The Analysis of Tanager Wealth Management LLP's Holdings
Currently, Tanager Wealth Management LLP holds 137 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in PICB (+1.4M shares, valued at $34.1M), ITOT (+67.5K shares, valued at $10.0M), N/A (+17.9K shares, valued at $5.6M); decreased their positions in XHLF (-304.9K shares, valued at $15.3M), MOAT (-44.6K shares, valued at $4.6M), VEA (-42.3K shares, valued at $2.6M); initiated new positions in ELM (+122.6K shares, valued at $3.3M), FDEM (+10.7K shares, valued at $331.5K), IGSB (+5.7K shares, valued at $298.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR997.9K shares7.26%2025-12-312026-01-26
XHLF BONDBLOXX ETF TRUST1.8M shares-14.81%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS1.1M shares-3.66%2025-12-312026-01-26 PICB INVESCO EXCH TRADED FD TR II2.9M shares99.46%2025-12-312026-01-26 VTI VANGUARD INDEX FDS198.9K shares-3.04%2025-12-312026-01-26 BKAG BNY MELLON ETF TRUST1.3M shares4.76%2025-12-312026-01-26 ALPHABET INC ALPHABET INC118.3K shares17.79%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F378.3K shares-0.29%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST408.9K shares2.24%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F515.4K shares0.79%2025-12-312026-01-26 AGG ISHARES TR275.2K shares3.00%2025-12-312026-01-26 PFXF VANECK ETF TRUST1.4M shares12.65%2025-12-312026-01-26 AAPL APPLE INC77.6K shares-3.15%2025-12-312026-01-26 VPL VANGUARD INTL EQUITY INDEX F231.5K shares-4.36%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR181.3K shares-6.07%2025-12-312026-01-26 XONE BONDBLOXX ETF TRUST381.9K shares18.73%2025-12-312026-01-26 IUSB ISHARES TR361.8K shares13.25%2025-12-312026-01-26 MOAT VANECK ETF TRUST159.8K shares-21.82%2025-12-312026-01-26 DFIS DIMENSIONAL ETF TRUST490.1K shares6.12%2025-12-312026-01-26 IWV ISHARES TR36.8K shares-5.08%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS187.6K shares-1.59%2025-12-312026-01-26 MSFT MICROSOFT CORP25.4K shares4.05%2025-12-312026-01-26 IEFA ISHARES TR118.4K shares1.86%2025-12-312026-01-26 ALPHABET INC ALPHABET INC33.4K shares16.79%2025-12-312026-01-26 TAXX BONDBLOXX ETF TRUST189.2K shares5.45%2025-12-312026-01-26 IEUR ISHARES TR123.3K shares32.52%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F45.3K shares-3.15%2025-12-312026-01-26 PFF ISHARES TR206.7K shares27.20%2025-12-312026-01-26 VXUS VANGUARD STAR FDS79.9K shares0.00%2025-12-312026-01-26 IDEV ISHARES TR69.9K shares4.21%2025-12-312026-01-26 AMZN AMAZON COM INC24.0K shares-3.37%2025-12-312026-01-26 META META PLATFORMS INC5.9K shares-4.02%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F24.8K shares0.27%2025-12-312026-01-26 ELM SERIES PORTFOLIOS TR122.6K sharesnew addition2025-12-312026-01-26 PM PHILIP MORRIS INTL INC19.4K shares-0.64%2025-12-312026-01-26 NVDA NVIDIA CORPORATION16.0K shares7.57%2025-12-312026-01-26 IWM ISHARES TR11.5K shares-7.05%2025-12-312026-01-26 VB VANGUARD INDEX FDS10.0K shares-6.05%2025-12-312026-01-26 IEMG ISHARES INC29.8K shares2.35%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.8K shares-6.41%2025-12-312026-01-26 CVX CHEVRON CORP NEW11.3K shares39.99%2025-12-312026-01-26 IWB ISHARES TR3.9K shares1.32%2025-12-312026-01-26 DFSB DIMENSIONAL ETF TRUST25.8K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.3.9K shares6.91%2025-12-312026-01-26 BROADCOM INC BROADCOM INC3.5K shares7.91%2025-12-312026-01-26 XTEN BONDBLOXX ETF TRUST24.4K shares-27.14%2025-12-312026-01-26 RDDT REDDIT INC4.9K shares-69.17%2025-12-312026-01-26 CADL CANDEL THERAPEUTICS INC198.2K shares0.00%2025-12-312026-01-26 IVV ISHARES TR1.6K shares0.00%2025-12-312026-01-26 DEO DIAGEO PLC12.4K shares-63.84%2025-12-312026-01-26 VXF VANGUARD INDEX FDS4.7K shares1.57%2025-12-312026-01-26 DFSU DIMENSIONAL ETF TRUST22.3K shares-14.36%2025-12-312026-01-26 FPE FIRST TR EXCH TRADED FD III51.2K shares0.00%2025-12-312026-01-26 VANI VIVANI MEDICAL INC739.2K shares-27.62%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO6.2K shares0.15%2025-12-312026-01-26 ABBV ABBVIE INC3.9K shares-1.50%2025-12-312026-01-26 IPAC ISHARES TR11.6K shares8.83%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW961 shares4.