Tanager Wealth Management LLP Portfolio Holdings

Tanager Wealth Management LLP

  • $769 Billion
  • Q1 2025

Tanager Wealth Management LLP has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $769 Billion distributed in 116 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 $112B, Vanguard Ftse Developed Market with a value of $66.4B, Ishares Core S&P Total U.S. St with a value of $64.1B, Vanguard Total Stock Market Et with a value of $59.4B, and Vaneck Morningstar Wide Moat E with a value of $43.6B.

Examining the 13F form we can see an decrease of $1.79B in the current position value, from $771B to 769B.

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

Portfolio value $769 Billion
ETFs: $543 Billion
Technology: $28.9 Billion
Communication Services: $27.6 Billion
Healthcare: $13 Billion
Consumer Defensive: $9.73 Billion
Consumer Cyclical: $6.71 Billion
Financial Services: $6.61 Billion
Energy: $3.87 Billion
Other: $2.57 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29B
$10 Billion 1.3% of portfolio
696,096
Q2 2023 Reduced 5.56%
$597M
$1.6 Billion 0.21% of portfolio
-
Q1 2025 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $769 Billion
  • Prior Value $771 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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