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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 Q4 2025 · Filed January 26, 2026 · Accession 0002085853-26-000090

Total Value
$1.00B
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150997,939$148.4M14.81%
2BONDBLOXX ETF TRUST09789C7881,754,195$88.2M8.80%
3VANGUARD TAX-MANAGED FDS9219438581,114,111$69.6M6.95%
4INVESCO EXCH TRADED FD TR IIIVZ2,867,312$68.5M6.84%
5VANGUARD INDEX FDS922908769198,899$66.7M6.66%
6BNY MELLON ETF TRUST09661T6021,256,294$53.3M5.32%
7ALPHABET INCGOOG118,254$37.1M3.70%
8VANGUARD INTL EQUITY INDEX F922042874378,303$31.6M3.16%
9DIMENSIONAL ETF TRUST25434V500408,871$28.5M2.84%
10VANGUARD INTL EQUITY INDEX F922042858515,357$27.7M2.77%
11ISHARES TR464287226275,203$27.5M2.74%
12VANECK ETF TRUST92189F4291,449,088$25.6M2.56%
13APPLE INCAAPL77,591$21.1M2.11%
14VANGUARD INTL EQUITY INDEX F922042866231,520$20.9M2.09%
15AMERICAN CENTY ETF TR025072885181,298$20.3M2.02%
16BONDBLOXX ETF TRUST09789C861381,918$18.9M1.89%
17ISHARES TR46434V613361,795$16.8M1.68%
18VANECK ETF TRUST92189F643159,781$16.5M1.65%
19DIMENSIONAL ETF TRUST25434V773490,135$16.1M1.61%
20ISHARES TR46428768936,835$14.2M1.42%
21VANGUARD BD INDEX FDS921937835187,605$13.9M1.39%
22MICROSOFT CORPMSFT25,380$12.3M1.23%
23ISHARES TR46432F842118,355$10.6M1.06%
24ALPHABET INCGOOG33,383$10.4M1.04%
25BONDBLOXX ETF TRUST09789C721189,214$9.6M0.96%
26VANGUARD INDEX FDS92290836314,549$9.1M0.91%
27ISHARES TR46434V738123,282$8.8M0.87%
28VANGUARD INTL EQUITY INDEX F92204271845,290$6.5M0.65%
29ISHARES TR464288687206,740$6.4M0.64%
30VANGUARD STAR FDS92190976879,855$6.0M0.60%
31ISHARES TR46435G32669,937$5.8M0.58%
32AMAZON COM INCAMZN23,961$5.5M0.55%
33META PLATFORMS INCMETA5,900$3.9M0.39%
34VANGUARD INTL EQUITY INDEX F92204274224,841$3.5M0.35%
35SERIES PORTFOLIOS TR81752T429122,620$3.3M0.33%
36PHILIP MORRIS INTL INC71817210919,394$3.1M0.31%
37NVIDIA CORPORATIONNVDA15,995$3.0M0.30%
38ISHARES TR46428765511,511$2.8M0.28%
39BERKSHIRE HATHAWAY INC DELBRK-A5,311$2.7M0.27%
40VANGUARD INDEX FDS9229087519,962$2.6M0.26%
41ISHARES INC46434G10329,814$2.0M0.20%
42SPDR S&P 500 ETF TRSPY2,804$1.9M0.19%
43CHEVRON CORP NEWCVX11,259$1.7M0.17%
44ISHARES TR4642876223,850$1.4M0.14%
45INVESCO QQQ TRIVZ2,241$1.4M0.14%
46DIMENSIONAL ETF TRUST25434V67425,781$1.3M0.13%
47JPMORGAN CHASE & CO.VYLD3,883$1.3M0.12%
48BROADCOM INCAVGO3,493$1.2M0.12%
49BONDBLOXX ETF TRUST09789C81224,391$1.1M0.11%
50REDDIT INCRDDT4,879$1.1M0.11%
51CANDEL THERAPEUTICS INCCADL198,175$1.1M0.11%
52ISHARES TR4642872001,563$1.1M0.11%
53DIAGEO PLCDGEAF12,409$1.1M0.11%
54VANGUARD INDEX FDS9229086524,736$990,3920.10%
55DIMENSIONAL ETF TRUST25434V71622,309$968,8800.10%
56FIRST TR EXCH TRADED FD III33739E10851,162$932,1720.09%
57VIVANI MEDICAL INCVANI739,160$909,1670.09%
58PROCTER AND GAMBLE CO7427181096,187$886,6800.09%
59ABBVIE INCABBV3,868$883,7990.09%
60ISHARES TR46434V69611,574$847,3330.08%
61COSTCO WHSL CORP NEW22160K105961$828,7090.08%
62EXXON MOBIL CORPXOM6,848$824,0880.08%
63CONOCOPHILLIPSCOP8,430$789,1320.08%
64AMERICAN EXPRESS COAXP2,018$746,5280.07%
65ISHARES TR46435U44014,853$711,9890.07%
