Tanager Wealth Management LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Tanager Wealth Management LLP reported 118 stock positions worth $770.7 million. Its top holding was Bondbloxx BBG 6 MTH US Treas (XHLF) at 14.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.7%) and Vanguard Ftse Developed ETF (VEA, 8.2%). Compared with Q3 2024, it opened 19 new positions, sold out of 10, added to 47 and reduced 37. The biggest buy was Bondbloxx BBG 6 MTH US Treas (XHLF, shares +61%) and the biggest sale Bondbloxx BBG 10Y US TSY ETF (XTEN, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- Goring On Thames, X0
- CIK
- 0001892929
- Portfolio Value
- $770.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000131 ↗ filed Jan 27, 2025
Holdings Value
Holdings 118 stocks · $770.7M
| XHLF Bondbloxx BBG 6 MTH US Treas | 14.24% | 2,179,540 | $109.8M | Add +61.0% |
| VTI VG Morningstar TS MKT ETF-US | 13.69% | 364,013 | $105.5M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 8.17% | 1,316,265 | $62.9M | Add +8.0% |
| MOAT Vaneck Morningstar Wide Moat | 5.76% | 478,593 | $44.4M | Add +7.2% |
| BKAG BNY Mellon Core Bond ETF | 5.26% | 979,438 | $40.5M | Add +68.6% |
| AVUS Avantis U.S. Equity ETF | 5.24% | 416,248 | $40.3M | Add +76.4% |
| AGG iShares Core U.S. Aggregate | 4.35% | 346,208 | $33.5M | Add +106.3% |
| DFAS Dimensional US Small Cap ETF | 3.31% | 391,715 | $25.5M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 3.16% | 127,747 | $24.3M | Add +13.6% |
| VGK Vanguard Ftse Europe ETF | 3.00% | 363,894 | $23.1M | Add +3.6% |
| PFXF Vaneck Pref Sec X-Financials | 2.93% | 1,310,146 | $22.6M | Add +3.7% |
| VWO Vanguard Ftse Emerging Marke | 2.78% | 485,699 | $21.4M | Add +4.8% |
| AAPL Apple Inc. | 2.52% | 77,411 | $19.4M | Reduce -14.6% |
| VPL Vanguard Ftse Pacific ETF | 2.37% | 256,965 | $18.3M | Reduce -0.0% |
| PICB Invesco International Corpor | 1.88% | 670,634 | $14.5M | Add +17.8% |
| IWV iShares Russell 3000 ETF | 1.79% | 41,212 | $13.8M | Add +2.2% |
| BND Vanguard Total Bond Market | 1.71% | 183,747 | $13.2M | Add +85.1% |
| CNTA Centessa Pharmaceuticals Ltd. | 1.51% | 696,096 | $11.7M | No change |
| MSFT Microsoft Corp. | 1.27% | 23,186 | $9.8M | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.13% | 124,254 | $8.7M | Add +4.6% |
| VSS Vanguard Ftse All Wo X-US SC | 1.05% | 70,666 | $8.1M | Reduce -44.4% |
| VOO Vanguard S&P 500 ETF | 0.77% | 11,058 | $6.0M | Reduce -21.0% |
| DFIS Dimensional International SM | 0.75% | 233,977 | $5.7M | Add +1914.3% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.72% | 109,963 | $5.6M | Add +278.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.68% | 116,067 | $5.2M | Reduce -92.3% |
| AMZN Amazon.com Inc. | 0.67% | 23,531 | $5.2M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 0.67% | 27,252 | $5.2M | Add +10.4% |
| META Meta Platforms Inc. Class A | 0.65% | 8,593 | $5.0M | Reduce -13.9% |
| VXUS Vanguard Total Intl Stock | 0.61% | 79,948 | $4.7M | Reduce -20.6% |
| DEO Diageo PLC-Sponsored ADR | 0.56% | 33,980 | $4.3M | Reduce 0.0% |
| VT Vanguard Tot World STK ETF | 0.37% | 24,218 | $2.8M | Add +6.8% |
| PM Philip Morris International | 0.35% | 22,072 | $2.7M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 10,798 | $2.6M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,835 | $2.2M | Add +0.5% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.21% | 32,896 | $1.6M | Add +126.0% |
| VANI Vivani Medical Inc. | 0.18% | 1,223,823 | $1.4M | Reduce -6.1% |
| JPM JPMorgan Chase & Co. | 0.16% | 5,244 | $1.3M | Add +42.5% |
| NVDA Nvidia Corp. | 0.16% | 9,280 | $1.2M | Add +10.2% |
| IWB iShares Russell 1000 ETF | 0.16% | 3,800 | $1.2M | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.15% | 22,536 | $1.1M | Add +341.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 2,230 | $1.1M | Add +7.0% |
| PG The Procter & Gamble Co. | 0.15% | 6,775 | $1.1M | Add +3.1% |
| AXP American Express Co. | 0.13% | 3,290 | $976K | Reduce -2.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.12% | 25,088 | $951K | Add +19.3% |
| EMLC Vaneck JPM Em Local Curr BND | 0.12% | 39,868 | $921K | Reduce -90.4% |
| VONV Vanguard Russell 1000 Value | 0.11% | 10,597 | $861K | No change |
| VXF Vanguard Extended Market ETF | 0.11% | 4,482 | $851K | Reduce -0.3% |
| COP Conocophillips | 0.11% | 8,309 | $824K | Add +0.2% |
| CVX Chevron Corp. | 0.11% | 5,672 | $822K | Add +3.7% |
| BGRN iShares Usd Green Bond ETF | 0.10% | 17,003 | $793K | No change |
| MAR Marriott International Class A | 0.10% | 2,754 | $768K | No change |
