Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

$952 Billion
Q3 2025

Tanager Wealth Management LLP has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $952 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $136B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $104B, Vanguard Ftse Developed Market with a value of $69.3B, Vanguard Total Stock Market Et with a value of $67.3B, and Bny Mellon ETF Tr Core Bond Et with a value of $51.1B.

Examining the 13F form we can see an increase of $105B in the current position value, from $848B to 952B.

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

Portfolio value $952 Billion

ETFs: $688 Billion

Technology: $40.9 Billion

Communication Services: $36.9 Billion

Healthcare: $18.3 Billion

Industrial Goods: $16 Billion

Consumer Defensive: $8.95 Billion

Consumer Cyclical: $7.75 Billion

Financial Services: $7.27 Billion

Other: $4.92 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$136 Billion 14.23% of portfolio	930,417	Q3 2025 Added 13.93%
XHLF Bondbloxx ETF Tr Bloomberg 6 M	-	$104 Billion 10.9% of portfolio	-	Q3 2025 Reduced 6.49%
VEA Vanguard Ftse Developed Market ETFs	$0	$69.3 Billion 7.28% of portfolio	1,156,441	Q3 2025 Reduced 3.46%
VTI Vanguard Total Stock Market Et ETFs	$0	$67.3 Billion 7.07% of portfolio	205,137	Q3 2025 Reduced 1.91%
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$51.1 Billion 5.36% of portfolio	1,199,167	Q3 2025 Added 12.2%
PICB Invesco ETF Tr Ii Intl Corp Bd ETFs	$0	$34.3 Billion 3.6% of portfolio	1,437,559	Q3 2025 Added 79.97%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$30.3 Billion 3.18% of portfolio	379,390	Q3 2025 Added 2.88%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$27.7 Billion 2.91% of portfolio	511,321	Q3 2025 Added 3.39%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$27.4 Billion 2.87% of portfolio	399,898	Q3 2025 Added 2.83%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$26.8 Billion 2.81% of portfolio	267,176	Q3 2025 Reduced 6.59%
GOOG Alphabet Inc. Communication Services	$1.69T	$24.5 Billion 2.57% of portfolio	100,390	Q3 2025 Reduced 11.62%
PFXF Vaneck ETF Tr Preferred Securi ETFs	$0	$22.9 Billion 2.4% of portfolio	1,286,346	Q3 2025 Added 12.64%
VPL Vanguard Ftse Pacific ETF Ftse ETFs	$0	$21.3 Billion 2.23% of portfolio	242,079	Q3 2025 Reduced 0.83%
AVUS American Centy ETF Tr Avantis ETFs	$0	$21 Billion 2.2% of portfolio	193,014	Q3 2025 Reduced 4.15%
AAPL Apple Inc. Technology	$4.38T	$20.4 Billion 2.14% of portfolio	80,112	Q3 2025 Added 10.91%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$20.3 Billion 2.13% of portfolio	204,363	Q3 2025 Reduced 25.03%
XONE Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Industrial Goods	$597M	$16 Billion 1.68% of portfolio	-	Q3 2025 Added 73.67%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$14.9 Billion 1.57% of portfolio	319,479	Q3 2025 Added 77.99%
IWV Ishares Russell 3000 ETF ETFs	$0	$14.7 Billion 1.54% of portfolio	38,808	Q3 2025 Reduced 1.56%
DFIS Dimensional ETF Tr Dimensional ETFs	$0	$14.6 Billion 1.53% of portfolio	461,886	Q3 2025 Added 14.96%
CNTA Centessa Pharmaceuticals PLC Healthcare	$2.6B	$14.5 Billion 1.52% of portfolio	598,044	Q2 2025 Reduced 14.09%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$14.2 Billion 1.49% of portfolio	190,640	Q3 2025 Reduced 1.5%
MSFT Microsoft Corp Technology	$3.8T	$12.6 Billion 1.33% of portfolio	24,392	Q3 2025 Added 2.63%
IEFA Ishares Tr ETFs	$0	$10.1 Billion 1.07% of portfolio	116,193	Q3 2025 Reduced 2.14%
Bondbloxx ETF Trust	-	$9.15 Billion 0.96% of portfolio	-	Q3 2025 Added 32.57%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.47 Billion 0.78% of portfolio	12,191	Q3 2025 Added 9.65%
GOOGL Alphabet Inc. Communication Services	$1.65T	$6.95 Billion 0.73% of portfolio	28,585	Q3 2025 Added 4.32%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$6.67 Billion 0.7% of portfolio	46,764	Q3 2025 Reduced 7.63%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$6.34 Billion 0.67% of portfolio	93,027	Q3 2025 Added 141.63%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$5.87 Billion 0.62% of portfolio	79,855	Q3 2025 Reduced 0.02%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$5.44 Billion 0.57% of portfolio	24,797	Q3 2025 Added 7.32%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$5.38 Billion 0.56% of portfolio	67,111	Q3 2025 Added 1.58%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.14 Billion 0.54% of portfolio	162,532	Q3 2025 Added 37.51%
META Meta Platforms, Inc. Communication Services	$1.37T	$4.51 Billion 0.47% of portfolio	6,147	Q3 2025 Reduced 15.24%
Reddit Inc	-	$3.64 Billion 0.38% of portfolio	-	Q3 2025 New
VT Vanguard Total World Stk Index ETFs	$0	$3.41 Billion 0.36% of portfolio	24,775	Q3 2025 Added 5.91%
DEO Diageo PLC Consumer Defensive	$53.9B	$3.27 Billion 0.34% of portfolio	34,317	Q3 2025 Added 0.78%
PM Philip Morris International Inc. Consumer Defensive	$241B	$3.17 Billion 0.33% of portfolio	19,518	Q3 2025 Reduced 2.94%
IWM Ishares Russell 2000 ETF ETFs	$0	$3 Billion 0.31% of portfolio	12,384	Q3 2025 Reduced 1.07%
NVDA Nvidia Corp Technology	$474B	$2.77 Billion 0.29% of portfolio	14,870	Q3 2025 Added 47.43%
VB Vanguard Small Cap ETF ETFs	$0	$2.7 Billion 0.28% of portfolio	10,603	Q3 2025 Added 0.27%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.61 Billion 0.27% of portfolio	5,194	Q3 2025 Reduced 0.48%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2 Billion 0.21% of portfolio	2,996	Q3 2025 Added 53.33%
IEMG Ishares Inc ETFs	$0	$1.92 Billion 0.2% of portfolio	29,129	Q3 2025 Added 0.22%
XTEN Bondbloxx ETF Tr Bloomberg 10	-	$1.56 Billion 0.16% of portfolio	-	Q3 2025 Reduced 30.68%
Vivani Medical Inc	-	$1.44 Billion 0.15% of portfolio	-	Q2 2025 Reduced 16.56%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.39 Billion 0.15% of portfolio	3,800	Q2 2023 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.35 Billion 0.14% of portfolio	2,243	Q3 2025 Added 8.46%
DFSB Dimensional ETF Tr Dimensional	-	$1.37 Billion 0.14% of portfolio	-	Q3 2025 Added 8.66%
CVX Chevron Corp Energy	$309B	$1.25 Billion 0.13% of portfolio	8,043	Q3 2025 Added 28.42%

Summary

Portfolio
No. of Stocks 132
Current Value $952 Billion
Prior Value $848 Billion
Filing
Period Q3 2025
Filing Date October 24, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 13 stocks
Additional Purchases 60 stocks
Sold out of 0 stocks
Reduced holdings in 40 stocks

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Tanager Wealth Management LLP Portfolio Holdings