Tanager Wealth Management LLP Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.0B
Holdings
137
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (137 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $148.4M |
XHLFBONDBLOXX ETF TRUST | $88.2M |
VEAVANGUARD TAX-MANAGED FDS | $69.6M |
PICBINVESCO EXCH TRADED FD TR II | $68.5M |
VTIVANGUARD INDEX FDS | $66.7M |
BKAGBNY MELLON ETF TRUST | $53.3M |
GOOGALPHABET INC | $37.1M |
VGKVANGUARD INTL EQUITY INDEX F | $31.6M |
DFASDIMENSIONAL ETF TRUST | $28.5M |
VWOVANGUARD INTL EQUITY INDEX F | $27.7M |
AGGISHARES TR | $27.5M |
PFXFVANECK ETF TRUST | $25.6M |
AAPLAPPLE INC | $21.1M |
VPLVANGUARD INTL EQUITY INDEX F | $20.9M |
AVUSAMERICAN CENTY ETF TR | $20.3M |
XONEBONDBLOXX ETF TRUST | $18.9M |
IUSBISHARES TR | $16.8M |
MOATVANECK ETF TRUST | $16.5M |
DFISDIMENSIONAL ETF TRUST | $16.1M |
IWVISHARES TR | $14.2M |
BNDVANGUARD BD INDEX FDS | $13.9M |
MSFTMICROSOFT CORP | $12.3M |
AQLTISHARES TR | $10.6M |
GOOGLALPHABET INC | $10.4M |
TAXXBONDBLOXX ETF TRUST | $9.6M |
VOOVANGUARD INDEX FDS | $9.1M |
IEURISHARES TR | $8.8M |
VSSVANGUARD INTL EQUITY INDEX F | $6.5M |
PFFISHARES TR | $6.4M |
VXUSVANGUARD STAR FDS | $6.0M |
IDEVISHARES TR | $5.8M |
AMZNAMAZON COM INC | $5.5M |
METAMETA PLATFORMS INC | $3.9M |
VTVANGUARD INTL EQUITY INDEX F | $3.5M |
ELMSERIES PORTFOLIOS TR | $3.3M |
4I1PHILIP MORRIS INTL INC | $3.1M |
NVDANVIDIA CORPORATION | $3.0M |
IWMISHARES TR | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
VBVANGUARD INDEX FDS | $2.6M |
IEMGISHARES INC | $2.0M |
SPYSPDR S&P 500 ETF TR | $1.9M |
CVXCHEVRON CORP NEW | $1.7M |
IWBISHARES TR | $1.4M |
NDQINVESCO QQQ TR | $1.4M |
DFSBDIMENSIONAL ETF TRUST | $1.3M |
JPMJPMORGAN CHASE & CO. | $1.3M |
AVGOBROADCOM INC | $1.2M |
XTENBONDBLOXX ETF TRUST | $1.1M |
RDDTREDDIT INC | $1.1M |
CADLCANDEL THERAPEUTICS INC | $1.1M |
IVVISHARES TR | $1.1M |
DEODIAGEO PLC | $1.1M |
VXFVANGUARD INDEX FDS | $990K |
DFSUDIMENSIONAL ETF TRUST | $968K |
XFEBFIRST TR EXCH TRADED FD III | $932K |
VANIVIVANI MEDICAL INC | $909K |
PGPROCTER AND GAMBLE CO | $886K |
ABBVABBVIE INC | $883K |
IPACISHARES TR | $847K |
COSTCOSTCO WHSL CORP NEW | $828K |
XOMEXXON MOBIL CORP | $824K |
COPCONOCOPHILLIPS | $789K |
AXPAMERICAN EXPRESS CO | $746K |
BGRNISHARES TR | $711K |
VUGVANGUARD INDEX FDS | $702K |
GSGOLDMAN SACHS GROUP INC | $639K |
NFLXNETFLIX INC | $632K |
MDYSPDR S&P MIDCAP 400 ETF TR | $596K |
DELLDELL TECHNOLOGIES INC | $591K |
VIGVANGUARD SPECIALIZED FUNDS | $563K |
VVISA INC | $547K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $541K |
ORCLORACLE CORP | $537K |
DFAEDIMENSIONAL ETF TRUST | $521K |
DFSDDIMENSIONAL ETF TRUST | $515K |
DWDMORGAN STANLEY | $514K |
MUMICRON TECHNOLOGY INC | $513K |
KBWBINVESCO EXCH TRADED FD TR II | $510K |
TMOTHERMO FISHER SCIENTIFIC INC | $503K |
ESGUISHARES TR | $491K |
MARMARRIOTT INTL INC NEW | $478K |
JNJJOHNSON & JOHNSON | $476K |
BSXBOSTON SCIENTIFIC CORP | $470K |
WMTWALMART INC | $464K |
VGTVANGUARD WORLD FD | $434K |
PSXPHILLIPS 66 | $429K |
MCDMCDONALDS CORP | $426K |
LLYELI LILLY & CO | $424K |
DFSIDIMENSIONAL ETF TRUST | $419K |
ABTABBOTT LABS | $413K |
LOWLOWES COS INC | $404K |
MDBMONGODB INC | $394K |
NEENEXTERA ENERGY INC | $386K |
IWRISHARES TR | $373K |
GQ9SPDR GOLD TR | $368K |
TSLATESLA INC | $364K |
DFUSDIMENSIONAL ETF TRUST | $361K |
IJRISHARES TR | $347K |
INTUINTUIT | $337K |
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