Tanager Wealth Management LLP Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$847.9B
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XHLFBONDBLOXX ETF TRUST | 2,202,075 | $110.9B | 13.07% | |
| 2 | ITOTISHARES TR | 816,665 | $110.3B | 13.01% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,197,908 | $68.3B | 8.05% | |
| 4 | VTIVANGUARD INDEX FDS | 209,124 | $63.6B | 7.50% | |
| 5 | BKAGBNY MELLON ETF TRUST | 1,068,816 | $45.1B | 5.32% | |
| 6 | VGKVANGUARD INTL EQUITY INDEX F | 368,777 | $28.6B | 3.37% | |
| 7 | AGGISHARES TR | 286,016 | $28.4B | 3.35% | |
| 8 | MOATVANECK ETF TRUST | 272,580 | $25.6B | 3.02% | |
| 9 | DFASDIMENSIONAL ETF TRUST | 388,887 | $24.8B | 2.92% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 494,544 | $24.5B | 2.88% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 201,366 | $20.3B | 2.39% | |
| 12 | GOOGALPHABET INC | 113,591 | $20.1B | 2.38% | |
| 13 | VPLVANGUARD INTL EQUITY INDEX F | 244,106 | $20.1B | 2.37% | |
| 14 | PFXFVANECK ETF TRUST | 1,142,036 | $19.6B | 2.31% | |
| 15 | PICBINVESCO EXCH TRADED FD TR II | 798,775 | $19.3B | 2.28% | |
| 16 | AAPLAPPLE INC | 72,231 | $14.8B | 1.75% | |
| 17 | BNDVANGUARD BD INDEX FDS | 193,543 | $14.3B | 1.68% | |
| 18 | IWVISHARES TR | 39,424 | $13.8B | 1.63% | |
| 19 | DFISDIMENSIONAL ETF TRUST | 401,786 | $12.0B | 1.41% | |
| 20 | MSFTMICROSOFT CORP | 23,766 | $11.8B | 1.39% | |
| 21 | AQLTISHARES TR | 118,731 | $9.9B | 1.17% | |
| 22 | XONEBONDBLOXX ETF TRUST | 185,219 | $9.2B | 1.08% | |
| 23 | IUSBISHARES TR | 179,488 | $8.3B | 0.98% | |
| 24 | CNTACENTESSA PHARMACEUTICALS PLC | 598,044 | $7.9B | 0.93% | |
| 25 | TAXXBONDBLOXX ETF TRUST | 135,349 | $6.9B | 0.81% | |
| 26 | VSSVANGUARD INTL EQUITY INDEX F | 50,629 | $6.8B | 0.80% | |
| 27 | VOOVANGUARD INDEX FDS | 11,118 | $6.3B | 0.74% | |
| 28 | VXUSVANGUARD STAR FDS | 79,868 | $5.5B | 0.65% | |
| 29 | METAMETA PLATFORMS INC | 7,252 | $5.4B | 0.63% | |
| 30 | AMZNAMAZON COM INC | 23,106 | $5.1B | 0.60% | |
| 31 | IDEVISHARES TR | 66,068 | $5.0B | 0.59% | |
| 32 | GOOGLALPHABET INC | 27,400 | $4.8B | 0.57% | |
| 33 | 4I1PHILIP MORRIS INTL INC | 20,109 | $3.7B | 0.43% | |
| 34 | PFFISHARES TR | 118,197 | $3.6B | 0.43% | |
| 35 | DEODIAGEO PLC | 34,053 | $3.4B | 0.40% | |
| 36 | VTVANGUARD INTL EQUITY INDEX F | 23,393 | $3.0B | 0.35% | |
| 37 | IWMISHARES TR | 12,518 | $2.7B | 0.32% | |
| 38 | IEURISHARES TR | 38,500 | $2.5B | 0.30% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,219 | $2.5B | 0.30% | |
| 40 | VBVANGUARD INDEX FDS | 10,574 | $2.5B | 0.30% | |
| 41 | XTENBONDBLOXX ETF TRUST | 48,290 | $2.2B | 0.26% | |
| 42 | IEMGISHARES INC | 29,066 | $1.7B | 0.21% | |
| 43 | NVDANVIDIA CORPORATION | 10,086 | $1.6B | 0.19% | |
| 44 | VANIVIVANI MEDICAL INC | 1,021,169 | $1.3B | 0.16% | |
| 45 | IWBISHARES TR | 3,800 | $1.3B | 0.15% | |
| 46 | DFSBDIMENSIONAL ETF TRUST | 23,726 | $1.2B | 0.15% | |
| 47 | SPYSPDR S&P 500 ETF TR | 1,954 | $1.2B | 0.14% | |
| 48 | NDQINVESCO QQQ TR | 2,068 | $1.1B | 0.13% | |
| 49 | DFSUDIMENSIONAL ETF TRUST | 27,921 | $1.1B | 0.13% | |