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP6.8K shares-0.04%2025-12-312026-01-26 COP CONOCOPHILLIPS8.4K shares-1.82%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO2.0K shares-7.77%2025-12-312026-01-26 BGRN ISHARES TR14.9K shares0.00%2025-12-312026-01-26 VUG VANGUARD INDEX FDS1.4K shares3.53%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC727 shares11.33%2025-12-312026-01-26 NFLX NETFLIX INC6.7K shares908.07%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR988 shares0.00%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC4.7K shares186.94%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-8.14%2025-12-312026-01-26 V VISA INC1.6K shares-5.05%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares15.41%2025-12-312026-01-26 ORCL ORACLE CORP2.8K shares-2.17%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST16.0K shares-19.17%2025-12-312026-01-26 DFSD DIMENSIONAL ETF TRUST10.7K shares18.38%2025-12-312026-01-26 MS MORGAN STANLEY2.9K shares4.35%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.8K shares2.28%2025-12-312026-01-26 KBWB INVESCO EXCH TRADED FD TR II6.1K shares0.00%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC869 shares0.58%2025-12-312026-01-26 ESGU ISHARES TR3.3K shares0.00%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW1.5K shares-2.90%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON2.3K shares60.80%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC CORP4.9K shares-0.88%2025-12-312026-01-26 WMT WALMART INC4.2K shares89.75%2025-12-312026-01-26 VGT VANGUARD WORLD FD576 shares0.00%2025-12-312026-01-26 PSX PHILLIPS 663.3K shares0.27%2025-12-312026-01-26 MCD MCDONALDS CORP1.4K shares1.46%2025-12-312026-01-26 LLY ELI LILLY & CO395 shares2.60%2025-12-312026-01-26 DFSI DIMENSIONAL ETF TRUST9.8K shares-22.70%2025-12-312026-01-26 ABT ABBOTT LABS3.3K shares0.73%2025-12-312026-01-26 LOW LOWES COS INC1.7K shares-9.60%2025-12-312026-01-26 MDB MONGODB INC940 shares1.40%2025-12-312026-01-26 NEE NEXTERA ENERGY INC4.8K shares-0.41%2025-12-312026-01-26 IWR ISHARES TR3.9K shares0.00%2025-12-312026-01-26 GLD SPDR GOLD TR930 shares0.11%2025-12-312026-01-26 TSLA TESLA INC811 shares17.88%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST4.9K shares0.21%2025-12-312026-01-26 IJR ISHARES TR2.9K shares54.27%2025-12-312026-01-26 INTU INTUIT510 shares4.51%2025-12-312026-01-26 HD HOME DEPOT INC968 shares-9.95%2025-12-312026-01-26 FDEM FIDELITY COVINGTON TRUST10.7K sharesnew addition2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.5K shares10.43%2025-12-312026-01-26 MA MASTERCARD INCORPORATED568 shares2.34%2025-12-312026-01-26 MSTR STRATEGY INC2.0K shares14.48%2025-12-312026-01-26 AON PLC AON PLC871 shares0.58%2025-12-312026-01-26 IGSB ISHARES TR5.7K sharesnew addition2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN1.1K shares-11.48%2025-12-312026-01-26 RTX RTX CORPORATION1.5K shares22.80%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS1.9K shares23.96%2025-12-312026-01-26 KLAC KLA CORP226 shares1.35%2025-12-312026-01-26 KO COCA COLA CO3.8K shares-0.31%2025-12-312026-01-26 IWF ISHARES TR541 shares22.68%2025-12-312026-01-26 SBUX STARBUCKS CORP3.0K shares-3.88%2025-12-312026-01-26 SHV ISHARES TR2.3K sharesnew addition2025-12-312026-01-26 ASML ASML HOLDING N V235 sharesnew addition2025-12-312026-01-26 VV VANGUARD INDEX FDS795 shares0.00%2025-12-312026-01-26 DFSE DIMENSIONAL ETF TRUST6.0K shares-0.69%2025-12-312026-01-26 EMLC VANECK ETF TRUST9.4K shares-35.74%2025-12-312026-01-26 IWP ISHARES TR1.8K shares0.00%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR7.3K sharesnew addition2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP826 shares0.00%2025-12-312026-01-26 NEM NEWMONT CORP2.4K sharesnew addition2025-12-312026-01-26 CAT CATERPILLAR INC413 sharesnew addition2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS778 shares2.77%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP4.9K shares0.51%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC397 sharesnew addition2025-12-312026-01-26 FER FERROVIAL SE3.5K sharesnew addition2025-12-312026-01-26 PPG PPG INDS INC2.2K shares0.05%2025-12-312026-01-26 PEP PEPSICO INC1.5K shares-4.84%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC1.0K sharesnew addition2025-12-312026-01-26 DIS DISNEY WALT CO1.8K shares-8.88%2025-12-312026-01-26 SPGI S&P GLOBAL INC402 shares-5.41%2025-12-312026-01-26 GTM ZOOMINFO TECHNOLOGIES INC20.1K shares0.00%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS2.5K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available