Tanager Wealth Management LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Tanager Wealth Management LLP reported 116 stock positions worth $768.9 million. Its top holding was Bondbloxx BBG 6 MTH US Treas (XHLF) at 14.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 8.6%) and iShares Core S&P Total U.S. (ITOT, 8.3%). Compared with Q4 2024, it opened 11 new positions, sold out of 13, added to 57 and reduced 31. The biggest buy was a new position in iShares Core S&P Total U.S. (ITOT) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- Goring On Thames, X0
- CIK
- 0001892929
- Portfolio Value
- $768.9M (Q1 2025)
- SEC Filing
- 0001667731-25-000519 ↗ filed Apr 24, 2025
Holdings Value
Holdings 116 stocks · $768.9M
| XHLF Bondbloxx BBG 6 MTH US Treas | 14.61% | 2,230,507 | $112.3M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 8.63% | 1,305,869 | $66.4M | Reduce -0.8% |
| ITOT iShares Core S&P Total U.S. | 8.34% | 525,408 | $64.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 7.73% | 216,132 | $59.4M | Reduce -40.6% |
| MOAT Vaneck Morningstar Wide Moat | 5.67% | 495,849 | $43.6M | Add +3.6% |
| BKAG BNY Mellon Core Bond ETF | 5.63% | 1,027,061 | $43.3M | Add +4.9% |
| AGG iShares Core U.S. Aggregate | 4.44% | 345,050 | $34.1M | Reduce -0.3% |
| VGK Vanguard Ftse Europe ETF | 3.32% | 363,504 | $25.5M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 3.11% | 399,852 | $23.9M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 2.91% | 493,785 | $22.3M | Add +1.7% |
| AVUS Avantis U.S. Equity ETF | 2.80% | 232,800 | $21.5M | Reduce -44.1% |
| PFXF Vaneck Pref Sec X-Financials | 2.62% | 1,201,229 | $20.1M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 2.42% | 119,291 | $18.6M | Reduce -6.6% |
| VPL Vanguard Ftse Pacific ETF | 2.38% | 252,729 | $18.3M | Reduce -1.6% |
| PICB Invesco International Corpor | 2.16% | 746,794 | $16.6M | Add +11.4% |
| AAPL Apple Inc. | 2.13% | 73,810 | $16.4M | Reduce -4.7% |
| BND Vanguard Total Bond Market | 1.80% | 188,857 | $13.9M | Add +2.8% |
| IWV iShares Russell 3000 ETF | 1.59% | 38,535 | $12.2M | Reduce -6.5% |
| CNTA Centessa Pharmaceuticals Ltd. | 1.30% | 696,096 | $10.0M | No change |
| MSFT Microsoft Corp. | 1.20% | 24,578 | $9.2M | Add +6.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.17% | 119,094 | $9.0M | Reduce -4.2% |
| DFIS Dimensional International SM | 1.07% | 318,774 | $8.2M | Add +36.2% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.81% | 123,918 | $6.3M | Add +12.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.80% | 53,522 | $6.2M | Reduce -24.3% |
| VOO Vanguard S&P 500 ETF | 0.74% | 11,058 | $5.7M | No change |
| VXUS Vanguard Total Intl Stock | 0.65% | 80,268 | $5.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.60% | 24,265 | $4.6M | Add +3.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.59% | 98,195 | $4.6M | Reduce -15.4% |
| GOOGL Alphabet Inc. Class A | 0.56% | 27,877 | $4.3M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.53% | 7,053 | $4.1M | Reduce -17.9% |
| DEO Diageo PLC-Sponsored ADR | 0.47% | 33,993 | $3.6M | Add +0.0% |
| PM Philip Morris International | 0.46% | 22,083 | $3.5M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.35% | 23,344 | $2.7M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 4,647 | $2.5M | Reduce -3.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 10,644 | $2.4M | Reduce -1.4% |
| PFF iShares Preferred & Income S | 0.29% | 73,413 | $2.3M | New |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.21% | 32,261 | $1.6M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 2,924 | $1.4M | Add +31.1% |
| VANI Vivani Medical Inc. | 0.17% | 1,223,823 | $1.3M | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.16% | 23,405 | $1.2M | Add +3.9% |
| IWB iShares Russell 1000 ETF | 0.15% | 3,800 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.15% | 6,790 | $1.2M | Add +0.2% |
| NVDA Nvidia Corp. | 0.14% | 10,267 | $1.1M | Add +10.6% |
| CVX Chevron Corp. | 0.13% | 6,043 | $1.0M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.12% | 3,810 | $935K | Reduce -27.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,661 | $932K | Add +132.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.12% | 25,791 | $924K | Add +2.8% |
| COST Costco Wholesale Corp. | 0.11% | 929 | $879K | Add +33.9% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,563 | $878K | Add +66.5% |
