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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.9M
$5.94 Million 0.0% of portfolio
18,330
Q2 2025 New

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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