| LEMB iShares JP Morgan Em Local C | 0.10% | 21,028 | $759K | Reduce -29.6% |
| TSLA Tesla Inc. | 0.09% | 1,756 | $709K | New |
| DFAE Dimensional Emerging Core Eq | 0.09% | 26,883 | $682K | Reduce -6.5% |
| HES Hess Corp. | 0.09% | 4,936 | $657K | No change |
| COST Costco Wholesale Corp. | 0.08% | 694 | $636K | Add +0.6% |
| ABBV Abbvie Inc. | 0.08% | 3,507 | $623K | Add +20.5% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 3,005 | $588K | Add +10.1% |
| PYPL PayPal Holdings Inc. | 0.07% | 6,760 | $577K | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,380 | $566K | Reduce -16.0% |
| MDY State Street SPDR S&P Midcap | 0.07% | 988 | $565K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 939 | $553K | Reduce -42.0% |
| XOM Exxon Mobil Corp. | 0.07% | 5,099 | $548K | Reduce -2.4% |
| SUB iShares Short-Term National | 0.07% | 4,816 | $508K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.07% | 7,323 | $503K | New |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 928 | $483K | Reduce -7.9% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 3,542 | $456K | Reduce -17.6% |
| LOW Lowe's Cos Inc. | 0.06% | 1,791 | $442K | Add +0.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.06% | 13,357 | $439K | Add +28.4% |
| LMBS First Trust Low Duration Opp | 0.06% | 8,892 | $433K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 714 | $420K | Reduce -7.2% |
| DELL Dell Technologies -C | 0.05% | 3,595 | $414K | No change |
| KBWB Invesco KBW Bank ETF | 0.05% | 6,057 | $396K | New |
| PSX Phillips 66 | 0.05% | 3,288 | $375K | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.05% | 1,234 | $371K | New |
| ORCL Oracle Corp. | 0.05% | 2,101 | $350K | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.05% | 3,160 | $349K | New |
| BSX Boston Scientific Corp. | 0.04% | 3,864 | $345K | Add +6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,684 | $334K | Reduce -3.0% |
| VGT Vanguard Info Tech ETF | 0.04% | 534 | $332K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,791 | $332K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 576 | $330K | Add +1.2% |
| ABT Abbott Laboratories | 0.04% | 2,838 | $321K | Add +23.8% |
| AON Aon PLC Class A | 0.04% | 879 | $316K | Reduce -36.4% |
| MS Morgan Stanley | 0.04% | 2,457 | $309K | Reduce -41.9% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,835 | $308K | New |
| SBUX Starbucks Corp. | 0.04% | 3,290 | $300K | Reduce -6.3% |
| IEMG iShares Core MSCI Emerging | 0.04% | 5,535 | $289K | New |
| HD Home Depot Inc. | 0.04% | 738 | $287K | Reduce -13.8% |
| NFLX Netflix Inc. | 0.04% | 319 | $284K | Add +12.7% |
| ADP Automatic Data Processing | 0.04% | 953 | $280K | Reduce -7.7% |
| APO Apollo Global Management Inc. | 0.04% | 1,692 | $279K | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,254 | $277K | New |
| PPG PPG Industries Inc. | 0.04% | 2,315 | $277K | Reduce -16.3% |
| INTU Intuit Inc. | 0.04% | 430 | $270K | Reduce -35.2% |
| LNG Cheniere Energy Inc. | 0.03% | 1,251 | $269K | New |
| KO The Coca-Cola Co. | 0.03% | 4,315 | $269K | Add +41.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.03% | 14,939 | $264K | New |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,071 | $264K | Add +29.0% |
| TTEK Tetra Tech Inc. | 0.03% | 6,494 | $259K | New |
Portfolio Sells Q3 2024 → Q4 2024
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -92.3% | 0.68% | −9.20 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -90.4% | 0.12% | −1.30 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -44.4% | 1.05% | −1.11 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.0% | 2.37% | −0.34 |
| AAPL Apple Inc. | Reduce -14.6% | 2.52% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 13.69% | −0.30 |
| VXUS Vanguard Total Intl Stock | Reduce -20.6% | 0.61% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -21.0% | 0.77% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -13.9% | 0.65% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Reduce 0.0% | 0.56% | −0.09 |
| PCOR Procore Technologies Inc. | Reduce -74.6% | 0.03% | −0.07 |
| LEMB iShares JP Morgan Em Local C | Reduce -29.6% | 0.10% | −0.06 |
| INST Instructure Holdings Inc. | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -42.0% | 0.07% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.04 |
| CP Canadian Pacific Kansas City | Reduce -44.3% | 0.03% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.03 |
| OMC Omnicom Group | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.03 |
| AON Aon PLC Class A | Reduce -36.4% | 0.04% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.9% | 0.06% | −0.02 |
