13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001892929
Total reported value
$1.2B
$1.2B
137 檔
36.8%
The Q4 2025 SEC filing reveals that Tanager Wealth Management LLP held a total portfolio value of $1.2B, covering 137 public equity positions.
In Q4 2025, Tanager Wealth Management LLP displayed an active expansion posture, initiating 11 new positions and adding to 64 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 | 14.81% | +0.13% | +7.26% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 8.80% | -1.13% | -14.81% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.95% | -0.33% | -3.66% | |
| 4 | PICB | Invesco International Corpor | ETF-Other | 6.84% | +0.27% | +99.46% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.66% | -0.31% | -3.04% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 5.32% | -0.44% | +4.76% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.70% | -0.06% | +17.79% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.16% | -0.10% | -0.29% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.84% | -0.31% | +2.24% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.77% | +0.01% | +0.79% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -0.21% | +3.00% | |
| 12 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.56% | -0.50% | +12.65% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.24% | -3.15% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.09% | +0.04% | -4.36% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.02% | -0.15% | -6.07% | |
| 16 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.89% | +1.11% | +18.73% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.68% | -0.19% | +13.25% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.65% | -0.08% | -21.82% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.61% | +0.09% | +6.12% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.42% | +0.07% | -5.08% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.39% | -0.14% | -1.59% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.55% | +4.05% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | -0.06% | +1.86% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.07% | +16.79% | |
| 25 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.96% | -0.06% | +5.45% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | +19.34% | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.87% | +0.12% | +32.52% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.65% | -0.03% | -3.15% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.64% | +0.11% | +27.20% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | +0.05% | — | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.58% | -0.02% | +4.21% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.05% | -3.37% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.04% | -4.02% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.35% | -0.01% | +0.27% | |
| 35 | ELM | Elm Market Navigator ETF | ETF-Other | 0.33% | -0.02% | — | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | -0.08% | -0.64% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.17% | +7.57% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.03% | -7.05% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.01% | +2.25% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | -0.03% | -6.05% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | -0.01% | +2.35% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | -6.41% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.17% | +0.01% | +39.99% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | +0.01% | +1.32% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | -0.01% | -0.09% | |
| 46 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.13% | -0.01% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | +6.91% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.04% | +7.91% | |
| 49 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.11% | -0.02% | -27.14% | |
| 50 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.11% | -0.01% | -69.17% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 137 disclosed positions in Q4 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 36.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ELM
市值: $3.3M
Top Position Liquidated / Trimmed
260
前期市值: $14.5M
During Q4 2025, Tanager Wealth Management LLP's top holdings by market value included ITOT (14.8%)、XHLF (8.8%)、VEA (7.0%). The largest single position, ITOT, represented 14.8% of total portfolio value.
In Q4 2025, Tanager Wealth Management LLP made 127 total portfolio adjustments, initiating 11 new buys, adding to 64 positions, trimming 46 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.