Tanager Wealth Management LLP — Q3 2025 13F Holdings

Name: Tanager Wealth Management LLP — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001892929

Total reported value

$1.1B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ITOT	Ishares Core S&p Total U.s.	ETF-Other	14.23%	+0.48%	+13.93%
2	XHLF	Bondbloxx Bbg 6 Mth US Treas	ETF-Other	10.90%	-2.87%	-6.49%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	7.28%	-0.34%	-3.46%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	7.07%	+0.23%	-1.91%
5	BKAG	Bny Mellon Core Bond ETF	ETF-Other	5.36%	-1.20%	+12.20%
6	PICB	Invesco International Corpor	ETF-Other	3.60%	+0.85%	+79.97%
7	VGK	Vanguard Ftse Europe ETF	ETF-Other	3.18%	-0.03%	+2.88%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.91%	-0.02%	+3.39%
9	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	2.87%	-0.05%	+2.83%
10	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.81%	-0.47%	-6.59%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.57%	+0.75%	-11.62%
12	PFXF	Vaneck Pref Sec X-financials	ETF-Other	2.40%	-0.31%	+12.64%
13	VPL	Vanguard Ftse Pacific ETF	ETF-Other	2.23%	+0.28%	-0.83%
14	AVUS	Avantis U.s. Equity ETF	ETF-Other	2.20%	+0.03%	-4.15%
15	AAPL	Apple INC	Stock-Tech	2.14%	-0.25%	+10.91%
16	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	2.13%	-0.19%	-25.03%
17	XONE	Bondbloxx Bbg 1 Dur US Treas	ETF-Other	1.68%	+1.39%	+73.67%
18	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.57%	-0.26%	+77.99%
19	IWV	Ishares Russell 3000 ETF	ETF-Other	1.54%	+0.07%	-1.56%
20	DFIS	Dimensional International Sm	ETF-Other	1.53%	-0.10%	+14.96%
21	260	Centessa Pharmaceuticals-adr	Stock-Other	1.52%	—	—
22	BND	Vanguard Total Bond Market	ETF-Other	1.49%	-0.48%	-1.50%
23	MSFT	Microsoft CORP	Stock-Tech	1.33%	—	+2.63%
24	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.07%	-0.06%	-2.14%
25	TAXX	Bblx Irm Tax-aware S Dur ETF	ETF-Other	0.96%	—	+32.57%
26	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.78%	+0.02%	+9.65%
27	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.73%	+0.15%	+4.32%
28	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.70%	—	-7.63%
29	IEUR	Ishares Core Msci Europe ETF	ETF-Other	0.67%	+0.11%	+141.63%
30	VXUS	Vanguard Total Intl Stock	ETF-Other	0.62%	+0.02%	-0.02%
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.57%	—	+7.32%
32	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.56%	-0.02%	+1.58%
33	PFF	Ishares Preferred & Income S	ETF-Other	0.54%	+0.24%	+37.51%
34	META	Meta Platforms Inc-class A	Stock-Comm Services	0.47%	—	-15.24%
35	RDDT	Reddit Inc-cl A	Stock-Comm Services	0.38%	—	—
36	VT	Vanguard Tot World Stk ETF	ETF-Other	0.36%	—	+5.91%
37	DEO	Diageo Plc-sponsored Adr	Stock-Consumer Staples	0.34%	-0.04%	+0.78%
38	PM	Philip Morris International	Stock-Consumer Staples	0.33%	—	-2.94%
39	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.31%	—	-1.07%
40	NVDA	Nvidia CORP	Stock-Tech	0.29%	+0.04%	+47.43%
41	VB	Vanguard Small-cap ETF	ETF-Other	0.28%	+0.01%	+0.27%
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.27%	—	-0.48%
43	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.21%	—	+53.33%
44	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.20%	+0.01%	+0.22%
45	XTEN	Bondbloxx Bbg 10y US Tsy ETF	ETF-Other	0.16%	—	-30.68%
46	VANI	Vivani Medical INC	Stock-Other	0.15%	—	—
47	IWB	Ishares Russell 1000 ETF	ETF-Other	0.15%	—	—
48	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	0.14%	—	+8.66%
49	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.14%	—	+8.46%
50	CVX	Chevron CORP	Stock-Energy	0.13%	-0.05%	+28.42%