| VANI Vivani Medical Inc. | Reduce -6.1% | 0.18% | −0.02 |
| INTU Intuit Inc. | Reduce -35.2% | 0.04% | −0.02 |
| MS Morgan Stanley | Reduce -41.9% | 0.04% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -6.5% | 0.09% | −0.02 |
| PEP Pepsico Inc. | Reduce -29.7% | 0.03% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -17.6% | 0.06% | −0.01 |
| PPG PPG Industries Inc. | Reduce -16.3% | 0.04% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 0.34% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -16.0% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.07% | −0.01 |
| HD Home Depot Inc. | Reduce -13.8% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -6.3% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.2% | 0.05% | −0.01 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.05% | −0.00 |
| ADP Automatic Data Processing | Reduce -7.7% | 0.04% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -1.5% | 0.03% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.3% | 0.11% | +0.00 |
| V Visa Inc. Class A | Reduce -6.7% | 0.03% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.0% | 0.04% | +0.00 |
| PYPL PayPal Holdings Inc. | Reduce -1.4% | 0.07% | +0.00 |
| AXP American Express Co. | Reduce -2.5% | 0.13% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +61.0% | 14.24% | +5.06 |
| AVUS Avantis U.S. Equity ETF | Add +76.4% | 5.24% | +2.21 |
| AGG iShares Core U.S. Aggregate | Add +106.3% | 4.35% | +2.07 |
| BKAG BNY Mellon Core Bond ETF | Add +68.6% | 5.26% | +1.88 |
| BND Vanguard Total Bond Market | Add +85.1% | 1.71% | +0.71 |
| DFIS Dimensional International SM | Add +1914.3% | 0.75% | +0.70 |
| GOOG Alphabet Inc. Class C | Add +13.6% | 3.16% | +0.63 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +278.5% | 0.72% | +0.52 |
| PM Philip Morris International | New | 0.35% | +0.35 |
| AMZN Amazon.com Inc. | Add +12.9% | 0.67% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +10.4% | 0.67% | +0.12 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +126.0% | 0.21% | +0.11 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +341.6% | 0.15% | +0.11 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| PICB Invesco International Corpor | Add +17.8% | 1.88% | +0.08 |
| FNCL Fidelity MSCI Financial Indx | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +42.5% | 0.16% | +0.06 |
| KBWB Invesco KBW Bank ETF | New | 0.05% | +0.05 |
| CDNS Cadence Design SYS Inc. | New | 0.05% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +4.8% | 3.31% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| DFUS Dimensional US Eq MKT ETF | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| LNG Cheniere Energy Inc. | New | 0.03% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.03% | +0.03 |
| TTEK Tetra Tech Inc. | New | 0.03% | +0.03 |
| HTLF Heartland Financial USA Inc. | New | 0.03% | +0.03 |
| DFS Discover Financial Services | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | New | 0.03% | +0.03 |
| CRM Salesforce Inc. | New | 0.03% | +0.03 |
| BAH Booz Allen Hamilton Holdings | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +10.2% | 0.16% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +19.3% | 0.12% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +2.2% | 1.79% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.0% | 0.15% | +0.01 |
| NFLX Netflix Inc. | Add +12.7% | 0.04% | +0.01 |
| APO Apollo Global Management Inc. | Add +0.8% | 0.04% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +28.4% | 0.06% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +29.0% | 0.03% | +0.01 |
| ABT Abbott Laboratories | Add +23.8% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Add +41.0% | 0.03% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Add +19.8% | 0.03% | +0.00 |
| BSX Boston Scientific Corp. | Add +6.7% | 0.04% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +6.8% | 0.37% | +0.00 |
| ABBV Abbvie Inc. | Add +20.5% | 0.08% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +10.1% | 0.08% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $1.1B | ITOT, PICB, VEA, VTI, XHLF |
| Q1 2026 | 145 | $1.0B | ITOT, PICB, XHLF, VEA, VTI |
| Q4 2025 | 137 | $1.0B | ITOT, XHLF, VEA, PICB, VTI |
| Q3 2025 | 132 | $952.4M | ITOT, XHLF, VEA, VTI, BKAG |
| Q2 2025 | 123 | $847.9M | XHLF, ITOT, VEA, VTI, BKAG |
| Q1 2025 | 116 | $768.9M | XHLF, VEA, ITOT, VTI, MOAT |
| Q4 2024 | 118 | $770.7M | XHLF, VTI, VEA, MOAT, BKAG |
| Q3 2024 | 109 | $743.0M | VTI, XTEN, XHLF, VEA, MOAT |
| Q2 2024 | 95 | $671.9M | VTI, XTEN, XHLF, VEA, MOAT |
| Q1 2024 | 87 | $619.2M | VTI, XHLF, XTEN, VEA, MOAT |