Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

$848 Billion
Q2 2025

Tanager Wealth Management LLP has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $848 Billion distributed in 123 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 $111B, Ishares Core S&P Total U.S. St with a value of $110B, Vanguard Ftse Developed Market with a value of $68.3B, Vanguard Total Stock Market Et with a value of $63.6B, and Bny Mellon ETF Tr Core Bond Et with a value of $45.1B.

Examining the 13F form we can see an increase of $79B in the current position value, from $769B to 848B.

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

Portfolio value $848 Billion

ETFs: $612 Billion

Technology: $31.4 Billion

Communication Services: $31.1 Billion

Healthcare: $11.4 Billion

Consumer Defensive: $9.51 Billion

Industrial Goods: $9.19 Billion

Consumer Cyclical: $7.31 Billion

Financial Services: $6.75 Billion

Other: $4.75 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XHLF Bondbloxx ETF Tr Bloomberg 6 M	-	$111 Billion 13.07% of portfolio	-	Q2 2025 Reduced 1.27%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$110 Billion 13.01% of portfolio	816,665	Q2 2025 Added 55.43%
VEA Vanguard Ftse Developed Market ETFs	$0	$68.3 Billion 8.05% of portfolio	1,197,908	Q2 2025 Reduced 8.27%
VTI Vanguard Total Stock Market Et ETFs	$0	$63.6 Billion 7.5% of portfolio	209,124	Q2 2025 Reduced 3.24%
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$45.1 Billion 5.32% of portfolio	1,068,816	Q2 2025 Added 4.07%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$28.6 Billion 3.37% of portfolio	368,777	Q2 2025 Added 1.45%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$28.4 Billion 3.35% of portfolio	286,016	Q2 2025 Reduced 17.11%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$25.6 Billion 3.02% of portfolio	272,580	Q2 2025 Reduced 45.03%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$24.8 Billion 2.92% of portfolio	388,887	Q2 2025 Reduced 2.74%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$24.5 Billion 2.88% of portfolio	494,544	Q2 2025 Added 0.15%
AVUS American Centy ETF Tr Avantis ETFs	$0	$20.3 Billion 2.39% of portfolio	201,366	Q2 2025 Reduced 13.5%
GOOG Alphabet Inc. Communication Services	$1.2T	$20.1 Billion 2.38% of portfolio	113,591	Q2 2025 Reduced 4.78%
VPL Vanguard Ftse Pacific ETF Ftse ETFs	$0	$20.1 Billion 2.37% of portfolio	244,106	Q2 2025 Reduced 3.41%
PFXF Vaneck ETF Tr Preferred Securi ETFs	$0	$19.6 Billion 2.31% of portfolio	1,142,036	Q2 2025 Reduced 4.93%
PICB Invesco ETF Tr Ii Intl Corp Bd ETFs	$0	$19.3 Billion 2.28% of portfolio	798,775	Q2 2025 Added 6.96%
AAPL Apple Inc. Technology	$3.43T	$14.8 Billion 1.75% of portfolio	72,231	Q2 2025 Reduced 2.14%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$14.3 Billion 1.68% of portfolio	193,543	Q2 2025 Added 2.48%
IWV Ishares Russell 3000 ETF ETFs	$0	$13.8 Billion 1.63% of portfolio	39,424	Q2 2025 Added 2.31%
DFIS Dimensional ETF Tr Dimensional ETFs	$0	$12 Billion 1.41% of portfolio	401,786	Q2 2025 Added 26.04%
MSFT Microsoft Corp Technology	$3.91T	$11.8 Billion 1.39% of portfolio	23,766	Q2 2025 Reduced 3.3%
IEFA Ishares Tr ETFs	$0	$9.91 Billion 1.17% of portfolio	118,731	Q2 2025 Reduced 0.3%
XONE Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Industrial Goods	$597M	$9.19 Billion 1.08% of portfolio	-	Q2 2025 Added 474.13%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$8.3 Billion 0.98% of portfolio	179,488	Q2 2025 New
CNTA Centessa Pharmaceuticals PLC Healthcare	$1.63B	$7.86 Billion 0.93% of portfolio	598,044	Q2 2025 Reduced 14.09%
Bondbloxx ETF Trust	-	$6.91 Billion 0.81% of portfolio	-	Q2 2025 Added 9.22%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$6.8 Billion 0.8% of portfolio	50,629	Q2 2025 Reduced 5.41%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.32 Billion 0.74% of portfolio	11,118	Q2 2025 Added 0.54%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$5.52 Billion 0.65% of portfolio	79,868	Q2 2025 Reduced 0.5%
META Meta Platforms, Inc. Communication Services	$1.72T	$5.35 Billion 0.63% of portfolio	7,252	Q2 2025 Added 2.82%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$5.07 Billion 0.6% of portfolio	23,106	Q2 2025 Reduced 4.78%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$5.02 Billion 0.59% of portfolio	66,068	Q2 2025 New
GOOGL Alphabet Inc. Communication Services	$1.16T	$4.83 Billion 0.57% of portfolio	27,400	Q2 2025 Reduced 1.71%
PM Philip Morris International Inc. Consumer Defensive	$259B	$3.66 Billion 0.43% of portfolio	20,109	Q2 2025 Reduced 8.94%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$3.63 Billion 0.43% of portfolio	118,197	Q2 2025 Added 61.0%
DEO Diageo PLC Consumer Defensive	$60.9B	$3.43 Billion 0.4% of portfolio	34,053	Q2 2025 Added 0.18%
VT Vanguard Total World Stk Index ETFs	$0	$3.01 Billion 0.35% of portfolio	23,393	Q2 2025 Added 0.21%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.7 Billion 0.32% of portfolio	12,518	Q2 2025 Added 278.3%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$611B	$2.54 Billion 0.3% of portfolio	5,219	Q2 2025 Added 12.31%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$2.55 Billion 0.3% of portfolio	38,500	Q2 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$2.51 Billion 0.3% of portfolio	10,574	Q2 2025 Reduced 0.66%
XTEN Bondbloxx ETF Tr Bloomberg 10	-	$2.23 Billion 0.26% of portfolio	-	Q2 2025 Reduced 50.82%
IEMG Ishares Inc ETFs	$0	$1.74 Billion 0.21% of portfolio	29,066	Q2 2025 Added 437.56%
NVDA Nvidia Corp Technology	$447B	$1.59 Billion 0.19% of portfolio	10,086	Q2 2025 Reduced 1.76%
Vivani Medical Inc	-	$1.32 Billion 0.16% of portfolio	-	Q2 2025 Reduced 16.56%
DFSB Dimensional ETF Tr Dimensional	-	$1.24 Billion 0.15% of portfolio	-	Q2 2025 Added 1.37%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.29 Billion 0.15% of portfolio	3,800	Q2 2023 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.21 Billion 0.14% of portfolio	1,954	Q2 2025 Added 17.64%
DFSU Dimensional ETF Tr Dimen Us Su	-	$1.1 Billion 0.13% of portfolio	-	Q2 2025 Added 8.26%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.14 Billion 0.13% of portfolio	2,068	Q2 2025 Reduced 29.27%
JPM Jpmorgan Chase & CO Financial Services	$855B	$1 Billion 0.12% of portfolio	3,451	Q2 2025 Reduced 9.42%

Summary

Portfolio
No. of Stocks 123
Current Value $848 Billion
Prior Value $769 Billion
Filing
Period Q2 2025
Filing Date July 18, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 16 stocks
Additional Purchases 40 stocks
Sold out of 0 stocks
Reduced holdings in 54 stocks

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Tanager Wealth Management LLP Portfolio Holdings