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CIK: 0001892929
Total reported value
$1.2B
$1.2B
132 檔
35.6%
During the Q3 2025 filing period, Tanager Wealth Management LLP (CIK: 0001892929) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 132 reported positions.
In Q3 2025, Tanager Wealth Management LLP displayed an active expansion posture, initiating 26 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 14.23% | +0.13% | +13.93% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 10.90% | -1.13% | -6.49% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.28% | -0.33% | -3.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.07% | -0.31% | -1.91% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.36% | -0.44% | +12.20% | |
| 6 | PICB | Invesco International Corpor | ETF-Other | 3.60% | +0.27% | +79.97% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.18% | -0.10% | +2.88% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | +0.01% | +3.39% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.87% | -0.31% | +2.83% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.81% | -0.21% | -6.59% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.57% | -0.06% | -11.62% | |
| 12 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.40% | -0.50% | +12.64% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.23% | +0.04% | -0.83% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.20% | -0.15% | -4.15% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.24% | +10.91% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.13% | -0.08% | -25.03% | |
| 17 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.68% | +1.11% | +73.67% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.57% | -0.19% | +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% | +0.09% | +14.96% | |
| 21 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.52% | — | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.49% | -0.14% | -1.50% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | +0.55% | +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% | -0.06% | +32.57% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.03% | +9.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.07% | +4.32% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.70% | -0.03% | -7.63% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.67% | +0.12% | +141.63% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | +0.05% | -0.02% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.05% | +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% | +0.11% | +37.51% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.04% | -15.24% | |
| 35 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.38% | -0.01% | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.36% | -0.01% | +5.91% | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.34% | — | +0.78% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.08% | -2.94% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | -0.03% | -1.07% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.17% | +47.43% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | -0.03% | +0.27% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.01% | -0.48% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | +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% | -0.02% | -30.68% | |
| 46 | VANI | Vivani Medical Inc | Stock-Other | 0.15% | -0.01% | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.15% | +0.01% | — | |
| 48 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.14% | -0.01% | +8.66% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | -0.01% | +8.46% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.13% | +0.01% | +28.42% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 132 disclosed positions in Q3 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 ITOT, XHLF, VEA) accounted for 35.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IUSB
市值: $14.9M
Top Position Liquidated / Trimmed
HES
前期市值: $788.4K
During Q3 2025, Tanager Wealth Management LLP's top holdings by market value included ITOT (14.2%)、XHLF (10.9%)、VEA (7.3%). The largest single position, ITOT, represented 14.2% of total portfolio value.
In Q3 2025, Tanager Wealth Management LLP made 136 total portfolio adjustments, initiating 26 new buys, adding to 52 positions, trimming 48 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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