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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 Q3 2025 · Filed October 24, 2025 · Accession 0002085853-25-000151

Total Value
$952.4M
Positions
132
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (132)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150930,417$135.5M14.23%
2BONDBLOXX ETF TRUST09789C7882,059,056$103.8M10.90%
3VANGUARD TAX-MANAGED FDS9219438581,156,441$69.3M7.28%
4VANGUARD INDEX FDS922908769205,137$67.3M7.07%
5BNY MELLON ETF TRUST09661T6021,199,167$51.1M5.36%
6INVESCO EXCH TRADED FD TR IIIVZ1,437,559$34.3M3.60%
7VANGUARD INTL EQUITY INDEX F922042874379,390$30.3M3.18%
8VANGUARD INTL EQUITY INDEX F922042858511,321$27.7M2.91%
9DIMENSIONAL ETF TRUST25434V500399,898$27.4M2.87%
10ISHARES TR464287226267,176$26.8M2.81%
11ALPHABET INCGOOG100,390$24.5M2.57%
12VANECK ETF TRUST92189F4291,286,346$22.9M2.40%
13VANGUARD INTL EQUITY INDEX F922042866242,079$21.3M2.23%
14AMERICAN CENTY ETF TR025072885193,014$21.0M2.20%
15APPLE INCAAPL80,112$20.4M2.14%
16VANECK ETF TRUST92189F643204,363$20.3M2.13%
17BONDBLOXX ETF TRUST09789C861321,667$16.0M1.68%
18ISHARES TR46434V613319,479$14.9M1.57%
19ISHARES TR46428768938,808$14.7M1.54%
20DIMENSIONAL ETF TRUST25434V773461,886$14.6M1.53%
21CENTESSA PHARMACEUTICALS PLCCNTA598,044$14.5M1.52%
22VANGUARD BD INDEX FDS921937835190,640$14.2M1.49%
23MICROSOFT CORPMSFT24,392$12.6M1.33%
24ISHARES TR46432F842116,193$10.1M1.07%
25BONDBLOXX ETF TRUST09789C721179,433$9.1M0.96%
26VANGUARD INDEX FDS92290836312,191$7.5M0.78%
27ALPHABET INCGOOG28,585$6.9M0.73%
28VANGUARD INTL EQUITY INDEX F92204271846,764$6.7M0.70%
29ISHARES TR46434V73893,027$6.3M0.67%
30VANGUARD STAR FDS92190976879,855$5.9M0.62%
31AMAZON COM INCAMZN24,797$5.4M0.57%
32ISHARES TR46435G32667,111$5.4M0.56%
33ISHARES TR464288687162,532$5.1M0.54%
34META PLATFORMS INCMETA6,147$4.5M0.47%
35REDDIT INCRDDT15,823$3.6M0.38%
36VANGUARD INTL EQUITY INDEX F92204274224,775$3.4M0.36%
37DIAGEO PLCDGEAF34,317$3.3M0.34%
38PHILIP MORRIS INTL INC71817210919,518$3.2M0.33%
39ISHARES TR46428765512,384$3.0M0.31%
40NVIDIA CORPORATIONNVDA14,870$2.8M0.29%
41VANGUARD INDEX FDS92290875110,603$2.7M0.28%
42BERKSHIRE HATHAWAY INC DELBRK-A5,194$2.6M0.27%
43SPDR S&P 500 ETF TRSPY2,996$2.0M0.21%
44ISHARES INC46434G10329,129$1.9M0.20%
45BONDBLOXX ETF TRUST09789C81233,475$1.6M0.16%
46VIVANI MEDICAL INCVANI1,021,169$1.4M0.15%
47ISHARES TR4642876223,800$1.4M0.15%
48DIMENSIONAL ETF TRUST25434V67425,781$1.4M0.14%
49INVESCO QQQ TRIVZ2,243$1.3M0.14%
50CHEVRON CORP NEWCVX8,043$1.2M0.13%
51JPMORGAN CHASE & CO.VYLD3,632$1.1M0.12%
52DIMENSIONAL ETF TRUST25434V71626,050$1.1M0.12%
53BROADCOM INCAVGO3,237$1.1M0.11%
54ISHARES TR4642872001,563$1.0M0.11%
55CANDEL THERAPEUTICS INCCADL198,175$1.0M0.11%
56VANGUARD INDEX FDS9229086524,663$976,1520.10%
57PROCTER AND GAMBLE CO7427181096,178$949,4040.10%
58FIRST TR EXCH TRADED FD III33739E10851,162$933,1950.10%
59ABBVIE INCABBV3,927$909,2580.10%
60COSTCO WHSL CORP NEW22160K105924$855,2820.09%
61CONOCOPHILLIPSCOP8,586$812,1500.09%
62NETFLIX INCNFLX669$802,0770.08%
