Tanager Wealth Management LLP Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.0T
Holdings
137
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 997,939 | $148.4B | 14.81% | |
| 2 | XHLFBONDBLOXX ETF TRUST | 1,754,195 | $88.2B | 8.80% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,114,111 | $69.6B | 6.95% | |
| 4 | PICBINVESCO EXCH TRADED FD TR II | 2,867,312 | $68.5B | 6.84% | |
| 5 | VTIVANGUARD INDEX FDS | 198,899 | $66.7B | 6.66% | |
| 6 | BKAGBNY MELLON ETF TRUST | 1,256,294 | $53.3B | 5.32% | |
| 7 | GOOGALPHABET INC | 118,254 | $37.1B | 3.70% | |
| 8 | VGKVANGUARD INTL EQUITY INDEX F | 378,303 | $31.6B | 3.16% | |
| 9 | DFASDIMENSIONAL ETF TRUST | 408,871 | $28.5B | 2.84% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 515,357 | $27.7B | 2.77% | |
| 11 | AGGISHARES TR | 275,203 | $27.5B | 2.74% | |
| 12 | PFXFVANECK ETF TRUST | 1,449,088 | $25.6B | 2.55% | |
| 13 | AAPLAPPLE INC | 77,591 | $21.1B | 2.11% | |
| 14 | VPLVANGUARD INTL EQUITY INDEX F | 231,520 | $20.9B | 2.09% | |
| 15 | AVUSAMERICAN CENTY ETF TR | 181,298 | $20.3B | 2.02% | |
| 16 | XONEBONDBLOXX ETF TRUST | 381,918 | $18.9B | 1.89% | |
| 17 | IUSBISHARES TR | 361,795 | $16.8B | 1.68% | |
| 18 | MOATVANECK ETF TRUST | 159,781 | $16.5B | 1.65% | |
| 19 | DFISDIMENSIONAL ETF TRUST | 490,135 | $16.1B | 1.61% | |
| 20 | IWVISHARES TR | 36,835 | $14.2B | 1.42% | |
| 21 | BNDVANGUARD BD INDEX FDS | 187,605 | $13.9B | 1.39% | |
| 22 | MSFTMICROSOFT CORP | 25,380 | $12.3B | 1.23% | |
| 23 | AQLTISHARES TR | 118,355 | $10.6B | 1.06% | |
| 24 | GOOGLALPHABET INC | 33,383 | $10.4B | 1.04% | |
| 25 | TAXXBONDBLOXX ETF TRUST | 189,214 | $9.6B | 0.96% | |
| 26 | VOOVANGUARD INDEX FDS | 14,549 | $9.1B | 0.91% | |
| 27 | IEURISHARES TR | 123,282 | $8.8B | 0.87% | |
| 28 | VSSVANGUARD INTL EQUITY INDEX F | 45,290 | $6.5B | 0.65% | |
| 29 | PFFISHARES TR | 206,740 | $6.4B | 0.64% | |
| 30 | VXUSVANGUARD STAR FDS | 79,855 | $6.0B | 0.60% | |
| 31 | IDEVISHARES TR | 69,937 | $5.8B | 0.58% | |
| 32 | AMZNAMAZON COM INC | 23,961 | $5.5B | 0.55% | |
| 33 | METAMETA PLATFORMS INC | 5,900 | $3.9B | 0.39% | |
| 34 | VTVANGUARD INTL EQUITY INDEX F | 24,841 | $3.5B | 0.35% | |
| 35 | ELMSERIES PORTFOLIOS TR | 122,620 | $3.3B | 0.33% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 19,394 | $3.1B | 0.31% | |
| 37 | NVDANVIDIA CORPORATION | 15,995 | $3.0B | 0.30% | |
| 38 | IWMISHARES TR | 11,511 | $2.8B | 0.28% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,311 | $2.7B | 0.27% | |
| 40 | VBVANGUARD INDEX FDS | 9,962 | $2.6B | 0.26% | |
| 41 | IEMGISHARES INC | 29,814 | $2.0B | 0.20% | |
| 42 | SPYSPDR S&P 500 ETF TR | 2,804 | $1.9B | 0.19% | |
| 43 | CVXCHEVRON CORP NEW | 11,259 | $1.7B | 0.17% | |
| 44 | IWBISHARES TR | 3,850 | $1.4B | 0.14% | |
| 45 | NDQINVESCO QQQ TR | 2,241 | $1.4B | 0.14% | |
| 46 | DFSBDIMENSIONAL ETF TRUST | 25,781 | $1.3B | 0.13% | |
| 47 | JPMJPMORGAN CHASE & CO. | 3,883 | $1.3B | 0.12% | |
| 48 | AVGOBROADCOM INC | 3,493 | $1.2B | 0.12% | |
| 49 | XTENBONDBLOXX ETF TRUST | 24,391 | $1.1B | 0.11% | |
