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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Tanager Wealth Management LLP

Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001667731-25-000880

Total Value
$847.9M
Positions
123
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (123)

#IssuerTicker / CUSIPSharesValue% of Filing
1BONDBLOXX ETF TRUST09789C7882,202,075$110.9M13.07%
2ISHARES TR464287150816,665$110.3M13.01%
3VANGUARD TAX-MANAGED FDS9219438581,197,908$68.3M8.05%
4VANGUARD INDEX FDS922908769209,124$63.6M7.50%
5BNY MELLON ETF TRUST09661T6021,068,816$45.1M5.32%
6VANGUARD INTL EQUITY INDEX F922042874368,777$28.6M3.37%
7ISHARES TR464287226286,016$28.4M3.35%
8VANECK ETF TRUST92189F643272,580$25.6M3.02%
9DIMENSIONAL ETF TRUST25434V500388,887$24.8M2.92%
10VANGUARD INTL EQUITY INDEX F922042858494,544$24.5M2.88%
11AMERICAN CENTY ETF TR025072885201,366$20.3M2.39%
12ALPHABET INCGOOG113,591$20.1M2.38%
13VANGUARD INTL EQUITY INDEX F922042866244,106$20.1M2.37%
14VANECK ETF TRUST92189F4291,142,036$19.6M2.31%
15INVESCO EXCH TRADED FD TR IIIVZ798,775$19.3M2.28%
16APPLE INCAAPL72,231$14.8M1.75%
17VANGUARD BD INDEX FDS921937835193,543$14.3M1.68%
18ISHARES TR46428768939,424$13.8M1.63%
19DIMENSIONAL ETF TRUST25434V773401,786$12.0M1.41%
20MICROSOFT CORPMSFT23,766$11.8M1.39%
21ISHARES TR46432F842118,731$9.9M1.17%
22BONDBLOXX ETF TRUST09789C861185,219$9.2M1.08%
23ISHARES TR46434V613179,488$8.3M0.98%
24CENTESSA PHARMACEUTICALS PLCCNTA598,044$7.9M0.93%
25BONDBLOXX ETF TRUST09789C721135,349$6.9M0.81%
26VANGUARD INTL EQUITY INDEX F92204271850,629$6.8M0.80%
27VANGUARD INDEX FDS92290836311,118$6.3M0.74%
28VANGUARD STAR FDS92190976879,868$5.5M0.65%
29META PLATFORMS INCMETA7,252$5.4M0.63%
30AMAZON COM INCAMZN23,106$5.1M0.60%
31ISHARES TR46435G32666,068$5.0M0.59%
32ALPHABET INCGOOG27,400$4.8M0.57%
33PHILIP MORRIS INTL INC71817210920,109$3.7M0.43%
34ISHARES TR464288687118,197$3.6M0.43%
35DIAGEO PLCDGEAF34,053$3.4M0.40%
36VANGUARD INTL EQUITY INDEX F92204274223,393$3.0M0.35%
37ISHARES TR46428765512,518$2.7M0.32%
38ISHARES TR46434V73838,500$2.5M0.30%
39BERKSHIRE HATHAWAY INC DELBRK-A5,219$2.5M0.30%
40VANGUARD INDEX FDS92290875110,574$2.5M0.30%
41BONDBLOXX ETF TRUST09789C81248,290$2.2M0.26%
42ISHARES INC46434G10329,066$1.7M0.21%
43NVIDIA CORPORATIONNVDA10,086$1.6M0.19%
44VIVANI MEDICAL INCVANI1,021,169$1.3M0.16%
45ISHARES TR4642876223,800$1.3M0.15%
46DIMENSIONAL ETF TRUST25434V67423,726$1.2M0.15%
47SPDR S&P 500 ETF TRSPY1,954$1.2M0.14%
48INVESCO QQQ TRIVZ2,068$1.1M0.13%
49DIMENSIONAL ETF TRUST25434V71627,921$1.1M0.13%
50PROCTER AND GAMBLE CO7427181096,581$1.0M0.12%
51JPMORGAN CHASE & CO.VYLD3,451$1.0M0.12%
52CANDEL THERAPEUTICS INCCADL196,631$994,9530.12%
53ISHARES TR4642872001,563$970,4670.11%
54FIRST TR EXCH TRADED FD III33739E10851,836$922,6810.11%
55COSTCO WHSL CORP NEW22160K105909$899,8550.11%
56CHEVRON CORP NEWCVX6,263$896,7990.11%
