Tanager Wealth Management LLP Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$847.9M
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
XHLFBONDBLOXX ETF TRUST | $110.9M |
ITOTISHARES TR | $110.3M |
VEAVANGUARD TAX-MANAGED FDS | $68.3M |
VTIVANGUARD INDEX FDS | $63.6M |
BKAGBNY MELLON ETF TRUST | $45.1M |
VGKVANGUARD INTL EQUITY INDEX F | $28.6M |
AGGISHARES TR | $28.4M |
MOATVANECK ETF TRUST | $25.6M |
DFASDIMENSIONAL ETF TRUST | $24.8M |
VWOVANGUARD INTL EQUITY INDEX F | $24.5M |
AVUSAMERICAN CENTY ETF TR | $20.3M |
GOOGALPHABET INC | $20.1M |
VPLVANGUARD INTL EQUITY INDEX F | $20.1M |
PFXFVANECK ETF TRUST | $19.6M |
PICBINVESCO EXCH TRADED FD TR II | $19.3M |
AAPLAPPLE INC | $14.8M |
BNDVANGUARD BD INDEX FDS | $14.3M |
IWVISHARES TR | $13.8M |
DFISDIMENSIONAL ETF TRUST | $12.0M |
MSFTMICROSOFT CORP | $11.8M |
AQLTISHARES TR | $9.9M |
XONEBONDBLOXX ETF TRUST | $9.2M |
IUSBISHARES TR | $8.3M |
CNTACENTESSA PHARMACEUTICALS PLC | $7.9M |
TAXXBONDBLOXX ETF TRUST | $6.9M |
VSSVANGUARD INTL EQUITY INDEX F | $6.8M |
VOOVANGUARD INDEX FDS | $6.3M |
VXUSVANGUARD STAR FDS | $5.5M |
METAMETA PLATFORMS INC | $5.4M |
AMZNAMAZON COM INC | $5.1M |
IDEVISHARES TR | $5.0M |
GOOGLALPHABET INC | $4.8M |
4I1PHILIP MORRIS INTL INC | $3.7M |
PFFISHARES TR | $3.6M |
DEODIAGEO PLC | $3.4M |
VTVANGUARD INTL EQUITY INDEX F | $3.0M |
IWMISHARES TR | $2.7M |
IEURISHARES TR | $2.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.5M |
VBVANGUARD INDEX FDS | $2.5M |
XTENBONDBLOXX ETF TRUST | $2.2M |
IEMGISHARES INC | $1.7M |
NVDANVIDIA CORPORATION | $1.6M |
VANIVIVANI MEDICAL INC | $1.3M |
IWBISHARES TR | $1.3M |
DFSBDIMENSIONAL ETF TRUST | $1.2M |
SPYSPDR S&P 500 ETF TR | $1.2M |
NDQINVESCO QQQ TR | $1.1M |
DFSUDIMENSIONAL ETF TRUST | $1.1M |
PGPROCTER AND GAMBLE CO | $1.0M |
JPMJPMORGAN CHASE & CO. | $1.0M |
CADLCANDEL THERAPEUTICS INC | $995K |
IVVISHARES TR | $970K |
XFEBFIRST TR EXCH TRADED FD III | $923K |
COSTCOSTCO WHSL CORP NEW | $900K |
CVXCHEVRON CORP NEW | $897K |
VXFVANGUARD INDEX FDS | $864K |
ABBVABBVIE INC | $805K |
COPCONOCOPHILLIPS | $754K |
AVGOBROADCOM INC | $743K |
MARMARRIOTT INTL INC NEW | $731K |
IPACISHARES TR | $731K |
AXPAMERICAN EXPRESS CO | $721K |
XOMEXXON MOBIL CORP | $706K |
BGRNISHARES TR | $700K |
HESHESS CORP | $689K |
MIGAMICROSTRATEGY INC | $675K |
DFAEDIMENSIONAL ETF TRUST | $647K |
ORCLORACLE CORP | $619K |
VUGVANGUARD INDEX FDS | $605K |
DFSIDIMENSIONAL ETF TRUST | $564K |
MDYSPDR S&P MIDCAP 400 ETF TR | $560K |
ESGUISHARES TR | $542K |
GQ9SPDR GOLD TR | $514K |
VIGVANGUARD SPECIALIZED FUNDS | $514K |
BSXBOSTON SCIENTIFIC CORP | $501K |
LEMBISHARES INC | $500K |
ABTABBOTT LABS | $498K |
EMLCVANECK ETF TRUST | $491K |
NFLXNETFLIX INC | $479K |
KBWBINVESCO EXCH TRADED FD TR II | $434K |
GSGOLDMAN SACHS GROUP INC | $414K |
PSXPHILLIPS 66 | $407K |
ADPAUTOMATIC DATA PROCESSING IN | $403K |
LOWLOWES COS INC | $399K |
VGTVANGUARD WORLD FD | $382K |
DWDMORGAN STANLEY | $375K |
INTUINTUIT | $366K |
COFCAPITAL ONE FINL CORP | $365K |
IWRISHARES TR | $357K |
MCDMCDONALDS CORP | $353K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $350K |
IWDISHARES TR | $348K |
TMOTHERMO FISHER SCIENTIFIC INC | $340K |
VVISA INC | $334K |
DFUSDIMENSIONAL ETF TRUST | $326K |
DISDISNEY WALT CO | $321K |
AONAON PLC | $311K |
VCSHVANGUARD SCOTTSDALE FDS | $281K |
HDHOME DEPOT INC | $279K |
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