The Analysis of Tanager Wealth Management LLP's Holdings


Currently, Tanager Wealth Management LLP holds 132 types of securities in its portfolio with a total value $952.4M. In the most recent quarter, they have increased their positions in ITOT (+113.8K shares, valued at $16.6M), PICB (+638.8K shares, valued at $15.2M), XONE (+136.4K shares, valued at $6.8M); decreased their positions in XHLF (-143.0K shares, valued at $7.2M), MOAT (-68.2K shares, valued at $6.8M), GOOG (-13.2K shares, valued at $3.2M); initiated new positions in RDDT (+15.8K shares, valued at $3.6M), DFSD (+9.1K shares, valued at $437.5K), MU (+1.8K shares, valued at $294.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ITOT ISHARES TR930.4K shares13.93%2025-09-302025-10-24history
XHLF BONDBLOXX ETF TRUST2.1M shares-6.49%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS1.2M shares-3.46%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS205.1K shares-1.91%2025-09-302025-10-24history
BKAG BNY MELLON ETF TRUST1.2M shares12.20%2025-09-302025-10-24history
PICB INVESCO EXCH TRADED FD TR II1.4M shares79.97%2025-09-302025-10-24history
VGK VANGUARD INTL EQUITY INDEX F379.4K shares2.88%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F511.3K shares3.39%2025-09-302025-10-24history
Sponsored
DFAS DIMENSIONAL ETF TRUST399.9K shares2.83%2025-09-302025-10-24history
AGG ISHARES TR267.2K shares-6.59%2025-09-302025-10-24history
GOOG ALPHABET INC100.4K shares-11.62%2025-09-302025-10-24history
PFXF VANECK ETF TRUST1.3M shares12.64%2025-09-302025-10-24history
VPL VANGUARD INTL EQUITY INDEX F242.1K shares-0.83%2025-09-302025-10-24history
AVUS AMERICAN CENTY ETF TR193.0K shares-4.15%2025-09-302025-10-24history
AAPL APPLE INC80.1K shares10.91%2025-09-302025-10-24history
MOAT VANECK ETF TRUST204.4K shares-25.03%2025-09-302025-10-24history
Sponsored
XONE BONDBLOXX ETF TRUST321.7K shares73.67%2025-09-302025-10-24history
IUSB ISHARES TR319.5K shares77.99%2025-09-302025-10-24history
IWV ISHARES TR38.8K shares-1.56%2025-09-302025-10-24history
DFIS DIMENSIONAL ETF TRUST461.9K shares14.96%2025-09-302025-10-24history
CNTA CENTESSA PHARMACEUTICALS PLC598.0K shares0.00%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS190.6K shares-1.50%2025-09-302025-10-24history
MSFT MICROSOFT CORP24.4K shares2.63%2025-09-302025-10-24history
IEFA ISHARES TR116.2K shares-2.14%2025-09-302025-10-24history
Sponsored
TAXX BONDBLOXX ETF TRUST179.4K shares32.57%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS12.2K shares9.65%2025-09-302025-10-24history
GOOGL ALPHABET INC28.6K shares4.32%2025-09-302025-10-24history
VSS VANGUARD INTL EQUITY INDEX F46.8K shares-7.63%2025-09-302025-10-24history
IEUR ISHARES TR93.0K shares141.63%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS79.9K shares-0.02%2025-09-302025-10-24history
AMZN AMAZON COM INC24.8K shares7.32%2025-09-302025-10-24history
IDEV ISHARES TR67.1K shares1.58%2025-09-302025-10-24history
Sponsored
PFF ISHARES TR162.5K shares37.51%2025-09-302025-10-24history
META META PLATFORMS INC6.1K shares-15.24%2025-09-302025-10-24history
RDDT REDDIT INC15.8K sharesnew addition2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F24.8K shares5.91%2025-09-302025-10-24history