| 50 | PGPROCTER AND GAMBLE CO | 6,581 | $1.0B | 0.12% | |
| 51 | JPMJPMORGAN CHASE & CO. | 3,451 | $1.0B | 0.12% | |
| 52 | CADLCANDEL THERAPEUTICS INC | 196,631 | $995.0M | 0.12% | |
| 53 | IVVISHARES TR | 1,563 | $970.5M | 0.11% | |
| 54 | XFEBFIRST TR EXCH TRADED FD III | 51,836 | $922.7M | 0.11% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 909 | $899.9M | 0.11% | |
| 56 | CVXCHEVRON CORP NEW | 6,263 | $896.8M | 0.11% | |
| 57 | VXFVANGUARD INDEX FDS | 4,482 | $863.7M | 0.10% | |
| 58 | ABBVABBVIE INC | 4,338 | $805.2M | 0.09% | |
| 59 | COPCONOCOPHILLIPS | 8,400 | $753.8M | 0.09% | |
| 60 | AVGOBROADCOM INC | 2,695 | $742.9M | 0.09% | |
| 61 | MARMARRIOTT INTL INC NEW | 2,675 | $730.8M | 0.09% | |
| 62 | IPACISHARES TR | 10,635 | $730.6M | 0.09% | |
| 63 | AXPAMERICAN EXPRESS CO | 2,260 | $720.9M | 0.09% | |
| 64 | XOMEXXON MOBIL CORP | 6,548 | $705.9M | 0.08% | |
| 65 | BGRNISHARES TR | 14,690 | $700.3M | 0.08% | |
| 66 | HESHESS CORP | 4,970 | $688.5M | 0.08% | |
| 67 | MIGAMICROSTRATEGY INC | 1,671 | $675.5M | 0.08% | |
| 68 | DFAEDIMENSIONAL ETF TRUST | 22,347 | $646.9M | 0.08% | |
| 69 | ORCLORACLE CORP | 2,831 | $618.9M | 0.07% | |
| 70 | VUGVANGUARD INDEX FDS | 1,380 | $605.0M | 0.07% | |
| 71 | DFSIDIMENSIONAL ETF TRUST | 14,303 | $563.7M | 0.07% | |
| 72 | MDYSPDR S&P MIDCAP 400 ETF TR | 988 | $559.7M | 0.07% | |
| 73 | ESGUISHARES TR | 4,003 | $541.6M | 0.06% | |
| 74 | GQ9SPDR GOLD TR | 1,685 | $513.6M | 0.06% | |
| 75 | VIGVANGUARD SPECIALIZED FUNDS | 2,508 | $513.6M | 0.06% | |
| 76 | BSXBOSTON SCIENTIFIC CORP | 4,660 | $500.5M | 0.06% | |
| 77 | LEMBISHARES INC | 12,368 | $499.5M | 0.06% | |
| 78 | ABTABBOTT LABS | 3,665 | $498.5M | 0.06% | |
| 79 | EMLCVANECK ETF TRUST | 19,386 | $491.4M | 0.06% | |
| 80 | NFLXNETFLIX INC | 358 | $479.4M | 0.06% | |
| 81 | KBWBINVESCO EXCH TRADED FD TR II | 6,057 | $433.8M | 0.05% | |
| 82 | GSGOLDMAN SACHS GROUP INC | 585 | $414.0M | 0.05% | |
| 83 | PSXPHILLIPS 66 | 3,413 | $407.2M | 0.05% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 1,307 | $403.4M | 0.05% | |
| 85 | LOWLOWES COS INC | 1,798 | $398.9M | 0.05% | |
| 86 | VGTVANGUARD WORLD FD | 576 | $382.0M | 0.05% | |
| 87 | DWDMORGAN STANLEY | 2,665 | $375.4M | 0.04% | |
| 88 | INTUINTUIT | 465 | $366.2M | 0.04% | |
| 89 | COFCAPITAL ONE FINL CORP | 1,715 | $364.9M | 0.04% | |
| 90 | IWRISHARES TR | 3,884 | $357.2M | 0.04% | |
| 91 | MCDMCDONALDS CORP | 1,208 | $352.9M | 0.04% | |
| 92 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,544 | $349.7M | 0.04% | |
| 93 | IWDISHARES TR | 1,791 | $347.9M | 0.04% | |
| 94 | TMOTHERMO FISHER SCIENTIFIC INC | 839 | $340.2M | 0.04% | |
| 95 | VVISA INC | 942 | $334.4M | 0.04% | |
| 96 | DFUSDIMENSIONAL ETF TRUST | 4,858 | $325.6M | 0.04% | |
| 97 | DISDISNEY WALT CO | 2,586 | $320.6M | 0.04% | |
| 98 | AONAON PLC | 872 | $311.1M | 0.04% | |
| 99 | VCSHVANGUARD SCOTTSDALE FDS | 3,534 | $281.0M | 0.03% | |
| 100 | HDHOME DEPOT INC | 762 | $279.4M | 0.03% |
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