57VANGUARD INDEX FDS9229086524,482$863,7260.10%
58ABBVIE INCABBV4,338$805,2200.09%
59CONOCOPHILLIPSCOP8,400$753,8160.09%
60BROADCOM INCAVGO2,695$742,8770.09%
61MARRIOTT INTL INC NEW5719032022,675$730,8370.09%
62ISHARES TR46434V69610,635$730,6250.09%
63AMERICAN EXPRESS COAXP2,260$720,8680.09%
64EXXON MOBIL CORPXOM6,548$705,8740.08%
65ISHARES TR46435U44014,690$700,2720.08%
66HESS CORPHESM4,970$688,5440.08%
67MICROSTRATEGY INCSTRK1,671$675,4680.08%
68DIMENSIONAL ETF TRUST25434V30222,347$646,9360.08%
69ORACLE CORPORCL-PD2,831$618,9420.07%
70VANGUARD INDEX FDS9229087361,380$604,9920.07%
71DIMENSIONAL ETF TRUST25434V69014,303$563,6810.07%
72SPDR S&P MIDCAP 400 ETF TRMDY988$559,6820.07%
73ISHARES TR46435G4254,003$541,6060.06%
74SPDR GOLD TRGLD1,685$513,6390.06%
75VANGUARD SPECIALIZED FUNDS9219088442,508$513,6350.06%
76BOSTON SCIENTIFIC CORPBSX4,660$500,5310.06%
77ISHARES INC46428651712,368$499,5440.06%
78ABBOTT LABSABLZF3,665$498,4770.06%
79VANECK ETF TRUST92189H30019,386$491,4350.06%
80NETFLIX INCNFLX358$479,4090.06%
81INVESCO EXCH TRADED FD TR IIIVZ6,057$433,8020.05%
82GOLDMAN SACHS GROUP INCGSCE585$414,0340.05%
83PHILLIPS 66PSX3,413$407,1710.05%
84AUTOMATIC DATA PROCESSING INADP1,307$403,4180.05%
85LOWES COS INC5486611071,798$398,9220.05%
86VANGUARD WORLD FD92204A702576$382,0490.05%
87MORGAN STANLEYMS-PQ2,665$375,3920.04%
88INTUITINTU465$366,2480.04%
89CAPITAL ONE FINL CORP14040H1051,715$364,8830.04%
90ISHARES TR4642874993,884$357,2110.04%
91MCDONALDS CORPMCD1,208$352,9410.04%
92TAIWAN SEMICONDUCTOR MFG LTD8740391001,544$349,7040.04%
93ISHARES TR4642875981,791$347,8660.04%
94THERMO FISHER SCIENTIFIC INCTMO839$340,1840.04%
95VISA INCV942$334,3650.04%
96DIMENSIONAL ETF TRUST25434V4014,858$325,5680.04%
97DISNEY WALT CO2546871062,586$320,5980.04%
98AON PLCAON872$311,0950.04%
99VANGUARD SCOTTSDALE FDS92206C4093,534$280,9530.03%
100HOME DEPOT INCHD762$279,3960.03%
101STARBUCKS CORPSBUX3,030$277,6390.03%
102CANADIAN PACIFIC KANSAS CITYCP3,456$274,4560.03%
103COCA COLA COKO3,612$255,7620.03%
104MASTERCARD INCORPORATEDMA455$255,6830.03%
105ISHARES TR4642874811,769$245,3250.03%
106PPG INDS INC6935061072,155$245,1310.03%
107NEXTERA ENERGY INCNEE-PW3,296$232,9340.03%
108DIMENSIONAL ETF TRUST25434V6826,074$231,1760.03%
109APOLLO GLOBAL MGMT INC03769M1061,599$226,8500.03%
110VANGUARD INDEX FDS922908637795$226,8140.03%
111JOHNSON & JOHNSONJNJ1,473$225,0010.03%
112ELI LILLY & COLLY280$218,2680.03%
113VANGUARD WHITEHALL FDS9219464061,585$211,2960.02%
114ISHARES TR46429B7472,023$208,1480.02%
115FIFTH THIRD BANCORPFITBM4,890$205,3500.02%
116WALMART INCWMT2,089$204,2620.02%
117ISHARES TR4642878041,868$204,1540.02%
118ZOOMINFO TECHNOLOGIES INCGTM20,123$203,6450.02%
119EATON CORP PLCETN570$203,4840.02%
120TESLA INCTSLA640$203,3020.02%
121NORFOLK SOUTHN CORP655844108792$202,8100.02%
122DELL TECHNOLOGIES INCDELL1,638$200,8720.02%
123374WATER INCSCWO18,330$5,9440.00%