Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $769 Billion
  • Q1 2025

Tanager Wealth Management LLP has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $769 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bondbloxx ETF Tr Bloomberg 6 M with a value of $112B, Vanguard Ftse Developed Market with a value of $66.4B, Ishares Core S&P Total U.S. St with a value of $64.1B, Vanguard Total Stock Market Et with a value of $59.4B, and Vaneck Morningstar Wide Moat E with a value of $43.6B.

Examining the 13F form we can see an decrease of $1.79B in the current position value, from $771B to 769B.

Below you can find more details about Tanager Wealth Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $769 Billion
ETFs: $543 Billion
Technology: $28.9 Billion
Communication Services: $27.6 Billion
Healthcare: $13 Billion
Consumer Defensive: $9.73 Billion
Consumer Cyclical: $6.71 Billion
Financial Services: $6.61 Billion
Energy: $3.87 Billion
Other: $2.57 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$112 Billion 14.61% of portfolio
-
Q1 2025 Added 2.34%
$0
$66.4 Billion 8.63% of portfolio
1,305,869
Q1 2025 Reduced 0.79%
$0
$64.1 Billion 8.34% of portfolio
525,408
Q1 2025 New
$0
$59.4 Billion 7.73% of portfolio
216,132
Q1 2025 Reduced 40.63%
$0
$43.6 Billion 5.68% of portfolio
495,849
Q1 2025 Added 3.61%
$0
$43.3 Billion 5.63% of portfolio
1,027,061
Q1 2025 Added 4.86%
$0
$34.1 Billion 4.44% of portfolio
345,050
Q1 2025 Reduced 0.33%
$0
$25.5 Billion 3.32% of portfolio
363,504
Q1 2025 Reduced 0.11%
$0
$23.9 Billion 3.11% of portfolio
399,852
Q1 2025 Added 2.08%
$0
$22.3 Billion 2.91% of portfolio
493,785
Q1 2025 Added 1.66%
$0
$21.5 Billion 2.8% of portfolio
232,800
Q1 2025 Reduced 44.07%
$0
$20.1 Billion 2.62% of portfolio
1,201,229
Q1 2025 Reduced 8.31%
$979B
$18.6 Billion 2.42% of portfolio
119,291
Q1 2025 Reduced 6.62%
$0
$18.3 Billion 2.38% of portfolio
252,729
Q1 2025 Reduced 1.65%
$0
$16.6 Billion 2.16% of portfolio
746,794
Q1 2025 Added 11.36%
$3.42T
$16.4 Billion 2.13% of portfolio
73,810
Q1 2025 Reduced 4.65%
$0
$12.2 Billion 1.59% of portfolio
38,535
Q1 2025 Reduced 6.5%
$1.29B
$10 Billion 1.3% of portfolio
696,096
Q2 2023 Reduced 5.56%
$2.95T
$9.23 Billion 1.2% of portfolio
24,578
Q1 2025 Added 6.0%
$0
$9.01 Billion 1.17% of portfolio
119,094
Q1 2025 Reduced 4.15%
$0
$8.24 Billion 1.07% of portfolio
318,774
Q1 2025 Added 36.24%
Bondbloxx ETF Trust
-
$6.27 Billion 0.82% of portfolio
-
Q1 2025 Added 12.69%
$0
$6.19 Billion 0.8% of portfolio
53,522
Q1 2025 Reduced 24.26%
$0
$5.68 Billion 0.74% of portfolio
11,058
Q4 2024 Reduced 20.96%
$0
$4.98 Billion 0.65% of portfolio
80,268
Q1 2025 Added 0.4%
$1.88T
$4.62 Billion 0.6% of portfolio
24,265
Q1 2025 Added 3.12%
-
$4.57 Billion 0.59% of portfolio
-
Q1 2025 Reduced 15.4%
$957B
$4.31 Billion 0.56% of portfolio
27,877
Q1 2025 Added 2.29%
$1.25T
$4.07 Billion 0.53% of portfolio
7,053
Q1 2025 Reduced 17.92%
$63.8B
$3.62 Billion 0.47% of portfolio
33,993
Q1 2025 Added 0.04%
$266B
$3.54 Billion 0.46% of portfolio
22,083
Q1 2025 Added 0.05%
$0
$2.71 Billion 0.35% of portfolio
23,344
Q1 2025 Reduced 3.61%
$694B
$2.47 Billion 0.32% of portfolio
4,647
Q1 2025 Reduced 3.89%
$0
$2.36 Billion 0.31% of portfolio
10,644
Q1 2025 Reduced 1.43%
$0
$2.26 Billion 0.29% of portfolio
73,413
Q1 2025 New
$597M
$1.6 Billion 0.21% of portfolio
-
Q1 2025 Reduced 1.93%
$0
$1.37 Billion 0.18% of portfolio
2,924
Q1 2025 Added 31.12%
Vivani Medical Inc
-
$1.29 Billion 0.17% of portfolio
-
Q4 2024 Reduced 6.08%
-
$1.21 Billion 0.16% of portfolio
-
Q1 2025 Added 3.86%
$0
$1.17 Billion 0.15% of portfolio
3,800
Q2 2023 New
$385B
$1.16 Billion 0.15% of portfolio
6,790
Q1 2025 Added 0.22%
$271B
$1.11 Billion 0.14% of portfolio
10,267
Q1 2025 Added 10.64%
$266B
$1.01 Billion 0.13% of portfolio
6,043
Q1 2025 Added 6.54%
$0
$932 Million 0.12% of portfolio
1,661
Q1 2025 Added 132.63%
$718B
$935 Million 0.12% of portfolio
3,810
Q1 2025 Reduced 27.35%
-
$924 Million 0.12% of portfolio
-
Q1 2025 Added 2.8%
$345B
$852 Million 0.11% of portfolio
4,065
Q1 2025 Added 15.91%
$113B
$877 Million 0.11% of portfolio
8,351
Q1 2025 Added 0.51%
$440B
$879 Million 0.11% of portfolio
929
Q1 2025 Added 33.86%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $769 Billion
  • Prior Value $771 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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