| 50 | RDDTREDDIT INC | 4,879 | $1.1B | 0.11% | |
| 51 | CADLCANDEL THERAPEUTICS INC | 198,175 | $1.1B | 0.11% | |
| 52 | IVVISHARES TR | 1,563 | $1.1B | 0.11% | |
| 53 | DEODIAGEO PLC | 12,409 | $1.1B | 0.11% | |
| 54 | VXFVANGUARD INDEX FDS | 4,736 | $990.0M | 0.10% | |
| 55 | DFSUDIMENSIONAL ETF TRUST | 22,309 | $968.0M | 0.10% | |
| 56 | XFEBFIRST TR EXCH TRADED FD III | 51,162 | $932.0M | 0.09% | |
| 57 | VANIVIVANI MEDICAL INC | 739,160 | $909.0M | 0.09% | |
| 58 | PGPROCTER AND GAMBLE CO | 6,187 | $886.0M | 0.09% | |
| 59 | ABBVABBVIE INC | 3,868 | $883.0M | 0.09% | |
| 60 | IPACISHARES TR | 11,574 | $847.0M | 0.08% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 961 | $828.0M | 0.08% | |
| 62 | XOMEXXON MOBIL CORP | 6,848 | $824.0M | 0.08% | |
| 63 | COPCONOCOPHILLIPS | 8,430 | $789.0M | 0.08% | |
| 64 | AXPAMERICAN EXPRESS CO | 2,018 | $746.0M | 0.07% | |
| 65 | BGRNISHARES TR | 14,853 | $711.0M | 0.07% | |
| 66 | VUGVANGUARD INDEX FDS | 1,439 | $702.0M | 0.07% | |
| 67 | GSGOLDMAN SACHS GROUP INC | 727 | $639.0M | 0.06% | |
| 68 | NFLXNETFLIX INC | 6,744 | $632.0M | 0.06% | |
| 69 | MDYSPDR S&P MIDCAP 400 ETF TR | 988 | $596.0M | 0.06% | |
| 70 | DELLDELL TECHNOLOGIES INC | 4,700 | $591.0M | 0.06% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 2,562 | $563.0M | 0.06% | |
| 72 | VVISA INC | 1,560 | $547.0M | 0.05% | |
| 73 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,782 | $541.0M | 0.05% | |
| 74 | ORCLORACLE CORP | 2,756 | $537.0M | 0.05% | |
| 75 | DFAEDIMENSIONAL ETF TRUST | 16,015 | $521.0M | 0.05% | |
| 76 | DFSDDIMENSIONAL ETF TRUST | 10,748 | $515.0M | 0.05% | |
| 77 | DWDMORGAN STANLEY | 2,900 | $514.0M | 0.05% | |
| 78 | MUMICRON TECHNOLOGY INC | 1,798 | $513.0M | 0.05% | |
| 79 | KBWBINVESCO EXCH TRADED FD TR II | 6,057 | $510.0M | 0.05% | |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 869 | $503.0M | 0.05% | |
| 81 | ESGUISHARES TR | 3,298 | $491.0M | 0.05% | |
| 82 | MARMARRIOTT INTL INC NEW | 1,542 | $478.0M | 0.05% | |
| 83 | JNJJOHNSON & JOHNSON | 2,301 | $476.0M | 0.05% | |
| 84 | BSXBOSTON SCIENTIFIC CORP | 4,934 | $470.0M | 0.05% | |
| 85 | WMTWALMART INC | 4,167 | $464.0M | 0.05% | |
| 86 | VGTVANGUARD WORLD FD | 576 | $434.0M | 0.04% | |
| 87 | PSXPHILLIPS 66 | 3,326 | $429.0M | 0.04% | |
| 88 | MCDMCDONALDS CORP | 1,394 | $426.0M | 0.04% | |
| 89 | LLYELI LILLY & CO | 395 | $424.0M | 0.04% | |
| 90 | DFSIDIMENSIONAL ETF TRUST | 9,782 | $419.0M | 0.04% | |
| 91 | ABTABBOTT LABS | 3,303 | $413.0M | 0.04% | |
| 92 | LOWLOWES COS INC | 1,676 | $404.0M | 0.04% | |
| 93 | MDBMONGODB INC | 940 | $394.0M | 0.04% | |
| 94 | NEENEXTERA ENERGY INC | 4,819 | $386.0M | 0.04% | |
| 95 | IWRISHARES TR | 3,884 | $373.0M | 0.04% | |
| 96 | GQ9SPDR GOLD TR | 930 | $368.0M | 0.04% | |
| 97 | TSLATESLA INC | 811 | $364.0M | 0.04% | |
| 98 | DFUSDIMENSIONAL ETF TRUST | 4,879 | $361.0M | 0.04% | |
| 99 | IJRISHARES TR | 2,888 | $347.0M | 0.03% | |
| 100 | INTUINTUIT | 510 | $337.0M | 0.03% |
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