1–50 of 132

Holding changes this quarter

Position changes disclosed by Tanager Wealth Management LLP for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ITOT	Ishares Core S&p Total U.s.	+5.9%	+13.93%	Add
2	XONE	Bondbloxx Bbg 1 Dur US Treas	+1.5%	+73.67%	Add
3	PICB	Invesco International Corpor	+1.4%	+79.97%	Add
4	DFIS	Dimensional International Sm	+0.5%	+14.96%	Add
5	PFF	Ishares Preferred & Income S	+0.3%	+37.51%	Add
6	260	Centessa Pharmaceuticals-adr	+0.2%	—	Trim
7	IWM	Ishares Russell 2000 ETF	+0.2%	-1.07%	Add
8	GOOGL	Alphabet Inc-cl A	+0.2%	+4.32%	Add
9	IEMG	Ishares Core Msci Emerging	+0.2%	+0.22%	Add
10	GOOG	Alphabet Inc-cl C	+0.2%	-11.62%	Trim
11	NVDA	Nvidia CORP	+0.2%	+47.43%	Add
12	TAXX	Bblx Irm Tax-aware S Dur ETF	+0.1%	+32.57%	Add
13	MSFT	Microsoft CORP	+0.1%	+2.63%	Trim
14	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+53.33%	Add
15	FPE	Ft-preferred Secur & INC ETF	+0.1%	-1.30%	Add
16	AVGO	Broadcom INC	+0.1%	+20.11%	Add
17	VOO	Vanguard S&p 500 ETF	0%	+9.65%	Add
18	NFLX	Netflix INC	0%	+86.87%	Add
19	AAPL	Apple INC	0%	+10.91%	Add
20	VT	Vanguard Tot World Stk ETF	0%	+5.91%	Add
21	VWO	Vanguard Ftse Emerging Marke	—	+3.39%	Add
22	VXUS	Vanguard Total Intl Stock	0%	-0.02%	Trim
23	AMZN	Amazon.com INC	0%	+7.32%	Add
24	IWV	Ishares Russell 3000 ETF	-0.1%	-1.56%	Add
25	META	Meta Platforms Inc-class A	-0.1%	-15.24%	Trim
26	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-2.14%	Trim
27	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-7.63%	Trim
28	VGK	Vanguard Ftse Europe ETF	-0.1%	+2.88%	Add
29	VPL	Vanguard Ftse Pacific ETF	-0.2%	-0.83%	Trim
30	PFXF	Vaneck Pref Sec X-financials	-0.2%	+12.64%	Add
31	DFAS	Dimensional US Small Cap ETF	-0.2%	+2.83%	Add
32	BKAG	Bny Mellon Core Bond ETF	-0.3%	+12.20%	Add
33	XTEN	Bondbloxx Bbg 10y US Tsy ETF	-0.4%	-30.68%	Trim
34	AVUS	Avantis U.s. Equity ETF	-0.6%	-4.15%	Trim
35	VTI	Vanguard Total Stock Mkt ETF	-0.7%	-1.91%	Trim
36	VEA	Vanguard Ftse Developed ETF	-1.4%	-3.46%	Trim
37	AGG	Ishares Core U.s. Aggregate	-1.6%	-6.59%	Trim
38	MOAT	Vaneck Morningstar Wide Moat	-3.6%	-25.03%	Trim
39	XHLF	Bondbloxx Bbg 6 Mth US Treas	-3.7%	-6.49%	Trim
40	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	—	NEW	New buy
41	IEUR	Ishares Core Msci Europe ETF	—	NEW	New buy
42	IDEV	Ishares Core Msci Dev Mkts	—	NEW	New buy
43	RDDT	Reddit Inc-cl A	—	NEW	New buy
44	CADL	Candel Therapeutics INC	—	NEW	New buy
45	HES	Hess CORP	—	EXIT	Sold out
46	IPAC	Ishares Core Msci Pacific Et	—	NEW	New buy
47	MSTR	Strategy INC	—	NEW	New buy
48	FNCL	Fidelity Msci Financial Indx	—	EXIT	Sold out
49	SUB	Ishares Short-term National	—	EXIT	Sold out
50	DFSD	Dimensional Short Duration	—	NEW	New buy