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
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025137 pos · $1.00B
- 13F HOLDINGS REPORTQ/E Sep 2025132 pos · $952.4M
- 13F HOLDINGS REPORTQ/E Jun 2025123 pos · $847.9M
- 13F HOLDINGS REPORTQ/E Mar 2025116 pos · $768.9M
- 13F HOLDINGS REPORTQ/E Dec 2024118 pos · $770.7M
- 13F HOLDINGS REPORTQ/E Sep 2024109 pos · $743.0M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $671.9M
- 13F HOLDINGS REPORTQ/E Mar 202487 pos · $619.2M
- 13F HOLDINGS REPORTQ/E Dec 202375 pos · $482.2M
- 13F HOLDINGS REPORTQ/E Sep 202384 pos · $462.1M
- 13F HOLDINGS REPORTQ/E Jun 202371 pos · $421.8M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202380 pos · $371.2M
- 13F HOLDINGS REPORTQ/E Mar 202350 pos · $141.4M
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% |