Tanager Wealth Management LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Tanager Wealth Management LLP reported 137 stock positions worth $1.0 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 14.8% of the portfolio, followed by Bondbloxx BBG 6 MTH US Treas (XHLF, 8.8%) and Vanguard Ftse Developed ETF (VEA, 6.9%). Compared with Q3 2025, it opened 11 new positions, sold out of 6, added to 64 and reduced 46. The biggest buy was Invesco International Corpor (PICB, shares +99%) and the biggest sale Bondbloxx BBG 6 MTH US Treas (XHLF, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Goring On Thames, X0
- CIK
- 0001892929
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0002085853-26-000090 ↗ filed Jan 26, 2026
Holdings Value
Holdings 137 stocks · $1.0B
| ITOT iShares Core S&P Total U.S. | 14.81% | 997,939 | $148.4M | Add +7.3% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 8.80% | 1,754,195 | $88.2M | Reduce -14.8% |
| VEA Vanguard Ftse Developed ETF | 6.95% | 1,114,111 | $69.6M | Reduce -3.7% |
| PICB Invesco International Corpor | 6.84% | 2,867,312 | $68.5M | Add +99.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.66% | 198,899 | $66.7M | Reduce -3.0% |
| BKAG BNY Mellon Core Bond ETF | 5.32% | 1,256,294 | $53.3M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 3.71% | 118,254 | $37.1M | Add +17.8% |
| VGK Vanguard Ftse Europe ETF | 3.16% | 378,303 | $31.6M | Reduce -0.3% |
| DFAS Dimensional US Small Cap ETF | 2.84% | 408,871 | $28.5M | Add +2.2% |
| VWO Vanguard Ftse Emerging Marke | 2.77% | 515,357 | $27.7M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 2.74% | 275,203 | $27.5M | Add +3.0% |
| PFXF Vaneck Pref Sec X-Financials | 2.56% | 1,449,088 | $25.6M | Add +12.7% |
| AAPL Apple Inc. | 2.11% | 77,591 | $21.1M | Reduce -3.1% |
| VPL Vanguard Ftse Pacific ETF | 2.09% | 231,520 | $20.9M | Reduce -4.4% |
| AVUS Avantis U.S. Equity ETF | 2.02% | 181,298 | $20.3M | Reduce -6.1% |
| XONE Bondbloxx BBG 1 Dur US Treas | 1.89% | 381,918 | $18.9M | Add +18.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.68% | 361,795 | $16.8M | Add +13.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.65% | 159,781 | $16.5M | Reduce -21.8% |
| DFIS Dimensional International SM | 1.61% | 490,135 | $16.1M | Add +6.1% |
| IWV iShares Russell 3000 ETF | 1.42% | 36,835 | $14.2M | Reduce -5.1% |
| BND Vanguard Total Bond Market | 1.39% | 187,605 | $13.9M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.23% | 25,380 | $12.3M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.06% | 118,355 | $10.6M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.04% | 33,383 | $10.4M | Add +16.8% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.96% | 189,214 | $9.6M | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 0.91% | 14,549 | $9.1M | Add +19.3% |
| IEUR iShares Core MSCI Europe ETF | 0.87% | 123,282 | $8.8M | Add +32.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.65% | 45,290 | $6.5M | Reduce -3.1% |
| PFF iShares Preferred & Income S | 0.64% | 206,740 | $6.4M | Add +27.2% |
| VXUS Vanguard Total Intl Stock | 0.60% | 79,855 | $6.0M | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.58% | 69,937 | $5.8M | Add +4.2% |
| AMZN Amazon.com Inc. | 0.55% | 23,961 | $5.5M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.39% | 5,900 | $3.9M | Reduce -4.0% |
| VT Vanguard Tot World STK ETF | 0.35% | 24,841 | $3.5M | Add +0.3% |
| ELM Elm Market Navigator ETF | 0.33% | 122,620 | $3.3M | New |
| PM Philip Morris International | 0.31% | 19,394 | $3.1M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.30% | 15,995 | $3.0M | Add +7.6% |
| IWM iShares Russell 2000 ETF | 0.28% | 11,511 | $2.8M | Reduce -7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 5,311 | $2.7M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 9,962 | $2.6M | Reduce -6.0% |
| IEMG iShares Core MSCI Emerging | 0.20% | 29,814 | $2.0M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 2,804 | $1.9M | Reduce -6.4% |
| CVX Chevron Corp. | 0.17% | 11,259 | $1.7M | Add +40.0% |
| IWB iShares Russell 1000 ETF | 0.14% | 3,850 | $1.4M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,241 | $1.4M | Reduce -0.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.13% | 25,781 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 3,883 | $1.3M | Add +6.9% |
| AVGO Broadcom Inc. | 0.12% | 3,493 | $1.2M | Add +7.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.11% | 24,391 | $1.1M | Reduce -27.1% |
| RDDT Reddit Inc. Class A | 0.11% | 4,879 | $1.1M | Reduce -69.2% |
