CIK 1892929
Tanager Wealth Management LLP
Institutional 13F holdings & portfolio
Holdings
137
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CADL | CANDEL THERAPEUTICS INC | 198K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| DEO | DIAGEO PLC | 12K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 22K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 51K | $500K+ | SH |
| VANI | VIVANI MEDICAL INC | 739K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| IPAC | ISHARES TR | 12K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 961 | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 8K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BGRN | ISHARES TR | 15K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 727 | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 988 | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 5K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 6K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 869 | $500K+ | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 576 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 395 | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| MDB | MONGODB INC | 940 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 930 | $100K–$500K | SH |
| TSLA | TESLA INC | 811 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| INTU | INTUIT | 510 | $100K–$500K | SH |