DEO DIAGEO PLC34.3K shares0.78%2025-09-302025-10-24history
PM PHILIP MORRIS INTL INC19.5K shares-2.94%2025-09-302025-10-24history
IWM ISHARES TR12.4K shares-1.07%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION14.9K shares47.43%2025-09-302025-10-24history
Sponsored
VB VANGUARD INDEX FDS10.6K shares0.27%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-0.48%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR3.0K shares53.33%2025-09-302025-10-24history
IEMG ISHARES INC29.1K shares0.22%2025-09-302025-10-24history
XTEN BONDBLOXX ETF TRUST33.5K shares-30.68%2025-09-302025-10-24history
VANI VIVANI MEDICAL INC1.0M shares0.00%2025-09-302025-10-24history
IWB ISHARES TR3.8K shares0.00%2025-09-302025-10-24history
DFSB DIMENSIONAL ETF TRUST25.8K shares8.66%2025-09-302025-10-24history
Sponsored
QQQ INVESCO QQQ TR2.2K shares8.46%2025-09-302025-10-24history
CVX CHEVRON CORP NEW8.0K shares28.42%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.3.6K shares5.24%2025-09-302025-10-24history
DFSU DIMENSIONAL ETF TRUST26.1K shares-6.70%2025-09-302025-10-24history
AVGO BROADCOM INC3.2K shares20.11%2025-09-302025-10-24history
IVV ISHARES TR1.6K shares0.00%2025-09-302025-10-24history
CADL CANDEL THERAPEUTICS INC198.2K shares0.79%2025-09-302025-10-24history
VXF VANGUARD INDEX FDS4.7K shares4.04%2025-09-302025-10-24history
Sponsored
PG PROCTER AND GAMBLE CO6.2K shares-6.12%2025-09-302025-10-24history
FPE FIRST TR EXCH TRADED FD III51.2K shares-1.30%2025-09-302025-10-24history
ABBV ABBVIE INC3.9K shares-9.47%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW924 shares1.65%2025-09-302025-10-24history
COP CONOCOPHILLIPS8.6K shares2.21%2025-09-302025-10-24history
NFLX NETFLIX INC669 shares86.87%2025-09-302025-10-24history
ORCL ORACLE CORP2.8K shares-0.49%2025-09-302025-10-24history
IPAC ISHARES TR10.6K shares0.00%2025-09-302025-10-24history
Sponsored
XOM EXXON MOBIL CORP6.9K shares4.63%2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO2.2K shares-3.19%2025-09-302025-10-24history
BGRN ISHARES TR14.9K shares1.11%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS1.4K shares0.72%2025-09-302025-10-24history
DFAE DIMENSIONAL ETF TRUST19.8K shares-11.33%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS2.8K shares11.20%2025-09-302025-10-24history
MDY SPDR S&P MIDCAP 400 ETF TR988 shares0.00%2025-09-302025-10-24history
MSTR STRATEGY INC1.8K shares7.06%2025-09-302025-10-24history
Sponsored
V VISA INC1.6K shares74.42%2025-09-302025-10-24history
GS GOLDMAN SACHS GROUP INC653 shares11.62%2025-09-302025-10-24history
DFSI DIMENSIONAL ETF TRUST12.7K shares-11.53%2025-09-302025-10-24history
BSX BOSTON SCIENTIFIC CORP5.0K shares6.82%2025-09-302025-10-24history
ESGU ISHARES TR3.3K shares-17.61%2025-09-302025-10-24history
KBWB INVESCO EXCH TRADED FD TR II6.1K shares0.00%2025-09-302025-10-24history
LOW LOWES COS INC1.9K shares3.11%2025-09-302025-10-24history
PSX PHILLIPS 663.3K shares-2.81%2025-09-302025-10-24history
Sponsored
MS MORGAN STANLEY2.8K shares4.28%2025-09-302025-10-24history
ABT ABBOTT LABS3.3K shares-10.53%2025-09-302025-10-24history
DFSD DIMENSIONAL ETF TRUST9.1K sharesnew addition2025-09-302025-10-24history
