Tanager Wealth Management LLP

Q3 2025 13F Holdings

  • Location
    goring on thames, X0
  • Num holdings

    132

  • Value ($000)

    $952,436

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001892929
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$135.52M
14 %

930,417

X
XHLF

BONDBLOXX ETF TRUST

BLOOMBERG SIX MN
09789C788
$103.82M
11 %

2,059,056

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$69.29M
7 %

1,156,441

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$67.33M
7 %

205,137

B
BKAG

BNY MELLON ETF TRUST

CORE BOND ETF
09661T602
$51.08M
5 %

1,199,167

P
PICB

INVESCO EXCH TRADED FD TR II

INTL CORP BD
46138E636
$34.26M
4 %

1,437,559

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$30.28M
3 %

379,390

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$27.70M
3 %

511,321

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$27.38M
3 %

399,898

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$26.78M
3 %

267,176

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