Tanager Wealth Management LLP Reduced Holdings in Q2 2025

Tanager Wealth Management LLP

  • $848 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-223K
- 45.03%
N/A
273K $25.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-59K
- 17.11%
$96.84 - $99.46 $5.72M - $5.87M
286K $28.4B
XTEN
Bondbloxx ETF Tr Bloomberg 10
-49.9K
- 50.82%
N/A
48.3K $2.23B
CNTA
Centessa Pharmaceuticals PLC

Healthcare
-98.1K
- 14.09%
$10.71 - $14.2 $1.05M - $1.39M
598K $7.86B
AAPL
Apple Inc.

Technology
-1.58K
- 2.14%
$172.42 - $223.89 $272K - $354K
72.2K $14.8B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-28.4K
- 1.27%
N/A
2.2M $111B
AVUS
American Centy ETF Tr Avantis

ETFs
-31.4K
- 13.5%
$81.38 - $100.82 $2.56M - $3.17M
201K $20.3B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-59.2K
- 4.93%
$15.52 - $17.13 $919K - $1.01M
1.14M $19.6B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-11.2K
- 36.56%
$23.19 - $25.35 $259K - $283K
19.4K $491M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-856
- 29.27%
$416.06 - $551.64 $356K - $472K
2.07K $1.14B
DELL
Dell Technologies Inc.

Technology
-1.98K
- 54.66%
$71.63 - $125.98 $141K - $249K
1.64K $201M
PG
Procter & Gamble CO

Consumer Defensive
-209
- 3.08%
$157.66 - $172.39 $33K - $36K
6.58K $1.05B
KO
Coca Cola CO

Consumer Defensive
-1.06K
- 22.64%
$68.37 - $73.9 $72.3K - $78.1K
3.61K $256M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-3.06K
- 19.81%
$36.58 - $40.39 $112K - $123K
12.4K $500M
HD
Home Depot, Inc.

Consumer Cyclical
-183
- 19.37%
$335.24 - $380.78 $61.3K - $69.7K
762 $279M
V
Visa Inc.

Financial Services
-184
- 16.34%
$308.27 - $373.31 $56.7K - $68.7K
942 $334M
ADP
Automatic Data Processing Inc

Industrials
-178
- 11.99%
$276.76 - $326.81 $49.3K - $58.2K
1.31K $403M
AON
Aon PLC

Financial Services
-33
- 3.65%
$335.85 - $398.81 $11.1K - $13.2K
872 $311M
LLY
Eli Lilly & CO

Healthcare
-34
- 10.83%
$713.71 - $898.95 $24.3K - $30.6K
280 $218M
AXP
American Express CO

Financial Services
-536
- 19.17%
$231.39 - $318.98 $124K - $171K
2.26K $721M
LOW
Lowes Companies Inc

Consumer Cyclical
-45
- 2.44%
$210.83 - $235.28 $9.49K - $10.6K
1.8K $399M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 1.39%
$285.55 - $321.23 $4.85K - $5.46K
1.21K $353M
SBUX
Starbucks Corp

Consumer Cyclical
-78
- 2.51%
$79.69 - $99.41 $6.22K - $7.75K
3.03K $278M
NEE
Nextera Energy Inc

Utilities
-360
- 9.85%
$64.11 - $75.0 $23.1K - $27K
3.3K $233M
MA
Mastercard Inc

Financial Services
-52
- 10.26%
$479.92 - $590.74 $25K - $30.7K
455 $256M
VIG
Vanguard Dividend Appreciation

ETFs
-221
- 8.1%
N/A
2.51K $514M
APO
Apollo Global Management, Inc.

Financial Services
-125
- 7.25%
$108.68 - $145.07 $13.6K - $18.1K
1.6K $227M
PPG
Ppg Industries Inc

Basic Materials
-160
- 6.91%
$91.66 - $115.04 $14.7K - $18.4K
2.16K $245M
GLD
Spdr Gold Trust

ETFs
-117
- 6.49%
$273.71 - $316.29 $32K - $37K
1.69K $514M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-10
- 0.49%
$102.02 - $103.5 $1.02K - $1.04K
2.02K $208M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.25%
$114.78 - $133.31 $459 - $533
1.59K $211M
IWP
Ishares Russell Mid Cap Growth

ETFs
-180
- 9.24%
$104.34 - $138.68 $18.8K - $25K
1.77K $245M
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 2.15%
$908.13 - $1056.85 $18.2K - $21.1K
909 $900M
DFAE
Dimensional ETF Tr

ETFs
-1.6K
- 6.67%
$22.87 - $28.95 $36.5K - $46.2K
22.3K $647M
Vivani Medical Inc
-203K
- 16.56%
N/A
1.02M $1.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-280
- 15.35%
$141.37 - $228.57 $39.6K - $64K
1.54K $350M
MS
Morgan Stanley

Financial Services
-23
- 0.86%
$99.83 - $140.86 $2.3K - $3.24K
2.67K $375M
JPM
Jpmorgan Chase & CO

Financial Services
-359
- 9.42%
$210.28 - $289.91 $75.5K - $104K
3.45K $1B
GS
Goldman Sachs Group Inc

Financial Services
-13
- 2.17%
$462.22 - $707.75 $6.01K - $9.2K
585 $414M
PM
Philip Morris International Inc.

Consumer Defensive
-1.97K
- 8.94%
$149.23 - $184.95 $295K - $365K
20.1K $3.66B
VB
Vanguard Small Cap ETF

ETFs
-70
- 0.66%
$193.73 - $237.37 $13.6K - $16.6K
10.6K $2.51B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 4.78%
$167.32 - $223.3 $194K - $259K
23.1K $5.07B
NVDA
Nvidia Corp

Technology
-181
- 1.76%
$94.31 - $157.99 $17.1K - $28.6K
10.1K $1.59B
GOOGL
Alphabet Inc.

Communication Services
-477
- 1.71%
$144.7 - $178.6 $69K - $85.2K
27.4K $4.83B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-400
- 0.5%
$55.54 - $69.09 $22.2K - $27.6K
79.9K $5.52B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.89K
- 5.41%
$104.23 - $134.39 $302K - $389K
50.6K $6.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-11K
- 2.74%
$52.31 - $63.72 $574K - $699K
389K $24.8B
IEFA
Ishares Tr

ETFs
-363
- 0.3%
$67.83 - $84.09 $24.6K - $30.5K
119K $9.91B
GOOG
Alphabet Inc.

Communication Services
-5.7K
- 4.78%
$146.58 - $180.01 $836K - $1.03M
114K $20.1B
Activity Summary
Buys All Purchases 56 New Holdings 16 Increased Positions 40 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tanager Wealth Management LLP Portfolio

Follow Tanager Wealth Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanager Wealth Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Tanager Wealth Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email