Tanager Wealth Management LLP
CIK: 0001892929SEC EDGAR →
Portfolio Value
$1.0B
Holdings
137
As of
Q4 2025
New Positions
137
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 997,939 | $148.4M | 14.81% |
| 2 | BONDBLOXX ETF TRUST | 1,754,195 | $88.2M | 8.80% |
| 3 | VANGUARD TAX-MANAGED FDS | 1,114,111 | $69.6M | 6.95% |
| 4 | INVESCO EXCH TRADED FD TR II | 2,867,312 | $68.5M | 6.84% |
| 5 | VANGUARD INDEX FDS | 198,899 | $66.7M | 6.66% |
| 6 | BNY MELLON ETF TRUST | 1,256,294 | $53.3M | 5.32% |
| 7 | ALPHABET INC | 118,254 | $37.1M | 3.70% |
| 8 | VANGUARD INTL EQUITY INDEX F | 378,303 | $31.6M | 3.16% |
| 9 | DIMENSIONAL ETF TRUST | 408,871 | $28.5M | 2.84% |
| 10 | VANGUARD INTL EQUITY INDEX F | 515,357 | $27.7M | 2.77% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (137)
$148.4M · 998K shares
$88.2M · 1.8M shares
$69.6M · 1.1M shares
$68.5M · 2.9M shares
$66.7M · 199K shares
$53.3M · 1.3M shares
$37.1M · 118K shares
$31.6M · 378K shares
$28.5M · 409K shares
$27.7M · 515K shares
$27.5M · 275K shares
$25.6M · 1.4M shares
$21.1M · 78K shares
$20.9M · 232K shares
$20.3M · 181K shares
$18.9M · 382K shares
$16.8M · 362K shares
$16.5M · 160K shares
$16.1M · 490K shares
$14.2M · 37K shares
$13.9M · 188K shares
$12.3M · 25K shares
$10.6M · 118K shares
$10.4M · 33K shares
$9.6M · 189K shares
$9.1M · 15K shares
$8.8M · 123K shares
$6.5M · 45K shares
$6.4M · 207K shares
$6.0M · 80K shares
$5.8M · 70K shares
$5.5M · 24K shares
$3.9M · 6K shares
$3.5M · 25K shares
$3.3M · 123K shares
$3.1M · 19K shares
$3.0M · 16K shares
$2.8M · 12K shares
$2.7M · 5K shares
$2.6M · 10K shares
$2.0M · 30K shares
$1.9M · 3K shares
$1.7M · 11K shares
$1.4M · 4K shares
$1.4M · 2K shares
$1.3M · 26K shares
$1.3M · 4K shares
$1.2M · 3K shares
$1.1M · 24K shares
$1.1M · 5K shares
$1.1M · 198K shares
$1.1M · 2K shares
$1.1M · 12K shares
$990K · 5K shares
$968K · 22K shares
$932K · 51K shares
$909K · 739K shares
$886K · 6K shares
$883K · 4K shares
$847K · 12K shares
$828K · 961 shares
$824K · 7K shares
$789K · 8K shares
$746K · 2K shares
$711K · 15K shares
$702K · 1K shares
$639K · 727 shares
$632K · 7K shares
$596K · 988 shares
$591K · 5K shares
$563K · 3K shares
$547K · 2K shares
$541K · 2K shares
$537K · 3K shares
$521K · 16K shares
$515K · 11K shares
$514K · 3K shares
$513K · 2K shares
$510K · 6K shares
$503K · 869 shares
$491K · 3K shares
$478K · 2K shares
$476K · 2K shares
$470K · 5K shares
$464K · 4K shares
$434K · 576 shares
$429K · 3K shares
$426K · 1K shares
$424K · 395 shares
$419K · 10K shares
$413K · 3K shares
$404K · 2K shares
$394K · 940 shares
$386K · 5K shares
$373K · 4K shares
$368K · 930 shares
$364K · 811 shares
$361K · 5K shares
$347K · 3K shares
$337K · 510 shares
$333K · 968 shares
$331K · 11K shares
$326K · 2K shares
$324K · 568 shares
$311K · 2K shares
$307K · 871 shares
$298K · 6K shares
$291K · 1K shares
$276K · 2K shares
$274K · 2K shares
$274K · 226 shares
$265K · 4K shares
$256K · 541 shares
$254K · 3K shares
$253K · 2K shares
$251K · 235 shares
$250K · 6K shares
$250K · 795 shares
$243K · 9K shares
$242K · 2K shares
$238K · 826 shares
$238K · 7K shares
$237K · 2K shares
$236K · 2K shares
$236K · 413 shares
$232K · 3K shares
$230K · 5K shares
$230K · 778 shares
$224K · 3K shares
$224K · 397 shares
$220K · 2K shares
$220K · 2K shares
$214K · 1K shares
$210K · 402 shares
$210K · 2K shares
$204K · 20K shares
$201K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $863.2M | 86.2% |
| Communication Services | 6 | $53.4M | 5.3% |
| Technology | 15 | $41.8M | 4.2% |
| Unknown | 8 | $19.9M | 2.0% |
| Consumer Cyclical | 7 | $7.8M | 0.8% |
| Healthcare | 9 | $5.4M | 0.5% |
| Energy | 4 | $3.8M | 0.4% |
| Consumer Defensive | 6 | $3.7M | 0.4% |
| Industrials | 7 | $1.7M | 0.2% |
| Basic Materials | 2 | $456K | 0.0% |
| Utilities | 1 | $386K | 0.0% |