Tanager Wealth Management LLP Reduced Holdings in Q3 2025

Tanager Wealth Management LLP

  • $952 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-143K
- 6.49%
N/A
2.06M $104B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-68.2K
- 25.03%
N/A
204K $20.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-18.8K
- 6.59%
$97.75 - $100.75 $1.84M - $1.9M
267K $26.8B
META
Meta Platforms, Inc.

Communication Services
-1.11K
- 15.24%
$695.21 - $791.73 $768K - $875K
6.15K $4.51B
XTEN
Bondbloxx ETF Tr Bloomberg 10
-14.8K
- 30.68%
N/A
33.5K $1.56B
PM
Philip Morris International Inc.

Consumer Defensive
-591
- 2.94%
$157.77 - $183.27 $93.2K - $108K
19.5K $3.17B
MAR
Marriott International Inc

Consumer Cyclical
-1.09K
- 40.64%
$255.35 - $282.87 $278K - $307K
1.59K $414M
GLD
Spdr Gold Trust

ETFs
-756
- 44.87%
$300.96 - $355.47 $228K - $269K
929 $330M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-4.12K
- 33.27%
$39.84 - $41.42 $164K - $170K
8.25K $340M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.87K
- 7.63%
$133.48 - $144.38 $516K - $558K
46.8K $6.67B
PG
Procter & Gamble CO

Consumer Defensive
-403
- 6.12%
$150.47 - $161.22 $60.6K - $65K
6.18K $949M
DIS
Walt Disney CO

Communication Services
-560
- 21.66%
$112.25 - $124.0 $62.9K - $69.4K
2.03K $232M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1K
- 28.41%
$78.96 - $80.04 $79.3K - $80.4K
2.53K $202M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.9K
- 1.5%
$72.57 - $74.72 $211K - $217K
191K $14.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-705
- 17.61%
$134.94 - $145.86 $95.1K - $103K
3.3K $480M
ABT
Abbott Laboratories

Healthcare
-386
- 10.53%
$120.51 - $136.62 $46.5K - $52.7K
3.28K $439M
DFSI
Dimensional ETF Tr Dimen Intl
-1.65K
- 11.53%
N/A
12.7K $518M
ADP
Automatic Data Processing Inc

Industrials
-26
- 1.99%
$288.69 - $310.94 $7.51K - $8.08K
1.28K $376M
DFAE
Dimensional ETF Tr

ETFs
-2.53K
- 11.33%
$28.84 - $31.84 $73.1K - $80.7K
19.8K $625M
AON
Aon PLC

Financial Services
-6
- 0.69%
$350.91 - $375.27 $2.11K - $2.25K
866 $309M
AXP
American Express CO

Financial Services
-72
- 3.19%
$294.27 - $342.31 $21.2K - $24.6K
2.19K $727M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-41
- 2.59%
$132.9 - $142.03 $5.45K - $5.82K
1.54K $218M
ETN
Eaton Corp PLC

Industrials
-2
- 0.35%
$342.99 - $392.76 $686 - $786
568 $213M
DFSU
Dimensional ETF Tr Dimen Us Su
-1.87K
- 6.7%
N/A
26.1K $1.11B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-674
- 1.3%
$17.81 - $18.39 $12K - $12.4K
51.2K $933M
JNJ
Johnson & Johnson

Healthcare
-42
- 2.85%
$155.17 - $185.42 $6.52K - $7.79K
1.43K $265M
PSX
Phillips 66

Energy
-96
- 2.81%
$118.37 - $139.46 $11.4K - $13.4K
3.32K $451M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.48%
$459.11 - $506.91 $11.5K - $12.7K
5.19K $2.61B
ABBV
Abb Vie Inc.

Healthcare
-411
- 9.47%
$184.85 - $231.54 $76K - $95.2K
3.93K $909M
ORCL
Oracle Corp

Technology
-14
- 0.49%
$218.96 - $328.33 $3.07K - $4.6K
2.82K $792M
IEFA
Ishares Tr

ETFs
-2.54K
- 2.14%
$81.7 - $87.53 $207K - $222K
116K $10.1B
IWM
Ishares Russell 2000 ETF

ETFs
-134
- 1.07%
$214.92 - $244.84 $28.8K - $32.8K
12.4K $3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-13
- 0.02%
$68.24 - $73.73 $887 - $958
79.9K $5.87B
AVUS
American Centy ETF Tr Avantis

ETFs
-8.35K
- 4.15%
$101.2 - $109.16 $845K - $912K
193K $21B
IWV
Ishares Russell 3000 ETF

ETFs
-616
- 1.56%
$351.04 - $379.81 $216K - $234K
38.8K $14.7B
VEA
Vanguard Ftse Developed Market

ETFs
-41.5K
- 3.46%
$56.02 - $60.3 $2.32M - $2.5M
1.16M $69.3B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.03K
- 0.83%
$80.54 - $89.67 $163K - $182K
242K $21.3B
VTI
Vanguard Total Stock Market Et

ETFs
-3.99K
- 1.91%
$303.93 - $329.86 $1.21M - $1.32M
205K $67.3B
GOOG
Alphabet Inc.

Communication Services
-13.2K
- 11.62%
$175.16 - $255.24 $2.31M - $3.37M
100K $24.5B
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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