| CADL Candel Therapeutics Inc. | 0.11% | 198,175 | $1.1M | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,563 | $1.1M | No change |
| DEO Diageo PLC-Sponsored ADR | 0.11% | 12,409 | $1.1M | Reduce -63.8% |
| VXF Vanguard Extended Market ETF | 0.10% | 4,736 | $990K | Add +1.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.10% | 22,309 | $969K | Reduce -14.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.09% | 51,162 | $932K | No change |
| VANI Vivani Medical Inc. | 0.09% | 739,160 | $909K | Reduce -27.6% |
| PG The Procter & Gamble Co. | 0.09% | 6,187 | $887K | Add +0.1% |
| ABBV Abbvie Inc. | 0.09% | 3,868 | $884K | Reduce -1.5% |
| IPAC iShares Core MSCI Pacific Et | 0.08% | 11,574 | $847K | Add +8.8% |
| COST Costco Wholesale Corp. | 0.08% | 961 | $829K | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.08% | 6,848 | $824K | Reduce -0.0% |
| COP Conocophillips | 0.08% | 8,430 | $789K | Reduce -1.8% |
| AXP American Express Co. | 0.07% | 2,018 | $747K | Reduce -7.8% |
| BGRN iShares Usd Green Bond ETF | 0.07% | 14,853 | $712K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,439 | $702K | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.06% | 727 | $639K | Add +11.3% |
| NFLX Netflix Inc. | 0.06% | 6,744 | $632K | Add +0.8% |
| MDY State Street SPDR S&P Midcap | 0.06% | 988 | $596K | No change |
| DELL Dell Technologies -C | 0.06% | 4,700 | $592K | Add +186.9% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,562 | $563K | Reduce -8.1% |
| V Visa Inc. Class A | 0.05% | 1,560 | $547K | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 1,782 | $542K | Add +15.4% |
| ORCL Oracle Corp. | 0.05% | 2,756 | $537K | Reduce -2.2% |
| DFAE Dimensional Emerging Core Eq | 0.05% | 16,015 | $522K | Reduce -19.2% |
| DFSD Dimensional Short Duration | 0.05% | 10,748 | $515K | Add +18.4% |
| MS Morgan Stanley | 0.05% | 2,900 | $515K | Add +4.3% |
| MU Micron Technology Inc. | 0.05% | 1,798 | $513K | Add +2.3% |
| KBWB Invesco KBW Bank ETF | 0.05% | 6,057 | $511K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 869 | $504K | Add +0.6% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 3,298 | $491K | No change |
| MAR Marriott International Class A | 0.05% | 1,542 | $478K | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.05% | 2,301 | $476K | Add +60.8% |
| BSX Boston Scientific Corp. | 0.05% | 4,934 | $470K | Reduce -0.9% |
| WMT Walmart Inc. | 0.05% | 4,167 | $464K | Add +89.8% |
| VGT Vanguard Info Tech ETF | 0.04% | 576 | $434K | No change |
| PSX Phillips 66 | 0.04% | 3,326 | $429K | Add +0.3% |
| MCD McDonald's Corp. | 0.04% | 1,394 | $426K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.04% | 395 | $424K | Add +2.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.04% | 9,782 | $419K | Reduce -22.7% |
| ABT Abbott Laboratories | 0.04% | 3,303 | $414K | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.04% | 1,676 | $404K | Reduce -9.6% |
| MDB Mongodb Inc. | 0.04% | 940 | $395K | Add +1.4% |
| NEE Nextera Energy Inc. | 0.04% | 4,819 | $387K | Reduce -0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 3,884 | $374K | No change |
| GLD SPDR Gold Shares | 0.04% | 930 | $369K | Add +0.1% |
| TSLA Tesla Inc. | 0.04% | 811 | $365K | Add +17.9% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,879 | $362K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 2,888 | $347K | Add +54.3% |
| INTU Intuit Inc. | 0.03% | 510 | $338K | Add +4.5% |
Portfolio Sells Q3 2025 → Q4 2025
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -14.8% | 8.80% | −2.10 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −1.52 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -21.8% | 1.65% | −0.47 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 6.66% | −0.41 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.7% | 6.95% | −0.33 |
| RDDT Reddit Inc. Class A | Reduce -69.2% | 0.11% | −0.27 |
| DEO Diageo PLC-Sponsored ADR | Reduce -63.8% | 0.11% | −0.24 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.1% | 2.02% | −0.18 |
| VPL Vanguard Ftse Pacific ETF | Reduce -4.4% | 2.09% | −0.14 |
| IWV iShares Russell 3000 ETF | Reduce -5.1% | 1.42% | −0.12 |
| BND Vanguard Total Bond Market | Reduce -1.6% | 1.39% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 0.39% | −0.09 |
| VANI Vivani Medical Inc. | Reduce -27.6% | 0.09% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.1% | 0.65% | −0.05 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -27.1% | 0.11% | −0.05 |
| AAPL Apple Inc. | Reduce -3.1% | 2.11% | −0.04 |