| COP Conocophillips | 0.11% | 8,351 | $877K | Add +0.5% |
| ABBV Abbvie Inc. | 0.11% | 4,065 | $852K | Add +15.9% |
| HES Hess Corp. | 0.10% | 4,936 | $788K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 6,525 | $776K | Add +28.0% |
| VXF Vanguard Extended Market ETF | 0.10% | 4,482 | $772K | No change |
| AXP American Express Co. | 0.10% | 2,796 | $752K | Reduce -15.0% |
| EMLC Vaneck JPM Em Local Curr BND | 0.09% | 30,558 | $729K | Reduce -23.4% |
| BGRN iShares Usd Green Bond ETF | 0.09% | 14,690 | $696K | Reduce -13.6% |
| IWM iShares Russell 2000 ETF | 0.09% | 3,309 | $660K | Add +163.9% |
| MAR Marriott International Class A | 0.08% | 2,664 | $635K | Reduce -3.3% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 23,943 | $620K | Reduce -10.9% |
| LEMB iShares JP Morgan Em Local C | 0.08% | 15,424 | $578K | Reduce -26.6% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 2,729 | $529K | Reduce -9.2% |
| MDY State Street SPDR S&P Midcap | 0.07% | 988 | $528K | No change |
| GLD SPDR Gold Shares | 0.07% | 1,802 | $519K | Add +82.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,380 | $512K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,025 | $510K | Add +10.4% |
| FNCL Fidelity MSCI Financial Indx | 0.07% | 7,323 | $509K | No change |
| SUB iShares Short-Term National | 0.07% | 4,816 | $509K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 4,003 | $488K | Add +13.0% |
| ABT Abbott Laboratories | 0.06% | 3,653 | $485K | Add +28.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.06% | 13,349 | $466K | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.06% | 4,601 | $464K | Add +19.1% |
| ADP Automatic Data Processing | 0.06% | 1,485 | $456K | Add +55.8% |
| AVGO Broadcom Inc. | 0.06% | 2,673 | $448K | New |
| LMBS First Trust Low Duration Opp | 0.06% | 8,892 | $437K | No change |
| LOW Lowe's Cos Inc. | 0.06% | 1,843 | $430K | Add +2.9% |
| PSX Phillips 66 | 0.05% | 3,388 | $418K | Add +3.0% |
| ORCL Oracle Corp. | 0.05% | 2,831 | $396K | Add +34.8% |
| V Visa Inc. Class A | 0.05% | 1,126 | $395K | Add +53.0% |
| MCD McDonald's Corp. | 0.05% | 1,225 | $383K | New |
| KBWB Invesco KBW Bank ETF | 0.05% | 6,057 | $380K | No change |
| AON Aon PLC Class A | 0.05% | 905 | $361K | Add +3.0% |
| HD Home Depot Inc. | 0.04% | 945 | $346K | Add +28.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.04% | 19,316 | $340K | Add +29.3% |
| IWD iShares Russell 1000 Value E | 0.04% | 1,791 | $337K | No change |
| KO The Coca-Cola Co. | 0.04% | 4,669 | $337K | Add +8.2% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 3,884 | $330K | New |
| DELL Dell Technologies -C | 0.04% | 3,613 | $329K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.04% | 598 | $327K | Add +3.8% |
| NFLX Netflix Inc. | 0.04% | 347 | $324K | Add +8.8% |
| MS Morgan Stanley | 0.04% | 2,688 | $314K | Add +9.4% |
| SBUX Starbucks Corp. | 0.04% | 3,108 | $305K | Reduce -5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,824 | $304K | Add +8.3% |
| PYPL PayPal Holdings Inc. | 0.04% | 4,548 | $297K | Reduce -32.7% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,845 | $293K | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.04% | 5,407 | $292K | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 0.04% | 534 | $290K | No change |
| INTU Intuit Inc. | 0.04% | 463 | $284K | Add +7.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 3,534 | $279K | New |
| MA Mastercard Inc. Class A | 0.04% | 507 | $278K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -40.6% | 7.73% | −5.96 |
| AVUS Avantis U.S. Equity ETF | Reduce -44.1% | 2.80% | −2.44 |
| GOOG Alphabet Inc. Class C | Reduce -6.6% | 2.42% | −0.73 |
| AAPL Apple Inc. | Reduce -4.7% | 2.13% | −0.38 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -8.3% | 2.62% | −0.31 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -24.3% | 0.80% | −0.24 |
| IWV iShares Russell 3000 ETF | Reduce -6.5% | 1.59% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -17.9% | 0.53% | −0.12 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.11 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -15.4% | 0.59% | −0.08 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -27.4% | 0.12% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -32.7% | 0.04% | −0.04 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.03 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.03 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.03 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.31% | −0.03 |
