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

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 Q1 2025 Q2 2025: $847.9M Q2 2025 Q3 2025: $952.4M Q3 2025 Q4 2025: $1.0B $1.0B Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.1B Q2 2026

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%
HD Home Depot Inc. 0.03% 968 $333K Reduce -9.9%
FDEM Fidelity Emrg MRKT Multifact 0.03% 10,734 $331K New
AMD Advanced Micro Devices 0.03% 1,524 $326K Add +10.4%
MA Mastercard Inc. Class A 0.03% 568 $324K Add +2.3%
MSTR Strategy Inc. 0.03% 2,048 $311K Add +14.5%
AON Aon PLC Class A 0.03% 871 $307K Add +0.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 5,651 $299K New
ADP Automatic Data Processing 0.03% 1,134 $292K Reduce -11.5%
RTX RTX Corp. 0.03% 1,508 $277K Add +22.8%
VYM Vanguard High DVD Yield ETF 0.03% 1,914 $275K Add +24.0%
KLAC KLA Corp. 0.03% 226 $275K Add +1.4%
KO The Coca-Cola Co. 0.03% 3,804 $266K Reduce -0.3%
IWF iShares Russell 1000 Growth 0.03% 541 $256K Add +22.7%
SBUX Starbucks Corp. 0.03% 3,021 $254K Reduce -3.9%
SHV iShares 0-1 Year Treasury Bo 0.03% 2,300 $253K New
ASML ASML Holding NV-NY Reg SHS 0.03% 235 $251K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 795 $250K No change
DFSE Dimensional Em Sus CORE1 ETF 0.03% 6,032 $250K Reduce -0.7%
EMLC Vaneck JPM Em Local Curr BND 0.02% 9,444 $244K Reduce -35.7%
IWP iShares Russell Mid-Cap Grow 0.02% 1,769 $242K No change
SCHG Schwab US Large-Cap Growth 0.02% 7,323 $239K New
NSC Norfolk Southern Corp. 0.02% 826 $238K No change
APO Apollo Global Management Inc. 0.02% 1,644 $238K Add +2.3%
NEM Newmont Corp. 0.02% 2,371 $237K New
CAT Caterpillar Inc. 0.02% 413 $237K New
CP Canadian Pacific Kansas City 0.02% 3,151 $232K Reduce -8.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 778 $230K Add +2.8%
FITB Fifth Third Bancorp 0.02% 4,915 $230K Add +0.5%
ISRG Intuitive Surgical Inc. 0.02% 397 $225K New
FER Ferrovial NV 0.02% 3,459 $225K New
PPG PPG Industries Inc. 0.02% 2,156 $221K Add +0.1%
PEP Pepsico Inc. 0.02% 1,532 $220K Reduce -4.8%
HWM Howmet Aerospace Inc. 0.02% 1,046 $214K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 1,846 $210K Reduce -8.9%
SPGI S&P Global Inc. 0.02% 402 $210K Reduce -5.4%
GTM Zoominfo Technologies Inc. 0.02% 20,123 $205K No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 2,530 $202K No change

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

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