66VANGUARD INDEX FDS9229087361,439$702,0310.07%
67GOLDMAN SACHS GROUP INCGSCE727$639,0330.06%
68NETFLIX INCNFLX6,744$632,3170.06%
69SPDR S&P MIDCAP 400 ETF TRMDY988$596,0410.06%
70DELL TECHNOLOGIES INCDELL4,700$591,6900.06%
71VANGUARD SPECIALIZED FUNDS9219088442,562$563,0760.06%
72VISA INCV1,560$547,1080.05%
73TAIWAN SEMICONDUCTOR MFG LTD8740391001,782$541,7150.05%
74ORACLE CORPORCL-PD2,756$537,1720.05%
75DIMENSIONAL ETF TRUST25434V30216,015$521,6180.05%
76DIMENSIONAL ETF TRUST25434V86410,748$515,3880.05%
77MORGAN STANLEYMS-PQ2,900$514,8370.05%
78MICRON TECHNOLOGY INCMU1,798$513,1770.05%
79INVESCO EXCH TRADED FD TR IIIVZ6,057$510,5450.05%
80THERMO FISHER SCIENTIFIC INCTMO869$503,5440.05%
81ISHARES TR46435G4253,298$491,3360.05%
82MARRIOTT INTL INC NEW5719032021,542$478,3900.05%
83JOHNSON & JOHNSONJNJ2,301$476,1920.05%
84BOSTON SCIENTIFIC CORPBSX4,934$470,4570.05%
85WALMART INCWMT4,167$464,2550.05%
86VANGUARD WORLD FD92204A702576$434,1770.04%
87PHILLIPS 66PSX3,326$429,1870.04%
88MCDONALDS CORPMCD1,394$426,0480.04%
89ELI LILLY & COLLY395$424,4990.04%
90DIMENSIONAL ETF TRUST25434V6909,782$419,1100.04%
91ABBOTT LABSABLZF3,303$413,8330.04%
92LOWES COS INC5486611071,676$404,1840.04%
93MONGODB INCMDB940$394,5090.04%
94NEXTERA ENERGY INCNEE-PW4,819$386,9060.04%
95ISHARES TR4642874993,884$373,9130.04%
96SPDR GOLD TRGLD930$368,5680.04%
97TESLA INCTSLA811$364,7230.04%
98DIMENSIONAL ETF TRUST25434V4014,879$361,8870.04%
99ISHARES TR4642878042,888$347,0800.03%
100INTUITINTU510$337,8340.03%
101HOME DEPOT INCHD968$333,0890.03%
102FIDELITY COVINGTON TRUST31609254310,734$331,4660.03%
103ADVANCED MICRO DEVICES INCAMD1,524$326,3800.03%
104MASTERCARD INCORPORATEDMA568$324,2600.03%
105STRATEGY INCSTRK2,048$311,1940.03%
106AON PLCAON871$307,3580.03%
107ISHARES TR4642886465,651$298,8250.03%
108AUTOMATIC DATA PROCESSING INADP1,134$291,6990.03%
109RTX CORPORATIONRTX1,508$276,5670.03%
110VANGUARD WHITEHALL FDS9219464061,914$274,6970.03%
111KLA CORPKLAC226$274,6070.03%
112COCA COLA COKO3,804$265,9380.03%
113ISHARES TR464287614541$256,0550.03%
114STARBUCKS CORPSBUX3,021$254,3980.03%
115ISHARES TR4642886792,300$253,3450.03%
116ASML HOLDING N VASMLF235$251,4170.03%
117VANGUARD INDEX FDS922908637795$250,2660.02%
118DIMENSIONAL ETF TRUST25434V6826,032$250,2070.02%
119VANECK ETF TRUST92189H3009,444$243,8440.02%
120ISHARES TR4642874811,769$242,2470.02%
121SCHWAB STRATEGIC TR8085243007,323$238,8760.02%
122NORFOLK SOUTHN CORP655844108826$238,4960.02%
123APOLLO GLOBAL MGMT INC03769M1061,644$237,9850.02%
124NEWMONT CORPNEMCL2,371$236,7440.02%
125CATERPILLAR INCCAT413$236,5950.02%
126CANADIAN PACIFIC KANSAS CITYCP3,151$232,4940.02%
127INTERNATIONAL BUSINESS MACHSINTR778$230,4510.02%
128FIFTH THIRD BANCORPFITBM4,915$230,0490.02%
129INTUITIVE SURGICAL INCISRG397$224,8450.02%
130FERROVIAL SEFER3,459$224,5120.02%
131PPG INDS INC6935061072,156$220,9040.02%
132PEPSICO INCPEP1,532$220,0530.02%
133HOWMET AEROSPACE INCHWM1,046$214,4510.02%
134DISNEY WALT CO2546871061,846$210,3770.02%
135S&P GLOBAL INCSPGI402$210,0810.02%
136ZOOMINFO TECHNOLOGIES INCGTM20,123$204,6510.02%
137VANGUARD SCOTTSDALE FDS92206C4092,530$201,7170.02%