| AXP American Express Co. | Reduce -15.0% | 0.10% | −0.03 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.03 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.03 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.03 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -23.4% | 0.09% | −0.02 |
| LEMB iShares JP Morgan Em Local C | Reduce -26.6% | 0.08% | −0.02 |
| MAR Marriott International Class A | Reduce -3.3% | 0.08% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -3.6% | 0.35% | −0.02 |
| BGRN iShares Usd Green Bond ETF | Reduce -13.6% | 0.09% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -10.9% | 0.08% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -23.3% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.2% | 0.07% | −0.01 |
| XONE Bondbloxx BBG 1 Dur US Treas | Reduce -1.9% | 0.21% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -2.3% | 0.04% | +0.00 |
| SBUX Starbucks Corp. | Reduce -5.5% | 0.04% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.1% | 0.06% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Reduce -1.6% | 2.38% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.32% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.2% | 1.17% | +0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 4.44% | +0.09 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.1% | 3.32% | +0.32 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 8.63% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| ITOT iShares Core S&P Total U.S. | New | 8.34% | +8.34 |
| BKAG BNY Mellon Core Bond ETF | Add +4.9% | 5.63% | +0.37 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +2.3% | 14.61% | +0.36 |
| DFIS Dimensional International SM | Add +36.2% | 1.07% | +0.33 |
| PFF iShares Preferred & Income S | New | 0.29% | +0.29 |
| PICB Invesco International Corpor | Add +11.4% | 2.16% | +0.28 |
| VWO Vanguard Ftse Emerging Marke | Add +1.7% | 2.91% | +0.13 |
| PM Philip Morris International | Add +0.1% | 0.46% | +0.11 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +12.7% | 0.81% | +0.09 |
| BND Vanguard Total Bond Market | Add +2.8% | 1.80% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +132.6% | 0.12% | +0.07 |
| AVGO Broadcom Inc. | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +163.9% | 0.09% | +0.05 |
| MCD McDonald's Corp. | New | 0.05% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +66.5% | 0.11% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 0.65% | +0.04 |
| GLD SPDR Gold Shares | Add +82.6% | 0.07% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +33.9% | 0.11% | +0.03 |
| JNJ Johnson & Johnson | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +31.1% | 0.18% | +0.03 |
| ABBV Abbvie Inc. | Add +15.9% | 0.11% | +0.03 |
| XOM Exxon Mobil Corp. | Add +28.0% | 0.10% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +6.5% | 0.13% | +0.02 |
| ADP Automatic Data Processing | Add +55.8% | 0.06% | +0.02 |
| ABT Abbott Laboratories | Add +28.7% | 0.06% | +0.02 |
| V Visa Inc. Class A | Add +53.0% | 0.05% | +0.02 |
| BSX Boston Scientific Corp. | Add +19.1% | 0.06% | +0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Add +29.3% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Add +8.2% | 0.04% | +0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +3.9% | 0.16% | +0.01 |
| HD Home Depot Inc. | Add +28.1% | 0.04% | +0.01 |
| COP Conocophillips | Add +0.5% | 0.11% | +0.01 |
| ORCL Oracle Corp. | Add +34.8% | 0.05% | +0.01 |
| AON Aon PLC Class A | Add +3.0% | 0.05% | +0.01 |
| PSX Phillips 66 | Add +3.0% | 0.05% | +0.01 |
| NFLX Netflix Inc. | Add +8.8% | 0.04% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +13.0% | 0.06% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +10.4% | 0.07% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.15% | +0.00 |
| DIS The Walt Disney Co. | Add +22.0% | 0.03% | +0.00 |
| NEE Nextera Energy Inc. | Add +7.8% | 0.03% | +0.00 |
| INTU Intuit Inc. | Add +7.7% | 0.04% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.1% | 0.03% | +0.00 |
| MS Morgan Stanley | Add +9.4% | 0.04% | +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 |