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CIK: 0001892929
Total reported value
$1.2B
$1.2B
116 檔
28.8%
The Q1 2025 SEC filing reveals that Tanager Wealth Management LLP held a total portfolio value of $1.2B, covering 116 public equity positions.
In Q1 2025, Tanager Wealth Management LLP displayed an active expansion posture, initiating 11 new positions and adding to 57 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 | 14.61% | -1.13% | +2.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.63% | -0.33% | -0.79% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.34% | +0.13% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.73% | -0.31% | -40.63% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.68% | -0.08% | +3.61% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.63% | -0.44% | +4.86% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.44% | -0.21% | -0.33% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.32% | -0.10% | -0.11% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.11% | -0.31% | +2.08% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | +0.01% | +1.66% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.80% | -0.15% | -44.07% | |
| 12 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.62% | -0.50% | -8.31% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | -0.06% | -6.62% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.38% | +0.04% | -1.65% | |
| 15 | PICB | Invesco International Corpor | ETF-Other | 2.16% | +0.27% | +11.36% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.24% | -4.65% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.80% | -0.14% | +2.78% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.59% | +0.07% | -6.50% | |
| 19 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.30% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | +0.55% | +6.00% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.06% | -4.15% | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 1.07% | +0.09% | +36.24% | |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.82% | -0.06% | +12.69% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.80% | -0.03% | -24.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | — | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.65% | +0.05% | +0.40% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.05% | +3.12% | |
| 28 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.59% | -0.02% | -15.40% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | -0.07% | +2.29% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | +0.04% | -17.92% | |
| 31 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.47% | — | +0.04% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | -0.08% | +0.05% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.35% | -0.01% | -3.61% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.01% | -3.89% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.03% | -1.43% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.29% | +0.11% | — | |
| 37 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.21% | +1.11% | -1.93% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | -0.01% | +31.12% | |
| 39 | VANI | Vivani Medical Inc | Stock-Other | 0.17% | -0.01% | — | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.16% | -0.01% | +3.86% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.15% | +0.01% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | +0.01% | +0.22% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.17% | +10.64% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.13% | +0.01% | +6.54% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | -27.35% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | +0.01% | +132.63% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.12% | -0.01% | +2.80% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | +0.04% | +33.86% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.07% | +66.45% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.11% | +0.02% | +0.51% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 116 disclosed positions in Q1 2025.
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, VEA, ITOT) accounted for 28.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $64.1M
Top Position Liquidated / Trimmed
VONV
前期市值: $861.0K
During Q1 2025, Tanager Wealth Management LLP's top holdings by market value included XHLF (14.6%)、VEA (8.6%)、ITOT (8.3%). The largest single position, XHLF, represented 14.6% of total portfolio value.
In Q1 2025, Tanager Wealth Management LLP made 112 total portfolio adjustments, initiating 11 new buys, adding to 57 positions, trimming 31 holdings, and fully liquidating 13 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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