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CIK: 0001892929
Total reported value
$1.2B
$1.2B
118 檔
30.3%
In Q4 2024, Tanager Wealth Management LLP's U.S. equity holdings reached a combined market value of $1.2B, distributed across 118 disclosed stock positions.
In Q4 2024, Tanager Wealth Management LLP displayed an active expansion posture, initiating 19 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 14.24% | -1.13% | +61.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.69% | -0.31% | -0.49% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.17% | -0.33% | +8.01% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.76% | -0.08% | +7.24% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.26% | -0.44% | +68.56% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.24% | -0.15% | +76.39% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.35% | -0.21% | +106.25% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.31% | -0.31% | +4.84% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.16% | -0.06% | +13.57% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.00% | -0.10% | +3.57% | |
| 11 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.93% | -0.50% | +3.67% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.78% | +0.01% | +4.84% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.24% | -14.60% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.37% | +0.04% | -0.01% | |
| 15 | PICB | Invesco International Corpor | ETF-Other | 1.88% | +0.27% | +17.82% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.79% | +0.07% | +2.17% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.71% | -0.14% | +85.09% | |
| 18 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.51% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | +0.55% | +2.17% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | -0.06% | +4.58% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.05% | -0.03% | -44.44% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | -20.96% | |
| 23 | DFIS | Dimensional International Sm | ETF-Other | 0.75% | +0.09% | +1914.26% | |
| 24 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.72% | -0.06% | +278.50% | |
| 25 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.68% | -0.02% | -92.34% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.05% | +12.93% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.07% | +10.37% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.04% | -13.89% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.05% | -20.61% | |
| 30 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.56% | — | -0.00% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | -0.01% | +6.77% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | -0.08% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.03% | -1.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | +0.01% | +0.48% | |
| 35 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.21% | +1.11% | +125.95% | |
| 36 | VANI | Vivani Medical Inc | Stock-Other | 0.18% | -0.01% | -6.08% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | +0.01% | +42.50% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.17% | +10.24% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.16% | +0.01% | — | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.15% | -0.01% | +341.62% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | -0.01% | +6.95% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | +0.01% | +3.14% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.13% | -0.01% | -2.52% | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.12% | -0.01% | +19.25% | |
| 45 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.12% | — | -90.41% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.11% | — | — | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.11% | -0.01% | -0.29% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.11% | +0.02% | +0.20% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.11% | +0.01% | +3.67% | |
| 50 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 118 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XHLF, VTI, VEA) accounted for 30.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
PM
市值: $2.7M
Top Position Liquidated / Trimmed
PLTR
前期市值: $760.6K
During Q4 2024, Tanager Wealth Management LLP's top holdings by market value included XHLF (14.2%)、VTI (13.7%)、VEA (8.2%). The largest single position, XHLF, represented 14.2% of total portfolio value.
In Q4 2024, Tanager Wealth Management LLP made 113 total portfolio adjustments, initiating 19 new buys, adding to 48 positions, trimming 36 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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