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

0$500.0M$1.0B$1.5B Q1 2024: $619.2M Q1 2024 Q2 2024: $671.9M Q2 2024 Q3 2024: $743.0M Q3 2024 Q4 2024: $770.7M Q4 2024 Q1 2025: $768.9M $768.9M Q1 2025 Q2 2025: $847.9M Q2 2025 Q3 2025: $952.4M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.1B Q2 2026

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
LLY Eli Lilly & Co. 0.03% 314 $259K New
NEE Nextera Energy Inc. 0.03% 3,656 $259K Add +7.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 2,570 $254K Add +22.0%
PPG PPG Industries Inc. 0.03% 2,315 $253K No change
DFS Discover Financial Services 0.03% 1,443 $246K Add +1.1%
JNJ Johnson & Johnson 0.03% 1,444 $239K New
APO Apollo Global Management Inc. 0.03% 1,724 $236K Add +1.9%
CP Canadian Pacific Kansas City 0.03% 3,275 $230K Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.03% 1,949 $229K New
UNH Unitedhealth Group Inc. 0.03% 428 $224K New
PCOR Procore Technologies Inc. 0.03% 3,234 $214K No change
STIP iShares 0-5 Year Tips Bond E 0.03% 2,033 $210K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.03% 1,589 $205K Reduce -23.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 795 $204K No change
PEP Pepsico Inc. 0.03% 1,343 $201K Add +1.1%
CRM Salesforce Inc. 0.03% 749 $201K Add +8.6%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$1.1BITOT, PICB, VEA, VTI, XHLF
Q1 2026 145$1.0BITOT, PICB, XHLF, VEA, VTI
Q4 2025 137$1.0BITOT, XHLF, VEA, PICB, VTI
Q3 2025 132$952.4MITOT, XHLF, VEA, VTI, BKAG
Q2 2025 123$847.9MXHLF, ITOT, VEA, VTI, BKAG
Q1 2025 116$768.9MXHLF, VEA, ITOT, VTI, MOAT
Q4 2024 118$770.7MXHLF, VTI, VEA, MOAT, BKAG
Q3 2024 109$743.0MVTI, XTEN, XHLF, VEA, MOAT
Q2 2024 95$671.9MVTI, XTEN, XHLF, VEA, MOAT
Q1 2024 87$619.2MVTI, XHLF, XTEN, VEA, MOAT