HD HOME DEPOT INC1.1K shares41.08%2025-09-302025-10-24history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares0.00%2025-09-302025-10-24history
VGT VANGUARD WORLD FD576 shares0.00%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC864 shares2.98%2025-09-302025-10-24history
MCD MCDONALDS CORP1.4K shares13.74%2025-09-302025-10-24history
Sponsored
MAR MARRIOTT INTL INC NEW1.6K shares-40.64%2025-09-302025-10-24history
ADP AUTOMATIC DATA PROCESSING IN1.3K shares-1.99%2025-09-302025-10-24history
IWR ISHARES TR3.9K shares0.00%2025-09-302025-10-24history
EMLC VANECK ETF TRUST14.7K shares-24.19%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC4.8K shares46.81%2025-09-302025-10-24history
DFUS DIMENSIONAL ETF TRUST4.9K shares0.23%2025-09-302025-10-24history
LEMB ISHARES INC8.3K shares-33.27%2025-09-302025-10-24history
INTU INTUIT488 shares4.95%2025-09-302025-10-24history
Sponsored
GLD SPDR GOLD TR929 shares-44.87%2025-09-302025-10-24history
MA MASTERCARD INCORPORATED555 shares21.98%2025-09-302025-10-24history
AON AON PLC866 shares-0.69%2025-09-302025-10-24history
TSLA TESLA INC688 shares7.50%2025-09-302025-10-24history
MU MICRON TECHNOLOGY INC1.8K sharesnew addition2025-09-302025-10-24history
LLY ELI LILLY & CO385 shares37.50%2025-09-302025-10-24history
MDB MONGODB INC927 sharesnew addition2025-09-302025-10-24history
SBUX STARBUCKS CORP3.1K shares3.73%2025-09-302025-10-24history
Sponsored
JNJ JOHNSON & JOHNSON1.4K shares-2.85%2025-09-302025-10-24history
CP CANADIAN PACIFIC KANSAS CITY3.5K shares0.00%2025-09-302025-10-24history
KO COCA COLA CO3.8K shares5.65%2025-09-302025-10-24history
IWP ISHARES TR1.8K shares0.00%2025-09-302025-10-24history
DFSE DIMENSIONAL ETF TRUST6.1K shares0.00%2025-09-302025-10-24history
NSC NORFOLK SOUTHN CORP826 shares4.29%2025-09-302025-10-24history
VV VANGUARD INDEX FDS795 shares0.00%2025-09-302025-10-24history
KLAC KLA CORP223 sharesnew addition2025-09-302025-10-24history
Sponsored
ISTB ISHARES TR4.8K sharesnew addition2025-09-302025-10-24history
DELL DELL TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-24history
DIS DISNEY WALT CO2.0K shares-21.66%2025-09-302025-10-24history
PPG PPG INDS INC2.2K shares0.00%2025-09-302025-10-24history
WMT WALMART INC2.2K shares5.12%2025-09-302025-10-24history
PEP PEPSICO INC1.6K sharesnew addition2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-10-24history
IJR ISHARES TR1.9K shares0.21%2025-09-302025-10-24history
Sponsored
GTM ZOOMINFO TECHNOLOGIES INC20.1K shares0.00%2025-09-302025-10-24history
FITB FIFTH THIRD BANCORP4.9K shares0.00%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS1.5K shares-2.59%2025-09-302025-10-24history
APO APOLLO GLOBAL MGMT INC1.6K shares0.50%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS757 sharesnew addition2025-09-302025-10-24history
ETN EATON CORP PLC568 shares-0.35%2025-09-302025-10-24history
SPGI S&P GLOBAL INC425 sharesnew addition2025-09-302025-10-24history
IWF ISHARES TR441 sharesnew addition2025-09-302025-10-24history
Sponsored
RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS2.5K shares-28.41%2025-09-302025-10-24history
PCOR PROCORE TECHNOLOGIES INC2.7K sharesnew addition2025-09-302025-10-24history
SCWO 374WATER INC18.3K shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available