | |
| 9 | DFASDIMENSIONAL ETF TRUST | 408,871 | $28.5M | 2.84% | NEW | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 515,357 | $27.7M | 2.77% | NEW | |
| 11 | AGGISHARES TR | 275,203 | $27.5M | 2.74% | NEW | |
| 12 | PFXFVANECK ETF TRUST | 1,449,088 | $25.6M | 2.55% | NEW | |
| 13 | AAPLAPPLE INC | 77,591 | $21.1M | 2.11% | NEW | |
| 14 | VPLVANGUARD INTL EQUITY INDEX F | 231,520 | $20.9M | 2.09% | NEW | |
| 15 | AVUSAMERICAN CENTY ETF TR | 181,298 | $20.3M | 2.02% | NEW | |
| 16 | XONEBONDBLOXX ETF TRUST | 381,918 | $18.9M | 1.89% | NEW | |
| 17 | IUSBISHARES TR | 361,795 | $16.8M | 1.68% | NEW | |
| 18 | MOATVANECK ETF TRUST | 159,781 | $16.5M | 1.65% | NEW | |
| 19 | DFISDIMENSIONAL ETF TRUST | 490,135 | $16.1M | 1.61% | NEW | |
| 20 | IWVISHARES TR | 36,835 | $14.2M | 1.42% | NEW | |
| 21 | BNDVANGUARD BD INDEX FDS | 187,605 | $13.9M | 1.39% | NEW | |
| 22 | MSFTMICROSOFT CORP | 25,380 | $12.3M | 1.23% | NEW | |
| 23 | AQLTISHARES TR | 118,355 | $10.6M | 1.06% | NEW | |
| 24 | GOOGLALPHABET INC | 33,383 | $10.4M | 1.04% | NEW | |
| 25 | TAXXBONDBLOXX ETF TRUST | 189,214 | $9.6M | 0.96% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.4838388181695987e+263T)
Technology0.0% ($2.1093122742983123e+41T)
Unknown0.0% ($10588311026691377152.0T)
Healthcare0.0% ($1119909883503476480.0T)
Communication Services0.0% ($371081044838941.1T)
Consumer Cyclical0.0% ($5530478426404.4T)
Industrials0.0% ($291276238236.2T)
Consumer Defensive0.0% ($1070886828.5T)
Energy0.0% ($1715.8T)
Basic Materials0.0% ($236.2M)
Utilities0.0% ($386K)
Filing History
Fund Information
Tanager Wealth Management LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.0B across 137 holdings. The largest position is ISHARES TR (ITOT), representing 14.8% of the portfolio. Compared to the previous quarter, the fund opened 137 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.