| LEMB iShares JP Morgan Em Local C | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -7.0% | 0.28% | −0.03 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.05% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.0% | 0.26% | −0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Reduce -0.6% | 0.31% | −0.02 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.3% | 3.16% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 0.55% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -14.4% | 0.10% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.4% | 0.19% | −0.02 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -35.7% | 0.02% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -19.2% | 0.05% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -22.7% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -9.9% | 0.03% | −0.01 |
| ADP Automatic Data Processing | Reduce -11.5% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -9.6% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.09% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.1% | 0.06% | −0.01 |
| COP Conocophillips | Reduce -1.8% | 0.08% | −0.01 |
| V Visa Inc. Class A | Reduce -5.0% | 0.05% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -0.9% | 0.05% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -8.8% | 0.02% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.14% | −0.00 |
| DIS The Walt Disney Co. | Reduce -8.9% | 0.02% | −0.00 |
| SBUX Starbucks Corp. | Reduce -3.9% | 0.03% | −0.00 |
| AXP American Express Co. | Reduce -7.8% | 0.07% | −0.00 |
| PEP Pepsico Inc. | Reduce -4.8% | 0.02% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.7% | 0.03% | −0.00 |
| SPGI S&P Global Inc. | Reduce -5.4% | 0.02% | −0.00 |
| SCWO 374WATER Inc. | Sold out | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.03% | 0.00 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.04% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| PICB Invesco International Corpor | Add +99.5% | 6.84% | +3.24 |
| GOOG Alphabet Inc. Class C | Add +17.8% | 3.71% | +1.14 |
| ITOT iShares Core S&P Total U.S. | Add +7.3% | 14.81% | +0.59 |
| ELM Elm Market Navigator ETF | New | 0.33% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +16.8% | 1.04% | +0.31 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +18.7% | 1.89% | +0.21 |
| IEUR iShares Core MSCI Europe ETF | Add +32.5% | 0.87% | +0.21 |
| PFXF Vaneck Pref Sec X-Financials | Add +12.7% | 2.56% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +19.3% | 0.91% | +0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +13.3% | 1.68% | +0.11 |
| PFF iShares Preferred & Income S | Add +27.2% | 0.64% | +0.10 |
| DFIS Dimensional International SM | Add +6.1% | 1.61% | +0.08 |
| CVX Chevron Corp. | Add +40.0% | 0.17% | +0.04 |
| DELL Dell Technologies -C | Add +186.9% | 0.06% | +0.03 |
| FDEM Fidelity Emrg MRKT Multifact | New | 0.03% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.03% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| NEM Newmont Corp. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +89.8% | 0.05% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| FER Ferrovial NV | New | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +2.3% | 0.05% | +0.02 |
| JNJ Johnson & Johnson | Add +60.8% | 0.05% | +0.02 |
| LLY Eli Lilly & Co. | Add +2.6% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +54.3% | 0.03% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.2% | 0.58% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +11.3% | 0.06% | +0.01 |
| MDB Mongodb Inc. | Add +1.4% | 0.04% | +0.01 |
| AMD Advanced Micro Devices | Add +10.4% | 0.03% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +15.4% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +7.9% | 0.12% | +0.01 |
| NVDA Nvidia Corp. | Add +7.6% | 0.30% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +22.8% | 0.03% | +0.01 |
| DFSD Dimensional Short Duration | Add +18.4% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +4.3% | 0.05% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +6.9% | 0.12% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +24.0% | 0.03% | +0.00 |
| TSLA Tesla Inc. | Add +17.9% | 0.04% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +22.7% | 0.03% | +0.00 |
| IPAC iShares Core MSCI Pacific Et | Add +8.8% | 0.08% | +0.00 |
| KLAC KLA Corp. | Add +1.4% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Add +0.1% | 0.04% | +0.00 |
| APO Apollo Global Management Inc. | Add +2.3% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.8% | 0.02% | +0.00 |
| FITB Fifth Third Bancorp | Add +0.5% | 0.02% | +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 |