Data as of Q4 2025 (Dec 31, 2025)

Tanager Wealth Management LLP

โ€ขCIK: 1892929โ€ขFiling: Q4 2025

**Tanager Wealth Management LLP** manages $1.0B across a diversified portfolio of 137 positions. The fund exhibits significant allocations to broad market and sector-specific ETFs, notably holding ITOT at $148.4M and XHLF at $88.2M. Further concentration is visible in international exposure via VEA ($69.6M) and PICB ($68.5M), alongside core US equity holdings like VTI ($66.7M). This structure suggests a tactical, multi-asset approach emphasizing established market indices and targeted sector plays.

Total AUM
$1.0B
QoQ Performance
+5.2%
Positions
94
Top 10 Concentration
61.9%
Latest Filing
Q4 2025

Top Holdings Allocation

ITOT
XHLF
VEA
PICB
VTI
BKAG
ITOT14.8%
XHLF8.8%
VEA6.9%
PICB6.8%
VTI6.7%
BKAG5.3%
GOOG3.7%
VGK3.2%

๐Ÿ“ˆ Biggest Buys

PICB
INVESCO EXCH TRADED FD TR II
+99.5%
6.8% of portfolio
ITOT
ISHARES TR
+7.3%
14.8% of portfolio
GOOG
ALPHABET INC
+17.8%
3.7% of portfolio
ELM
SERIES PORTFOLIOS TR
NEW
0.3% of portfolio
XONE
BONDBLOXX ETF TRUST
+18.7%
1.9% of portfolio

๐Ÿ“‰ Biggest Sells

XHLF
BONDBLOXX ETF TRUST
-14.8%
8.8% of portfolio
MOAT
VANECK ETF TRUST
-21.8%
1.7% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-3.7%
6.9% of portfolio
RDDT
REDDIT INC
-69.2%
0.1% of portfolio
VTI
VANGUARD INDEX FDS
-3.0%
6.7% of portfolio

Sector Breakdown

Other87.5%
Technology9.0%
ETF1.2%
Consumer0.9%
Financial0.7%
Healthcare0.3%
Energy0.2%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

CNTA
CENTESSA PHARMACEUTICALS PLC
SOLD
$14.5M
LEMB
ISHARES INC
SOLD
$340.1K
ISTB
ISHARES TR
SOLD
$233.9K
ETN
EATON CORP PLC
SOLD
$212.6K
PCOR
PROCORE TECHNOLOGIES INC
SOLD
$200.2K
+1 more exited positions

Changes from Q3 2025

NEW11 new positions
โ†‘64 increased
โ†“46 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023