Tanager Wealth Management LLP
Q3 2025 13F Holdings
- Locationgoring on thames, X0
- Num holdings
132
- Value ($000)
$952,436
- Date Filed10/24/2025
- Form type13F-HR
- CIK0001892929
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $135.52M | 14 % | 930,417 | ||
XHLF BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | $103.82M | 11 % | 2,059,056 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $69.29M | 7 % | 1,156,441 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $67.33M | 7 % | 205,137 | ||
BKAG BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | $51.08M | 5 % | 1,199,167 | ||
PICB INVESCO EXCH TRADED FD TR II | INTL CORP BD | 46138E636 | $34.26M | 4 % | 1,437,559 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $30.28M | 3 % | 379,390 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $27.70M | 3 % | 511,321 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $27.38M | 3 % | 399,898 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $26.78M | 3 % | 267,176 |
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