63ORACLE CORPORCL-PD2,817$792,2530.08%
64ISHARES TR46434V69610,635$780,9280.08%
65EXXON MOBIL CORPXOM6,851$772,4500.08%
66AMERICAN EXPRESS COAXP2,188$726,7380.08%
67ISHARES TR46435U44014,853$714,8450.08%
68VANGUARD INDEX FDS9229087361,390$666,6580.07%
69DIMENSIONAL ETF TRUST25434V30219,814$624,7200.07%
70VANGUARD SPECIALIZED FUNDS9219088442,789$602,4010.06%
71SPDR S&P MIDCAP 400 ETF TRMDY988$588,8780.06%
72STRATEGY INCSTRK1,789$576,4340.06%
73VISA INCV1,643$560,8870.06%
74GOLDMAN SACHS GROUP INCGSCE653$520,0170.05%
75DIMENSIONAL ETF TRUST25434V69012,654$518,1830.05%
76BOSTON SCIENTIFIC CORPBSX4,978$486,0020.05%
77ISHARES TR46435G4253,298$480,1890.05%
78INVESCO EXCH TRADED FD TR IIIVZ6,057$473,7180.05%
79LOWES COS INC5486611071,854$465,9290.05%
80PHILLIPS 66PSX3,317$451,1780.05%
81MORGAN STANLEYMS-PQ2,779$441,7500.05%
82ABBOTT LABSABLZF3,279$439,1890.05%
83DIMENSIONAL ETF TRUST25434V8649,079$437,5000.05%
84HOME DEPOT INCHD1,075$435,5790.05%
85TAIWAN SEMICONDUCTOR MFG LTD8740391001,544$431,2240.05%
86VANGUARD WORLD FD92204A702576$430,0590.05%
87THERMO FISHER SCIENTIFIC INCTMO864$419,0570.04%
88MCDONALDS CORPMCD1,374$417,5450.04%
89MARRIOTT INTL INC NEW5719032021,588$413,5790.04%
90AUTOMATIC DATA PROCESSING INADP1,281$376,0380.04%
91ISHARES TR4642874993,884$375,0000.04%
92VANECK ETF TRUST92189H30014,697$374,9200.04%
93NEXTERA ENERGY INCNEE-PW4,839$365,5300.04%
94DIMENSIONAL ETF TRUST25434V4014,869$352,7280.04%
95ISHARES INC4642865178,253$340,1060.04%
96INTUITINTU488$333,2600.03%
97SPDR GOLD TRGLD929$330,2320.03%
98MASTERCARD INCORPORATEDMA555$315,6900.03%
99AON PLCAON866$308,7980.03%
100TESLA INCTSLA688$305,9670.03%
101MICRON TECHNOLOGY INCMU1,758$294,1490.03%
102ELI LILLY & COLLY385$293,7550.03%
103MONGODB INCMDB927$287,7220.03%
104STARBUCKS CORPSBUX3,143$265,8980.03%
105JOHNSON & JOHNSONJNJ1,431$265,3360.03%
106CANADIAN PACIFIC KANSAS CITYCP3,456$257,9190.03%
107COCA COLA COKO3,816$253,2320.03%
108ISHARES TR4642874811,769$251,9230.03%
109DIMENSIONAL ETF TRUST25434V6826,074$249,5810.03%
110NORFOLK SOUTHN CORP655844108826$248,2280.03%
111VANGUARD INDEX FDS922908637795$244,7490.03%
112KLA CORPKLAC223$240,5750.03%
113ISHARES TR46432F8594,789$233,8950.02%
114DELL TECHNOLOGIES INCDELL1,638$232,2800.02%
115DISNEY WALT CO2546871062,026$232,0240.02%
116PPG INDS INC6935061072,155$226,5120.02%
117WALMART INCWMT2,196$226,3200.02%
118PEPSICO INCPEP1,610$226,1080.02%
119ADVANCED MICRO DEVICES INCAMD1,380$223,2700.02%
120ISHARES TR4642878041,872$222,4500.02%
121ZOOMINFO TECHNOLOGIES INCGTM20,123$219,5420.02%
122FIFTH THIRD BANCORPFITBM4,890$217,9880.02%
123VANGUARD WHITEHALL FDS9219464061,544$217,6270.02%
124APOLLO GLOBAL MGMT INC03769M1061,607$214,1650.02%
125INTERNATIONAL BUSINESS MACHSINTR757$213,5950.02%
126EATON CORP PLCETN568$212,5740.02%
127S&P GLOBAL INCSPGI425$206,8520.02%
128ISHARES TR464287614441$206,5690.02%
129RTX CORPORATIONRTX1,228$205,4810.02%
130VANGUARD SCOTTSDALE FDS92206C4092,530$202,2230.02%
131PROCORE TECHNOLOGIES INCPCOR2,746$200,2380.02%
132374WATER INCSCWO18,330$5,2590.00%