Institutional Manager · CIK 0001892929

Tanager Wealth Management LLP

Goring On Thames, X0 · File #028-21972

Latest AUM

$1.00B

Positions

137

Top-10 Concentration

64.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	INVESCO EXCH TRADED FD TR II	IVZ	+1,429,753	+$34.1M	+$71,158
REDUCE	BONDBLOXX ETF TRUST	09789C788	-304,861	-$15.3M	-$310,787
EXITED	CENTESSA PHARMACEUTICALS PLC	152309100	-598,044	-$14.5M	$0
ADD	ISHARES TR	464287150	+67,522	+$10.0M	+$2.8M
ADD	ALPHABET INC	GOOG	+17,864	+$5.6M	+$7.1M
REDUCE	VANECK ETF TRUST	92189F643	-44,582	-$4.6M	+$909,415
NEW	SERIES PORTFOLIOS TR	81752T429	+122,620	+$3.3M	$0
ADD	BONDBLOXX ETF TRUST	09789C861	+60,251	+$3.0M	-$39,402
ADD	VANECK ETF TRUST	92189F429	+162,742	+$2.9M	-$141,498
REDUCE	VANGUARD TAX-MANAGED FDS	921943858	-42,330	-$2.6M	+$2.9M

Sector Allocation

Financials

7.3%$72.7M

Technology

4.0%$40.5M

Consumer Discretionary

0.7%$6.9M

Communication Services

0.6%$5.6M

0.5%$5.0M

0.4%$3.8M

0.1%$1.2M

0.1%$950,246

Filing History

Jan 26, 202613F HOLDINGS REPORTQ/E Dec 2025137 pos · $1.00B
Oct 24, 202513F HOLDINGS REPORTQ/E Sep 2025132 pos · $952.4M
Jul 18, 202513F HOLDINGS REPORTQ/E Jun 2025123 pos · $847.9M
Apr 24, 202513F HOLDINGS REPORTQ/E Mar 2025116 pos · $768.9M
Jan 27, 202513F HOLDINGS REPORTQ/E Dec 2024118 pos · $770.7M
Oct 22, 202413F HOLDINGS REPORTQ/E Sep 2024109 pos · $743.0M
Jul 25, 202413F HOLDINGS REPORTQ/E Jun 202495 pos · $671.9M
May 1, 202413F HOLDINGS REPORTQ/E Mar 202487 pos · $619.2M
Nov 8, 202313F HOLDINGS REPORTQ/E Dec 202375 pos · $482.2M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ISHARES TR	464287150	997,939	$148.4M	15.43%
2	BONDBLOXX ETF TRUST	09789C788	1,754,195	$88.2M	9.17%
3	VANGUARD TAX-MANAGED FDS	921943858	1,114,111	$69.6M	7.24%
4	INVESCO EXCH TRADED FD TR II	IVZ	2,867,312	$68.5M	7.12%
5	VANGUARD INDEX FDS	922908769	198,899	$66.7M	6.93%
6	BNY MELLON ETF TRUST	09661T602	1,256,294	$53.3M	5.54%
7	ALPHABET INC	GOOG	118,254	$37.1M	3.86%
8	VANGUARD INTL EQUITY INDEX F	922042874	378,303	$31.6M	3.29%
9	DIMENSIONAL ETF TRUST	25434V500	408,871	$28.5M	2.96%
10	VANGUARD INTL EQUITY INDEX F	922042858	515,357	$27.7M	2.88%
11	ISHARES TR	464287226	275,203	$27.5M	2.86%
12	VANECK ETF TRUST	92189F429	1,449,088	$25.6M	2.66%
13	APPLE INC	AAPL	77,591	$21.1M	2.19%
14	VANGUARD INTL EQUITY INDEX F	922042866	231,520	$20.9M	2.18%
15	AMERICAN CENTY ETF TR	025072885	181,298	$20.3M	2.11%
16	BONDBLOXX ETF TRUST	09789C861	381,918	$18.9M	1.97%
17	ISHARES TR	46434V613	361,795	$16.8M	1.75%
18	VANECK ETF TRUST	92189F643	159,781	$16.5M	1.72%
19	DIMENSIONAL ETF TRUST	25434V773	490,135	$16.1M	1.68%
20	ISHARES TR	464287689	36,835	$14.2M	1.48%